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Description
Programme
- Costs and fees of the advisory services provided to the client
- Application of MiFID II guidelines in product/client profiles
- Understanding the client’s needs and risk appetite
- Basic principles of portfolio management
- Measuring performance
- Investment styles and strategies; alternative investments
- Consequences of diversification
Target Audience
The persons concerned by the Training Programme are all persons placed under the authority of a professional (or acting on his behalf) subject to prudential supervision by the CSSF, i.e. individuals providing investment advice (“Advisory profile”) on financial instruments, investment services or ancillary services to clients.
Speakers
Experienced professional specialists selected on the basis of their in-depth knowledge of markets and financial products under MiFID rules I and II, and ESMA criteria.
Language
Session delivery: French
Course material: English
Assessment and Certification: English or French
Conditions
Support de cours
Pour des raisons de respect de l'environnement veuillez noter qu'aucun support papier ne vous sera fourni lors de votre formation. Votre support de cours peut être téléchargé gratuitement avant le début du cours via notre portail client (télécharger ici le guide du portail client). Vous pourrez ainsi le consulter sur l’écran de votre appareil mobile ou l'imprimer en cas de besoin. Si votre inscription a été effectuée par un responsable formation de votre entreprise veuillez le contacter pour qu'il puisse vous y donner accès ou vous l'envoyer.
Certification
This module is part of the MiFID II Certification. For more details about this Certification, please click here.
Lieu
Sessions and schedules
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