Investment Products
Apart from offering you quality training - participation in these courses will offer you an excellent networking opportunity.
The courses will allow you to share, discuss and debate ideas with a wide range of consumer organisations from Europe, building a strong network to protect consumer's rights in Europe.
What type of course is this?
This is a specialised course.
For further information on introductory and specialised courses please see the Frequently Asked Questions (FAQ) area.
What is the aim of this course?
To better involve consumer organisations in the field of investments products and services, and increase their efficiency by
- providing participants with expertise in the investment product sector
- showing what consumer organisations can do in terms of consumer protection regarding savings and investments
- encourage transfer of knowledge between consumer organisations experienced in this field and consumer organisations in need of know-how
- update consumer organisations on the latest EU legislation and rules on financial markets relative to investment products
- create awareness for the need of financial analysis and the importance for consumers
Profile of participants
This course is for staff of consumer organisations who
- are employed in their organisation and
- Already work on savings and investment products, e.g. publishing articles or
- want to be active in the savings and investment product field in the near future
Outline of the course*
*Subject to slight amendments
| Day 1 | Day 2 | Day 3 |
|---|---|---|
| Needs & Investor Profile | Analysis of different Investment Products | Behavioural Economics |
| Overview of Investment Products | MiFID Directive | EU Level Initiatives |
| Market Players | Practical exercices | Consumer Protection Schemes |
| Supervision & Regulation | Ethical Investments | Case studies & Practical exercices |
| The role of Consumer Organisations | ||