Unlock the Full Potential of Financial Instruments under EU Cohesion Policy

Overview

Join this dynamic training to gain practical, in-depth insight into the design, implementation, and management of Financial Instruments under the EU Cohesion Policy 2021–2027. The programme combines regulatory clarity with real-world experience, helping you confidently navigate the full lifecycle of Financial Instruments.

Participants will explore the legal framework, strategic planning, and ex-ante assessment requirements, while learning how to set up effective implementation structures and work successfully with financial intermediaries. The training also covers financial management, risk and control systems, monitoring and reporting obligations, and closure procedures, supported by best practices and concrete case studies.

Special attention is given to guarantees, loans, and equity instruments, as well as to the rules and practical approaches for combining Financial Instruments with grants.

Designed for managing authorities, intermediate bodies, financial intermediaries, and other practitioners, this training equips you with the knowledge and tools to deliver compliant, efficient, and impactful Financial Instruments.

Day 1: Legal Framework, Strategic Planning and Design

 1. Introduction and General Overview

  • EU Cohesion Policy 2021–2027 & Regulation (EU) 2021/1060 (CPR)
  • Legal Framework for FIs

 2. Planning and Ex-ante Assessment

  • Ex-ante Assessment
  • Implementation Structures

4. Implementation

  • Selection and Oversight of Financial Intermediaries
  • Reflows
  • Eligible Expenditures

Day 2: Financial Management and Reporting, Financial Instruments and Combination of Support

 5. Financial Management, Risk, and Control

  • Management of Risks and Irregularities
  • Audit and Controls

6. Monitoring, Reporting and Closure

  • Monitoring and Key Performance Indicators (KPIs)
  • Closure and Final Evaluation
  • Best Practices and Case Studies

7. Financial Instruments

  • Guarantees, Equity, Loans

8. Combination of Support

  • Rules on Combining FIs with Grants
  • Cases of combination

Expert

Teja Florjancic

Ministry of Economy, Tourism and Sport Slovenia

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Valencia, Spain

This course will take place in vibrant Valencia on Spain’s Mediterranean coast, offering an inspiring seaside setting for an immersive learning experience where modern city energy meets a relaxed coastal atmosphere.

Training Fee Inclusions

In addition to comprehensive training materials, the seminar fee covers the following:

a) Catering Services

  • Daily provision of three coffee breaks and one lunch, ensuring participants’ comfort and opportunities for informal networking.

b) Experiential Learning Session: Guided Tour & Culinary Exploration

  • A professionally guided tour offering insights into the cultural and historical context of the region, designed to complement seminar discussions through direct exposure to local heritage.
  • A structured food street tasting experience, curated to highlight the diversity of local culinary practices and their socio‑economic significance. This activity fosters intercultural understanding and encourages dialogue among participants.

c) Participant Recognition

  • A group family photo and selected souvenirs provided to actively engaged participants as a token of appreciation and memory of the seminar.

d) Digital Materials Package

  • Access to a curated set of digital resources, including background readings supporting independent study and reinforcing key seminar themes.

Your contact person

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ENROLL

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Invoice Organisation

Participants:
Total: € (excl. VAT)
Total: € (excl. VAT)

🎅 St. Nicholas Day Offer: Book 3, Pay for 2!

This holiday season, secure 3 spots for any 2025 seminar and get one completely FREE – our gift to you!

📅 Offer ends December 6, 2024.

Don’t miss this chance to save and grow with us!