Upcoming Programs
Wealth Management and Financial Advice
Wealth management is an art based on the quality of financial advice provided by qualified advisors who can develop and implement the most appropriate strategy for each client based on their needs, future expectations, and risk tolerance. This training program is designed to develop participants' skills in financial planning and setting investment objectives for managing clients' assets, in addition to financial consulting skills to analyze investments and investment products available in the market and provide the most appropriate solutions and products to meet clients' needs, their future expectations, and attain their financial goals.
DetailsCredit Analysis and Decision-Making Mechanisms
Choosing the right credit decision is the first line of defense for preserving lenders' capital, protecting creditors, and maximizing profitability for the bank. In this program, the participant gets familiar with the stages of credit decision-making according to the approved credit policy, the latest strategies for analyzing and calculating credit risks, local and international controls and standards, to be able to make a correct and successful credit decision that controls the expected risks.
DetailsFundamentals of Internal Auditing
The internal audit contributes to verifying that the establishment is committed to implementing the internal control systems represented by the policies and procedures established by the management; in order to protecting the assets of the facility and ensuring that it achieves its operational objectives. This program provides participants with the fundamental requirements of internal auditing, starting with the modern concept of internal audit, then standards and procedures for carrying out audit tasks, preparing the plan, designing worksheets, selecting samples, collecting evidences and documentation, and then preparing internal audit reports.
DetailsInternational Financial Reporting Standards (IFRS)
Accounting is the language of business, and it is an information system that provides a wide range of stakeholders with the financial information they need to make rational decisions in finance and investment. The accuracy of this information is important to users, so the International Accounting Standards Board IASB issued international accounting standards and international financial reporting standards to ensure the quality of this information. This course includes an explanation of the most important international accounting standards related to the preparation and presentation of financial statements and its included items matching with the IAS and IFRS requirements and meets the users’ needs
DetailsCredit Risk Management for Mortgage Finance
The issuance of the new Saudi Mortgage Law in 1442h, strengthened and boosted the real estate financing products for individuals in the Kingdom of Saudi Arabia, as it achieved the necessary guarantees when practicing Mortgage financing by setting measures that protect the creditor, debtor and guarantor in the credit process. Participants in this program learn about the knowledge and skills related to the credit cycle of Mortgage Financing, the relevant laws and regulations, as well as the practical application of quantitative analysis in the measurement of risk.
DetailsSecurities Custodian
The role of the custodian on securities is considered a major and pivotal role in the financial markets, as It preserves the assets and securities of investors to protect them from risks, and the volume of investments that the custodian undertakes to protect may reach billions of riyals. In addition to dealing with the Depository Center regarding transfer of ownership, settlement and clearing of these assets. This training program focuses on the role of the custodian and its importance in the financial market, in addition to understanding the mechanism of the custodian’s work as an intermediary between the client and the Securities Depository Center to complete the operations of trading, settlement, clearing, lending, distribution and all other related operations in the custody of securities.
DetailsDebt Capital Markets
Bonds are a type of debt which states a promise of payment by the bond issuer to the bond holder, according to specific terms at the time the bond is issued. The government is the largest issuer of bonds; long-term government bonds are issued to finance expenditures required by governments to support their countries, banks and large corporations are also major issuers of bonds. This program is designed to provide participants with a sound understanding of dealing in the debt and bond market and gain the ability to understand the different types of bonds and methods of evaluating and pricing them according to the return and to identify the risks associated with bonds and how to make the decision to invest in bonds
DetailsPreparation Program for Compliance Foundation Professional Exam
This training program aims to prepare the participants with the knowledge and skills necessary to pass the Compliance Foundation Professional Exam. The program covers issues related to regulatory compliance and the principles of compliance with legal requirements for providing financial services. In addition, the program reviews money laundering legislation, terrorist financing, and anti-fraud laws.
DetailsOutstanding Sales and Negotiation Skills- B2B
It is a well-known fact that the Great Depression of 1929 was one of the most serious economic crises of the 20th century. With time, this has led to the emergence of new concepts for B2B competition, as well as the separation of B2B sales from other sales activities. Therefore, the development of sales personnel for the corporate sector has become a must for any organization. This training program focuses on developing the sales experience and improving the experience of corporate sales customers, studying and analyzing the marketing mix and recognizing its relationship to increasing market shares and its impact on the total sales volume, in addition to providing participants with effective negotiation skills to deal with B2B sales and achieve the desired corporate goals.
DetailsFinance for Non-Financial
"Finance for Non-Finance Professionals" is an extensive 4-day program, with condensed and engaging sessions totalling 7 hours each day, specifically oriented towards degree-educated professionals from varied industries, the programme is ideal for those in non-financial positions and who seek to bolster their financial literacy. This comprehensive program is meticulously designed to demystify the world of finance for participants, fostering a proficiency that enables them to decipher and utilise financial information for strategic advantage. Over the course of these four days, participants will engage with financial principles and analysis techniques tailored to extend their expertise beyond their specific specialties, thereby equipping them with the understanding crucial for holistic and informed decision-making processes.
DetailsReading and Analyzing Financial Statements and Reports
Since the financial statements provide us with historical information and aggregate figures, the decision maker needs tools that enable him to enter into the details of this information and the indicators that show the relationship between them. This program provides the participants with basic knowledge required to analyze the financial statements and how to use the extracted indicators in evaluating the firms performance, making decisions, and drawing up future plans and policies .
