Finance for Non-Financial Officers

Description:

This course explains the essentials of financial management, the ability to comprehend main items in financial statements and reports (balance sheets, income statements and cash flow information). It also allows participants to prepare and analyse budget preparation using basic financial and accounting principles.

Objectives:

• Be familiar with financial and accounting principles
• Understand the contents of balance sheets and income statement documents
• Develop and use a cash flow document
• Recognize the  significance of a financial audit
• Gain the skill of preparing a preliminary budget
• Explain the different types of budgets
• Understand important tools in financial information referencing and analysis

Participants:

• Project officers
• Team leaders
• Human resource professionals
• Anyone interested in finance

Professional Skills for Finance and Accounting

Description:

This course will prepare participants to face the economical challenges in today’s world. It will provide the most common and recent financial management tools and techniques to master the skill of financial management and increase efficiency in a workplace environment.

Objectives:

• Identify reporting needs in the financial department
• Practice financial management in a professional way
• Apply knowledge and tools to increase managerial capabilities in financial department
• Improve personal, staff and time management in the workplace environment
• Use finance policies and procedures to establish communication channels with other departments

Participants:

• Financial managers
• Financial controllers
• Chief financial officers
• Financial analysts

Investment, Financial Planning, Analysis, and Reporting

Description:

The goal of this course is to assist participants working in finance assessment and reporting by introducing crucial concepts such as basic financial planning, financial goals defining, investment strategies and trends, various personalities and their investment profiles. This course also includes tools and methods to reduce taxes (for savers and investors) and develop a model portfolio related to risk and return profile.

Objectives:

• Understand the financial planning process
• Assess different financial products for investors and savers
• Introduce various personalities and their financial needs
• Establish financial goals and achieve them
• Introduce taxes control techniques
• Gain the skill of financial planning and reporting

Participants:

• Finance professionals
• Accounting professionals
• Budget planners
• Anyone interested in organizational finance

Managing Financial Risks

Description:

This course outlines financial risks and management and control approaches in different market condition (normal and stressful). It introduces risk management process and practices, globalization, financial innovation, regulatory changes, and risk avoidance techniques.   

Objectives:

• Be familiar with financial risks
• Understand the market and regulatory development in risk management
• Explain the nature and limits of corporate financial reporting
• Understand and control the constraints of corporate governance and corporate financial reporting

Participants:

• Financial officers
• Financial planners
• Financial auditors
• Managers and supervisors

Financial Decision Making for Bankers

Description:

This course explains the core principles of financial management, financial risk, and financial decision making in the banking sector. It will equip attendees with the needed knowledge in financial management and the basic communication skills required to understand, assess, interpret, and communicate financial information to financial professionals in the banking and finance sectors.

Objectives:

• Explain the core principles and international standards and regulations in banking and financial institutions
• Explain the risk management process in the banking sector
• Be able to include derivatives instruments in financial risk management
• Explain the main concepts of corporate finance and how to use it in risk management

Participants:

• Bankers
• Financial officers and planners
• Financial auditors
• Financial managers and supervisors

Compliance Regulations for Bankers

Description:

This course targets compliance officers (Cos), internal control officers (ICOs), and money laundering reporting officers (MLROs). It equips them with the latest regulations in the field and different compliance requirements included in internal or external regulatory policies.

Objectives:

• Introduce regulations in banking sector
• Explain regulatory goals in the face of changes in banking regulations
• Link compliance and regulatory goals and objectives
• Explain the roles and responsibilities of compliance officers
• Be familiar with non-compliance risks
• Incorporate international compliance and reporting requirements into the local requirements

Participants:

• Compliance officers
• Money laundering reporting officers
• Internal regulatory and audit department staff
• Anyone interested in compliance regulatory field

Portfolio Management

Description:

The objective of this course is to enhance the investment management process by applying the principles of financial theory. Other topics covered by this course include assets allocation, portfolio management and development, debt management, bond pricing, and investment management performance assessment. Attendees should have basic knowledge of financial management, statistics, and spreadsheets preparation.  

Objectives:

• Understand the importance of asset allocation
• Explain investment management and investment management industry
• Learn how to evaluate asset performance and classes
• Gain the knowledge of establishing good selection criteria and selecting the appropriate portfolio
• Concentrate on liabilities and optimize the surplus framework

Participants:

• Accountants
• Financial managers
• Portfolio managers