BANKING PROGRAMS...• Investment Banking Solutions - Equity Capital Markets -M&A Advisory - Understanding equity capital markets and raising capital through equity markets - Forms

BANKING PROGRAMS

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Table of Contents

Kaplan: Programs Delivered on a Global Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Kaplan Genesis: Regional Expertise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Banking Training Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Learning Pathway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Our Flagship Programs: Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Customized Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Case Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Our Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

3 www.kaplansolutions.com/meaLearn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]

Kaplan: Programs Delivered on a Global Scale

Delegates worldwide

1M+

Businessclients

2600+

Kaplan operates from nearly 400 locations in over 40 countries. We employ trainers, facilitators, lecturers, coaches, speakers, and instructional designers in approximatively 100 languages around the world. Whether you are a multinational corporation with offices in every continent or a business

based in a single location, we can deliver commercially relevant programs close to home.

Educationpartners

1K+

Financial training provider

LargestYears transforming

lives

75+

Countries30+


Kaplan Genesis: Regional Expertise

Kaplan Genesis is a leading provider of professional development solutions managed by highly qualified and experienced professionals who are passionate about the delivery of relevant, high quality and effective professional development.

We provide the widest array of banking programs in the region; ranging from basic to intermediate to advanced. Our faculty have over 32 years of industry experience and are well versed in the depth, breadth and width of the financial modeling industry.


Upskill your employees with the help of our industry practitioners who talk practice and the reality of local markets, all backed up by the latest theory.

Our suite of banking programmes is ideal for professionals working or looking to grow within the banking industry. These are practical and focused skill-development solutions which are highly interactive and interspersed with discussions, examples and global best practices.

Experienced instructors, best in

the industry

Excel based interactive exercises

Online pre and post assessments

Regional case studies

Make your banking professionals perform better at what they do

DEVELOPMENT-FOCUSED SOLUTIONS

WEALTH MANAGEMENT/PRIORITY BANKING

CORPORATE FINANCE/ INVESTMENT BANKING

BANK ANALYSIS TREASURY AND RISKMANAGEMENT

CORPORATE CREDIT

Banking Training Solutions

Our suite of banking programmes is targeted to professionals working in the following bank divisions/financial roles:

WHO SHOULD ATTEND?


Learning PathwayAD

VAN

CED

INTE

RMED

IATE

BASI

C

WEALTH MANAGEMENT/

PRIORITY BANKING

CORPORATE FINANCE/

INVESTMENT BANKING

CORPORATE CREDIT

BANK ANALYSIS

TREASURY & RISK MANAGEMENT

Financial Planning & Portfolio Management

Applied Wealth Management

Understanding & analysing Asset Classes

Introduction to Capital Markets & Private Wealth Management

CISI: ICWIM

Project Finance Modeling

Leveraged Buyout Modeling

M&A Modeling

Project Finance Masterclass

Equity Capital Markets

Leveraged Finance

Mergers & Acquisition

Fixed Income Analysis & Valuation

Debt Capital Markets

Understanding Project Finance

Understanding Corporate Finance Products

Investment Banking Products

Advanced Corporate Credit Analysis

Debt Restructuring Modeling

Corporate Credit Analysis

Corporate Debt Restructuring

Introduction to Corporate Financial Statement Analysis

Bank Modeling & Valuation

Advanced Bank Analysis

Bank Analysis & Valuation

Bank Financial Analysis

Understanding Basel III and Capital Adequacy

IFRS 9

Introduction to Bank Financial Statement Analysis

Advanced Derivatives Strategies

Derivatives Hedging

Pricing & Valuation of Derivatives

Derivatives Hedging

Pricing & Valuation of Derivatives

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Our Flagship Programs: Banking

PAGE NO.

