Learning objectives PE 2026 announced Posted on December 9, 2025 at 4:17 pm.Written by Roeland Jongejan The learning objectives for the Continuing Professional Education (PE) program 2026 have been finalized. This defines the themes that investment professionals in the financial sector can focus on over the coming year. DSI develops the learning objectives together with the Advisory Committees, where industry specialists contribute their knowledge and experience. In defining the themes, we considered not only changes in laws and regulations but also the broader context in which professionals operate. Key building blocks included the dialogue papers Between the Lines (integrity in sustainable finance) and CTRL SHFT (AI in the investment sector), which guide the practice-oriented learning objectives. The focus areas include: Digitalization and AI: from algorithms to ethical frameworks for data. Sustainability and regulation: impact of new rules and vigilance against greenwashing. Geopolitical developments: consequences for investment categories. Behavioral finance: recognizing behavioral biases in clients. Integrity and supervision: compliance with ESMA guidelines and strengthening professional competence. All accredited providers have recently received the learning objectives, allowing them to adjust their programs in time. The final learning objectives can be found via the link below. This ensures that the PE program remains a dynamic tool that evolves with current developments, without losing sight of the foundations of professionalism and integrity. You can find all information about PE 2026 on this page. View the learning objectives
Shaping professional competence together with the sector Posted on September 18, 2025 at 4:24 pm.Written by Roeland Jongejan Learning Objectives Continuing Professional Education (PE) 2026 The financial sector is changing at a rapid pace. From the rise of artificial intelligence in investment practice and new rules on sustainable finance to geopolitical developments: professionals must continuously update their knowledge and skills. That is why DSI, together with its Advisory Committees, defines the learning objectives for the Continuing Professional Education (PE) program for 2026. In meetings with sector specialists, themes are determined for each register. The focus is not only on changes in laws and regulations, but also on the broader context in which investment professionals operate. Dialogue papers such as Between the Lines (on integrity in sustainable finance) and CTRL SHFT (on AI in the investment sector) form important building blocks. They guide discussions on the dilemmas and opportunities that will shape the profession in the coming years. The Advisory Committees are made up of practitioners who are experts in their field. Their input ensures that the PE program addresses urgent issues: Digitalisation and AI: from the use of algorithms to the ethical frameworks for data usage. Sustainability and regulation: the impact of new legislation and the ongoing focus on greenwashing. Geopolitical developments: the implications of current events for asset classes. Behavioural finance: recognising common behavioural biases among clients. Integrity and supervision: complying with ESMA guidelines and strengthening professional competence in an increasingly complex environment. In October, DSI will share the draft learning objectives with training providers, enabling them to adapt their programmes in time. The final learning objectives will be published on the DSI website. In this way, the PE program remains a dynamic instrument that evolves with the times, while safeguarding the foundation of professionalism and integrity.
Learning objectives PE 2024 Posted on October 4, 2023 at 1:26 pm.Written by Roeland Jongejan 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.