DSI Retail Investment Advisor (ESMA)

  • Category
    DSI Retail
  • Type
  • Duration
    1 year
  • Start date
  • Price
  • 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 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.

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.


  • 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.


  1. Product
  2. Market
  3. Distribution
  4. Laws and regulations
  5. Client
  6. 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.

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.


Schedule a Teams meeting

Do you have any questions about this training? Our learning specialists are happy to answer them. Schedule a Teams meeting with us now.

Schedule a meeting

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 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

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.


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 Projective Group, 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.

Call me back