WEALTH MANAGEMENT / PRIORITY BANKING

Introduction to Capital Markets and Private Wealth Management 9

Understanding and Analysing Asset Classes 10

Financial Planning and Portfolio Management 11

CORPORATE FINANCE / INVESTMENT BANKING

Investment Banking Products 13

Project Finance Masterclass 14

Fixed Income Analysis and Valuation 15

CORPORATE CREDIT

Corporate Financial Statement Analysis 17

Corporate Credit Analysis 18

BANK ANALYSIS

Bank Analysis and Valuation 20

Advanced Bank Analysis 21

TREASURY AND RISK MANAGEMENT

Introduction to Derivatives and Risk Management 23

Advanced Derivatives Strategies 24


WEALTH MANAGEMENT/ PRIORITY BANKING

Introduction to Capital Marketsand Private Wealth Management

LEVEL Basic

DURATION Three days

The objective of the program is to equip delegates with knowledge of capital market products and how it can be used in private wealth management. The delegates will learn to measure portfolio risk and return characteristics and select an optimal portfolio.

LEARNING OUTCOMES • Understand different asset classes and their risk and return characteristics• Understand portfolio risk and performance measurement• Evaluate a fund manager based on Sharpe ratio, Treynor measure, alpha, etc.• Create an investment policy statement• Understand the concept of efficient frontier and how it can be used to create an optimal portfolio

KEY TOPICS• The role of financial services industry, industry participants, finance markets, and asset classes• Key macroeconomic variables affecting investments: GDP, inflation, unemployment and policy rates• Understanding monetary policy and fiscal policy tools• Understanding portfolio risk and return calculation methodology

- Holding Period Return, Time – weighted return- Standard Deviation, VAR, etc.

• Investment return profile, risk tolerances, and investment constraints• Understanding the Investment Policy Statement (IPS)• Understanding the concepts of portfolio construction and risk

management• Understanding asset allocation and concept of portfolio diversification • Understand the difference between strategic and tactical asset allocation• Evaluating a portfolio’s performance using various risk adjusted measures:

Sharpe Ratio, Treynor Measure, Jenson’s Alpha, etc.• Understanding the concepts of Passive, Active, Semi – Active portfolio

management

Case Study: Analyzing historical ranking of return profiles for top global asset classes and understanding the importance of portfolio management

Case Study: Choosing the right asset allocation for the hypothetical individual client for whom the delegates will draft the IPS during the planning phase of this module


Understanding and AnalysingAsset Classes

The objective of the program is to equip delegates with knowledge of different types of asset classes. The delegates will understand how to analyse equity, fixed income, derivatives, and pooled investment products. The program will also cover advanced concepts related to private wealth management.

LEARNING OUTCOMES • The basic fundamentals of financial mathematics• Equity markets and different instruments• Fixed income markets and instruments• The derivatives market, margins, and risk management• Types of alternative investments and their role in portfolio construction• Performance evaluation, measurement, and attribution

KEY TOPICS• Financial mathematics: time value of money, PV, FV, NPV, and IRR• Overview of equity markets and instruments: primary vs secondary

market, equity indices, trading, etc.• Analysing a public company’s financial statements for valuation purpose• Income Statement, Balance Sheet, Cash Flow Analysis, and Ratio Analysis• Concepts related to valuing equity instruments: cost of capital, absolute

valuation vs relative valuation• Overview of fixed income markets, instruments, risk and return characteristics• Valuation of fixed income instruments and analysing corporate credit risk• Derivative markets and instruments: forwards, futures, options, swaps• Understanding margin calculation for exchange traded derivatives (Margin Call)• Types of pooled investment vehicles (mutual funds etc.) and their features• Different products and strategy (active vs passive), cost structure of pooled

investment vehicles• Performance evaluation – measurement and attribution• Understanding Alternative Asset Classes: Real Estate, Private Equity,

Hedge Funds, Commodities, etc.

LEVEL Intermediate

DURATION Three days

Case Study: Performing Financial Statement analysis and valuing two publicly traded companies using different valuation tools

Case Study: Performing valuation for a publicly traded bond

Case Study: Delegates will critically analyze risk return profile of various alternative asset classes and evaluate their suitability for hypothetical private clients


The objective of the program is to equip delegates with knowledge of financial planning and individual portfolio management. The delegates will understand working of pooled investment vehicles, measuring portfolio risk and return, and constructing a Investment Policy Statement (IPS).

