Professional of the financial sector and investment funds - Level II

This training profil is designed for poeple providing investment advisory or investment management services, poeple providing information on investment products and services or anyone wishing to acquire the knowledge and skills usefull for those functions.

It extends over approximately 165 hours :

• Understand the general principles of financial and fund markets ;
• Understand financial instruments, ETF, index funds and the specificities of portofolio management ;
• Identify and be able to recognise the characteristics of the main fund asset classes ;
• Be able to identify, analyse and mitigate the risks associated with funds investments. ;
• Undertstand hedge funds, their principles, investment techniques and strategies ;
• Identify private equity risks and the way they are addressed in practice through business cases ;
• Understand real estate investments, their techniques and their characteristics and risks ; 
• Determine the customer relationship while complying with the requirements of anti-money laundering and KYC regulations ; 
• Be able to read and understand Fund KIID or KID parts, communication to customer to respect risk profile defined before subscribing ; 
• Understand and master the intricacies of the three lines of defense (compliance, risk management, and internal audit).

The candidate who wishes to obtain the diploma "Professional of the financial sector and investment funds - Level II " will have to successfully complete all 6 modules.