DSI Deficiency Institutional Informing - Advising

  • Category
    DSI courses
  • Type
    Online
  • Duration
    10 hours
  • Start date
    immediately
  • Price
    €395,-
  • Languages
    EN, NL

This Deficiency Module closes the gap between the Institutional Information Provider and Investment Advisor exams by covering the topics that are in the requirements for Advisor and not in those for Information Provider. Upon completion of this course, along with a diploma for Information Provider Institutional, you will meet one of the admission requirements for the DSI certification DSI Institutional Investment Advisor.

The exam of this course is accredited by DSI. That means that the exam meets the final standards formulated by DSI and gives access to a DSI certification.

Education level

This is a program at HBO (higher vocational education) level. Prior knowledge of the DSI Institutional Information Provider certification is required for this deficiency module.

Objectives

  • Comply with the ESMA guidelines on knowledge and professional competence that are not covered by Institutional Information Provider
  • Gain knowledge directly applicable in your daily practice

Set-up and examination

Baseline measurement

Each subject starts with a baseline measurement. This allows you to determine what you already know about a subject. If you are already familiar with the theory, you can go straight to the test to complete the subject.

Theory

  1. Introduction
  2. Strategic investment policy
  3. Implementation of investment policy
  4. Monitoring, evaluation and adjustment

Exam

You will complete this training with an exam at one of Lamark’s testing centers. The first exam is included in the price of this course. You will find a voucher and instructions in the learning environment. You can book re-exams directly from the learning environment. You pay for these separately.

In the learning environment you will find a practice exam that gives you a good impression of the real exam.

Diploma

If you pass the exam, you will receive a diploma for this course. With this, together with a diploma for DSI Institutional Information Provider, you will meet one of the admission requirements for the DSI certification Investment Advisor.

Personal advice

Interested in a hands-on training course that your employees will enjoy? Please feel free to contact us for more information about the possibilities.

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