ROUTES: IVASS TRAINING - IVASS - CONSOB UPDATE
Ivass Thematic Area: CONTRACTUAL AND PRODUCTS
Consob Thematic Macro Area: CHARACTERISTICS OF FINANCIAL INSTRUMENTS
ESMA criteria point V.III: Letter A and Letter K

DURATION

6 hours

CONTENTS

Form 1 - PART I

  • Introduction
  • Risk and uncertainty
  • Security and protection
  • Summing
  • Risks at the time of MiFID
  • Digital banking: the survey 
  • Financial planning and portfolio performance
  • Summing
  • End of module test

 

Module 2 - PART II

  • The risk map of bond and equity investments
  • Alternative investment instruments
  • The economic impact of Private Equity and Venture Capital in Italy
  • Summing
  • Diversify portfolio risk
  • Portfolio management strategies
  • Asset Management 2020 
  • Summing
  • 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

COURSE CODE:

0064_18_03