Trainer Guide The Financial Academy
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Trainer Guide
The Financial Academy
TRAINER GUIDE 2
Table of Contents
Create an Account …………………………….…………………………………….. 4
Exams ………………………………………….……………………………………… 8
Academy Examination Policies ………………………………………………... 8
Register for Exams ……………………….……………………………………… 8
Retake/Retrial ………….…………………..……………………………………… 8
Postpone an Appointment ………………………………………………………. 9
Cancel an Exam ………………………………………………………………… 9
Register for an Exam ………………………………………………………………. 10
Register for a Fee-based Exam ………………………….……………………….. 12
Cart (Electronic Payment) ……………………………………………………….. 12
Important Notes …………………………………………………………………… 14
Training ……………………………………………………………………………….. 15
Register for a Training …………………………………………………………. 16
Qualifications …………………………………………………………………………. 18
Verify a Certificate …..………………………………………………………..…….. 19
Events …………………………………………………………………………………. 20
Register for an Event ………………………………………………………….. 20
Cart (Electronic Payment) ………………………………………………………….. 23
Important Notes ………………………………………………………………… 25
Dashboard ……………………………………………………………………………. 26
Profile …….………………………………………………………………………... 26
My Exams ………………………………………………………………………… 28
Cancel Exam Booking ………………………………………………………. 29
Reschedule an Exam ………………………………………………………… 30
Exam Booking Data ……………………………………………………….... 32
My Training Plans ……………………………………………………………………. 33
Cancel Training Plan Booking ………………………………………………… 34
Reschedule Training Plan Booking …………………………………………… 35
Training Program Booking Data ………………………………………………. 36
TRAINER GUIDE 3
Transactions ………..…………………………………………………………………. 37
My Certificates ……………………………………………………………………….. 38
My Events …………………………………………………………………………….. 39
Cancel Registration for an Event …………………………………………….. 40
Login to Academy System ………………………………………………………. 42
Training System ……………………………………………………………………… 43
Training Program Details ……………………………..………………………… 44
Evaluation …………………………………………….………………………….. 45
Trainees ……………………………………………………………………………. 46
Time Attendance Management ……………………….………………….. 47
Attendance and Leave Details ………………………………………………. 48
TRAINER GUIDE 4
Create an Account
You have to create an account as a Trainer to be able to follow the electronic
services.
1- Click on Individual User from the "Create an Account" section.
2- Enter the data and then click on Register.
A message will appear confirming that you have been successfully registered and a
message will be sent to your e-mail to confirm the activation of your account on the
systems. Kindly click on the link found in the message to confirm the account. You
will go to the page displaying the e-mail confirmation.
3- Click on your name box in the upper left of the page and then click on
Dashboard from the appearing options menu.
4- Click on Register as a Trainer.
TRAINER GUIDE 5
Enter the personal data and then click on Next.
You will go to the Recruitment section. Read the guidelines carefully and then click
on the Declaration box. Click on Next to complete data stages.
The next stage is the Qualifications. Add the educational qualifications, professional
certificates, practical experiences, and training programs by clicking on the Add
boxes. Enter the details and then click on Add. After finishing addition of
qualifications, click on Next.
The next stage is the Training Programs, which are the programs you have
presented previously. Click on Add Training Program. A Pop-up screen will appear
to add the details. Then click on Add. After finishing, click on Next.
TRAINER GUIDE 6
You will go to the Cooperation Fields stage. Click on Add Cooperation Field to
add the data. Then click on Add Training Fields box and the training level. After
finishing, click on Next.
The next stage is the Bank Account Data. Enter the appropriate data and then click
on Next.
The last stage is request completion. Through it, answer the found questions,
download the attachments, and click on Save and Send.
TRAINER GUIDE 7
After completing the "register as a trainer" request, a message confirming that the
request has been submitted successfully will appear.
After approving your request, an e-mail will be sent confirming that the request has
been approved as shown below.
TRAINER GUIDE 8
Exams
You can register for the exams held by the Academy through the electronic services.
Academy Examination Policies
Kindly review the Examination Policies of the Financial Academy blow before
registering for exams.
