Corporate Training Courses by Genesis


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Genesis offers the benefits of customized quality training to your company at a convenient time and in the most effective format for you and your employees. We’ll create and design programs according to your needs and objectives.

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Corporate Training Courses by Genesis

  1. 1. Corporate Training COURSE PORTFOLIO w w w. g e n e s i s r e v i e w. c o m
  2. 2. GENESIS INSTITUTE Your Partner in Financial Training Genesis was set up and is run by highly qualified and experienced finance professionals, all of whom are CFA® charterholders. We are the market leaders in Chartered Financial Analyst (CFA®) and Financial Risk Manager (FRM®) training. Genesis supports students with a wide range of products and services including live lectures, mock exams, assignments,Finance for Non-Finance Executives................. 3 Business Valuation ............................................... 10 revision courses, experience sessions andSME Analysis for Lenders and Investors .......... 4 Private Equity Valuation ..................................... 11 networking events.Investment Appraisal ............................................. 5 Introduction to Bonds ........................................ 11Basic Financial Mathematics ............................... 6 Introduction to Alternative Investments ..... 12Advanced Financial Statement Analysis ......... 6 Introduction to Derivatives............................... 12Basic Financial Reporting and Analysis ........... 7 Private Wealth Management............................ 13Financial Reporting and Control........................ 8 Equity Portfolio Management ......................... 14Strategic Financial Management ....................... 9 Fixed Income Portfolio Management ........... 14Financial Modeling ................................................. 9CORPORATE TRAINING COURSE LIST2
  3. 3. FINANCE FOR NON-FINANCE EXECUTIVES Course Duration: 3 DaysCourse Description Fundamental concepts in finance such as time value of money & accounting mechanics What are the important numbers to watch out for and why How to read financial statements (and extract the meaning behind the numbers) The tools and techniques by which profits and cash flows can be improved in a business The meaning of the various jargon used frequently in finance so that its easier to communicate with finance people.Course Content Profitability management Investment Appraisal  Types of costs (and examples)-fixed, variable and semi  Concept of discounted cash flowFinancial statement analysis variable  Basic principles of capital budgeting  Break-even point; what is it and why it is key  Process of appraisal Liquidity: Is there enough cash to run operations?  Operating Leverage  Common techniques (NPV, IRR and Payback) and their Profitability: How profitable is the company (and how)?  Financial leverage calculation, merits, limitations Efficiency: Are the assets working hard enough?  Indicators- Return on Equity and other numbers that Leverage: How indebted is the company? tell the story Valuation ratios: free cash flow, multiples Budgetary control “Excellent, interactive sessions! EngagingWorking capital management  Types of Budgets lecture by the instructor. What I recieved from What is working capital?  The budget process the course is practical insights of possible fraud The typical working capital cycle  Apportioning overheads in financial statements.” How much working capital does a business need?  Differentiating between capital and revenue - Ragi Raj Naveen Ways to get smarter in managing working capital expenditure Quid Pro Quo-The trade offs  Forecasting sales revenues , expenses and the Indicators-numbers that tell you the story profitability budget  Forecasting cash flows  Budget constraints 3
  4. 4. SME ANALYSISFOR LENDERS &INVESTORSCourse Duration: 1 DayCourse DescriptionIt is essential to have an effective commercial framework for making the lending decision to Small and Medium Enterprises (SMEs). This Business Diagnostics course blends businessanalysis thinking with a focus on the practical side of analyzing and managing finance. Small businesses have a unique set of situations and risks. The course de-mystifies financial jargonand explores the critical areas in small business finance in practical, layman’s terms.Course Content Is the Capital Working? Cash is Always King  What exactly is working capital?  Why profitability is often misleadingLessons on Business Failure:  The typical working capital cycle  What to watch: The key cash flows and how to calculate  How much working capital does a business need? theseWhy small businesses fail?  Indicators-numbers that tell you the story  Indicators-cash flow from operations and other  Ways to get smarter in managing working capital numbers that tell you the storyHow to Identify a Good Business  Quid Pro Quo-The trade offs  Cash flow forecasting SWOT analysis Porters Five Forces Analysis The Margin Game Case study Industry life cycle analysis  Types of costs (and examples)-fixed, variable and semi variableAn Economic Perspective  Break-even point; what is it and why it is key Elasticity of demand: business and financial impact  Operating Leverage aka How your cost structure affects profits “Perfect session! Excellent for refreshing and Market structures (Monopoly, Oligopoly etc): business,  Financial leverage aka why debt may not be such a going through the main factors to look for in pricing strategies and financial impact great idea daily business! Thank you for all the effort!”  Indicators- Return on Equity and other numbers that tell you the story - Madiha Aslam  So what do you do?4