LEARNING OUTCOMES • Types of pooled investment vehicles and their features• Portfolio risk and return calculation and interpretation• Creating an Investor Policy Statement (IPS) based on risk and return objectives• Personal financial panning• Evaluating a portfolio’s performance using various risk adjusted measures

KEY TOPICS• Pooled investments

- Types of pooled investment vehicles (mutual funds etc.)- Features of different pooled investment vehicles, cost structure and investment strategy

• Portfolio risk and return: holding period return, TWR, MWR, standard deviation, VaR, etc.• Private wealth management – planning

- Establishing investor return objectives, risk tolerances and investment and creating an IPS- Performance evaluation – measurement and attribution. - Personal financial planning

• Private wealth management – execution- Portfolio construction and risk management- Understanding asset allocation and concept of portfolio diversification- Understanding the concept of efficient frontier- Passive, Active, Semi – Active portfolio management

• Evaluating portfolio performance: Sharpe ratio, Treynor measure, Jensen’s alpha, etc.

Financial Planning andPortfolio Management

Case Study: Identification of appropriate portfolio based on return requirement, risk tolerance and constraints specified for a hypothetical investor

LEVEL Advanced

DURATION Two days

Case Study: Choosing the right asset allocation for the hypothetical individual client for whom the delegates will draft the IPS


CORPORATE FINANCE / INVESTMENT BANKING


The main objective of the program is to provide the RMs with knowledge about investment banking solutions and products. The program will equip RMs with requisite understanding to identify relevant customer needs and draw on timely support from corporate finance product team.

LEARNING OUTCOMES • Understanding the difference between investment bank and a commercial bank• Understand the organizational structure of an investment bank• Understand how an investment bank makes money• Understand key products offerings by an investment bank• Understand Debt and Equity Capital Market Issuances• Learn about project finance transactions and role of an investment banker• Understand and evaluate an acquisition finance transaction

KEY TOPICS• Introduction to Investment Banking Services as offered to Corporate Banking

clients• Understand the organizational structure and roles of difference teams

within an investment bank• Investment Banking Solutions – Debt markets

- Loan Syndications and role of lead manager in a syndicate- Understanding technical aspects of debt capital markets, issuances, & valuation

• Investment Banking Solutions - Equity Capital Markets -M&A Advisory- Understanding equity capital markets and raising capital through equity markets- Forms of fund raising by public companies (Rights issue, follow on offer, etc.)- Analysis and valuation of publicly listed company using difference approaches

• Investment Banking Solutions - Acquisition Financing- Understanding the process flow in an acquisition finance transaction- Financial modeling for an acquisition finance transaction

• Investment Banking Solutions - Project Financing• Assets Backed Financing / Export Credit Agencies

Case Study: Analyse some of the latest bonds and sukuks offerings by companies in GCC

Case Study: Analyse some of the latest equity offerings by companies in GCC

Investment Banking ProductsLEVEL Basic

DURATION Two days

Case Study: Delegates will be given an RFP form a client for an acquisition finance transaction and they will use the provided information to prepare an internal memo for Greenlight Approval


The objective of the program is to equip delegates with knowledge and tools to evaluate project finance transactions using real world case studies and Excel analytics tools. Delegates will analyse different project finance transactions from the perspective of multiple stakeholders.

LEARNING OUTCOMES • Understand difference between project finance and other forms of financing• Analyse risk and rewards for different stakeholders of a project• Learn key financial drivers for evaluating a project finance transaction• Learn how project models are built and used to balance equity against debt• Perform scenario and sensitivity analysis in a project finance model

KEY TOPICS• Difference between project finance and traditional finance• Various phases of the project and sectors where project finance is used• Structure of a project finance transaction: SPV, Operating company, Holding company, etc.• Types of risk associated in Project Finance and their mitigation

- Structure, information, and legal risk- Completion and operation risk- Macroeconomic and Finance risk

• Debt structuring for a project finance transaction- Understanding type of lenders, debt profile, and collateral- Repayment waterfall, reserve accounts, cash sweeps, refinance flexibility etc.

• Key financial metrics to evaluate a project finance transaction: NPV, IRR, MIRR, DSCR, etc.

