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1 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
FINANCE FOR NON FINANCE
MANAGERS
PROFESSIONALMIDDLE EAST
2Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Table of Contents
Kaplan: Programs Delivered on a Global Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Kaplan: Regional Expertise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
History and Pedigree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Why should Non-Finance Managers understand Finance? . . . . . . . . . . . . . . . . . 6
Why partner with Kaplan? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Finance for Non Finance Professionals: Program Outline . . . . . . . . . . . . . . . . . . 9
Kaplan Compete: Business Strategy Simulation . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Our Trainers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Our Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Testimonials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3 Learn 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+
4Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Kaplan Genesis: Regional Expertise
Kaplan Genesis is a leading provider of professional development solutions managed by highly qualified and experienced industry experts who are passionate about the effective delivery of high quality education in Middle East and Africa.
Our aim is to support your organization with an integrated approach for all your CFA exam training needs. Our delivery capabilities encompasses local expertise along with globally renowned resources enhanced by international best practices.
5 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
About us - History and Pedigree
Kaplan Inc. began in with one student and one instructor and rapidly became popular as the
premium choice for many exam prep solutions.
1938
Kaplan Financial Ltd was founded in United Kingdom is part of Kaplan Inc. Over the past six decades, Kaplan Financial has reached a milestone as it now trains more than 50,000 ACCA students a year, both in the UK and overseas.
1958
Genesis Institute was founded in Dubai, UAE introducing an extremely effective exam
prep training solutions in the Middle East region and gained immense popularity for it’s
training expertise in Accountancy, Banking and Finance related programs.
2008
Genesis Institute expanded their portfolio with the industry’s best solutions, and became the only provider in this region with the largest pool of training faculty who were CFA charterholders and collectively trained over 4,000 candidates since the time of its inception.
2015
Following this success Kaplan Financial acquired Genesis Institute forming
Kaplan Genesis. Since this acquisition, the two leading Kaplan Inc. entities have now combined their global and regional expertise in developing and embedding
technical competence among Accountancy and Finance professionals thus providing the most trusted and holistic professional development solutions in the Middle East
and African region.
2017
6Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Why should Non-Finance Managers understand Finance?
Whether you are in sales, marketing, manufacturing, product development, human resources or some other operation, an understanding of financial concepts will help you do your job better and get ahead. Knowing how to finance assets, forecast future cash flows, maintain a budget, determine which operations are profit generators and which are not, and judge the real economic merits of different investment opportunities will help you stay in business and turn a profit.
As a corporate manager, you need to be an intelligent consumer of financial information, to plan and to use financial concepts in making better business decisions which are commercially viable for your organisation.
The fundamentals of financial literacy are essential and offers managers the smart advise they need to increase their impact on financial planning, budgeting and forecasting.
Reading and deciphering financial statements
Applying valuation concepts
Making better decisions about internal and
external investments
Using time value of money tools
Financial operations, costing and growth
KEY LEARNING OUTCOMES
7 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Why partner with Kaplan?
• One of the world’s largest and most diverse education providers. Throughout our 80-year history, Kaplan has been a beacon for expanding educational access to the masses and is a leader in instructional innovation
We are Kaplan
• Experienced instructors, best in the industry - who are CFA, ACCA, FRM qualified themselves with over 50 years of collective teaching and industry credentials
Trainingpedigree
• Our Finance for Non-Finance Professionals solution is highly flexible and can be tailored to suit the needs of your organisation with learning elements (mandatory and optional modules), designed to equip your managers with the essential financial literacy through adaptive delivery mechanisms
Highly customized solution
• We're dedicated to help your candidates achieve the learning outcomes they are expected to yield out of this program through exercises, group discussions and industry specific case studies. We are aware that you succeed when they succeed - and our success lies in yours
Interactive learning environment
• This program incorporates ‘learning-by-doing’ as it incorporates ‘Kaplan Compete’. This is an award winning* business strategy simulation game aimed at developing business acumen, teamwork and negotiation skills
Globally renownedBusinessSimulation
8Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
9 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected] 9
Finance for Non Finance Professionals: Program Outline
ESSENTIAL MODULES
DURATION 2-3 days
INTRODUCTION
DAY 1
• Understanding financing, investing and operating activities of a business• Understanding the importance of financial literacy and commercial acumen
KEY FINANCIAL STATEMENTS
• Excel tools used in financial statement analysis• Financial reporting mechanics• Income statement • Balance sheet• Cash flow statement• Preparation of basic financial statements – a case study
FINANCIAL STATEMENT ANALYSIS
• Profitability analysis• Liquidity and solvency analysis• Shareholder’s return measurement• Interpretation of financial statements – a case study
