Investment Analyst
For experts who analyze financial markets, companies and economic developments and base informed forecasts on them.
What does the registry entail?
The DSI Investment Analyst register is designed for professionals who conduct in-depth analyses of financial markets, companies and economic factors and, based on these analyses, issue forecasts that guide investment decisions. Investment Analysts play a crucial role in the financial industry because their interpretations influence the buying and selling behavior of investors and advisors.
A registration in this register shows that you have the professional knowledge and skills DSI requires for this specialist role. This confirms that you can interpret financial data, analyze market conditions and formulate substantiated expectations that contribute to responsible investment decisions.
For whom is this registry intended?
The registry is designed for Investment Analysts, research specialists and other experts working in financial institutions such as banks, pension funds, insurers or self-employed. You have knowledge of valuation methods, market forces, macroeconomic variables and risks, and you can apply these to provide insightful and reliable forecasts. You are also adept at recognizing and managing integrity and transparency risks in your daily work.
Admission Requirements
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Je komt in aanmerking wanneer je werkt bij een DSI-deelnemer, de screening van DISA hebt doorlopen, de DSI-Gedragscode hebt onderschreven én je kennis van wet- en regelgeving actueel houdt. Daarnaast moet je in de afgelopen vijf jaar minimaal twaalf maanden fulltime werkzaamheden hebben verricht die passen bij het betreffende register.
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Iedere DSI-geregistreerde professional committeert zich aan de DSI Gedragscode en de tien kernprincipes die richting geven aan integer handelen.
Daarnaast volg je het DSI Integriteitsprogramma dat voor dit register bestaat uit twee onderdelen: E-learning Integriteitsmodule en een Workshop. Voor een uitgebreide toelichting over het programma en de registratieprocedure, klik je op de onderstaande link.
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Als je je wilt certificeren voor het register DSI Beleggingsanalist, dient je de opleiding CFA level I of ander buitenlands equivalent te hebben voltooid.
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Na registratie volg je jaarlijks het Permanent Vakbekwaam-programma (PV) bij The Ministry of Compliance: PV-programma – DSI Beleggingsanalist. Zo blijf je voldoen aan de vakbekwaamheidseisen van DSI en de sector.
How do you sign up?
To be included in this register, your employer or client must be a DSI participant. In addition, you go through a screening procedure at DISA, subscribe to the DSI Code of Conduct and participate in the DSI Integrity Program. You also pass an accredited knowledge and skills exam at a recognized training institute and have at least one year of relevant work experience within the past five years.