• Criteria used by rating agencies to evaluate project finance risk• Project finance modeling in Excel

- Forecasting revenue, expenses, and cash flow- Scenario analysis and sensitivity analysis- Debt and repayment modeling

• Sector focus project finance: infrastructure, oil & gas, power – merchant/contract

Project Finance MasterclassLEVEL Intermediate

DURATION Three days

Case Study: Understanding the various aspects and risk of a Project finance transaction using an interactive Oil & Gas E&P Case Study


The objective of this programme is to equip delegates with an in-depth and detailed understanding of bond markets, fixed income risk, return, yield curve interpretation and valuation methodologies.

LEARNING OUTCOMES • Understanding the structure of bond markets• Learning to value option free bonds and bonds with options• Understand and calculate various yield and yield spread measures• Analyse the yield curve and information contained in them• Analyse interest rate risk using measures of duration and convexity• Conduct relative analysis and choose the right bond for the portfolio

KEY TOPICS• Overview of fixed income markets and types of fixed income securities• Fixed income valuation

- Basics of fixed income valuation- Calculating accrued interest, flat and full price of a bond- Understanding use of matrix pricing to value bonds that are unlisted or infrequently traded

• Yield measures for fixed coupon bonds, floating rate bonds and money market securities• Calculating YTM on a live bond and analyse its change over time • Understand and interpret various types of yield curves• Calculating & analysing yield spread measures – G spread, Z spread & OAS • Identifying and calculating the sources of return for a fixed income security• Compute and interpret Macaulay, modified duration, money duration,

PVBP, and convexity• Arbitrage free valuation of a bond• Process of calibrating a binomial tree• Understand path wise approach to valuation & use Montecarlo Simulation

for generating paths• Option free bonds and bonds with options• Valuing a callable and putable bond using binomial tree

Fixed Income Analysis and Valuation

LEVEL Intermediate

DURATION Three days

Exercise: Valuing a recently issued option free bond

Exercise: Analysing comparative attractiveness of comparable bonds using yield spread measure

Exercise: Calculating Macaulay and modified duration for 2 different bonds and compare risk

Exercise: Computing portfolio duration and using it to estimate risk of interest rate changes

Exercise: Calculating OAS for a callable bond and analysing its attractiveness relative to an option free bond


CORPORATE CREDIT


The objective of this programme is to equip delegates with knowledge and tools to analyse a company’s financial statements through real life case studies and excel tools with the objective of making an investment decision.

LEARNING OUTCOMES • Learn and apply excel tools useful in financial statement analysis• Analyse income statement and its key components• Analyse balance sheet and its key components• Analyse cash flow statement and its key components• Understand the link between the three statements• Perform ratio analysis and assess a company’s KPIs

KEY TOPICS• Excel tools used in financial statement analysis: key functions, cell referencing, formatting etc.• Understanding the accounting equation (A = L + E) and how every transaction in a

business affects this accounting equation• Analyzing income statement

- Revenue and expenses, different profit measures like EBIT, EBITDA, Net income- Capitalizing vs expensing, depreciation & amortization

• Analyzing balance sheet- Current assets, non-current assets, current liabilities, non-current liabilities and equity

• Analyzing cash flow statement- Cash flow from operations, cash flow from investing, and cash flow from financing

• Financial Statement Analysis - Common Size Analysis and ratio analysis- Profitability Ratios – Different types of margins- Return Ratios – ROE, ROA, ROC- Leverage & Coverage Ratios: Debt/Equity, Debt/ EBITDA, Interest Coverage, etc.- Liquidity Ratios: Current Ratio, Quick Ratio, - Working Capital Analysis: Inventory, receivable and payable days

• Charting to presenting the financial analysis output, using advanced charting tools

Corporate FinancialStatement Analysis

Exercise: Delegates will prepare and critically analyse income statement, balance sheet and cash flow statement for 2 comparable public companies in excel

Exercise: Delegates will compute, compare and critically analyse all the key ratios for the two publicly traded companies using excel

LEVEL Basic - Intermediate

DURATION Three days


The objective of the program is to ensure that the delegates are able to acquire skills needed to assess credit worthiness of a corporate borrower. Using real world case studies and hands on exercises, participants will develop a structured approach to evaluate credit quality for companies across sectors.

