Theme area: CONTRACTUAL AND PRODUCTS
ROUTES: IVASS TRAINING - IVASS - CONSOB UPDATE
Ivass area module: 5. Evaluation of the advantages and disadvantages of the different investment options for policyholders
Consob Thematic Macro Area: INVESTMENT EVALUATION
ESMA criteria point V.III: Letter B.

OBJECTIVES

The aim of the course is to make the link between risk assessment and policy performance understood for each type of life product.

In this way, commercial resources are offered tools capable of mixing the concept of risk with the concept of return and of strengthening the evaluation of the trade offs associated with the choice of life saving and investment products.

DURATION

1 hours

CONTENTS

  • A map of savings and investment opportunities
  • The key concept of risk
  • The balance between risk and policy performance: not just returns
  • The value of the life insurance offer in customer savings management

 

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: LYVE

Teacher: Antonio Sanna

COURSE CODE:

 0001_20_06