Do you advise non-professional customers about standard investment solutions? And do you want to keep your certification for the DSI register Retail Investment Advisor? This programme will help you stay up to date on all subjects prescribed by the ESMA guidelines. In this way, you will also meet the DSI requirements for the DSI certification Retail Investment Advisor.
Benefits of The Ministry
No more studying what you already know
The baseline measurement at the start of each subject will help you determine whether you can go straight to the test, or whether it is best to study the theory first.
Education level
The DSI Retail Investment Advisor e-learning is a course at HBO (higher vocational education) level. This programme helps you maintain your professional competence, as required by DSI. Therefore, we assume that you have the level of education required for the DSI certification to which this programme applies.
Objectives
Proven professional competence as required by MiFID II
Keep up to date with the latest news in your field of expertise
Acquired knowledge directly applicable in your daily practice
Automatic extension of your DSI registration
Set-up and examination
This programme will grant you unlimited access to our online learning environment for a year. Subjects are added to this learning environment in phases throughout the year, about two per month. The theory consists of a variety of working methods: from texts to videos and podcasts.
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
Product
Market
Distribution
Laws and regulations
Client
Recent developments
Examination
Each subject has its own test. This test consists of one or a few questions that are selected from an extensive database. To renew your DSI certification, you must have passed at least 80% of the tests at the end of the calendar year. Once you have successfully completed all of the tests, you will receive a certificate for this course. You can take the tests as often as you want.
Study duration
The programme DSI Retail Investment Advisor runs per calendar year. The programme must be completed before the end of the year. The average study duration per subject is 20 minutes. The total study load per year is between 3 and 6 hours, depending on your prior knowledge of the subjects.
Why our DSI Retail Investment Advisor programme?
Developed by specialists of Projective Group, who know what your daily practice looks like
Studying wherever and whenever you want
Baseline measurement at the beginning of each subject to determine whether you can take the test immediately or whether it is best to study the theory first
Theory with varying working methods: from news articles to podcasts
Automatic extension of your DSI registration
Frequently Asked Questions
Hoe kan ik mij inschrijven?
The Ministry of Compliance maakt onderscheid tussen individuele inschrijvingen en aanmeldingen namens een organisatie. Als individu kun je via de website inschrijven door middel van de ‘Direct inschrijven’ button. Vervolgens kun je meteen van start.
Organisaties die meerdere cursisten tegelijk willen inschrijven, kunnen contact met ons opnemen. Wij nemen dan binnen één tot twee werkdagen contact met je op, zodat de cursisten zo snel mogelijk van start kunnen.
What customisation options are available?
We believe our programmes should offer practical relevance for every participant. That is why we are happy to tailor our standard programmes to align with what is happening within your organisation. You can personalise the content or combine topics from different DSI registers. Read more about the customisation options available.
Hoe zijn de opleidingen te volgen?
Onze opleidingen worden op een laagdrempelige manier aangeboden, via onze online leeromgeving aNewSpring. Je kunt dus studeren waar en wanneer het jou uitkomt.
Ook bieden wij ‘blended’ opleidingen aan. Hierbij combineren wij de voordelen van online en klassikaal leren. Als dit het geval is, zie je bovenin de balk op de opleidingspagina ‘gemixt’ staan, in plaats van ‘online’.
DSI PE-programmes 2023
The English DSI Retail programs are only available to in-company clients. Would you like to register multiple employees at once? Please contact us. If you want to register individually, you can follow our Dutch program for DSI Retail Investment Advisor.
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