Innovative Financial Education

About UsGenesis is a leading training company founded by people who are passionate about teaching, and through it, wanted to make a positive difference in people’s careers.

With a combined teaching experience of over three decades, plus working in global brands such as KPMG, Ernst and Young and Deloitte, our trainers bring a valuable blend of theory and practice.

Our programs are designed to incorporate the right mix of theory and insights from real life. We offer a wide range of courses for Finance and Non-Finance Professionals working at entry, mid-career, or senior level positions.

Leading provider of CFA prep training, with exceptional

student pass rates

Mentoring, guidance, and support inside and outside the classroom

E-Learning portal and online resources

The largest full timeCFA charterholderfaculty in the region

Recognized as an approved provider by global names-

ICAEW, CISI, CFAI and IMA

Uniquely rigorous faculty selection and class feedback system to ensure consistent high quality

Trained over 3,000 finance professionals

Multiple batches in Dubai and Abu Dhabi

WhyGenesis?

Genesis Innovative Financial Education 3

2008 Genesis was founded offering classes for Level I CFA

2009 Launched revision courses for Level I CFA and review programs for Level II CFA - first in the UAE

Launched Review programs for Level I CFA in Abu Dhabi

2010 Launched Review programs for Level III CFA - first in the UAE and GCC

The first provider to offer prep classes for all three levels of the CFA program in the GCC

2011 Crossed the 1,000 students mark (trained from inception)

2012 Became the largest CFA Prep provider in the UAE and GCC

Milestones

2012 Included in the CFA Institute’s global Prep Provider Guidelines Program

• Obtained Approved Learning Partner Status from Institute of Chartered Accountants in England and Wales (ICAEW)

2013 Introduced Executive Education Programs• Launched our fully proprietary E Learning

module• Recognized as Approved Provider by the

Chartered Institute for Securities and Investment (CISI)

2014 Approved as a CMA provider by IMA and Wiley. Started review programs for CMA in the UAE

• Signed MoU with the UAE’s Federal Authority for Human Resources.

2015 Moved into new, well located and bigger Dubai premises with purpose designed and built classrooms, study rooms etc to enhance the student experience.

• Crossed a Century- More than 100 CFA charterholders trained under our guidance.

• Expanded into in-house training in Banking sector for Saudi market.

TrainingSolutions

Genesis Innovative Financial Education 5

Financial Modeling courses• Financial Modeling Masterclass• Financial Modeling and Valuation• Private Equity and Merger &

Acquisition Financial Modeling• Project Feasibility Modeling• Excel for Accounting and Finance

professionals• Real Estate Modeling & Valuation• Data Analysis & Dashboard

Reporting in Excel• Excel for budgeting & forecasting• Cash flow Modeling

Finance and Accounting courses• Finance for Non Finance Managers• Financial Analysis Masterclass• Corporate Finance Masterclass• IFRS - Foundation• IFRS Updates • Derivatives Hedging • Financial Management

Investment courses• Capital Markets• Trading Strategies

Executive EducationGenesis offers a wide range of Executive Educationprograms. These are practical and focused skilldevelopment courses that make individuals better at what they do (or want to do).

Our suite of short programs is ideal for professionals working or aspiring to work in the field of investment banking, private equity, corporate finance, asset valuation, financial data analysis, and equity research.

The Genesis difference lies in our expert trainers, all of whom come with vast corporate experience. We talk practice and the reality of local markets, all backed up by the latest theory. The highly interactive sessions are interspersed with discussions, examples and case studies.

Genesis Innovative Financial Education 7

• Banking products » Lending products » Liability products » Wealth Products » Project finance » Cash Management / transaction banking

• Credit Policies• MIS & Analytics skills; Database

Marketing• Trade Finance• SME Lending• Credit Appraisal Using Excel• Cash Management• Commercial Financing (Retail)• Real Estate Financing (Retail)• Basic Credit Appraisal and Proposal

Writing skills

Banking & Financial ServicesAdvance your career with our array of Bankingand Financial Services training programs. These practical and focused development courses aim to provide structured training that helps individuals to acquire critical knowledge and competencies in this significant sector.

