PwC’s Academy proposes a comprehensive and innovative e-learning suite for professionals seeking an efficient and flexible way to support their MiFID learning initiatives in the context of the CSSF circular 17/665 knowledge and competence requirements.
This learning solution is part of our MiFID II blended learning curriculum.
Price: EUR 600
- Total duration* for professionals giving investment advice: 69h
- Total duration* for professionals giving information about investment products, investment services or ancillary services: 62.5h
Language: Available in English
(*) Effective e-learning duration can vary from a learner to another
Content
Our training curriculum is highly flexible in terms of delivery and is structured around 5 fundamental thematic pillars:
- Pillar 1: financial culture including ESG and sustainable finance
- Pillar 2: assets, investment vehicles and products
- Pillar 3: tax, compliance and regulation
- Pillar 4 (for professionals providing investment advice or information about investment products, investment services or ancillary services): portfolio management
- Pillar 5: financial performance
Depending on the professional population considered, each thematic pillar comprises a set of digital tutorials related to the knowledge and competence criteria. Each thematic pillar kicks off with a skill gap assessment enabling the definition of a personalised learning journey given the learner’s results.
The e-learning suite can be complemented by live classroom/webinar sessions on selected topics under the blended learning approach.
Target audience
- Professionals providing investment advice (“investment advisors”)
- Professionals providing information about investment products, investment services or ancillary services (“information givers”)
Our lead experts
This course has been designed with the support and collaboration of Cécile Liégeois, Partner and is coordinated by Isabelle Willequet, Senior Manager at PwC Luxembourg.
Cécile has over 23 years of professional experience in Luxembourg and has developed deep knowledge of Luxembourg banking and investment firms regulations, amongst other topics, internal governance, outsourcing arrangements (BPO/ICT/Cloud) and operational/ICT risk management. She is leading projects on new regulations implementation focusing on business, regulatory and operational impacts. Cécile has experience in the external audit (financial and regulatory audit) of entities of the financial sector, mainly in the banking industry, other areas of the financial sector (investment firms, support and specialised PFS), management companies and investment funds.
With over 29 years of professional experience in the Luxembourg banking sector, Isabelle has cultivated a profound understanding of banking processes, associated risks, and the implementation of effective controls. She has successfully led numerous operational and regulatory-driven projects across several major banking institutions, showcasing her expertise and leadership in the field.
