ROUTES: IVASS UPDATE - CONSOB TRAINING - OAM TRAINING
Ivass Thematic Area: Contractual and products
Ivass Area Module: 6. Assessment of the financial risks borne by policyholders
CONSOB Competence Area: Letter A art. 18 ESMA Guidelines

OBJECTIVES

The managed savings market is a market in continuous growth and evolution, and this course aims to provide the best tools and keys to be able to study and analyze it carefully in its various solutions. A particular chapter is dedicated to the weight that the financial system has in promoting sustainable and green development in contemporary society, and also describes the trends in the insurance sector, a complex but increasingly innovative sector.

DURATION

6 hours

CONTENTS

Module 1 - Investment products between tradition and innovation - Part 1

  • Fundamental principles of managed savings
  • Managed savings tools
  • The numbers of managed savings in Europe
  • The numbers of managed savings in Italy
  • The legislation on AIF and ELTIF
  • The sustainability of the financial system
  • Sustainable investments around the world
  • A new global framework for sustainable development
  • End of Module TEST

 

Module 2 - Investment products between tradition and innovation - Part 2

  • Mutual funds - general concepts
  • The performance of mutual funds
  • The calculation of the risk associated with mutual funds
  • The numbers of the insurance sector - 1
  • The numbers of the insurance sector - 2
  • Trends in the insurance industry
  • 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

Content edited by: Assoreti Training

Teaching: Sabrina Scarito

COURSE CODE:

0065_19_03