Register for Exams
1- Registration for professional exams is available for authorized entities and
independent persons.
2- Creating an account for authorized entities requires submitting an application
of such entity does not have an account with the Academy. If such entity has
a previous account and wants to add a new user, the data of account creation
application should be filled and then activated through customer service. As
for independent persons, the data found in the "create new account" page
should be filled and activated by an activation code via e-mail.
3- Registration could be made before at least two days of the exam date.
4- Entities and persons may replace an examinee with another one fulfilling the
examination conditions before at least two (2) days of the exam date. Each
replacement will cost (100) riyals.
For replacement with another examinee, kindly send an e-mail to: [email protected]
Retake/ Retrial
1- An examinee is entitled to enter the exam (5) times at most in one Gregorian
year for those who do not pass the exam. Exam fees will be paid for each
trial.
2- Number of trials will be calculated as of the beginning of each Gregorian year.
3- A period not less than (15) days should pass after the last trial.
Postpone an Appointment
The electronically scheduled date of the professional exam could be postponed by
the authorized entity or the individuals in accordance with the following controls:
1. A 100 Riyals fee will be charged if the exam is postponed within a period
more than 7 days of the exam date.
TRAINER GUIDE 9
2. A (50%) of the exam amount will be charged if the scheduled time is
postponed within a period of (3-7) days.
3. The exam date could not be postponed within a period less than 3 days
before the exam date.
4. After postponing the exam, the examinee has no right to use the cancelation
policy.
In case you wish to postpone the exam date, you can submit a request via email:
Cancel an Exam
The Financial Academy has the right to change the date and time of the exam. It also
has the right to cancel the exam totally in specific center(s) if it deems there is
something that hinders holding the exam for any reason whatsoever, and it is
necessary for the exam protection and safety. This is shall be done after obtaining
the approval of the general manager. Hence, the examinees and the authorized
entities will be notified of such.
The electronically scheduled date of an exam could be canceled by the authorized
entity or individuals in accordance with the following controls:
1. No fees will be charged if the scheduled date is canceled within a period more
than (30) days of the exam date.
2. A (25 %) of the exam amount will be charged if the scheduled time was
canceled within a period of (16-30) days of the exam date.
3. A (50 %) of the exam amount will be charged if the scheduled time was
canceled within a period of (7-15) days.
4. A (100 %) of the exam amount will be charged if the scheduled time was
postponed within a period of less than (7) days of the exam date.
Register for an Exam
1- From the Homepage of the Electronic Services, click on Exams.
2- Click on an exam that you want to take.
TRAINER GUIDE 10
You will go to the exam details page. To register, click on Register.
You will go to the "Register for an Exam" page, which is composed of three stages:
exam data, exam center, and exam date.
View the exam data then click on Next.
Click on the exam center appropriate for you then click on Next.
TRAINER GUIDE 11
Select the exam date from the menu and select the appropriate available times. Then
click on Finish.
Register for a Fee-based Exam
If the exam for which you register is fee-based one, select the appropriate date from
the calendar box and select the appropriate time from the Available Times box
during the Exam Time stage. Then click on Add to Cart.
TRAINER GUIDE 12
Cart (Electronic Payment)
After the last step of registration for an exam, it will be added to the cart. You will go
directly to the cart page to review the exam data and payment. You can access the
cart from any page by clicking on the icon found at the top of the page. You can add
more than one exam to the cart and pay the total amount of all exams added to the
cart. You can remove any of the exams found in the cart by clicking on Remove icon
appearing opposite to the exam.
Electronic payment Details (Payment)
You can pay the total amount of the exam(s) electronically as follows:
1. From cart page, click on Pay.
2. A pop-up screen appears where you can enter the payment data, credit/debit
card, and your data. Enter the data and click on Pay.
TRAINER GUIDE 13
Note:
Don’t press “Refresh” or “Back” as it may interrupt the transaction and calculate
repeated fees.
A Waiting Screen appears and the previous note appears once again.
Another screen appears for payment confirmation, click Accept.
After the payment process is made successfully, you will go directly to the Payment
Summary page.
TRAINER GUIDE 14
Important notes
1. During any phase of the payment process: Don’t press “Refresh” or “Back” as
it may interrupt the transaction and calculate repeated fees.
