Learning objectives PE 2026 announced

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.