DetailsPreparation Program for Fixed Income Certificate (FIC)
The Fixed Income Certificate (FIC) is a basic qualification for those looking for a sound basis in dealing with fixed income securities. This certificate is provided by the International Capital Markets Association (ICMA), which includes banking services companies that are ranked among the best in the world. This program focuses on developing practical skills for trading, investing, risk management, fixed income tools and key markets to give the participant the skills needed to compete in the global market.
DetailsCompliance for Financing Companies Sector Professional Exam - Second Edition
The Professional Certification Exam in Compliance for Financing Companies Sector - Second Edition is considered one of the measurement tools that contribute to verifying that employees in the financing companies sector have a minimum level of compliance knowledge, as the exam includes a number of skills, practices and realistic examples related to the concept of commitment and verification of it.
DetailsCorporate Finance Technical Foundations - (CME-5A)
A CMA mandated exam that is provided in cooperation with the Chartered Institute for Securities & Investment (CISI). The Corporate Finance Technical Foundations (CME-5A) Certificate develops the essential foundation knowledge required to work in the corporate finance field. The syllabus explores corporate finance techniques and provides the examinee with an understanding of how corporate finance transactions are developed to meet client needs. Note: This certificate consists of two exams, and to obtain the CME certificate, you must pass both parts of the exam (A-B).
DetailsAward in Customer Service in Insurance (W04) - CII
The Award in Customer Service in Insurance (Non-UK) introduces the customer service function specific to insurance companies, intermediaries and providers. It helps build knowledge and understanding of the key processes and requirements related to good customer service. It is designed to equip candidates with the skills and knowledge they need to work as a customer service professional in an insurance context.
DetailsAward in General Insurance (W01/W02) - CII
This unit prepares you for a career in this international industry. It 'sets the scene' by introducing the concept of risk and how it is managed, as well as the different categories of risk. It also explains how insurance acts as a risk transfer mechanism and introduces the main classes of insurance.
DetailsCertified Investor Relations Officer Certificate
The CIRO Certificate is an international certificate for the investor relations profession. In the Middle East, the certificate is organized and delivered by the Middle East Investor Relations Association (MEIRA), in partnership with the UK IR Society (UKIRS). The Certificate in Investor Relations is regarded as a valuable benchmark for those already in the profession and an essential prerequisite for those seeking to work in the investor relations sector. To do this, various parties have collaborated to ensure that the CIRO Certificate 2020 reflects the necessary contents of operating in the regulatory environment of the Kingdom. The parties include the following: Capital Market Authority (CMA), the financial regulator of the Saudi capital markets; Tadawul, The Saudi Stock Exchange; The Financial Academy (FA); Middle East Investor Relations Association (MEIRA), an independent, non-profit organization dedicated to promoting the IR profession.
DetailsClaims Practice (M85) - CII
The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of claims practice and how claims are handled and considers practical aspects of handling a claim; from receipt to settlement (whatever that means in each case). It deals with the rules within which the claims handler must operate, as well as explain those of their duties which do not relate directly to the customer, e.g., the setting of claims reserves and ensuring that reinsurance and other recoveries are made.
DetailsCommercial Property & Business Interruption Insurances (M93) - CII
The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of commercial property and business interruption insurances. It focuses on the main risks to commercial property; policy cover and market practices of commercial property and business interruption insurances, and risk perception, assessment and underwriting issues associated with these types of insurance.
DetailsCompliance and Sharia Audit Professional Exam
The professional exam for compliance and sharia audit aims to build the capabilities of the compliance and Sharia audit staff, as it includes several skills, practices and real examples that enable them to perform professionally in the banking and finance sector.
DetailsCompliance Foundations Professional Certificate - Third Edition
Compliance Foundations Professional Certificate aims to build the capabilities of new employees of compliance departments, and provide them with the basic knowledge and skills with a comprehensive view of the compliance activities and environment by addressing examples and practical situations in various financial subsectors.
DetailsCredit Adviser Professional Exam - Forth Edition
A mandatory exam by Saudi Central Bank (SAMA) The objective of this exam is to build the capabilities of employees in the retail banking, financing companies sectors, financial lease registration companies and ensure that employees have the minimum level of knowledge and skills, including the regulations and laws of these sectors that enables them to perform their duties toward the consumer and the beneficiary professionally and responsibly.
DetailsForeign Exchange Professional Exam - Third Edition
A mandatory exam by Saudi Central Bank (SAMA) that aims to ensure that all tellers and foreign exchange officers have the basic skills and knowledge in this field including the rules and laws that enables them to perform their duties towards the consumer and the beneficiary professionally and responsibly.
DetailsFoundation Risk Management Qualification in Financial Services
The Financial Academy developed this exam in cooperation with Euromoney Learning and it has also been adapted with the Saudi market to raise the efficiency of human capabilities working in financial services activities, which include: banking and insurance activities in addition to investment activities. This certificate targets front-line employees and operations, risk and compliance staff.
DetailsThe Academy in Numbers
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Training
+160K
Examiners
+30K
Trainees
+650
Entities
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MoreThe Financial Academy contributes to developing the capabilities of human cadres in the financial sector, by designing training programs based on competencies, which are considered the cornerstone in determining