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Titre clair et concis du tableau29 July 2022 | News | The AMF updates its instructions on AMF certification and the sustainable finance module The AMF has decided to update the instructions on the organisation of the AMF and Sustainable Finance examinations, at the suggestion of the Financial Skills Certification Board. The changes will clarify the requirements for organising distance learning examinations and add a Qualiopi certification requirement in addition to the requirement for… The AMF updates its instructions on AMF certification and the sustainable finance module |
26 July 2022 | Policy | Instruction DOC-2010-09 Other professionals Professional certification Policy Book 3 Instruction Book 3 Instruction |
26 July 2022 | Policy | Instruction DOC-2021-03 INSTRUCTION AMF – CONDITIONS DE CERTIFICATION PAR L' AMF D’UN ORGANISME DE FORMATION AFIN DE FAIRE |
26 April 2022 | In-depth | AMF Examination: Test of Minimum Knowledge Who are the professionals concerned by the test of minimum knowledge regarding the financial, regulatory and ethical environment? What is the difference for employees between the internal test and the AMF examination? Find all the useful information here. What are the requirements for certification by the AMF of a training organisation to have its |
15 March 2022 | Policy | Position DOC-2009-29 Investment services providers Professional certification Policy This page is not available |
28 October 2021 | In-depth | Sustainable finance The energy transition and the emergence of sustainable finance are key issues for financial markets, financial stability and investor protection. The European Commission is rolling out an ambitious action plan while the AMF is also committed to sustainable finance and is implementing the road map that it defined in 2018. Learn more about the… , the The AMF tightens the professional certification requirements for sustainable finance certification |
14 October 2021 | News | Certification in sustainable finance: the AMF names the first certified training organisations Acting on a proposal by the Financial Skills Certification Board (HCCP), the AMF has decided to certify four training organisations to organise the new module for verifying the knowledge of professionals in sustainable finance. the optional Sustainable Finance module of the AMF professional certification. Pursuant to Articles 321-5, 318 |
01 September 2021 | Policy | Instruction DOC-2011-23 Instruction DOC-2011-23 details the rules applicable to real estate collective investment undertakings and professional real estate collective investment undertakings regarding the authorisation process, the preparation of a key investor information document (KIID) and a prospectus, and periodic information. In particular, it provides details… for real estate collective investment undertakings and professional real estate collective investment |
01 September 2021 | Policy | Instruction DOC-2011-20 Instruction DOC-2011-20 details the rules applicable to retail investment funds, funds of alternative funds and professional retail investment funds as to the authorisation process and the preparation of a key investor information document (KIID) and a prospectus and periodic reporting. In particular, it provides details about the creation of… investment funds, funds of alternative funds and professional retail investment funds |
01 September 2021 | Policy | Instruction DOC-2011-21 Instruction DOC-2011-21 outlines the rules that apply to employee investment undertakings (FCPE or SICAVAS) regarding the authorisation process, the drawing up of a key investor information document (KIID) and prospectus, and periodic disclosure. Information is provided about the formation of an employee investment undertaking, any changes during… to professional clients and retail clients, respectively. Where the asset management company wishes to apply |