• Credit Monitoring and Early Warning Signals

• Contract Finance - Level 1• Contract Finance - Advanced level• Basics of Operational risk• Advance Operational risk for

Practitioners• Wealth Management Programs• Relationship management with

customers• Compliance • Branch Operations• Basics of Insurance • Advanced Insurance• Anti money laundering programs• Fundamentals of Islamic banking

Genesis Innovative Financial Education 9

• Claritas• Introduction to Financial

Mathematics• Introduction to Financial

Statements and Analysis• Corporate Finance• Portfolio Management• Equity Securities• Fixed Income Securities• Alternative Investments

• Finance for Non-Finance Managers• Introduction to Financial Accounting• Introduction to Quantitative

Methods• Introduction to Financial Reporting• Basic Financial Modeling • Basics of MS Excel • Introduction to Financial Analysis• Introduction to Derivatives

National Development ProgramAt Genesis we understand the unique training needs of GCC nationals, and we are committed to the growth and enrichment of their skills.

Hence, we take great pride in introducing the National Development Program, a specifically designed initiative aimed at the improvement of skills of professionals who are GCC Nationals.This program focuses on targeting key development areas in finance that add practical knowledge in order to help achieve their potential.

Our aim is to deliver bespoke and concise training programs which will have a positive impact on work place performance and enhance leadership capabilities.

Genesis Innovative Financial Education 11

For Banks• Effective selling skills for branches and call

centers• Ownership for branch managers and

assistant branch managers• Dealing with difficult customers*• Supervisory skills*• Customer services skills*

*Also available in Arabic

EssentialSoft SkillsIn today’s demanding workplace, it is essential that the employees have the right personality traits, positive attributes, communication abilities and competencies that enhance their relationships with both internal and external stakeholders.

These competencies are the backbone of an effective workforce and it is imperative that companies train their employees on soft skills along with the technical training so as to maintain strong work ethic and performance.

General• Communication- verbal and non verbal• Telephone etiquette• Customer Relationship Management*• Interpersonal skills• Effective selling skills• Negotiation skills• Presentation skills

For Managers• Effective leadership• Innovation and creativity in the workplace• Delegating authority• Change management• Good practice in workplace mentoring• Performance management• Sales management• How to motivate to improve performance

Genesis Innovative Financial Education 13

Corporate Training

Genesis also offers customized in-house training solutions. These are relevant for employees across all levels and are designed to help meet market place challenges and transform your workforce.

• Customised pre and post course assessments• Tailor made - if it doesn’t exist we will design one for you• Appropriate group sizes• Industry focused training • Confidentiality of information• Flexible schedule, duration, and timing• Flexible location- your premises, our training facility, or another• Helps in team building within your entity• Reduces training and travel costs with larger audiences• Involvement of your internal experts

Our in-house training provides a unique set of advantages:

Genesis Innovative Financial Education 15

Corporate Training

The Genesis Experience

Plan• Assimilate and compose the data collected• Construct a bespoke training package with:

• A well defined training calendar• Industry-relevant material (case studies,

models and more)• Group exercises and assignments

Execute• Deliver the training program• Provide relevant course material (handouts and slide packs)• Provide progress updates and conduct

performance analytics

Review• Class feedback system• Assess and evaluate effectiveness

of the program

Listen• We set up a meeting• Perform an in-depth analysis of:

• Organization’s structure• Learning objectives• Training needs• Technical expertise requirements

Genesis Innovative Financial Education 17

Corporate Clients

Testimonials

“Good financial statements context and application to real estate. Illustrated with

relevant examples by an experienced trainer. Genesis

also amended the course content to meet our needs at

short notice.”

Annika P. Deloitte,

Finance for Non Finance Managerscourse

“The course was very relevant to my work and was delivered by very knowledgeable faculty members. I would definitely

recommend Genesis.”

Hassan A. First Gulf Bank,

Financial Modeling & Valuation course

“Very good training! It should definitely be

repeated frequently as a refresher. The case studies

were very useful.”

