€200.00
The EIMF Live Online Learning Experience
Participants will receive access to the recorded sessions of the course.
EIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoyed in the comfort of your own chosen environment. Read more
Course Overview
Everyone wants to know how to put their product or service out in front of future customers in a multi-channel world. However, this is also a world where the European Securities and Markets Authority and CySEC have already intervened in a significant way to dictate the forms of marketing allowed in the Contracts for Differences market and other financial services areas. Marketing regulation, though, is not confined to financial services regulators. The Cyprus Advertising Regulatory Organization (CARO) has its own rules. All of these regimes are modelled around the “fair, clear and not misleading” found in MiFID 2. That directive and its subordinate legislation create a common financial promotions regime for Europe. This in turn has created an EU-wide industry involved in trying to reconcile compliance rules designed for a static advertising world with the demands of modern media.
This course looks at promotions under MiFID of all kinds, not just from the financial services compliance viewpoint but also advertising standards and good marketing. Adam always brings to courses examples of good, bad and sometimes dangerous promotions. He also likes looking at websites of participants’ competitors and various digital media channels to see what works and what does not. The course will also cover the process of carrying out financial promotions governance and the structures that businesses need to have in place to meet the regulators’ objectives.
Firms that offer derivative-based products without offering advice on them typically have to test their customers’ “appropriateness” for them. The key issues here are asking the right questions, interpreting the answers sensibly and deciding what to do if customers fail the tests. This part of the course looks at these issues and the ESMA guidance in this area on how participants should go about this difficult task.
28 in stock
Day 1: TBA
Start time: 09:00 EEST
End time: 11:45 EEST
Venue: Live Online
Coordinates: 5 | Duration: 5 hrs
Directions: <a href="https://eimf.eu/event-organizer/adam-samuel-organizer/">Adam Samuel (view the trainer's bio here)</a>
Phone: +35722274470
Email: [email protected]
Venue: Classroom (Nicosia)
CPD Units: 14 | Duration: 14 hrs
Venue: Live Online
CPD Units: 5 | Duration: 5 hrs
Venue: Live Online
CPD Units: 3 | Duration: 3 hrs
Venue: Live Online
CPD Units: 4 | Duration: 4 hrs
Use code [AUTUMN2025] at checkout before Friday, 5th September to claim your discount.
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Valid until 31 Jan 2025 23:59
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