Learning objectives PE 2024 Posted on October 4, 2023 at 1:26 pm.Written by roelandjongejan Every year, the DSI Advisory Committees revise the learning objectives for the Continuing Professional Education (PE) program to keep the registers up-to-date and comply with changing laws and regulations. Here is a concise overview of the learning objectives for the Retail Investment, Institutional Investment, and Treasury registers: Retail Investment The PE program for Retail covers the topics alternative investments, publicly traded private equity, sustainable investing, and AI. It also addresses the theme of saving versus investing. The PE program will delve into the impact of changing return expectations (e.g., higher bond yields) and changing taxation regarding saving and investing on the suitability of a particular risk profile. View the learning objectives for Retail in 2024 here. Institutional Investment Similar to this year, the learning objectives place significant emphasis on current developments in sustainable investing. The consequences of the current interest rate policy for various asset classes are also discussed. Additionally, topics include monetary developments, the transition to the new pension system, Digital Operational Resilience Act (DORA), and AI. View the learning objectives for Institutional Investment in 2024 here. Treasury The learning objectives for Treasury in the coming year focus on the most important developments in sustainable investing in commodity markets. Carbon credits are also covered. The impact of the current interest rate policy and geopolitical risks will be addressed in the PE program as well. Finally, EMIR 3.0 and AI are included in the learning objectives. View the learning objectives for Treasury in 2024 here. DSI ensures the quality and content of the PE programs by keeping the learning objectives current. The topics are assembled by experts from the industry in various DSI advisory committees. More information about the PE program can be found here.
Complete your Continuing Education for the end of 2023 Posted on October 3, 2023 at 2:13 pm.Written by roelandjongejan Keeping your knowledge up to date: follow the DSI Continuing Professional Education (PE) Program 2023! Every year, we update the PE program to align with the latest developments in the sector and changes in regulations. Successfully completing the PE program is essential to maintain your full DSI certification. With this message, we would like to draw your attention to the timely completion of the PE program that matches your DSI registration. Why? Because it keeps your knowledge current, and you can immediately apply the insights gained in practice. Furthermore, completing the PE program is a crucial part of the ESMA requirement. Failing to complete the PE program on time can have direct consequences for your daily work as a professional. Have you successfully completed PE 2023? Depending on your training provider, you may have already successfully completed PE 2023. If that’s the case, congratulations! You don’t need to take any further action at this time. In January 2024, we will receive a list of successful candidates from all training providers. At that time, we will process your results and update them in the Public Register. If you have multiple DSI registrations, you need to complete the specific PE program for each registration. Please note that the PE program is not mandatory for certified individuals who are only registered in the Integrity Register. Verify if your chosen PE program matches your registration. It’s essential to verify if the PE program you have chosen aligns with your DSI registration. If you have any doubts, please feel free to contact us. This will help avoid unnecessary confusion. Remember that if, for example, you are registered in the Advising Standard Retail Investment Register, you should follow the PE program for Advising Standard Retail Investment, not the program for Informing Retail Investment. Registered before January 1, 2023, means mandatory completion of PE 2023. If you registered before January 1, 2023, you are required to successfully complete PE 2023. Candidates who applied for (candidate) certification in 2023 will start with PE 2024 from January 1, 2024. Consult the information about PE 2023 for more details. Make sure to complete PE 2023 before the end of the year. While you still have some time, we strongly recommend starting the program as soon as possible if you haven’t already. On our website, you’ll find a list of training providers offering the PE 2023 program. Don’t forget to consult with your employer first to see if specific arrangements have been made with a particular training provider, as this can impact your choice. The deadline for completing PE 2023 is April 1, 2024. Consequences of not completing PE 2023 on time. Annually, you must successfully complete the Permanent Educatie program if you hold a DSI certification. Failing to do so on time may have direct consequences for both your work and your registration in the DSI Public Register. If you don’t pass the PE, your registration will be changed to ‘Candidate Certified,’ which means you no longer meet ESMA guidelines. This could also result in your employer needing to supervise your work if you haven’t completed PE 2023. More information and contact For more information and to get in touch with us regarding the Continuing Professional Education program, please visit www.dsi.nl/en/pe2023 or submit a question via our contact page.
DSI accredits Lindenhaeghe for PV program Posted on January 2, 2023 at 2:05 pm.Written by roelandjongejan The DSI Accreditation Committee has approved the program of the Lindenhaeghe training institute for the Continuing Professional Education Program (PV-program). Investment professionals who wish to start the PV-program in 2023 can do so directly at the training institute. Click here to go directly to the Lindenhaeghe website. Van Lindenhaeghe, the PV program is accredited from PV 2023 for the following registers: Retail Investment Advisor Custom Products Retail Investment Advisor Standard Products Retail Investment Information Provider New learning goals PV 2023 As recently shared, the DSI advisory committees have determined the learning goals for the PV program 2023. You can discover the learning objectives for your specific register here. For 2023 you can already register with a trainer of your choice. More information Do you have questions about the content of a PV training or do you want to register for a program? Contact the education providers directly. Click here for a complete overview of institutes for the Continuing Professional Education Program. Do you have questions about your DSI certification? Check out our FAQ page or contact us at certification@dsi.nl.