Financial Sector

With the advent of the 4th Industrial Revolution, the finance industry is rapidly evolving, characterized by the integration of digital technologies such as artificial intelligence, Big Data, and Blockchain. Financial advisors, as leaders in this new era, are faced with a variety of challenges and the expectations of business organizations and investment activities. Certified financial advisors demonstrate their ability to stay abreast of these rapid technological advancements and their impact on the industry. Therefore, it is essential for them to continuously expand their skills and knowledge, enabling them to effectively advise clients on how to leverage these new technologies to drive business growth and improve efficiency.

Through certification, the modern financial advisor is equipped to manage the increasing complexity of the digital age, providing solutions to emerging risks associated with these technologies. This ability allows advisors to offer tailored advice and strategies that align with the ever-evolving market dynamics.

Overall, by acquiring skills in cybersecurity and offering customized solutions to investment projects, certified professionals can guarantee their clients both operational efficiency and compliance with regulatory requirements. Additionally, financial advisors develop transparent and trustworthy relationships with clients, establishing ethical practices in their interactions.

Some of the key certification specializations in this sector include:

Financial Advisor
Spreadsheet Specialist in Finance (Advanced Excel)
Financial Services Specialist in Innovative Information and Communication Technologies (FinTech)
Specialist in Services and Analysis of the Economics of Digital Security (Economics of Cybersecurity)
Blockchain for Finance Specialist
Business Negotiation Specialist
Executive Management Negotiation Specialist
Executive Management Systems Inspector Consultant

These certifications not only strengthen the professional’s ability to navigate the complexities of the digital finance landscape but also enhance their credibility and reputation in an increasingly competitive market.

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

Internal audit specialist
Insolvency administrator
Business financial advisor
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
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

Employee of special spreadsheet applications in finance

Scope

The TÜV HELLAS program for employees of special spreadsheet applications in finance (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:

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

Knowledge framework (syllabus)

Data management and automation.

Clearing and managing data
Automation of data management

Functions and usage in automated tables

Presentation of functions
Use in automated tables

Data import and transformation

Data entry
Data transformation

Managing large volumes of data

Presentation of Pivot Tables
Create & edit PivotTables
Pivot charts
Creation of Financial reports

Lists and Tables in MS Excel

Examination methodology

Theoretical examination

Certification Requirements

At least Compulsory education and technical training

Financial services through innovative IT and communication technologies (Fintech) specialist

Scope

The TÜV HELLAS Financial services through innovative IT and communication technologies (Fintech) specialist 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

Services specialist and financial analysis of Cyber Security specialist (Economics of Cyber Security)

scope

The scheme of Services specialist and financial analysis of Cyber Security specialist (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 Specialist For Finance

Scope

The TÜV HELLAS Blockchain Specialist For Finance 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