The DSI Investment Analyst register lists professionals who study businesses, political situations and economic developments to issue prognoses based on their analysis. The analyst’s profession is complicated, and their interpretations have major consequences for the financial sector. The constant innovations and changes in equity and financial markets can make them even more complex.
As an Investment Analyst, you must therefore meet certain requirements for professional expertise and skills. A listing in the DSI Investment Analyst register shows that the analyst meets the strict requirements stipulated by the sector.
The DSI Investment Analyst register is intended for professionals who study businesses, political situations and economic developments to issue prognoses based on their analysis.
For professionals who study companies, political situations and economic developments and make forecasts based on them.
Applying for certification
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:
Which conditions does DSI place on admission to the register?
Admission to the register and maintenance of the certification status are subject to a variety of requirements. These requirements vary from admission standards to the obligation of participating in a Continuing Professional Education programme. A list of the various requirements and information about the Continuing Professional Education Programme are provided below.
The DSI General Integrity Program must be successfully completed. This program consists of the following 2 elements:
If you have a CFA level 1 or VBA diploma, you are exempt from the Workshop element. You then only have to do the E-learning module. For more information and registration, click here.
If you want to certify yourself for the DSI Securities Trader register, you must have completed one of the following courses:
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.
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 associates. We would be happy to help you! You can contact us by e-mail via firstname.lastname@example.org or by calling 020-6201274.