Bel +31 20 80 80 218 Daalwijkdreef 47, AMSTERDAM

Bel +31 20 80 80 218 Daalwijkdreef 47, 1103 AD AMSTERDAM

DSI Basic Integrity Register Certificates Prep Course

The DSI Certificates
DSI. For integrity and expertise in the financial sector.

  • Basic Integrity Register Prep Course
    DSI promotes integrity and expertise in the financial sector. Proven integrity is the foundation for trust. The Basic Integrity Register tests members through integrity modules, which all persons in the DSI register are expected to complete.

  • DSI (Senior) Investment Manager Prep Course
    The investment manager acquires management clients and is responsible for optimal investment results within the level of risk determined in consultation with the client and recorded in the management contract

  • Function objective
    The investment manager acquires management clients and is responsible for optimal investment results within the level of risk determined in consultation with the client and recorded in the management contract. The management contract stipulates that the client authorises the manager to sell and purchase securities (letter of attorney).

  • DSI (Senior) Investment Analyst  Prep Course
    The investment analyst draws up prognoses of current market developments and the potential value of purchasing securities.

    Function objective
    The investment analyst draws up prognoses of current market developments and the potential value of purchasing securities.

  • DSI (Senior) Security Broker Prep Course
    The security broker processes client orders of securities, options and futures and/or trades them at the cost and risk of the financial organisation.

  • DSI (Senior) Investment Consultant
    The investment consultant acquires clients, assesses their needs and personal circumstances and advises them on the organisation and maintenance of an investment portfolio in accordance with the level of risk agreed upon with the client, taking into consideration the consultant’s duty of care in relation to the client.

  • DSI Treasury Broker
    The treasury broker conducts transactions in the context of liquidity management and cash management and/or the institution’s currency risk management.

  • DSI Treasury Consultant
    The treasury consultant acquires clients, assesses their needs and personal circumstances and advises them on covering the financial risks, taking into consideration the consultant’s duty of care in relation to the client.

  • DSI Compliance Professional
    The compliance professional assists the management of the financial firm in managing the firm’s compliance risks. Compliance risks are understood as: the risk of legal and/or regulatory sanctions and of material, financial or reputation losses that a financial firm under supervision can run as a consequence of its inability to comply with the Code of Conduct applicable to its activities.

  • DSI Mortgage Credit Consultant
    A mortgage credit consultant advises, mediates and/or conducts management activities related to mortgage credit.

  • DSI Financial Adviser
    The Financial Adviser counsels clients on investments related to various products of banks and insurance companies. The adviser also acquires new customers and engages in customer relationship management.

  • DSI Consumer Credit Consultant
    The consumer credit consultant advises consumers on financing for consumer spending, both in obtaining the financing and during the term of the credit, including supplementary payment protection.

  • DSI Private Non-life Insurance Consultant
    The non-life insurance consultant advises clients on private liability risks, can mediate in private non-life insurance policies and can keep his/her recommendations current, manage the policies and supervise the insurance claim.

  • DSI Business Non-life Insurance Consultant
    The business non-life insurance consultant advises clients on business liability risks, can mediate in business non-life insurance policies and can keep his/her recommendations current, manage the policies and supervise the insurance claim.

  • DSI Wealth Consultant
    An investment consultant can mediate and/or advise natural persons (private individuals, self-employed entrepreneurs and employees) regarding the accumulation, management and deleveraging of capital in the actuarial, financial, legal or fiscal sense, retirement provisions (third column), specific future expenses or spending capital.

  • DSI Investment planner
    The DSI Investment planner combines and integrates personal financial planning with advice on wealth management and (stock) investments. 

     

Investment Academy

Investment Academy office - Daalwijkdreef 47 1103 AD  Amsterdam

Investment Academy

Daalwijkdreef 47 1103 AD Amsterdam
Investment Academy

Investment Academy

Amsterdam (NL) +31 20 80 80 218
Investment Academy Reception

Investment Academy

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