  5. 5. INVESTMENT APPRAISAL Course Duration: 2 DaysCourse DescriptionCapital budgeting decisions are big, have a long term impact on the company and are also irreversible. Hence its critical that both finance and non finance managers understand thisactivity. The idea is that Managers (Financial and non financial) get to grips with:  The process of capital budgeting,  The different techniques of evaluating a project,  The terminologyused in capital budgeting and  `What to look for when reviewing an investment proposalCourse Content  Techniques - Net Present Value, Internal Rate of Return and Payback Investment Appraisal in Real Estate Development (RED)  IRR vs. NPV- project rankings and the  What is different about RED?Basic financial math preferred method  Risks specific to RED Why discount cash flows?  Case study  Different products in RED (apartments, villas, offices, Simple and compound interest hotels, shopping malls, warehouses) and the different Concept of present value and future value Investment Appraisal - Advanced cash flows of each product Perpetuities and Annuities  Special cases of projects:  The importance of market research Loan amortization  Expansion project  Project cost- key elements and the nature of each  Replacement projects cost typeInvestment Appraisal - Basic  Lease vs. buy decision  How to forecast cash inflows and outflows Why capital budgeting is important  Risk analysis:  Common errors when evaluating RED projects Principles of capital budgeting  Scenario analysis  Case study Definitions: Outlay, Operating Cash Flow, Terminal Cash  Sensitivity analysis Flows etc  Common errors in capital budgeting Concept of discounted cash flow  Case study 5
  6. 6. BASIC ADVANCEDFINANCIAL FINANCIALMATHEMATICS STATEMENT ANALYSISCourse Duration: 1 Day Course Duration: 1 DayCourse DescriptionFinancial mathematics is often required in everyday situations in both professional and Course Descriptionpersonal life and can appear too daunting. The course will explain the simple elements A lot of insight can be gained by proper analysis of a company’s financials. Armedof financial mathematics, mainly through working out familiar examples from banking, with the right concepts and also financial analysis tools and techniques, an analyst canfinance and personal finance. potentially identify a raft of fraudulent and inappropriate accounting practices.Course Content  Bond mathematics: Bond valuation, Return Measures (Yield To Maturity Course Content The Hall of Shame  Recent real life examples of bigSimple and compound interest etc) Limitations of financials: accounting frauds Calculation, differences  Use of estimates, historical costs, Statistical concepts fair value utopia, excessively flexible The Dirty Dozen Effect of compounding  12 different types of fraud;: How they  Return measures: Mean, Median and standards, loose interpretation , cleverTime value of money Mode (Arithmetic & geometric). are done and how to detect these presentation, convenient changes in Effective and Stated Annual Rates Quartiles policy etc Off Balance Sheet Liabilities Future Value and Present Value  Risk Measures: Variance, Sharpe Ratio  What to look for? Numbers You Must Know concepts  How to incorporate these in your  Efficiency, Liquidity, Solvency, analysis Profitability, Leverage ratiosDiscounted cash flow applications  Dealing with contingencies and NPV & IRR: Calculate, interpret and Accounting fraud guarantees contrast. Limitations of IRR & NPV  Fraud Triangle  Why it is done Interpreting Audit Reports Rate of Return (holding period,  Understand the audit report and its money weighted, time weighted)  Opportunities significance in analysis  Warning signs  Case study of real listed GCC companies6
  7. 7. BASIC FINANCIAL REPORTING AND ANALYSIS Course Duration: 3 DaysCourse DescriptionOn completion of this course, delegates should be able to understand the basics of accounting –entries, systems and controls and also the various financial statements, the relationshipbetween these and how to prepare these. It also goes to the next step of analyzing these financial statements. Delegates will also learn how to apply cost accounting techniques indecision making.Course Content International financial reporting Standards (IFRS)  Objectives of IFRS  IFRS framework - characteristics, fundamentalsThe Accounting Cycle Basic accounting equation Accounting journals and ledgers Financial Statement Analysis  The need for financial statement analysis Steps in the accounting cycle Computerized accounting systems  Financial ratio analysis “Using a live example for analysis was very Accounting, finance and corporate governance  Exercises on ratio analysis helpful in understanding the concepts explained during the presentation.”Preparation of financial statements Cost accounting for decision making - Zaie Breik  Introduction to cost accounting and terms Income statement  Uses of cost accounting- pricing and break even Balance sheet analysis Cash flow statement  Exercises Statement of changes in equity Exercises 7
  8. 8. FINANCIALREPORTING ANDCONTROLCourse Duration: 2 DaysCourse DescriptionDelegates should be able to understand the nature, extent, purpose and importance of accounting and financial controls in a business and how they relate to each other. Techniques ofimplementing certain key controls will also be covered.COURSE CONTENT What is financial reporting? The role of external auditors in financial control  Types of financial reports Accountants have to prepare;  What is external auditing and what do external auditorsManagement Control in Modern Business traditional financial reports do  Types of financial reports Accountants have to prepare;  Types of audits performed by external auditors What is management control traditional budgetary control reports  Evaluation of the internal control system by external Risk Management and financial control  Requirements of effective financial reporting for auditors Elements of the internal control system in business financial control purposes  The audit report: structure and importance Financial control and corporate governance of  The role of external auditors in corporate governance listed companies; the role of top management and Financial Control techniques- Internal Auditing accountants How computers help management in financial control  What is internal auditing and how it is important for financial control purposesBudgeting and financial control  Organization of internal auditing  The role of internal auditing in detection of financial What is a budget? What are the human factors in irregularities budgeting?  The role of internal auditors in corporate governance How to prepare a cash budget Strategic planning and budgeting in business enterprises Case studies in budgeting8
