Shaping professional competence together with the sector

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.