Sustainability in Advisory Services: Adaptation of the MiFID/IDD Guidelines
This training focuses on understanding and implementing sustainable advisory practices while aligning with the MiFID/IDD guidelines. Participants will gain insights into the chain of sustainable financing, client preferences, and the challenges posed by market divergence and greenwashing risks.
By the end of this training, participants will:
- understand the key components of sustainable financing and their significance in advisory services (bank & insurance);
- be equipped with strategies to adapt advisory processes to incorporate client sustainability preferences;
- gain insights into tackling challenges posed by market divergence, taxonomy alignment, and regulatory guidelines;
- develop the ability to identify and mitigate risks related to greenwashing in sustainable investments.
Total price *
Members: € 220
Non-members: € 240
Partner BZB: € 220
Incompany: tailor-made, prices on request
* Price: service in the context of continuing professional training, exempt from VAT
CPD Hours
Banking: 1.5h general
Insurances: 1.5h general
Compliance: 1.5h general
Continuing Professional Development
Exam/CPD
600.013 permanent education banking
700.010 permanent education insurance
/ permanent education compliance
Available dates
05/12/2023 - 09:00u - 10:30u - Sustainability in Advisory Services: Adaptation of the MiFID/IDD Guidelines
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
The training course can be followed by various target groups:
- Financial advisors;
- Investment & insurance consultants;
- Compliance officers;
- Regulatory professionals;
- Asset Managers;
- Anyone involved in providing investment advice and managing client portfolios;
- …
Required prior knowledge
Advanced level training: this training requires a general basic knowledge of the subject.
Programme
CONTENT
- Understanding Sustainable Financing and Advisory Practice
- Introduction to sustainability in Advisory Services
- Exploring the chain of Sustainable Financing
- The role of Investments in Sustainable Development
- Adapting the Advisory Process to Incorporate Sustainability
- Customer information and preferences
- Formulating relevant questions
- Providing Sustainable Product Advice
- Implementing a Portfolio approach
- Enhancing suitability reports
- Addressing Challenges and Risks
- Identifying market divergence regarding "Sustainable Assets"
- Navigating taxonomy alignment
- Analysing divergent guidelines from ESMA and EIOPA
- Mitigating risks of Greenwashing
PRACTICAL INFORMATION
- Duration: 1 ½ hours of training
- Hours: 09:00 to 10:30
- 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.
In order to receive training points, 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
Jim Jozef DEMETS
Compliance & audit
