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 Advocacy

Our advocacy efforts focus on increasing public awareness and recognition of our association and the CFA charter and RBA and RMFI titles by building and maintaining relationships with regulatory authorities and other professional organisations relevant to our industry.

CFA Society VBA Netherlands promotes ethics, standards, professionalism and the importance of our educational programs for achieving our goals. We maintain relationships on behalf of our members with industry organisations, relevant interest groups, financial authorities, employers, universities, and the media.

The merger of CFA Society Netherlands and the VBA has created a strong and diverse organisation for investment professionals in the Netherlands. We have more weight in discussions with, for example, regulators, employers and stakeholders. We now speak with one effective voice.

The benefit of public awareness is two-fold:

  1. It has a direct positive impact on our members. CFA charterholders, RBA or RMFI designation holders receive more recognition and influence and distinguish themselves in the local market.
  2. It has a positive influence on professional and ethical standards in the Dutch financial sector and influences regulations and supervision.

Do you want to know more about Advocacy? Send us an email.

We need more help in our Advocacy efforts. Are you interested in increasing your influence in the market?  In engaging with regulators, employers, stakeholders and like-minded professionals? Do you have an affinity with regulations and supervision and a strong network in the Dutch investment sector? We would like to involve you in our Advocacy efforts; contact Anne-Marie Munnik for more information.

Professional knowledge and competence requirements under MiFID II

Most recently the focus of our advocacy efforts has been on preventing an unnecessary study burden for our members in light of the, by ESMA formulated, regulatory knowledge and skills requirements under MiFID II. After a lengthy yet constructive dialogue with DSI and VU University (VU) we created a streamlined solution for individuals holding the CFA charter or RBA title and working in the institutional domain. These CFA and RBA designation holders need only take the so-called deficiency exam requiring approximately 10 hours of study, as opposed to the regular exam needing 80 hours. 

On the DSI website you will find information about the latest developments regarding the ESMA criteria, a Frequently Asked Questions section for employers and employees and the role that DSI plays in the ESMA process in cooperation with CFA Society VBA Netherlands.

See for more information the DSI website (in Dutch).

If you have not yet registered for the deficiency exam, you can do so via the VU website. If you do not have the RBA designation or CFA charter, you can register here for the regular exam, whereby a distinction is made between professionals who inform or advise institutional clients.

Read more on the VU's MiFID School site

We are currently in disc​​ussions with DSI about the implementation of compulsory continuing education under MiFID II. Here too the commitment is that our members will not be subject to a burdensome study load and extra costs. Our goal is that (parts of) our continuing education platform will be accredited by DSI, thus enabling our members to follow as much as possible continuing education activities tailored to their needs.

The aim of DSI is to have (accredited) programs available by January 1, 2020, with which investment professionals can continuously demonstrate their professionalism.

You can follow the latest develo​pments on the DSI website.

Members and employers who have questions about the MiFID II professional competence requirements can contact us on (020) 618 2812 or by email.​