Professional Diploma in Automation in Financial Planning
Financial Planning and Consulting / Automation in Financial Planning — Novera University
1. Program Overview:
An accredited professional and applied program extending over 3 months (80 hours of approved study load), aimed at preparing financial consultants, financial planners, and managers to employ automation and artificial intelligence technologies in managing financial plans and building investment models. The program covers the fundamentals of personal and corporate financial planning, Robotic Process Automation (RPA) in financial departments, Robo-Advisors and automated portfolio allocation, automated financial modeling and budget forecasting, financial risk management and early-warning systems, building interactive reporting dashboards, and governance and regulatory compliance standards.
2. Key Objectives:
- Automation of financial processes and cycles (RPA): mastering the automation of the budgeting cycle and periodic report preparation, reducing operational errors, and accelerating the flow of financial data.
- Employing Robo-Advisors: understanding automated financial advisory algorithms, investment portfolio allocation, and digital portfolio rebalancing.
- Predictive modeling and risk management: building automated financial models to forecast revenues and expenses, and using artificial intelligence to monitor risks and activate early-warning systems.
- Interactive reporting and governance: designing dynamic financial dashboards to support decision-making, and complying with regulatory frameworks and the ethics of automated advisory services.
3. Target Audience:
- Financial planners and financial advisers for individuals and companies.
- Financial managers, heads of budgeting departments, and financial analysis officers.
- Investment portfolio managers and asset and risk management officers.
- Graduates and students of Finance and Banking, Economics, Business Administration, and Information Technology.
4. Study Plan and Courses (8 Courses — 24 Interactive Lectures):
|
Course Code |
Course Title |
Number of Lectures |
Total Hours
|
|
AFP101 |
Fundamentals of Personal and Corporate Financial Planning |
3 |
6 hours |
|
AFP102 |
Introduction to Financial Process Automation |
3 |
6 hours |
|
AFP103 |
Smart Financial Planning Tools and Software |
3 |
6 hours |
|
AFP104 |
Financial Robo-Advisors |
3 |
6 hours |
|
AFP105 |
Financial Modeling and Automated Budget Forecasting |
3 |
6 hours |
|
AFP106 |
Financial Risk Management Using Automation and Artificial Intelligence |
3 |
6 hours |
|
AFP107 |
Automated Financial Reporting and Monitoring Dashboards |
3 |
6 hours |
|
AFP108 |
Governance and Compliance in Financial Automation |
3 |
6 hours |
|
Total |
8 Courses |
24 Lectures |
48 Training Hours |
5. Organizational Structure and Assessment System:
- Duration and sessions: 3 months (evening period), at a rate of two lectures per week, two hours per lecture = 48 interactive training hours.
- Language of study and delivery method: Arabic and English | fully remote interactive training (Online).
- Distribution of credit hours (80 hours):
· 48 hours: live interactive lectures.
· 20 hours: required readings and open resources.
· 8 hours: chapter questions and self-assessment.
· 4 hours: final review and graduation project.
- Attendance and assessment requirements: attendance of no less than 75% of the lectures, and completion of periodic assignments and practical applications.
- Certificate and graduation project: the graduate is awarded a Professional Diploma in Automation in Financial Planning after completing an automated financial planning model (Robo-Advisory) for an applied practical case and passing the online examination.
