DSI certification Institutional Investment Advisor

Since January 2018, the European Securities & Markets Authority (ESMA) guidelines have been in force. These guidelines set strict knowledge and professional competence requirements for professionals who provide information on investments. Upon completion of this programme, you will meet these requirements. The diploma for this course is one of the requirements for access to the DSI certification Institutional Investment Advisor.

Course outline

This course is designed as a self-study e-learning programme. The course is divided into blocks with chapters. The whole represents your learning path until the exam.

Practice questions

You will be given practice questions for each topic. In addition, the course has one practice exam that gives you a good impression of the real exam.

Practice with the MemoTrainer

Repetition helps to remember content. With the MemoTrainer you repeat the questions that you have already answered. Review exercises are generated daily via MemoTraining for each participant individually. The questions you answer incorrectly return more often than those you answer correctly. You can choose the days you want to practice, whether you receive a reminder in your mailbox and the maximum number of questions you want to receive per MemoTraining.

Taking exams

For the exam you must go to one of the exam locations of Lamark. You will find more information about this in the learning environment under Doing the exam.

Theory

1. Underlying values
2. Derivatives
3. Alternative investments
4. Collective investment
5. Investment policy
6. Asset allocation
7. Macro-economic developments and trends
8. Investment theory
9. Implementation of investment policy
10. Careful service provision
11. Provision of information
12. Integrity of financial markets
13. Other laws and regulations
14. Skills

Diploma DSI Institutional Investment Advisor

If you pass the exam, you will receive a diploma for this course. With this, you meet one of the admission requirements for the DSI certification DSI Institutional Investment Advisor.