CERTIFICATE DAY - Certificates in a scenario of falling rate

CERTIFICATE DAY - Certificates in a scenario of falling rate - REGISTER

12 November 2024. 15.00-18.00

with 2 FINANCIAL ADVISORS as witness to share their experience in portfolio management with certificates
(3 EFPA credits + 3 credits by CFA Society Italy*)

Teachers:

Pierpaolo Scandurra – CEO – Certificati e Derivati 
Giovanna Zanotti – Scientific Director of ACEPI and Full Professor of Università di Bergamo

Within the context of Certificate Day 2024, a course dedicated to the world of financial consulting is planned, with operational testimonials on the use of certificates. During the training session, the investment modalities will be analysed, with particular reference to certificates, in a scenario of declining rates. In addition, the construction of investment portfolios that include certificates will be addressed due to their tax efficiency. Finally, the topic of how to consolidate the gains made following the positive years of the stock markets and possible strategies to avoid being unprepared in front of possible corrections of the markets will be analyzed.

The training session will have a purely informative section, dedicated to consultants and in phase of accreditation by EFPA Italia for the maintenance of the certification EFA, EFP, EIP, ESG (3 credits).

Welcome – Giovanna Zanotti – Scientific Director of ACEPI and Full Professor of Università di Bergamo

Presentation of the certificate market data
Will the growing trend of places started in 2022 continue? Analysis of data on primary and secondary markets
Pierpaolo Scandurra – CEO – Certificati e Derivati 
Giovanna Zanotti – Scientific Director of ACEPI and Full Professor of Università di Bergamo