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Become the Go To Person for MiFID II Clarity Across Macquarie Teams

$199.00
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What is the Become the Go To Person course about?

Even strong operations professionals get pulled into reactive clarification loops when there's no single, trusted source for MiFID II guidance. This dilutes impact and keeps expertise fragmented across desks.

What situation is the Become the Go To Person for?

Even strong operations professionals get pulled into reactive clarification loops when there's no single, trusted source for MiFID II guidance. This dilutes impact and keeps expertise fragmented across desks.

What do you take away from the Become the Go To Person course?

First-call status when MiFID II questions arise across departments Consistently accurate, source-backed responses to compliance interpretation queries A reusable reference pack of MiFID II explanations tailored to different audience levels Recognition as the internal expert by leadership and peer teams Reduced time spent answering duplicate questions due to shared materials.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the Become the Go To Person cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside access. Time investment: Approximately 3 hours per module, designed to integrate with weekly workflow , total commitment around 36 hours over 12 weeks.

How does this compare to the alternatives?

Generic MiFID II training covers baseline requirements but doesn’t build recognition. This course is different , it focuses on positioning you as the go-to expert through practical influence tools and repeatable assets others adopt.

What does the Become the Go To Person cover on frequently asked?

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

How is the Become the Go To Person delivered?

The Become the Go To Person is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. A certificate of completion is issued by The Art of Service when you finish.

Closely related courses: Go-To Resource for MiFID II Clarity Across Product, Influence across more business units at Macquarie, Repeatable artefacts that compound across MiFID II, Influence on MiFID II compliance direction across teams.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Become the Go To Person for MiFID II Clarity Across Macquarie Teams

Establish yourself as the trusted internal authority on MiFID II interpretation and application

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Fielding repetitive MiFID II questions from multiple teams without a consistent reference

The situation this course is for

Even strong operations professionals get pulled into reactive clarification loops when there's no single, trusted source for MiFID II guidance. This dilutes impact and keeps expertise fragmented across desks.

Who this is for

Operations lead in a financial institution handling regulatory change, known for reliability and cross-functional coordination

Who this is not for

Those looking for a technical audit checklist or a one-time compliance fix without long-term influence

What you walk away with

  • First-call status when MiFID II questions arise across departments
  • Consistently accurate, source-backed responses to compliance interpretation queries
  • A reusable reference pack of MiFID II explanations tailored to different audience levels
  • Recognition as the internal expert by leadership and peer teams
  • Reduced time spent answering duplicate questions due to shared materials

The 12 modules (with all 144 chapters)

