Introduction to PRIIPs & the Key Information Document

Product Description

This elearning course introduces the EU Directive on Packaged Retail and Insurance based Investment Products (PRIIPs) and the Key Information Document (KID). This course is intended for anyone who works in the Financial Services sector in one of the EU markets.

1. You will develop an understanding of Packaged Retail and Insurance-based Investment Products (PRIIPs), including their definition, purpose, and regulatory framework.
2. You gain necessary knowledge and skills to effectively evaluate, analyse, and compare PRIIPs products.
3. We look at practical insights and guidance on implementing PRIIPs requirements, including the creation of Key Information Documents (KIDs) and an overview of risk assessment methodologies, cost disclosures, and performance scenarios..

1. Introduction
2. Introduction to PRIIPs & KIDs Regulation
3. Implementing PRIIPS Requirements
4. Understanding the Content of the KID Document

There is a 10 question knowledge check at the end of the elearning course with a standard pass mark of 80% and unlimited attempts. The 10 questions are drawn randomly from a larger bank of questions. Each attempt will draw a different mix of questions.

70 minutes + 10 minutes of questions.

The user will receive a certificate in pdf format upon successful completion of the elearning course and knowledge check.

Each purchase is for a licence for a single user. The user has access to all the elearning course material for 6 (six) months via our web based elearning platform.

For volume purchasers, your nominated administrator will be able to download:

A set of detailed reports in Excel format showing course completion data for all of your users; and
Copies of all certificates.

Our courses have been reviewed and approved by over 100 Compliance Officers and deemed appropriate for use by all of their employees. We regularly update the course material as regulations evolve.