Financial Sector

With the advent of the 4th Industrial Revolution, the economy industry is rapidly evolving and is characterized by the integration of digital technologies, such as artificial intelligence, Big Data and Blockchain technology. Financial advisors as agents of this new era are faced with a variety of challenges and expectations of business organizations and investment activities. Certified financial advisors demonstrate their ability to keep up with the rapid developments in technology and their impact on the industry. For this reason, it is considered necessary to expand their skills and knowledge, so that they can effectively advise their clients on how to transition to their advantage the new technologies, which will lead their business to professional development and efficiency improvement . Thus, the modern financial advisor is able with the certification to satisfactorily manage the increasing complexity of the demands of the digital age, giving answers to risks related to emerging technologies.

Together with the acquisition of skills in cyber security and the provision of customized solutions to investment projects, it guarantees its client efficiency and proof of compliance with regulatory requirements. In an ethical and personal context, the financial advisor forges interpersonal relationships with his client with transparency and reliability. Financial Consultant, Blockchain for Finance Specialist, Business Negotiations Specialist, Executive – Consultant Management Systems Inspector are some of the certification specialties.

 

 

Financial Consultant

scope

The TÜV HELLAS financial consultant scheme is for experts in the financial sector who deal with the subject of auditing and consulting

Specializations

  1. Internal audit specialist
  2. Insolvency administrator
  3. Business financial advisor
  4. Financial Analyst

Knowledge framework (syllabus)

  • General Auditing and Internal Audit Principles
  • Risk Analysis
  •  Preparation of Annual Audit Programs & Conducting Internal Audit
  • Reports & Audit Reports
  •  Special Internal Audit Issues
  •  Basic knowledge of the applicable legal and institutional framework
  •  Basic knowledge of the applicable ethical framework
  •  Knowledge of the operation of the Bankruptcy Board
  •  Intermediary Knowledge
  • Working knowledge of the special Mandatory of the resolution process and the special Liquidator of the special liquidation process
  • Strategic Business and Operational Advice
  •  Collection & analysis, processing & interpretation of financial data,
  • Organization of Structures and Operations
  • Organization and Development of Human Resources
  • Planning and Support Development Programs
  •  Business Communication Services & Financial Analysis Presentation Techniques
  • Financial Services – Introduction to Principles of Costing
  •  Valuation & Economics/Mathematics/Statistics
  •  Use of Statistics & Economics Software, Principles of Costing
  •  Valuation & Economics/Mathematics/Statistics
  •  Use of Statistics & Economics Software
  •  Business Advice – Methods for Collecting & Analyzing
  •  Processing & Interpreting Financial Data
  •  Techniques for Presenting Financial Analyzes and Writing Reports
  •  Introduction to Organization Structures and Operations
  •  Introduction to Organization and Human Resource Development.

Examination methodology

Theoretical examination

Certification Requirements

At least Secondary education and technical education
 

Clerk of special spreadsheet applications in finance (Advanced Excel)

scope

 

The TÜV HELLAS program for employees with special financial spreadsheet applications (advanced excel) concerns a specialized financial employee who uses advanced office applications (Advanced Ms Excel) for the effective management of financial data. The effective management of financial data can be carried out through various actions such as for example through their organization in files/tables, or through their formatting and serves to quickly perform calculations and write financial analyses/reports by such specialized professionals.

The financial officer usually works:

  1. In an accounting department of any private enterprise,
  2. In financial services of public or non-profit organizations.
  3. As an executive in any business or organization

 

 

Knowledge framework (syllabus)

 

                Data management and automation.

o Clearing and managing data

o Automation of data management

                Functions and usage in automated tables

o Presentation of functions

o Use in automated tables

                Data import and transformation

o Data entry

o Data transformation

                Managing large volumes of data

o Presentation of Pivot Tables

o Create & edit PivotTables

o Pivot charts

o Creation of Financial reports

                Lists and Tables in MS Excel

 

Examination methodology

 

Theoretical examination

 

Certification Requirements

 

At least Compulsory education and technical training

Specialist in financial services through innovative IT and communication technologies (Fintech)

scope

 

The TÜV HELLAS specialized financial services through innovative information and communication technologies (Fintech) scheme is for a specialized professional engaged in the field of FINTEC (financial technology). Fintech is about various services such as finance, payment (including e-wallets), e-commerce and e-insurance, e-advisory and cryptocurrencies such as Bitcoin.

 

Knowledge framework (syllabus)

• Introduction to FinTech

• Digital Transformation and Fintech

• Digital Banking and Smart Banking

• Digital Money and Digital Payments

• Artificial Intelligence and its Impact on Banks

• Use of emerging ICT tools and applications in Economics (Risk Management / Credit Scoring / Modern Portfolio Management / Valuation / Projections)

• Blockchain and Cryptocurrencies

• Digital Platforms and Digital Ecosystems

• Institutional Framework and Fintech

 

 

Examination methodology

 

Theoretical examination

 

Certification Requirements

 

At least Compulsory education and technical training

 

Economics of Cyber ​​Security services and analysis specialist

scope

The scheme of special services and analysis of the economics of cyber security (economics of cyber security ) TÜV HELLAS, concerns a specialized employee of economic direction who provides services of managing cyber security risks and choosing the best investments in security measures to deal with them. Analyzing cybersecurity economics is an evolution of traditional cybersecurity risk management. While traditionally this management was carried out with qualitative criteria, based mainly on subjective assessment, cybersecurity economics applies statistical models to quantify each risk and document the cost of investing in countermeasures. The ability to quantitatively manage cybersecurity risks is essential in a management cybersecurity but also more broadly in operational risk management organizational units.

Knowledge framework (syllabus)

Introduction to Key Concepts and Digital Risks, Institutional Framework & Digital Security, Measuring Cyber ​​Security, Financials of Information Security Investment, Presentation of Economic / Mathematical Models for Information Security Costing, Quantification, Estimation and Valuation, Digital Security and Finance models and methods

 

Examination methodology

Theoretical examination

 

Certification Requirements

At least Compulsory education and technical training

Blockchain For Finance Specialist

scope

 

Blockchain For Finance Specialist scheme is for a specialized professional who deals with the application of blockchain technology in the field of finance. His role includes the development and implementation of blockchain solutions related to the financial industry.

 

Knowledge framework (syllabus)

  • Introduction to blockchain and Bitcoin
  • Consensus mechanisms on the chains: L1 Ethereum, L2 Polygon
  • Blockchain cryptography and digital identities
  • Blockchain data and cyberattacks
  • Cryptocurrencies and e-wallets
  • Decentralized Economy (DeFi)
  • Financial and legal issues with cryptocurrencies
  • Examples of applications in public domain, gaming, health, Al-Federated Learning
  • Funding in the digital economy
  • Metaverse, IoT and digital twins
  • Technological limitations

 

 

Examination methodology

Theoretical examination

 

Certification Requirements

At least Compulsory education and technical training

Contact Details

TÜV HELLAS
Mesogeion Av. 282
155 62 Cholargos, Greece

Tel.: +30 215 215 7434
Fax: +30 210 6528025
peoplecertification@tuv-nord.com