Module 1. Mapping MiFID II Obligations to Daily Operations
Break down MiFID II requirements into observable workflows and decision points in trade execution, reporting, and client communication.
12 chapters in this module
  1. Trade transparency definitions
  2. Best execution benchmarks
  3. Client order handling rules
  4. Post-trade reporting timelines
  5. Execution venue categorization
  6. Order routing disclosures
  7. Trading desk interactions
  8. Recordkeeping thresholds
  9. Algorithmic trading flags
  10. Client classification impacts
  11. Transaction cost analysis
  12. Evidence collection routines
Module 2. Building Trusted Interpretations
Learn how to form defensible views on grey areas by referencing ESMA guidelines, national regulator updates, and internal policy alignment.
12 chapters in this module
  1. ESMA document navigation
  2. National competent authority variations
  3. Regulatory Q&As sourcing
  4. Internal policy gap tracking
  5. Interpretation rationale structure
  6. Precedent logging method
  7. Cross-border applicability
  8. Product scope boundaries
  9. Exemption criteria clarity
  10. Amendment tracking system
  11. Stakeholder alignment checks
  12. Consistency across desks
Module 3. Creating Repeatable Clarification Assets
Design internal guides, email snippets, and FAQ documents that reduce repeated inquiries and scale your expertise.
12 chapters in this module
  1. FAQ template design
  2. Tiered explanation models
  3. One-pagers for traders
  4. Compliance talking points
  5. Email response libraries
  6. Version control basics
  7. Approval workflows
  8. Translation for non-experts
  9. Visual summary formats
  10. Onboarding integration
  11. Searchable knowledge setup
  12. Feedback loops into updates
Module 4. Influencing Across Functions
Position your role as central to compliance accuracy by aligning language and expectations with legal, trading, and compliance teams.
12 chapters in this module
  1. Legal team alignment
  2. Trading desk priorities
  3. Compliance reporting sync
  4. Front office communication
  5. Control room updates
  6. Periodic review cycles
  7. Escalation path clarity
  8. Joint training opportunities
  9. Shared documentation access
  10. Cross-team terminology
  11. Meeting rhythm integration
  12. Ownership handoff rules
Module 5. Anticipating Regulatory Follow Ups
Develop foresight into likely review questions and prepare evidence trails in advance.
12 chapters in this module
  1. Common audit triggers
  2. Regulator line of inquiry
  3. Evidence retention logic
  4. Data source validation
  5. Exception flagging
  6. Reviewer expectation mapping
  7. Timeline alignment
  8. Change impact tracking
  9. Peer benchmarking
  10. Internal testing routines
  11. Defensibility documentation
  12. Gap closure evidence
Module 6. Owning the Vendor Review Track
Take leadership in evaluating third-party tools and services against MiFID II requirements.
12 chapters in this module
  1. Vendor contract checks
  2. Data feed compliance
  3. Execution quality metrics
  4. System audit logs
  5. Service level definitions
  6. Change notification terms
  7. Subprocessor disclosures
  8. Due diligence templates
  9. Risk rating criteria
  10. Onboarding alignment
  11. Performance monitoring
  12. Termination clauses
Module 7. Running Internal Readiness Reviews
Lead periodic check-ins to ensure ongoing adherence across teams and systems.
12 chapters in this module
  1. Review frequency planning
  2. Checklist design
  3. Team coordination
  4. Issue logging
  5. Remediation tracking
  6. Leadership updates
  7. Risk heat mapping
  8. Process deviation flags
  9. Control testing
  10. Evidence sampling
  11. Gap closure plans
  12. Stakeholder sign-off
Module 8. Communicating Changes with Confidence
Deliver updates on MiFID II changes clearly and authoritatively to avoid confusion and delays.
12 chapters in this module
  1. Change announcement timing
  2. Audience segmentation
  3. Impact summaries
  4. Action required lists
  5. Training session prep
  6. Feedback collection
  7. Version history tracking
  8. Policy update integration
  9. System change alignment
  10. Stakeholder acknowledgment
  11. Rollout coordination
  12. Post-implementation review
Module 9. Documenting Defensible Rationale
Create clear, lasting records that support decisions made under MiFID II ambiguity.
12 chapters in this module
  1. Rationale capture format
  2. Regulatory basis citation
  3. Internal policy linkage
  4. Decision log structure
  5. Approval trail inclusion
  6. External reference backup
  7. Peer consultation records
  8. Risk acceptance notes
  9. Exception justification
  10. Review cycle triggers
  11. Archive rules
  12. Access control setup
Module 10. Scaling Expertise Through Templates
Turn personal knowledge into institutional assets that persist beyond individual roles.
12 chapters in this module
  1. Template governance
  2. Version control process
  3. Ownership assignment
  4. Approval workflow
  5. Usage tracking
  6. Feedback integration
  7. Training integration
  8. Search optimization
  9. Access permissions
  10. Update triggers
  11. Lifecycle management
  12. Decommissioning rules
Module 11. Navigating Cross Border Applications
Handle MiFID II applicability across jurisdictions with clarity and consistency.
12 chapters in this module
  1. UK vs EU divergence
  2. Third country rules
  3. Branch vs subsidiary
  4. Client location impact
  5. Trading venue access
  6. Local regulator expectations
  7. Reporting authority
  8. Substituted compliance
  9. Entity-level mapping
  10. Currency implications
  11. Settlement differences
  12. Compliance delegation
Module 12. Becoming the First Reference
Position yourself as the internal go-to by consistently delivering clarity and reducing organizational friction.
12 chapters in this module
  1. Visibility building
  2. Reputation reinforcement
  3. Proactive outreach
  4. Meeting participation
  5. Leadership visibility
  6. Cross-team recognition
  7. Knowledge sharing
  8. Mentorship roles
  9. Internal speaking
  10. Document ownership
  11. Feedback collection
  12. Continuous improvement

How this maps to your situation

  • When new MiFID II guidance is published
  • During cross-functional project planning
  • Before audit or inspection cycles
  • After organizational restructuring

Before vs. after

Before
Frequent repetition of MiFID II explanations across teams, inconsistent interpretations, and reactive clarification cycles
After
Established role as the first internal reference for MiFID II, with reusable assets and cross-functional recognition

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside access.

Time investment: Approximately 3 hours per module, designed to integrate with weekly workflow , total commitment around 36 hours over 12 weeks.

If nothing changes
Continued fragmentation of MiFID II understanding across teams leads to inconsistent application, increased rework, and missed opportunities to strengthen operational influence.

How this compares to the alternatives

Generic MiFID II training covers baseline requirements but doesn’t build recognition. This course is different , it focuses on positioning you as the go-to expert through practical influence tools and repeatable assets others adopt.

Frequently asked

Is this course focused on UK or EU MiFID II rules?
It covers both, with clear differentiation between UK and EU regimes and guidance on handling cross-border scenarios.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me reduce repetitive questions from colleagues?
Yes , you’ll build reusable clarification assets and establish your role as the central reference, reducing duplicate inquiries.
$199 one-time. Approximately 3 hours per module, designed to integrate with weekly workflow , total commitment around 36 hours over 12 weeks..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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