Managing and selling investment products (C6051)

À qui s'adresse la formation?

Professionals of the financial sector providing investment information or investment advice within the definition of the EU second directive on Financial instruments and markets.

Durée

30,00 jour(s)

12 weeks, 1 x 2 ½ hours/week

Langues(s) de prestation

Prochaine session

23.09.2024

Voir détails

Lieu

Ecole de Commerce et de Gestion Luxembourg (ECG)

Prix

180,00€

Prérequis

Successful completion of the module "Financial instruments and markets" (C6050) or proof of equivalent certified knowledge.

Objectifs

Understand and manage financial risk.
Understand risk and return.
Understand modern portfolio theory and diversification.
Understand reality versus rational financial behavior.
Understand and evaluate data and documents regarding a given investment product with respect to the risk profile of the investor.
Understand performance and risk measurement.
Understand the difference between historical performance and forecasting.
Understand the main characteristics of and differences between active, passive and alternative portfolio management.