DSI Register
The DSI Investment Analyst register comprises professionals who analyze businesses, political situations, and economic developments, issuing forecasts based on these analyses. The role of an analyst is intricate, and their interpretations have significant implications for the financial sector. With the continuous innovations and changes in securities trading and financial markets, this complexity is further heightened.
As an investment analyst, one must therefore meet competency requirements to ensure they possess the necessary expertise and skills. Registration in the DSI Investment Analyst register indicates that the investment analyst meets the rigorous requirements set by the sector.
Various requirements apply for admission and maintenance of this certification, ranging from admission criteria to mandatory participation in a Continuing Professional Education Program. Below is an overview of the requirements.
Certification always begins with registration at DSI. You can do this via MyDSI. This can be done before you meet all the requirements. We will then register you as a candidate-certified. Once you fully meet all the requirements, we will convert your registration to certified. View here step-by-step the application process for certification at DSI.
For access to the financial sector and DSI registration, ethical behavior is essential. As a certified professional, you must successfully complete the DSI Integrity e-learning module. You can enroll in this e-learning through the Dutch Compliance Institute. For more details and registration, click here.
If you want to certify yourself for the DSI Securities Trader register, you must have completed the following course: CFA level I or other foreign equivalent.
During a 12-month period (fulltime equivalent) over the past five years, the Certified Professional has spent a substantial portion of his/her time on register-related activities, whether in the current position or in previous positions.
You can find the fees for DSI Certification here.
For professionals who study companies, political situations and economic developments and make forecasts based on them.
A listing in the DSI Investment Analyst register indicates that the professional possesses sufficient knowledge and skills to arrive at a correct interpretation of the financial data and market developments. These interpretations are then used to issue a prognosis regarding the purchase and sale of securities by investors and investment advisors, and therefore have a major influence on the stability of the financial markets.
Registered professionals may have one of two statuses: Certified Professional or Candidate Certified Professional. Both must comply with the Code of Conduct drawn up by DSI. The difference is in the level of education or work experience the professional has acquired. A professional can receive the status of candidate certified if they do not meet all of these requirements.
Certified Professionals listed in the DSI Investment Analyst register have successfully completed examinations for knowledge and skills. During a 12-month period (fulltime equivalent) over the past five years, they have spent a substantial portion of their time on register-related activities, and have participated in the annual DSI Continuing Professional Education program.
The DSI Investment Analyst register lists professionals employed by a financial institution, such as a bank, pension fund or insurance firm. They are often employed by a company or work for the company as an independent contractor.
The knowledge that a professional registered in the DSI Investment Analyst register must possess has been determined by the DSI advisory committees and the DSI Accreditation Committee. A professional listed in the DSI Investment Analyst register has acquired sufficient knowledge in the following areas:
Keeping your DSI certification up-to-date
As a DSI (Candidate) Certified Professional listed in the Investment Analyst register, you are required to successfully complete the Continuing Professional Education program each year. To follow the program, you can register with The Ministry of Compliance:
Successful completion of the DSI Continuing Professional Education programme indicates that you have met all of the legal requirements for certification. More information about the Continuing Professional Education programme can be found here.
Please note: You are free to choose your preferred provider. We recommend that you ask your employer if the organisation has made any collective agreements with the education providers.
If you have any questions about the DSI Investment Analyst register, and cannot find the answers in the FAQ page, please contact one of our DSI Cusomer Care Officers. We would be happy to help you! You can contact us by e-mail via the contactform or by calling 020-6201274.