finance for non finance managers - kaplan lpd€¦ · introduction. day 1 • understanding...

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


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 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.


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


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


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

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



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



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


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


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


Our Clients


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


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

finance for non finance managers - kaplan lpd€¦ · introduction. day 1 • understanding...

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