Placement of Financial Products – Switzerland

CHF 350.00

Enrollment duration: 60 days from the purchase date
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The training is structured into five comprehensive chapters and starts with an overview of key definitions of financial services, instruments, and explanation of the circumstances under which the distribution of financial products can be recognised as an offering.
The course provides a summary of key definitions related to financial product placement and analyses the distribution rules and principles of the Key Information Document (KID).
It concludes by examining Collective Investment Schemes (CIS) and the pertinent Prospectus document, focusing on the perspective of the issuer.
Course Duration: Approximately 30 minutes
Assessment: A formal assessment consisting of 10 questions with a passing grade of 80% forms part of this course.
Target audience: All employees who may be involved in the issuing and/or offering placement of financial products
Certification: Upon completion, participants will earn a certificate
Prerequisites: None
Language: English

Course Duration: Approximately 30 minutes

Assessment: A formal assessment consisting of 10 questions with a passing grade of 80% forms part of this course.

Target Audience: All employees who may be involved in the issuing and/or offering placement of financial products

Certification: Upon completion, participants will earn a certificate

Prerequisites: None

Language: English