On 24 May 2023, the European Commission adopted a Retail Investment Package with the intention to empower retail investors to make investment decisions that are aligned with their needs and preferences, ensuring that they are treated fairly and duly protected. This will enhance retail investors’ trust and confidence to safely invest in their future and take full advantage of the EU’s Capital Markets Union. The Package aims to encourage participation in EU capital markets, which has traditionally been lower than in other jurisdictions, such as the US. Boosting the Capital Markets Union is also an essential means to channel private funding into the European economy and to fund the green and digital transitions.
This workshop will help investment professionals guide potential investors make appropriate investment decisions that are aligned with their needs and preferences.
The aim of this qualification is to provide attendees with the knowledge and skills required to analyse and respond to emerging ESG issues within their business organisation.
The main objective of this training course is to provide a solid background of the local regulatory framework.
The Diploma for Financial Advisers (DipFA) is a highly relevant programme of study that develops the knowledge required and enhances skills and practical understanding needed to operate in the field of financial advice.
A practical, introductory-level course that will give you a solid understanding of core compliance issues.
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