MiFID II remains a cornerstone of EU financial regulation, setting standards for investor protection, market transparency, and product governance. In 2025, as regulatory expectations evolve under MiFID II, investment firms and financial intermediaries are expected to demonstrate not only compliance in form, but in substance, ensuring that products are designed, distributed, and monitored in the best interests of their target clients.
With this blog post, Evdokia Pitsillidou, an instructor at the institute, provides a comprehensive overview of MiFID II’s product governance framework and the critical requirements for providing investor information. These key areas are explored in depth through the online CPD course “Understand MiFID II Product Governance and Investors Information in 2025”, now available on the IforPE platform.
Key Elements of the MiFID II Product Governance Framework The product governance framework integrates several interconnected components:
- Product Design and Approval
Firms must establish a product approval process that assesses risk, complexity, and target market suitability.
Identification of positive and negative target markets based on client objectives, experience and financial situation.
Products should only be distributed through channels consistent with the identified target market.
Periodic reassessment ensures products continue to meet the needs of the target market.
Senior management and compliance officers must actively oversee the product governance process, ensuring accountability and regulatory compliance.
What is the “Understand MiFID II Product Governance and Investors Information in 2025” course and what does it include?
The
Understand MiFID II Product Governance and Investors Information in 2025 course is designed by SALVUS Funds and delivered by their Risk & Compliance Director, Evdokia Pitsillidou. This course is tailored for professionals working in investment firms (CIFs), credit institutions, fund managers, and compliance teams who wish to deepen their understanding of MiFID II product governance and investor protection standards.
By taking this course, participants will:
the core principles and regulatory expectations under MiFID II (including the MiFID II Product Governance regulatory requirements).
- Learn how to design and approve financial products in line with governance standards.
- Gain insights into target market definition and monitoring.
- Master the information disclosure requirements to investors.
- Develop best practices for aligning compliance, product development and distribution.
- Introduction to MiFID II and its 2025 Developments
- Principles of Product Governance and Manufacturer-Distributor Responsibilities
- Target Market Assessment and Product Approval Process
- Ongoing Monitoring and Product Review Procedures
- Investor Information Obligation and Transparency Requirements
- Communication and Reporting standards to Investors
- Compliance Oversight and Role of Senior Management
- Case Studies: Common Deficiencies and Regulatory Findings
- Practical Tools and Checklists for Implementation
The Understand MiFID II Product Governance and Investors Information in 2025 course offers materials in both PDF slides and online video recordings, allowing for flexible, self-paced learning. Enrolled learners can study anytime and anywhere at their convenience.
After completing the course, participants can assess their understanding of the material through a set of knowledge-based questions.
Get in touch
If you have any questions about Evdokia's course or any other questions related to your training requirements, please contact us; we would love to help. From all of us at IforPE, the Institute for Professional Excellence,
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