LEARNING OUTCOMES • Understand the core principles of credit risk analysis bankers use to assess a corporate client’s credit

risk rating• Learn and apply qualitative and quantitative tools which affects credit risk• Forecast key cash flow drivers to determine the appropriate level of financing and credit risk• Identify early warning signs of financial distress

KEY TOPICS• Objectives and Techniques of Corporate Credit Analysis• Qualitative Analysis

- Identifying and understanding Macro Risks and industry related risks- Identifying and understanding Management and Ownership related risks- Identify and understand a company’s business strategy and its impact on company’s

• Quantitative Analysis – Analysing financial statements and different financial ratios• Forecasting Cash Flows and Profitability

- Identifying key drivers revenue and expense drivers- Forecasting future working capital requirements, EBITDA, cash flow available for debt servicing (CFADS) and debt capacity

• Quantitative Analysis – Capital Structure and Financing instruments• Debt Structure: ranking, covenants, and pricing • Understanding early warning signs of financial distress

Corporate Credit Analysis

Exercise: Delegates will critically analyse income statement, balance sheet and cash flow statement for 2 comparable public companies in excel

Exercise: Delegates will use perform Ex- post analysis for various real life financial distress situations

LEVEL Intermediate

DURATION Three days


BANK ANALYSIS


The objective of the program is to ensure that the delegates are able to analyse the financial statements for banks with the objective of valuing a bank.

LEARNING OUTCOMES • Perform detailed financial statement analysis for banks• Use the CAMELS framework to make an assessment of the performance and financial health of a bank• Understanding BASEL regulation and bank’s risk assessment• Forecast a bank’s key balance sheet and income statement drivers which drives its valuation• Valuing banks using discounted cash flows and multiples based valuation methods• Preform scenario and sensitivity analysis for key KPIs of a bank

KEY TOPICS• Understanding a bank's financial statements

- Understanding a bank's balance sheet - Key assets and liabilities; Gross Vs Net Loans- Understanding a bank's income statement and different sources of income and expenses- Key component analysis: Loan quality, provisioning levels, allowance, charge offs and recoveries

• Analysing Bank's financial statements: profitability ratios, capital ratios, asset quality ratios, liquidity ratios and stress testing

• Understanding key disclosures and notes like related party transactions, extraordinary items, impairments, etc.

• Understanding CAMELs & BASEL regulation to perform a bank’s risk assessment

- Forecasting Banks Financial Statements- Forecasting key assets and liabilities (e.g. loans, deposits, borrowings, cash and reserves)

• Forecasting Net Interest Income, asset quality, capital ratios, risk weighted assets, etc.

• Bank Valuation- Cash flow based valuation: DDM and FCFE- Multiples based valuation: P/E and P/B

• Scenario and sensitivity analysis

Bank Analysis and ValuationLEVEL Intermediate

DURATION Three days

Case Study: Delegates will comparatively analyse and present financial statement analysis for two publicly traded banks in the GCC

Case Study: Delegates will forecast financial statements for a publicly traded bank in the GCC and value the same using the cash flow and multiples based valuation methods.


The objective of the program is to ensure that the delegates are able to understand the tools use to make assessment of a bank’s financial health and detect an early warning signs of potential problems.

LEARNING OUTCOMES • Understand capital adequacy and concept of risk weighted assets under BASEL• Understand CAMELs framework to asses early warning signs of a bank’s financial health• Understand the impact of IFRS 9 on a bank’s financial health

KEY TOPICS

CAMELS Analysis

• Understanding the CAMELS framework (Capital, Asset Quality, Management, Earnings, Liquidity and Sensitivity to market)

• Analysing different components within the CAMELS framework to detect early warning signs about a bank’s financial health

Capital Adequacy and Basel

• Understanding Basel regulations and key new provisions of Basel III that impacts a bank• How does calculation of Risk Weighted Assets change from Basel I to Basel II• Understanding the calculation of regulatory capital requirement for Credit Risk, Market Risk and Operation

Risk under Basel III• Key additions in Basel III – Leverage Ratio, CVA, NSFR and LCR• Capital Ratios: CET1, Tier 1 and Tier 2 capital ratios

IFRS 9 and Impact on Bank’s Financial Statements

• What is IFRS 9? How does it differ from IAS -39?• Financial Assets Classification & Measurement

Macroeconomic Environment

• Systematic risks within the banking system• Key macroeconomic indicators and their impact on the banking system’s financial health• Are banks too big to fail?

