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(4.0/ 5) 5 Reviews
Take a confident step towards success in the Credit Advisor Professional Exam with a program that provides you with practical knowledge and applied skills to enhance your performance in the financial sector.
(4.0/ 5)
5 Learner Rating
This program represents your opportunity to advance toward professional success in the banking and finance sector. It equips you with in-depth knowledge and practical skills needed to confidently pass the mandatory Credit Advisor Professional Exam. Through its content, you will gain a thorough understanding of various financial products and mortgage financing requirements, develop the ability to read credit reports and work with SIMAH data, and build a solid grasp of operational and credit risks along with effective management strategies. The program also provides essential knowledge of relevant regulations and laws, enhancing your professionalism and opening broader opportunities to deliver high-quality advisory and credit services that strengthen client trust and support your career growth.
Banking
Capital Market
Insurance
Financing
Strategy, Planning, and Quality
Not Exist
Self Learning
Credit Card
Types of Financing
Consumer Financing
Real Estate Financing
Rights and Responsibilities Related to Financing Products
Rules for Disclosure of Product Pricing
Summery
Introduction
Principles of Responsible Financing for Individual Clients
Factors Affecting the Approval of Financing Applications for Individual Clients
Summary
Introduction
Regulatory Procedures for Unusual and Suspicious Transactions
Legal Frameworks in the Kingdom for Combating Money Laundering and Terrorist Financing
Administrative Reference for Handling Unusual and Suspicious Transactions
Risk Management
Summery
Introduction
Credit Risks Related to Clients and Their Impact
Financial Objectives Aligned with the Client’s Financial Situation
Other Individual Credit Risks and Their Management
Collection Controls and Procedures
Procedures for Dealing with Defaulting Clients
Summary
Introduction
Goals and Their Nature
Principles of Conduct and Work Ethics in Financial Institutions
Gifts and Hospitality
Confidentiality and Information Disclosure Mechanisms
Duties of Financial Institution Staff
Use and Leakage of Inside Information for Market Manipulation
Reporting Actual or Potential Violations
Rewards and Incentives
Consequences of Non-Compliance with Principles of Conduct and Work Ethics
Activity
Summary
Terms
Abbreviations
Full understanding of the credit risks that customers may be exposed to, in order to protect them efficiently & professionally.
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Be aware of the most important operational risks, in order to support dealing with them according to the best applicable methods.
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Increasing the knowledge of financing products for individuals, which helps to evaluate the appropriateness of the financing solution provided with the client’s needs, and evaluate the risks that the client may be exposed to.
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Get familiar with the relevant regulations & laws, to perform his job & fiduciary duties in accordance with the highest standards specified by law.
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Acquiring the knowledge, abilities & skills necessary to pass the mandatory professional exam for the credit counselor
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Training Programs Overview
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