Introducing PwC's Academy's MiFID II training curriculum
The CSSF Circular 17/665 requires that professionals "ensure and demonstrate to competent authorities that natural persons giving investment advice or providing information about financial instruments, investment services or ancillary services to clients on behalf of the professional possess the necessary knowledge and competence to fulfil their obligations."
PwC's Academy has designed in close collaboration with PwC's subject matter experts a multilayer dedicated training curriculum to address the knowledge and competence criteria as set out in CSSF Circulars 17/665 and 17/670.
The training curriculum is designed to offer an effective, flexible and cost-efficient approach for professionals to build-up and maintain their MiFID II knowledge and competence.
3 complementary building blocks
The training curriculum is designed around 3 complementary building blocks:
- The "MiFID II certification" includes a comprehensive e-learning suite structured around 5 fundamental thematic pillars for professionals providing investment advice or providing information about investment products, investment services or ancillary services. Depending on the professional population considered, each pillar comprises a set of learning modules to meet the knowledge and competence criteria. Each pillar can kick off with a skill gap analysis to personalise the curriculum to each learner cumulative knowledge and experience to date. This personalisation is automatically performed by the e-learning solution depending on the results of each learner. Whilst the training curriculum is structured around the e-learning suite, it can be complemented by classroom sessions on selected topics under a blended learning approach.
- The "MiFID II on-line assessment" has been developed to support the annual assessment of general knowledge & competence around MiFID II requirements in the context of the CSSF Circular 17/665.
- The "MiFID II refresher" training is available under both e-learning and classroom formats to support the regular update of general knowledge & competence around MiFID II requirements.
You will find further details about each building block's contents and registration under the following links:
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