Certificate overview
This professional certification has been designed to equip banking and financial institution professionals with the capabilities to design and implement financing programs for small and medium enterprises (SMEs) in line with the latest and best global practices . The certificate serves as an international standard to excel in managing SME financing operations, focusing on developing the managerial and technical skills necessary to handle daily operations and achieve the strategic objectives of banking and specialized institutions in this field.
With the increasing importance of SMEs in driving economic development and supporting financial inclusion, the certification aims to meet the growing needs in the SME financing sector by keeping pace with digital transformation and enhancing the operational and marketing performance of financing programs for these enterprises in both banks and specialized institutions.
Exam Requirements
OnlineExamination will need to be sat under controlled conditions at an PDI accredited centre.
What you will learn
Professionally manage the daily financing operations of SMEs within banking and specialized institutions.
Apply innovative strategies in risk and credit management.
Develop strategic plans for financing programs.
Evaluate financial and operational performance and make strategic decisions.
Master leadership skills in operations and crisis management.
Enhance team performance and lead digital transformations.
Demonstrate knowledge of sector regulations, compliance requirements, and professional ethics.
Apply data analysis skills and support banking decision-making.
Design innovative marketing plans and strengthen customer loyalty.
Curriculum
4 modules
- 01Introduction to Small and Medium Enterprises (SMEs) (20 Hours)
- 02Credit Study and Portfolio Management (25 hours)
- 03Risk Management, Collection, and Non-Performing Loans (25 hours)
- 04Products, Marketing, Customer Service, and Digital Transformation (30 hours)
Who it is for
- Employees of specialized financial institutions
- Professionals working in financing small and medium enterprises within banks
- Entrepreneurs seeking to understand financing mechanisms
Eligibility requirements
Applicants must:
- Hold a degree from a recognized educational organization.
- Have professional experience in the field.
- Sit for and pass the certification examination.
- Adhere to the Professional Development Institute (PDI) Code of Ethics.
Assessment
- The examination is offered in multiple languages to support international candidates.
- All candidates are required to sit for their exam at an accredited PDI Test Centre.
- The exam duration is (3) hours.
- Each exam consists of 100 multiple-choice questions (MCQs).