Abeer K. TECOM Investments,

Finance for Non Finance Managers course

Genesis Innovative Financial Education 19

CFA• The Chartered Financial

Analyst (CFA) qualification has been the Gold Standard in investment management since 1962

• Highly respected and widely recognized

• Ability to pass the three exams based on a comprehensive and rigorous practice based curriculum makes one stand out, and is a major step in becoming a finance professional

CMA• Possession of the Certified

Management Accountant (CMA) qualification demonstrates command of critical accounting and financial management skills demanded by today’s dynamic businesses

• CMA has a legacy of over 40 years with over 30,000 CMA professionals worldwide

Claritas Investment Certificate• Claritas Investment

Certificate is a certification offered by CFA Institute

• Goal of this program is to provide a fundamental understanding of the essential aspects of the investment industry

• Mix of high quality materials, online exams, flexible exam timings and a simple curriculum makes it ideal for a wide audience such as management trainees, non-finance staff in a financial institution, CFA program aspirants and anyone who wants to pick up the essentials about investments

Genesis also offers training to prepare you for these well-regarded professional qualifications.

Professional Qualifications

CISI• The UK based Chartered

Institute for Securities and Investments (CISI) is one of the largest and most respected professional bodies for the global securities and investment industry

• Offers a wide range of qualifications for employees working in, or aspiring to work in, the financial services industry

ACCA• ACCA (Association of

Chartered Certified Accountants) is one of the largest and fastest growing international accountancy bodies

• Over 100 years old and is present in over 170 countries

• Gaining such a qualification is evidence that the holder possesses skills which are in

high demand by employers in banking, auditing, and consulting, as well as other professions like taxation and law

CPA • CPA is a certified public

accountant who is licensed by a state board of accountancy

• To earn the prestige associated with the CPA license, you are required to demonstrate knowledge and competence by meeting high educational standards, passing the CPA exam and completing a specific amount of general accounting experience

CIMA• CIMA is the largest

management accounting body in the world, based in the UK

• CIMA members are financially qualified and professionally trained in business management, capable of advising on business strategy and risk management while upholding the highest ethical and professional standards

FRM• FRM is a qualification for risk

management professionals, particularly those who are involved in analyzing, controlling, or assessing potential credit risk, market risk, and liquidity risk as well as non-market related financial risks

• FRM holders perform a broad variety of functions related to risk management within investment banks, asset management firms, as well as in corporations and government agencies

21Genesis Innovative Financial Education

TrainersWe stand out due to our trainers. High quality training demands five attributes: • Technical expertise• Ability to simplify complex topics • Capacity to communicate smoothly and effectively• The ability to motivate and inspire an audience as well as engage them • Possession of real-world expertise - our trainers have decades of industry experienceBinod Shankar, FCA, CFA

Binod Shankar, CFA, FCA

Over 18 years of experience in project appraisal, audit, financial analysis, financial

feasibility, valuation and real estate development.

Hamad Aslam, CFA

Over 8 years of experience in economic research, equity,

investment analysis, andresearch portfolio

management.

Vishal Iyer, CFA

Over 10 years of experience in corporate finance; involving the development of derivative

strategies, working capital,cash flow and risk

management.

Mohit Malhotra, CFA

Over 11 years of experience in portfolio and investment analysis, business valuations,

corporate finance andfinancial modeling.

Yasir Ali, CFA

Over 15 years of experience in implementation of foreign

investment appraisal, riskmanagement and preparing

financial models.

Our partners

Genesis Innovative Financial Education 23

Contact usDubai

Office # 2401, Vision Tower, Business BayDubai, United Arab EmiratesToll Free: 800 346 (FIN)Tel: +971 4 554 6184Fax: +971 4 554 6194Email: info@genesisreview.com

Abu Dhabi

Al Odaid Office Tower, 10th Floor,Airport Road, Rashid Al Maktoum Street 2Abu Dhabi, United Arab EmiratesToll Free: 800 346 (FIN)Tel: +971 2 404 7111Tel: +971 55 169 7425Fax: +971 2 414 6600Email: info@genesisreview.com

www.genesisreview.com

Genesis Institute @genesisreview @genesisinstitute Genesis Institute Genesis Review