Advanced Bank AnalysisLEVEL Advanced

DURATION One day

Exercise: Delegates will comparatively analyse key ratios of two large GCC/Global banks


TREASURY AND RISK MANAGEMENT


The course intends to introduce the world of derivatives markets and contracts to delegates. The course will cover various derivative contracts like forward, future, options and swaps. The course shall be a stepping stone towards understanding more advanced topics like valuation and risk management applications of derivatives.

LEARNING OUTCOMES • Understand the purpose and usage of various derivative instruments• Assess benefits and risk arising from use of various derivative contracts• Analyse structures underlying the forward, futures, options and swap markets• Interpret settlement mechanisms involved in different type of derivative contracts and their implications• Gauge appropriateness of structures based on underlying risk to be managed

KEY TOPICS

Introduction to Derivative Market & Instruments

Forward Markets & Contracts

• Characteristics of forward contracts including delivery and settlement procedures• Forwards contracts on different instruments like equity, rates, currencies, and commodities

Future Markets & Contracts

• Characteristics of futures contracts including delivery and settlement procedures• Future contract vs forward contract• Role of initial margin, maintenance margin, variation margin and in futures trading

Option Markets & Contracts

• Characteristics of option contracts, including delivery and settlement procedures• Interpreting option payoffs using real life examples• Basics of option valuation and understanding the factors that affect option values

Swap Markets & Contracts

• Initial and termination of swap contracts• Discussion on different types of swap structures

Introduction to Derivativesand Risk Management

Case Study: Practical application of using an option contract to achieve a desired payoff

LEVEL Basic - Intermediate

DURATION Three days


The course aims to provide participants with skill sets and techniques to modify and hedge portfolio exposure using various derivative instruments.

LEARNING OUTCOMES • Modify exposure of an existing equity or bond portfolio• Change asset allocation and pre-invest anticipated cash flows • Use option strategies to take advantage of anticipated scenarios• Calculate effective rate on borrowing or lending positions hedged with interest rate options• Use swaps to reduce cost of borrowings, and change liability or asset exposures• Hedge a series of foreign cash flow receipts• Undertake cost benefit analysis for various available strategies and choose the most appropriate strategy

KEY TOPICS• Using futures to achieve a target beta for the portfolio• Using bond and equity futures to adjust asset allocation, style exposure,

and pre-investing• Discussion on challenges involved in hedging currency risk and feasible

risk management strategies• Learn the application of advanced option trading strategies to take

advantage of anticipated scenarios• Calculation of effective annual rate for a given interest rate outcome when

investor or lender has hedged his exposure using interest rate call or put• Option Greeks, and discussion on delta hedge and the process involved in

rebalancing the hedge• Demonstrating use of swap to hedge currency, interest rate, and equity

price risk• Computing and interpreting the duration of an interest rate swap• Applications of swaps in diversification and asset allocation• Discussion on usage of interest rate swaptions to

1) change payment pattern 2) to terminate a swap

Advanced Derivatives Strategies

Case Study: Undertake and analyse the success of a hedge position executed taking a position in a futures contract

Case Study: Using the current scenario in the US markets, structure an appropriate option strategy and analyse its payoff

LEVEL Advanced

DURATION Two days

Case Study: Analyse cost savings on currency swap executed to convert a borrowing in Saudi Riyal into another foreign currency


Customized Collaboration

We believe that all training programs are about more than just instilling skills they are about changing behaviors that result in better individual and team performance, and enabling your employees to effectively lead the change within your organization.

All of our programs are designed to meet our client’s particular challenges by gaining an in-depth understanding of an organization’s culture and derive at most-suited delivery mechanisms through collaborative customization.

