ROUTES: IVASS TRAINING - IVASS - CONSOB UPDATE
Ivass Thematic Area: CONTRACTUAL AND PRODUCTS
Ivass area module: 6. Assessment of the financial risks borne by policyholders
Consob Thematic Macro-area: CHARACTERISTICS OF FINANCIAL INSTRUMENTS
Cconsider ESMA point V.III: Letter to

OBJECTIVES

Confirming the MiFID system, MiFID 2 imposes a risk assessment that must be based on the objective and characteristic nature (ability to withstand losses) and subjective (risk tolerance) of each individual Customer.

The application of this principle passes through the correct knowledge, measurement and assessment of the risk of both individual financial instruments and investment products.

The course, after having given a generic definition of risk, identifies its characteristics first for the two main categories of asset classes and then for a vision also of the risks associated with investment products.

DURATION

1 30 hours and minutes

CONTENTS

MODULE 1 - The risk

• Financial and insurance risk: definition and differences
• Measurement of financial risk
• Insurance risk measurement
• Perception of risk

MODULE 2 - The risk in bonds

• Remember what they are
• The risks in the bonds
• Credit risk
• Market risk
• Other risks
• Risk measurement in bonds

MODULE 3 - The risk in shares

• Remember what they are
• Measurement of Return and Risk of shares
• Specific and Systemic Risk

MODULE 4 - Investment products

• FCI
• Financial insurance products

 

TECHNICAL REQUIREMENTS:

 

Acrobat Reader

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Minimum video resolution

The courses are optimized for a 1024 × 768 display on PCs and tablets of at least 7 inches.

Speakers or headphones (in case of multimedia products)

DATA TRACKING METHOD: SCORM 1.2

CERTIFICATION / CERTIFICATE

Final reports and certificate of use compliant with the provisions of the IVASS Regulation.

DEVELOPMENT TECHNOLOGY:

HTML5

PRODUCED BY:

PIAZZA COPERNICO

Content edited by: LYVE

Teacher: Antonio Sanna

COURSE CODE:

 0006_18_10