2. The following messages will be sent via email:
Exam(s) booking data. If you book more than one exam, the data of
each exam will be sent separately.
A message including the invoice data.
TRAINER GUIDE 15
Training
You can register for the trainings provided by the Academy by clicking on the
Training icon found in the electronic services page.
You will go to the Training page where you can search for any training by the training
program name or the training plan date, select the training type from the dropdown
menu or search for any training by selecting the main or secondary sector box and
then click search. Search results will be displayed according to your choices.
TRAINER GUIDE 16
Register for a Training
From the electronic services homepage, click on Training and then click on the
appropriate training.
You will go to the training program details page, where you can review the available
dates to join the training. The red color found next to date indicates that such date is
completed. The green color indicates that such date is available.
Click on + icon next to times to review training duration, time (from & to), directed to
(Targeted audience: men or/and women), and training venue.
Click on + icons next to other data to view the details.
TRAINER GUIDE 17
Click on Register next to the appropriate time.
If the training is a fee-based one, you will go to the cart.
Follow the steps previously explained in the cart section (electronic payment).
TRAINER GUIDE 18
Qualification
You can view the qualifications by clicking on the Qualifications icon.
You will go to the qualifications page, where you can search for qualification by title.
Click on Certificate Details to review the details.
The details will display the exams and trainings which should be passed to obtain
such qualification certificate. Click on the links of the exams and qualifications to go
to their relevant pages if you wish to review their details or register for them.
Verify a Certificate
You can verify any certificate you have obtained through certificate verification.
TRAINER GUIDE 19
Enter the certificate issuance number and then click on Certificate Verification.
TRAINER GUIDE 20
Events
You can review the available events and register for any of them by clicking on the
events from the electronic services page.
You will go to the events available during the present month. You can search for an
event related to a sector by selecting the sector from the dropdown menu.
Register for an Event
To register for an event, such event should be unexpired or not started yet or if the
registration for such event is still available after its start date.
Click on the event name from the menu. The event data will be displayed. Click on
the schedule to review the event dates. Click on view the agenda to download the
agenda to your device. For registration, click on Register Now.
TRAINER GUIDE 21
Your data page will appear, click on Register Now.
The registration confirmation message will appear. Click on Ok to confirm
registration.
Successful registration message will appear.
TRAINER GUIDE 22
If the event for which you want to register is fee-based, you will go to the cart page.
Follow the steps previously explained in the cart section (electronic payment).
TRAINER GUIDE 23
Cart (Electronic Payment)
After registering for a fee-based exam, training and/or event, you will go directly to
the cart page to review the data and payment. You can access the cart from any
page by clicking on the icon found at the top of the page. You can add more than one
exam/ training/ event to the cart and pay the total amount of all items found in the
cart. You can remove any of the items found in the cart by clicking on Remove icon
appearing opposite to the exam.
Electronic payment Details (Payment)
You can pay the fees of each item separately by registering for exam/training/ event
and paying immediately after registration. Or you can register for many
exams/trainings/events and pay the total amount.
In both cases, follow the following steps for payment:
1- From cart page, click on Pay.
2- A pop-up screen appears where you can enter the payment data, credit/debit
card, and your data. Enter the data and click on Pay.
TRAINER GUIDE 24
Note:
Don’t press “Refresh” or “Back” as it may interrupt the transaction and calculate
repeated fees.
A Waiting Screen appears and the previous note appears once again.
Another screen appears for payment confirmation, click Accept.
TRAINER GUIDE 25
After the payment process is made successfully, you will go directly to the Payment
Summary page.
Important notes
3. During any phase of the payment process: Don’t press “Refresh” or “Back” as
it may interrupt the transaction and calculate repeated fees.
4. The following messages will be sent via email:
Exam(s)/ training(s)/ event(s) booking data. If you book more than one
exam, the data of each exam will be sent separately.
A message including the invoice data.
TRAINER GUIDE 26
Dashboard
Through the dashboard, you can view, follow up, and manage your profile and the
exams, training plans, and events for which you have registered, the transactions you
have made through the portal. You can also login to the Academy system to follow
up your business as a trainer (without the need to login to the management website).
