E-LEARNING COURSE for individuals and businesses
Placement of Financial Products – EEA
ABOUT THIS course
Enrollment duration for individuals: 60 days from purchase date
Price: CHF 400.-
The training is structured into four comprehensive chapters and starts with an overview of key definitions of financial services, instruments, and explanation of the circumstances under which the distribution of financial products can trigger the local distribution rules.
The course provides a summary of key definitions related to financial product placement and analyses the marketing rules subject to license under MiFID II. It continues by examining the licensing and registration requirements for structured products and fund. It concludes by analysing the documentation PRIIPs KID pertinent to: UCITS, AIFs and structured products.
TIME
Approximately 30 minutes
LANGUAGE
English
PREREQUISITES
None
TARGET AUDIENCE
Anyone working in the swiss financial sector
CERTIFICATION
Upon completion, participants will earn a certificate
ASSESSMENT
A formal assessment consisting of 10 questions with a passing grade of 80% forms part of this course.
PURCHASE
Course is available as part of a corporate offer or individual purchase
FAQ
This course addresses EEA-specific financial product placement regulations, including MiFID II compliance, licensing, and documentation.
Employees in the Swiss financial sector who work with EEA markets. No prerequisites are required.
A 10-question assessment with an 80% passing grade is required to earn a certificate.
TALK TO AN EXPERT
Do you have further questions? No problem!
Contact us by phone, email or contact form – together, we will clarify all open questions and advise you on the optimal training solution for your company.