learning goals
The participants receive an overview of the sustainability-related information requirements in the brokerage of financial and insurance investments.
You will get to know the innovations of the Disclosure Ordinance and the legal basis of the ESG consulting obligations.
content
In this online training you will receive the following information from your instructor:
- Legal basis of the ESG system in the finance and insurance sector
- ESG Advisory Duties
- ESG Disclosure Requirements
IDD training time: 1 hour
Method: Online training with online test
Who is this online training suitable for?
- Insurance broker according to § 34d GewO
Your speaker: Daniel Berger
Lawyer Daniel Berger is a partner in the law firm Wirth – Rechtsanwälte, which specializes in capital investment and insurance law. As a specialist lawyer for banking and capital market law as well as commercial legal protection, he covers the entire spectrum of legal services for brokers and distributors in the field of capital investments. His main areas of activity are representation in liability and competition processes, conceptual advice and support in the implementation of regulatory requirements.
We look forward to your participation!
Sign up now here an!
Instructions for online training with online test
For this online training you can obtain proof of the IDD further training obligation.
To do this, you must meet the following requirements:
- Personal and full attendance (from beginning to end) of the online training
- Passed the online test (at least 50% correct answers)
After the online training, you will receive a personalized access link to the online test, which is limited in time (valid for 48 hours after the end of the online training).
The following framework conditions apply to the implementation and completion of the online test:
- Duration: 15 minutes
- Attempts: max. 2
You will receive your participation certificate by email no later than two weeks after you have passed the online test.
Details:
Term:
- Wednesday, 05/10/20231:00 p.m. to 2:00 p.m
Ort: Online
Cost:
0,00 €
Contact:
Fund Finance online training team
E-Mail:
Those:
Fonds Finanz Maklerservice GmbH
2023-05-09 23:39:53
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