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 program 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.
The DSI Retail Investment Advisor e-learning is a course at HBO (higher vocational education) level. This program 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 program applies.
- 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 program 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.
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.
- Laws and regulations
- Recent developments
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.
The program DSI Retail Investment Advisor runs per calendar year. The program 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.