Learn Marketing Communication & MiFID II Investor Protection in 2025

A self-study course that introduces the learner to the specifics of marketing communication and investor protection through the perspective of the Markets in Financial Instruments (MiFID II) Regulation. Further, the course discusses the different marketing stages and provides practical examples of an effective sales script, and guidance for compliant marketing communication.

The course is suited and recommended for the annual Continuous Professional Development (CPD) requirements of professionals working at Cyprus Investment Firms (CIF), Crypto-Asset Services Providers (CASP), and other entities regulated by the Cyprus Securities and Exchange Commission (CySEC). Additionally, the course is also suitable for Marketing and Business Development professionals, promoting financial services.
This course includes:
  • online video recordings
  • self-study material
  • practical examples
  • test questions
  • certification of 5 hours of CPD
Instructor

Loukia Matsia

Regulatory Compliance Manager, SALVUS Funds
Format

Online self-study

Certification

5 hours of CPD

Price

120€

Price includes VAT

course contents

your instructor

Loukia Matsia

Regulatory Compliance Manager at SALVUS Funds

With eight years of hands-on compliance experience in the investment firm sector, Loukia oversees SALVUS Funds’ Regulatory Compliance and Internal Audit functions. Her expertise is devoted to assisting investment firms and other regulated entities in navigating continuously evolving regulatory frameworks, ensuring they remain fully aligned with today’s stringent requirements.

  • Certified Person and Certified Anti-Money Laundering (AML) Officer in the Public Register of the Cyprus Securities and Exchange Commission (CySEC).
  • Certified Anti-Money Laundering Specialist (CAMS)

  • Chartered Member (Chartered MCSI) - Chartered Institute for Securities and Investments (CISI)


what is the Learn Marketing Communication & MiFID II Investor Protection course and what are the learning outcomes?

The Learn Marketing Communication & MiFID II Investor Protection course has been developed by SALVUS Funds to educate professionals about the importance of appropriate marketing communication and the risks deriving from misleading investor information, according to MiFID II Regulation.


The European Securities and Markets Authority (ESMA) and EU member states regulatory authorities like the Cyprus Securities and Exchange Commission (CySEC), mandate for firms involved in the investment services industry to ensure investors protection according to the provisions of the marketing communication regulatory framework. This self-paced learning course is designed to augment knowledge and expertise of key-positioned professionals at CIF, Crypto-Asset Services Providers (CASP), and other CySEC regulated entities.

Professionals who complete this course will gain the knowledge and competencies to enhance company policies, procedures, and information provided to investors through practical examples, as well as establish the required monitoring and assessment process relating to marketing communication.

The completion of this course counts towards the Continuous Professional Development (CPD) annual requirements of the CySEC Advanced, Basic and AML certifications.


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