Click on the box displaying your name and click on Dashboard from the menu.
You will go to a page displaying the dashboard items, namely, my exams, my training
plans, transactions, my certificates, my events, Login Academy system.
s
Profile
You can edit some data in your profile by clicking on Profile from the dashboard
page.
TRAINER GUIDE 27
You will go to the profile, where you can edit some data, in addition to recruitment,
qualifications, training programs, and cooperation fields.
Some data could not be changed directly but you can request to change it by clicking
on Request to Change Profile Data.
You will go to the page of the profile data change request, where you should enter
the new data and then click on send.
TRAINER GUIDE 28
My Exams
You can review the exams for which you have registered, previous exams, and
canceled exams and you can make some choices on the scheduled exams. Click on
my exams from the dashboard page.
You will go to your exams page, where you can search for Exam Name and select
whether the exam is scheduled, previous, or canceled by selecting from the
dropdown menu in the field "Search in" and then click on "Search". To view all
exams once again, click on View All.
TRAINER GUIDE 29
Cancel Exam Booking
You can cancel an exam booking (review the Academic Examination Policies, Exams
Cancelation section) by clicking on the points next to the exam name and then click
on Cancel Booking.
If the exam is free, cancelation confirmation message will appear. Click on Yes to
cancel the booking or No to return to the page.
If the exam is fee-based one and you have paid the fees, refund data page will
appear. Choose whether the refund should be made to Bank Account or IBAN.
Enter the Bank Name and Bank Account Number then click on Cancel Booking.
A message confirming booking cancelation will appear. Click on Yes to cancel or No
to return to the booking cancelation page.
Reschedule an Exam
You can reschedule an exam to change the exam date/ time (review Academy
Examination Policies, appointment postponement section).
TRAINER GUIDE 30
To reschedule an exam, click on the points next to the exam name and then click on
Reschedule.
You will go to the details page which views: the current booking data page. Click on
Next to change the exam center.
Change the exam center by selecting one of the displayed centers. Then click on
Next.
Select the exam time which you want to reschedule and select the available time.
Click on Add to Cart.
A message will appear confirming that registration have been made successfully.
TRAINER GUIDE 31
You will return to My Exams page and the rescheduled exam will appear within the
canceled exams. The new date of such exam will appear within the scheduled
exams.
Note: If you reschedule an exam, you won’t be able to cancel the booking of such
exam. If you click on Booking Cancelation the following warning will appear: "Sorry,
this booking was postponed before. It could not be canceled. Kindly review the
Academy Cancelation Policy.
TRAINER GUIDE 32
Exam Booking Data
You can review the exam booking data by clicking on the points next to the exam
name and then clicking on Booking Data.
The Booking Data Report will appear. Click on Print to print the report or Convert to
PDF Acrobat and save it to your device.
My Training Plans
You can view the training plans that you have registered for, the previous training
plans, and the canceled training plans. You can also make some choices related to
the scheduled training programs. Click on My Training Plans from the dashboard
page.
TRAINER GUIDE 33
You will go to My Training Plans page, where you can search for Training Plans
Name and select whether the training plan is scheduled, previous, or canceled from
the dropdown menu in the field "Search in" and then click on "Search". To view all
training plans once again, click on View All.
Cancel Training Plan Booking
You can cancel training booking by clicking on the points next to the training plan
name and then click on Cancel Booking.
TRAINER GUIDE 34
A cancelation confirmation message will appear. Click on Yes to cancel the booking
or No to return to the page.
If the training plan is fee-based and you have paid the fees, refund data page will
appear where you should click on Cancel Booking.
A confirmation message "Your request has been submitted successfully, and it is
under processing" will appear.
TRAINER GUIDE 35
Reschedule a Training Plan
You can reschedule a training plan to change the date. Click on the points next to the
training program name and then click on Reschedule.
You will go to the booking data page. Click on Continue.
You will go to the training plan page to select another date for the training. Click on
Register next to the appropriate date.
A message will appear.
Note: If you select the same date, a message reads "you are not able to reschedule
the same training plan" will appear.
