Product Governance (POG): A Cross-sectional Approach to MiFID II, IDD, and PRIIPs Aspects
Since 2018, the product governance rules under MiFID II and PRIIPs have come into effect, along with the product oversight and governance rules under the European Insurance Distribution Directive (IDD). After this training, you will have acquired a good understanding of the requirements imposed by the above regulations and the intersections and potential differences between them, as well as the practical implications.
The objective of this training is to:
- Provide practical insight into MiFID II, IDD, and PRIIPs product governance rules.
- Identify the main challenges in implementing these rules.
- Offer a comparative overview of banking and insurance obligations. Provide relevant insights and lessons learned from the banking and insurance sectors.
Total price *
Members: € 345
Non-members: € 380
Partners/ BZB: € 345
Incompany: tailor-made, prices on request
* Price: service in the context of continuing professional training, exempt from VAT
CPD Hours
Banking: 3h general
Insurances: 3h general
Compliance:
3h
Continuing Professional Development
Available dates
07/06/2024 - 09:00u - 12:30u - Product Governance (POG): A Cross-sectional Approach to MiFID II, IDD, and PRIIPs Aspects
Please let us know you're interested in this training should there be no date available, the planned date does not suit you and/or this session is full. As soon as about 5 people are registered on the interest list, we will propose a new course date. Your registration on the interest list is free of charge and without any obligation.
Target group
This training course can be followed by various target groups working within the financial sector as, among others:
- Product managers;
- Compliance officers and staff;
- Legal department managers and staff;
- Commercial/distribution department managers and staff;
- Internal auditors;
- Internal controllers.
Required prior knowledge
Expert level training: this training requires thorough prior knowledge of the subject.
Programme
CONTENT
- Evolution and status of product governance rules under MiFID II, IDD, and PRIIPs
- Regulatory requirements, intersections, and differences
- Latest developments and outstanding points of discussion
- Implementation
- Scope
- Selection of key challenges
- Sector insights
PRACTICAL INFORMATION
- Duration: ½ day of training (3 class hours)
- Hours: 09:00 to 12:30
- Location: This training will be given online
- Language: This training will be given in English
- Additional information: How do you start the webinar? You will receive a login and password by email to access our platform. In the platform you will find a link. By clicking on the scheduled date the webinar will start via Webex.
To be granted CPD hours, it is important to enter your own name and surname, follow the entire training day and answer the questions suggested by the trainer. Do not follow the training with several people on the same PC.
Methodology
You follow a ‘Live webinar’ digitally in a group. It is ‘learning-apart-together’. At an agreed time, the teacher and participants log in to a video conference tool, each from his or her own location and with his or her own computer. Via this tool’s camera, microphone and chat function, there is an opportunity for interaction and feedback, both from the participants to the teacher and vice versa. The teaching material consists as a basis of a presentation via the MyFA learning platform, supplemented with various other items (such as digital syllabus, presentation, audiovisual fragments, etc.).
Training material:
- PowerPoint presentation (slides);
- live video.
Teachers
Patricia Goddet
Compliance & audit
