CREALOGIX and Deloitte are entering a partnership for the training for the new MiFID II guideline: from now on, a digital training programme focusing on investor protection will be available to financial institutes. Staff and management can use it to efficiently prepare for the introduction of the new guidelines.

Implementation of MiFID II

MiFID II is to be implemented by the EU countries and enter into force as of 3 January 2018. The main objective of MiFID II is improved investor protection. The 50-minute programme addresses topics like positioning as dependent or independent consultant, qualifying examination, target market determination and eligibility of financial products. Deloitte is contributing its specialist knowledge and CREALOGIX its expertise in creating high-quality digital learning media.

Cost-effective, efficient solution

The programme is suitable as basic training for management and customer advisors of financial institutes. The contents can be specifically adjusted to the customer as needed. Learning progress can be easily tracked by means of reports. Certificates and auditable reports can be produced automatically upon completion of a course. The training courses can be used for employees both from their workplace and from home. The offer is aimed at financial service providers of every size and is available with immediate effect as a Software as a Service (SaaS) solution on their learning platform at attractive terms and conditions.