ROUTES: IVASS TRAINING - IVASS - CONSOB UPDATE
Ivass Thematic Area: INSURANCE AND REINSURANCE TECHNIQUE
Ivass area module: 5. Elements of risk analysis techniques
Consob Thematic Macro Area: INVESTMENT SCENARIOS AND FORECASTS
ESMA criteria point V.III: Letter E

DURATION

5 hours

CONTENTS

MODULE 1 - Marriage and Heritage

• Estate planning: from the individual to the family
• The patrimonial regime for the communion of goods
• The property separation regime
• Marriage agreements
• The separation of the spouses
• Divorce and assisted negotiation
• End of module test

 

MODULE 2 - Civil unions, trusts, successions and ADS

• The property regime of de facto families
• The use of trust in family relationships
• The successions
• The support administrator
• The categories of risk
• End of module test

 

MODULE 3 - Insurance in estate planning

Life insurance
• Basic concepts in insurance matters
• The beneficiary of life policies - Part I
• The beneficiary of life policies - Part II
• Unit linked policies and deeds of destination
• End of module test

 

MODULE 4 - Insurance-financial instruments to protect assets

• Succession planning
• The donation and the family agreement
• Trust and succession insurance policies
• Index linked policies - Part I
• Index linked policies - Part II
• Unit linked policies
• The benefits of life insurance policies in estate planning
• End of module test

 

FINAL TEST

 

TECHNICAL REQUIREMENTS:

 

Acrobat Reader

PDF documents are exported for version 5 but are compatible with later versions of Acrobat Reader released up to the date of update of this file.

Browser

  • Internet Explorer 10
  • Internet Explorer 11
  • Mozilla Firefox
  • Google Chrome

JavaScript enabled

Pop-up blocker disabled

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

Contents edited by: Assoreti Formazione

Teacher: Diana Cerini - Valentina Gorla - Camilla Mazzoli - Nicoletta Marinelli - Sabrina Scarito

COURSE CODE:

0031_17_01