For finance professionals

DSI Certification

A DSI certification shows that as a financial professional you work with integrity and professional competence. It shows clients, employers and regulators that they can trust you.

DSI Certification
Certify yourself through a DSI participating organization

Show that you are skilled

More than 280 financial organizations are affiliated as DSI participants and together form the basis for an industry with integrity and expertise. Only professionals working at a participant can certify with DSI, a system that has been supported by the industry itself for over 25 years. Find out how you too can become certified.

Request

Here’s how to apply for your DSI certification

Applying for or changing a certification involves several steps. In this overview, we have outlined this process for you.

Do the Certification Guide 1.
Do the Certification Guide

DSI has developed a Certification Guide that allows you to quickly see which certification best suits your role through a few questions. At the end, you get the link directly to the most appropriate DSI register.

Start your application in MyDSI 2.
Start your application in MyDSI

You start your certification application in MijnDSI, the secure portal where you can apply for, view and change certifications. To apply, you will need at least the e-mail address of your contact person at he employer and any previous screening documents or relevant exam results.

Take the exams 3.
Take the exams

To be admitted to a DSI register you must, among other things, have successfully completed one or more exams. You complete these knowledge and/or skills exams at one of the DSI accredited trainers.

Go through the screening process  4.
Go through the screening process

A screening is an integral part of the certification process, both when you apply for a new certification and when you change your current certification. This screening is conducted by DISA.

Wait for your review 5.
Wait for your review

A certification application takes an average of 16 business days, depending on the screening at DISA and the documents you provide.

Check your registration in the Public Registry 6.
Check your registration in the Public Registry

If you meet all the requirements, we will register your certification in the DSI Public Register. By doing so, you demonstrate that you meet the requirements for integrity, knowledge and skills, and you will automatically receive your DSI certificate by mail.

Certification Guide

Which certification best suits your position?

To choose the right certification, it is important to look carefully at the content of your job. Filling in the questions in the DSI Certification Guide will lead you to the right certification. Click on the relevant final recommendation and find out more about the content of the register, the certification and about the application procedure.

Staying up to date is mandatory for certified professionals.

Stay skilled with the PE program

Attend the PE program appropriate to your registry each year and stay current with developments, legislative changes and industry standards. Choose an accredited training provider and ensure you have current knowledge and maintain your certification.

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DSI Certification

Questions and answers about DSI

Applying for or changing a certification involves several steps. A screening is a standard part of the certification procedure at DSI. This applies both when applying for a new certification and when changing your current certification. Before starting to apply for certification in one of DSI’s registers, the professional must start a certification application in MyDSI.

When applying for certification, a professional needs the following documents:

  • E-mail address contact person current/future employer
  • Optional: screening document previous screening by DSI, DISA, DNB and/or AFM
  • Optional: exam results that apply to certification

More information on applying for certification can be found at the link below.

Something may have gone wrong with the registration of your data. We would be happy to check this for you personally. Would you like to contact one of our Customer Care Officers so they can check the registration in our system? You can reach them via e-mail: info@dsi.nl. Please include the following information in the e-mail next to the question:

  • First and last name
  • DSI registration number
  • Which DSI register you are enrolled in

We will process the email and get back to you as soon as possible.

You want to change your certification because, for example, you have changed positions or are going to work for another employer. Through the Change Certification page you will find all information about changing your certification or applying for additional certification.

Yes, self-employed professionals can also certify with DSI. This applies to ZZP’ers, temporary workers, secondees, franchisees or employees of an organization covered by the AFM license of a DSI participant.

For freelancers, there is a special page with all the information about the certification process so you can demonstrate that you maintain integrity and professionalism as a financial professional in the financial and investment sector.

Want to know how to become DSI-certified as a self-employed person? Check out the information at the link below this FAQ.

Various requirements apply for admitting professionals to a registry and maintaining certification. These requirements range from admission requirements to mandatory attendance at a Continuing Professional Education program. Below is an overview of the various requirements.

Knowledge Exam
To be certified for a specific registry, a candidate must have successfully completed a knowledge exam at one of the accredited training institutions. The exams and requirements vary by registry.

Testing of Skills
Professionals must meet the professional competence requirements as stated in MiFID II and the ESMA guidelines for certification in one of the ESMA registers. Part of this includes the skills test. Through the examination, professionals demonstrate that they have the necessary skills to start and continue to work professionally.

DSI Integrity Program
A professional must have successfully completed the DSI Integrity Program. This program consists of an E-learning from the Netherlands Compliance Institute and, in the case of some registers, attending an additional workshop.

Work Experience
A certified has spent a substantial portion of his/her time in the past five years for 12 months (on a full-time basis) on work related to the registry, either in the current position or in previous positions.

Continuing Professional Education
Every certified is required to complete the Continuing Professional Education program annually. This allows certified individuals to keep their knowledge and skills up-to-date. These courses are taken at one of an accredited training institute.

DSI certification is not a legal requirement. There is no legal obligation for financial professionals or organizations in the financial sector to be affiliated or certified with DSI.

In practice, DSI does set the leading standard within the investment and financial sector. Many financial companies affiliated with DSI make certification mandatory for their financial professionals. In this way they guarantee the professional competence and integrity of employees who work with or advise on investments.

DSI was established on the initiative of the industry itself to give substance to self-regulation. In addition, DSI has a covenant with the Financial Markets Authority (AFM). Financial companies are required by law to ensure business integrity. DSI supports this by promoting and monitoring the expertise and integrity of professionals in the financial sector.

Want to know what a DSI certification means specifically for you or your organization? Then read on via the link below this FAQ

If you are certified, of course you want to communicate that. As a DSI-certified professional, you may use the DSI logo for that purpose. However, there are conditions attached to this logo use. Read further here for the terms and conditions and its use on social media.

DSI voert uitsluitend accreditatie van examens uit, de overige zaken rond examens worden opgepakt door de opleiders.  De wijze waarop u zich voorbereidt op deze examens staat u vrij. Informeer bij uw werkgever en/of opleidingsinstituten welke opleidingsmogelijkheden er zijn.

All frequently asked questions