DSI Deficiency Institutional Investment Skills

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

Since January 2018, the European Securities & Markets Authority (ESMA) guidelines have been in force. These guidelines set strict knowledge and skill requirements for professionals who inform on investments.

This course will prepare you for the DSI Deficiency Investment Institutional component Skills exam. With this diploma, combined with one or more diplomas that cover DSI’s knowledge requirements, you meet one of the admission requirements for the DSI certifications Institutional Investment Advisor or Institutional Investment Information Provider.

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.

Objectives

  • Meet the skill requirements for the DSI certifications Institutional Investment Advisor or Institutional Investment Information Provider
  • Gain skills that are directly applicable in your daily practice

Set-up and examination

Teaching materials

The teaching material covers the final attainment levels formulated by DSI for the Skills component. They are an elaboration of the ‘ESMA Guidelines for the Assessment of Knowledge and Competence’. The program and accompanying exam focus on eight skills formulated by DSI:

  1. Clear communicating
  2. Listening skills
  3. Empathy skills
  4. Analysing
  5. Making judgments
  6. Customer orientation
  7. Persuasiveness
  8. Assertiveness

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.

Disclaimer: the exam for this course is currently with DSI for accreditation. You can already start the course.

Diploma DSI Deficiency Institutional Investment Skills

If you pass the exam, you will receive a diploma for this course. With this diploma, combined with one or more diplomas that cover DSI’s knowledge requirements, you meet one of the admission requirements for DSI certification Institutional Investment Information Provider or Institutional Investment Advisor.

Study duration

The study duration for this course is around 4 hours.

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.

FAQs

Do you offer tailor-made courses?

We think our courses should have practical relevance for all participants. We are happy to adapt our standard programs, so that they fit in with what is going on in your organization. You can personalize content or create a combination of subjects from different DSI programs. Read more about tour tailor-made solutions.

How can I follow the courses?

Our courses are easily accessible, both online and through the app of aNewSpring. You can study wherever and whenever you want.

Wealso offer ‘blended learning’ programs, in which we combine the benefits of in-class and online learning.

How can I sign up for a course?

The Ministry of Compliance distinguishes between individual registrations and registrations on behalf of an organization. As an individual, you can sign up through the website. Just click the ‘register’ button and you can get started right away.

Organizations that want to register several employees at once can get in touch with us. We will make sure your employees can get started as soon as possible.

What about reporting?

Demonstrable professional competence requires good reporting. That is why you can easily create and export reports within our online learning environment via a free accessible dashboard. As an individual participant you can keep track of your own progress. As an organization you can also appoint a contact person who has insight into the progress reports of the entire group of participants.

Who is behind The Ministry of Compliance?

The Ministry of Compliance is an initiative of Charco & Dique, specialists in financial laws and regulations. Our courses are developed by experienced consultants, supplemented with knowledge from external experts.

 

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