DSI PV Treasury Advisor (ESMA)

  • Category
    DSI Treasury
  • Type
    Online
  • Duration
    1 year
  • Start date
    Immediately
  • Price
    €170,-
  • Languages
    EN, NL

Do you advise professional clients on covering financial risks, such as interest rate risks, currency risks and commodity risks? And do you want to keep your DSI Treasury Advisor certification up to date? This programme helps you meet DSI’s requirements. It will also help you stay competent on all subjects prescribed by the ESMA guidelines.

Education level

The DSI Treasury 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
  • 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

  1. Products
  2. Market dynamics
  3. Laws and regulations
  4. Current developments

Examination

Each topic is assessed individually. The assessments consist of questions selected from an extensive question bank relevant to each subject area. You may take the assessments as many times as you wish. To renew your DSI certification, a minimum score of 80% is required for each assessment. The DSI Permanent Professional Competence certificate is awarded once all assessments have been successfully completed.

Certificate DSI Treasury Advisor

Study duration

The DSI Advising Treasury PV programme runs on a calendar-year basis and must be completed before the end of the calendar year. The minimum study load is 8 hours.

Questions?

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.

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What do our participants say?

‘’Interesting subjects. Easy to read and understand.’’

‘’This course was down to the point. Clear summary of helpful topics.’’

‘’Nice course. Complex theory, but really informative!’’

Why our DSI Treasury Advisor program?

  • Developed by specialists of Projective Group, who know what your daily practice looks like
  • Study wherever and whenever you want
  • Baseline measurement at the beginning of each subject
  • Theory with varying working methods: from news articles to podcasts
  • Automatic extension of your DSI registration

DSI PE-programmes 2025

The 2025 DSI programmes are now open for registration. You can register using the button on the right hand side of your screen and get started straight away.

Would you like to register a group of participants at the same time? Please contact us.

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 Projective Group, specialists in financial laws and regulations. Our courses are developed by experienced consultants, supplemented with knowledge from external experts.

 

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