TRAINER GUIDE 36
Training Program Booking Data
You can review exam booking data by clicking on the points next to the exam name
and then click on Booking Data.
The Booking Data Report will appear. Click on Print to print the report or Convert to
PDF Acrobat and save it to your device.
TRAINER GUIDE 37
Transactions
You can review your transactions by clicking on Transactions from the dashboard
page.
You will go to the details page, where you can search by service type from the
dropdown menu (event, exam, or training), transaction type, date (from /to). Click on
Search and then View All to view all items once again.
Click on + icon to extend the invoice data.
TRAINER GUIDE 38
My Certificates
You can review your certificates by clicking on My Certificates from the dashboard
page.
You will go to the certificates page, where you can search by certificate title or/and
certificate type (select from the dropdown menu. Click on Search and then View All
to view all items once again.
TRAINER GUIDE 39
My Events
You can review the events for which you have registered, previous and cancelled
events and you can make some choices related to the coming events. Click on My
Events from the dashboard page.
You will go to the events page, where you can search by event name. Click on
Search and then View All to view all items once again.
TRAINER GUIDE 40
Cancel Registration for an Event
You can cancel the registration for any event by clicking on the points next to the
event name and then clicking on Cancel Registration.
A cancelation confirmation message will appear. Click on Yes to cancel the booking
or No to return to the page.
If the training plan is fee-based and you have paid the fees, refund data page will
appear where you can click on Cancel Booking.
A message confirming booking cancelation will appear. Click on Yes to cancel
booking or No to return to the previous page.
TRAINER GUIDE 41
A message confirming booking cancelation will appear: "Your request has been sent
successfully, and it is under processing".
The event will appear in the cancelled events section. Click on the points next to the
event name and click on details if you want to reregister.
TRAINER GUIDE 42
Login to Academy System
As a Trainer, you can login to the Academy's Management System to follow-up the
training tasks assigned to you by clicking on Login to Academy System from the
Dashboard.
Log in using the same your Username and Password.
You will go to the Dashboard.
TRAINER GUIDE 43
Training System
Through the training system, you can follow-up you training plans and their details
and evaluation, and the trainees registered in training plans. You can also manage
attendance and absence of each training program by clicking on Training System.
Then click on My Own Training Plans.
You will go to the page of your training plans list, where you can search for a training
plan by Operation Number, training plan date, by entering part of the training
program name (enter 4 letters or more and then select from the menu), week number
or year. Click on Search and then View All to view all training programs once again.
TRAINER GUIDE 44
Training Program Details
To view a training program details, click on the points next to the title and then click
on Details.
You will go to the training program data page. Click on Back to return to the training
system page.
TRAINER GUIDE 45
Evaluation
Through this part, you can evaluate the trainees registered in the training program by
clicking on the points next to the title and then clicking on Evaluation.
You will go to the trainees list. Click on the points next to name and then click on
Evaluation.
Click on the appropriate evaluation and then click on Save at the bottom of the page.
TRAINER GUIDE 46
Trainees' evaluation status could be changed in the list as follows:
Trainees
Through this part, you can review the trainees registered in the training program by
clicking on the points next to the name and then clicking on Trainees.
You will go the trainees list where you can review evaluation status, exam mark, and
absence hours.
TRAINER GUIDE 47
Time Attendance Management
Through this part, you can manage and record trainees' attendance and absence
according to date of plan and sessions by clicking on the points next to the name and
then Time Attendance Management.
You will go to the page, where you should select the year and month assigned to the
training program. Then you should select the Training Plan Date and Sessions from
the dropdown menus. Click on Attendance and enter the Attendance and
Leave Notes and then click on Save and Close.
TRAINER GUIDE 48
Attendance and Leave Details
Through this part, you can review number of days of attendance days and number of
absence hours of each trainee by clicking on the points next to the name and then
clicking on Attendance and Leave Details.
You will go to the training program data and the trainees' list which views number of
attendance and absence days and number of absence hours. Click on the icon next
to the trainee name in the field of number of attendance or leave days to review the
details.
A new tab will be opened in the browser to view trainee name, training plan,
attendance / absence details, and notes.
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