Financial Advice and Funds - QFA CPD Bootcamp Week

Event Details

Free


Date and Time

Tue, 17 May 2022

12:00 - 13:00


Location

Online via Zoom- Zoom link will only be available in IOB Learn

Event Details

Free


Date and Time

Tue, 17 May 2022

12:00 - 13:00


Location

Online via Zoom- Zoom link will only be available in IOB Learn

Event details
+

This event is the second of five for our Bootcamp week of QFA eCPD!

All you need to know as a Qualified Financial Advisor on funds:

• the makeup of funds

• the rules around funds what can be in them

• regulations such as SFDR

• how funds are regulated - UCITS and AIFs,

• risk profile

• how ESG fits in with new and old funds

There is 1 CPD hour for holders of the following Designations

APA

QFA

Karoline Keane

Head of Product Development and Management - Mediolanum

Karoline Keane is Head of Product Development and Management for Mediolanum Irish Operations (“MIO”) covering both funds and insurance.

MIO has assets of over €58bn and offers tailored investment solutions for our financial advisory networks in Europe. Karoline has extensive background in developing products and bespoke solutions across all asset classes and for retail and institutional clients.

Prior to Mediolanum, Karoline worked at Man Group plc, Citibank Europe plc and The Children’s Investment Fund. Karoline is also a Lecturer for the Institute of Bankers for Legal and Regulatory Aspects of Applied Alternative Investments. She is an active member of various industry groups and was former Chair of the AIMA Ireland Steering Group.

Karoline is also a member of the Steering Committee for the Dublin Chapter of 100 Women in Finance.

Karoline Keane