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European Commission Project

Consumer Champion is a capacity building programme of the European Commission, managed by the Consumers, Health, Agriculture and Food Executive Agency (Chafea) to support and develop the capacity of consumer organisations and other entities with similar objectives from EU Member states, EEA and candidate countries.

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Financial Services

This website is in English to provide a common language for dialogue among users. We have provided an external Google Translate tool to assist website visitors, however the quality of the translated content is neither controlled nor guaranteed by Consumer Champion.
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Course type E-Learning
Level E-Learning: Level 1
Duration 5 Hours

Participant’s Profile

  • Staff and volunteers of consumer organisations and other non-profit entities working in this field of Consumer Affairs 
  • Staff in public authorities starting to work in the field of consumer protection
  • Students in EU or consumer law
  • Law experts and advisors
  • Media working on the consumer topics

Aim of the course

The course will provide participants with a basic understanding of the EU legislation related to consumer protection in the retail financial services area. Each unit/topic of the module has a specific learning objective.

Course Outline

This course is available in 14 EU languages and offers you the latest information about the new Payment Services Directive (PSD 2).

  • Overview of the Retail Financial Services
  • Distance marketing of consumer financial services
    • Directive (2002)
  • Consumer credit directive
    • Directive (2008)
  • Payments
    • SEPA
    • PSD2
    • Credit transfers and direct debits in euro (2012)
    • Cross-border payments in the Community (2009)
  • Retail investment
    • MIFID 1*
    • UCIT
  • Insurance
    • Motor Insurance Directive (2009)
    • IMD 1 (2002)*

*Please refer to the new Markets in Financial Instruments Directive (MiFID II) and the new Insurance Distribution Directive (IDD).

 

IS THIS COURSE THE COURSE FOR YOU?
Would you like to develop your skills as a consumer professional while studying at home? You can complete our e-learning courses in your own time and take the e-test without leaving the house! If this is the right choice for you, apply today and get started!
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