DSI Retail Investment Advisor (ESMA)

  • Category
    DSI Retail
  • Type
    Online
  • Duration
    1 year
  • Start date
    Immediately
  • Price
    €99,-
  • Languages
    EN, NL

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.

Education level

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.

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

What do our participants think?

‘’Good information for daily practice. Fun and instructive for many people, including the regulators.’’

‘’Interesting subject matter, good to keep up to date about recent developments in this field.’’

”We were very pleased with the theory linked to the DSI Retail program. Great that the theory is also available in PDF format.”

Why our DSI Retail Investment Advisor program?

  • Developed by specialists of Charco & Dique, 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

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.

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.

 

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.

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