The learning journeys and developmental interventions that are created as a result of this collaborative effort blend behavioral and technical elements that are aimed at developing the competence, confidence, and behavioral skills to empower learners to make better decisions and drive performance.


END

START

Financial Acumen

Financial Storytelling

Increasing Personal Effectiveness

Business Intelligence Analysis

Managing Change During a VUCA Environment

Coaching For Performance

Understanding Banking Products

Understanding Banks Financial Statements

Transformational Leadership

Managing High Performance Teams

MANAGING SELF

MANAGING PEOPLE

MANAGING ORGANISATION

Technical Competence Behavioral Confidence

END

START

Introduction to Corporate Banking

Real Estate Finance

Personal Impact

Improving Sales Performance

Introduction to Financial Accounting

Islamic Banking

Maximizing Interpersonal Relationship

Relationship-driven Selling

Art of Networking

Financial Statements Analysis

Banking Analysis

Trade Finance Corporate Credit Analysis

Effective Communication Skills

Kaplan Business Challenge

Problem Solving & Decision Making

Personal Effectiveness

BEGINNER

INTERMEDIATE

ADVANCED

Teamwork & Followership

N

egotiation Skills

Technical Competence Behavioral Confidence

ForEx & Treasury

On the Job A

ssig

nmen

tO

n the Job Assignment

Digital Banking

Kaplan Business Challenge

Coaching Ses

sion

sCoaching Sessions

Case Study Assignment

On

the

Job Assignment

Commercial Acumen

Diagnostics

FEEDBACK

Assessment & Diagnostics

ALP launch

ALP presentation

Action Learning Project

ILLUSTRATIVE LEARNING JOURNEY FOR NEW HIRES

ILLUSTRATIVE LEARNING JOURNEY FOR FIRST TIME MANAGERS

FEEDBACK


Case Studies


Housing Finance Bank originated as a Non-Banking credit institution and grew into one of the leading commercial banks in Africa. They approached Kaplan with the aim of offering their senior leadership team with a global and strategic perspective on the new developments in the world of modern banking and capitalizing on its innovations.

The key stakeholders worked closely with our industry expert to develop content that aligned the learning to the business needs and a close eye on the recent regulations in the banking industry.

The resulting programme, therefore, was highly customised and included a blend of theoretical concepts, case studies, illustrative videos as well as group discussions.

The board members who attended the training were extremely pleased as it met their business goal of increasing their awareness regarding new banking trends globally. They valued the consultative approach offered towards the content creation as well as the interactive and comprehensive program offered.

Mashreq Bank psc wanted to ensure that their Relationship Managers were able to understand the concerns raised by the credit team regarding the risk involved in lending money to off-shore banks.

Kaplan offered a collaboratively customized and interactive solution based on the interviews held with key stakeholders of the organization. The program included pre- and post-assessments, comparative case studies and real-time business scenarios.

The learning solution provided the managers with the right skills and tools needed to conduct financial analysis and ascertain risks for banks based on current industry best practices.

The client appreciated the wide range of examples offered by the industry experienced trainer, the comparative analysis of bank financials as well as the extensive and well-structured training content.

FUTURE OF BANKING

BANK ANALYSIS


Our Clients


www.kaplansolutions.com/mea

CONTACT US www.kaplansolutions.com/mea

Abu Dhabi

ADGM Academy Abu Dhabi Global Market

Authorities Building, ADGM Square, Al

Maryah Island, PO Box 111999, Abu Dhabi,

UAE

Email: [email protected]: +971 4 554 6184

CFA | CMA | CISI | FINANCIAL MODELING | TECHNICAL & BEHAVIOURAL PROGRAMS | DIAGNOSTICS & ASSESSMENTS | BUSINESS SIMULATION

Dubai

Office #2401, Vision Tower, Business Bay,

Al Khaleej Al Tejari St, P.O.Box 416639,

Dubai, UAE

KAPLAN GENESIS LEADERSHIP

& PROFESSIONAL DEVELOPMENT

Documents

BANKING PROGRAMS...• Investment Banking Solutions - Equity Capital Markets -M&A Advisory - Understanding equity capital markets and raising capital through equity markets - Forms