ABOUT THE COURSE
This course lays the foundation for compliant client interactions with focus on the European Economic Area (EEA). It teaches crucial knowledge in the following areas:
Cross-border principles, key terms and definitions
Main risks associated with cross-border business
The day-to-day challenges of advising clients
Internal policies concerning cross-border business (optional)
Internal cross-border framework and business travel rules (optional)
The course addresses the standardised market regulations between EU countries in particular.
Participants will apply their knowledge with the help of ten real-life business cases.
Approximately 20 minutes.
All employees who may come in contact with clients and/or prospects domiciled in the EEA.
There is no formal assessment with this course.
Upon completion, participants will earn a certificate.