FINANCIAL ANALYSIS - CASE STUDY
• Financial analysis of two listed companies using Excel
10Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Finance for Non Finance Professionals: Program Outline
ESSENTIAL MODULES
COST ANALYSIS AND CONTROL
DAY 2
• Elements and classification of product cost• Cost, volume and profit analysis• Factors affecting breakeven sales volume• Charging costs to products and divisions• Cost analysis and control• Cost, volume and profit analysis – case study
KAPLAN COMPETE – BUSINESS STRATEGY SIMULATION
• Commercial Acumen (including Pricing & Customer Loyalty)• Financial Awareness (including Profit & Loss)• Strategy & Strategy Execution• Setting up and operating effective teams• Collaboration and Market Development
PLANNING, BUDGETING, AND FORECASTING
• The link between business strategy and budgets• Common budgeting approaches• Preparing operating budgets• Flexible budgets and variance analysis• Preparing operating budgets – a case study
BUDGETING AND PLANNING - CASE STUDY
• Preparation of master budget using Excel
VALUE ADDON
11 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Finance for Non Finance Professionals: Program Outline
OPTIONAL MODULES
• Risk sources: Financial (credit, liquidity, market Risk measurement
• risks) and non-financial (operational, solvency, regulatory, political, legal etc risks)
• Risk Modification strategies (Acceptance, avoidance, shifting etc)
• Performance measurement of products and divisions
• Use of ‘Balanced Scorecard’• Behavioural implications of performance
measurement
PERFORMANCE MEASUREMENT AND MANAGEMENT
WORKING CAPITAL MANAGEMENT
• Importance of working capital management• Calculation of working capital requirement• Inventory management
• Receivables and payables management• Cash management
• Performance hierarchy• Core competencies, critical success factors and
key performance indicators• Analysis of financial performance• Non-financial performance indicators
PROJECT APPRAISAL
• Time value of money calculations• Relevant costs for decision making• Payback period and discounted payback period• Net present value method
• The internal rate of return and modified internal rate of return
• Incorporating risk and uncertainty in project appraisal
SOURCES OF FINANCE AND COST OF CAPITAL
• Short-term and long-term sources of finance• Debt – sources of finance• Leasing as a source of finance• Financing working capital
• Equity – sources of finance• Cost of debt and equity• The weighted average cost of capital• Factors affecting the choice of sources of finance
RISK MANAGEMENT
• What is risk?• Benefits of risk management• Approaches to risk management• Risk management process• Interaction among risks
12Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Kaplan Compete: Business Strategy SimulationCompete is an award winning* business strategy simulation game to develop business acumen, teamwork and negotiation skills. Leveraging mobile technology, teams compete in real-time on pricing, market share development, strategy development and execution for their respective coffee businesses.
KEY FUNCTIONALITIES
• Compete on pricing and customer loyalty for market share
• Collaborate with the competition if appropriate
• Strategy: define it, implement it and monitor it
• Market Changes: Configure automatic changes each round with supporting briefing papers
• Situations: Configure additional business decisions to each round to react to emerging threats and opportunities
• Compete for any number of rounds with sessions lasting anywhere from 60-240 minutes
• Track your results on P&L and KPI dashboard/charts
• Review learning at end of each round
• Use mobile phones to enter decisions
KEY LEARNING OUTCOMES
*Winner of Skillsoft 2018 Compliance and Ethics Excellence Award for Innovation
Commercial Acumen (including Pricing & Customer Loyalty)
Financial Awareness (including Profit & Loss)
Collaboration and Market Development
Setting up and operating effective teams
Strategy & Strategy Execution
13 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
14Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Trainer Profiles
YASIR ALI, CFA, CMA, ACCA, FRM, ACMA, CGMA
VISHAL IYER, CFA
RAHUL SONTHALIA CFA, CMA
Over 12 years of experience in the area of macro-economic research, equity research, investment banking, with specialization in financial analysis, equity valuation and Financial Modeling.
Over 13 years of experience in the corporate world and training in derivative strategies, working capital, cash flow and risk management.
Over 15 years of experience in implementation of foreign investment appraisal, risk management and preparing financial models.
Associate Director & Product Head - Accounting & Taxation
Director & Product Head
Associate Director & Product Head - Executive Education & Financial Markets
15 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
16Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
Our Clients
17 Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
I was apprehensive about finance before the training. This program has now given me the appetite to digest it and to learn more about it and how it can influence decision-making
The training was efficiently conducted and made easy for all participants to understand. Even for non-finance participants (those who had zero knowledge about accounting and finance
Great training style. Making difficult things simpler to understand
In-house FNFM candidates working for a Global Commodity Merchant and Sustainable Supply Chain Management company based in Africa
Gained a lot of knowledge about the core of Accounting & Finance. The trainer had excellent command over the subject Teaching methodology was great
Topics were well explained by applying real scenarios to provide detailed information
In-house FNFM candidates working for Dubai’s leading retail firm
QUALIFICATIONS AND CERTIFICATIONS | BEHAVIORAL AND TECHNICAL DEVELOPMENT | BLENDED PROGRAMS
18Learn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]
CONTACT US:
QUALIFICATIONS AND CERTIFICATIONS | BEHAVIORAL AND TECHNICAL DEVELOPMENT | BLENDED PROGRAMS
Kaplan Professional Middle East, Rolex Tower, Sheikh Zayed Road, Trade Center DIFC, Dubai
Email: corporate@kaplanme .com Tel: +971 4 554 6184