  9. 9. STRATEGIC FINANCIALFINANCIAL MODELINGMANAGEMENTCourse Duration: 1 Day Course Duration: 1 DayCourse Description Course DescriptionEffective and efficient financial management is the key for any organization and most A good financial model facilitates and improves the reliability and quality of yourbusiness decisions have a direct or indirect financial implication. This course spans the decision-making. Models are used widely in investment appraisal, capital planning,foundations of finance all the way to the financial impact of business decisions. budgeting, valuation, financial analysis and forecasting. This course will cover howEssential elements of financial strategy (e.g. working capital management) will be to prepare projected financial statements based on underlying assumptions.explored in depth. Working from a MS Excel based spreadsheet, participants will learn to develop a financial model that is accurate, flexible and user friendly.Course Content Profitability management Course Content Exercises  Hyperlinks , page and print settings  Types of costs (and examples)-fixed,Working capital management variable and semi variable Spreadsheet Skills  Timing sheet to create flags What exactly is working capital?  Break-even point; what is it and why  Basic operators  Sensitivity and scenarios Elements of working capital it is key  Functions  Develop financial assumptions Measuring working capital  Operating Leverage a.k.a How your  Styles  Construction of 3-statement financial Indicators-numbers that tell you the cost structure affects profits  Template Sheet projections story  Financial leverage a.k.a why debt is a  Tools  Introduction to auditing methodology Liquidity: Is there enough cash to run double edged sword  Errors, circularity and iteration Keyboard shortcuts  Sensitivity and Scenario analysis operations?  Total leverage- effect of sales on profits Efficiency: Are the assets working  What to focus on- revenue or cost? Introduction to Financial Modeling Case Study hard enough?  Profitability: How profitable is the  Objective of the financial model  A single comprehensive case study Cash conversion cycle company (and how)?  Good practices to building financial will be used throughout to illustrate Optimization of working capital  Dupont ratio analysis models best practices. Types of working capital & funding  Leverage: How indebted is the companyCase study Case study 9
  10. 10. BUSINESSVALUATIONCourse Duration: 2 DaysCourse DescriptionThis comprehensive course will equip delegates with the right technical skills for valuing companies in a structured and systematic way. It covers the commonly used techniques of equityvaluation from a practical perspective including when to use these , how to customize them depending on the subject company and also discussing their strengths & limitations. Regionalcase studies will be explored, through workshops, to test the concepts in a real life setting.Course Content Financial Statement Analysis  Understanding Financial Statements Valuation Methods  Free Cash Flow to Firm & Equity  Notes to Financial Statements  Price/Enterprise MultiplesIntroduction  Normalizing results  Sum-of-parts Valuation Security Analysis Process  Ratio Analysis  Other Approaches to Valuation Table of Contents for a Model Research Report  Industry Specific Indicators Top-down Analysis Other tools to evaluate corporate performance  Valuation in Emerging Markets  Limitations of Accounting Data  Specific Risk Premiums for Emerging MarketsIndustry Analysis Industry Classification Financial Projections External Factors Other Proxies and Sensitivities  Historical Financial Analysis  Sensitivity Analysis and Effect on Valuation Demand and Supply Analysis  Forecasting Sales, EBIT and EPS Profitability Factors  Estimating Cash Flow Requirements Competitive Analysis Discussion through case studies of companies  Estimating Future Capital Structure based in the GCCCompany Specific Analysis Return Concepts Review of the Company and its Business  Cost of equity and cost of debt- Beta, CAPM etc Sources of Sustained Competitive Advantage  Applying Equity Risk Premium- uses, estimation  Capital Asset Pricing Model-uses, calculation  Weighted Average Cost of Capital10
  11. 11. PRIVATE INTRODUCTIONEQUITY TO BONDSVALUATIONCourse Duration: 1 Day Course Duration: 1 DayCourse Description Course DescriptionPrivate equity is a fast growing class within Alternative Investments. It’s a unique Debt capital markets are a significant source of funding for governments andasset class in terms of risk , returns , investment and exit routes. This course gives a companies alike. Debt instruments are also an important component of any diversifiedcomprehensive understanding and application of the mechanics of private equity investment strategy. This course will provide delegates with an overview of fixed incomeinvestments including structuring, valuation, value creation, exit routes, risks and return. instruments, including valuation, return measures and interest rate risk.Course Content Valuation characteristics  Valuation and Returns Course Content Analysis and Valuation  Introduction to the Valuation of DebtOverview of Private Equity  Calculate various fee elements Basic Concepts Securities Risks and costs of investing in PE firms  Returns to investors  Features of Bonds- coupon, tenor,  Yield Measures, Spot Rates, and Sources of value creation  Pre and Post money valuation for VCs options Forward Rates Fund Structures, terms and due-  IRR Methodology  Measurement of Interest Rate Risk diligence Aligning interests Risks in bond investing Components of performance from a Leveraged Buyout (LBO)  Interest rate, reinvestment, credit etc  Adjusting Discount rates risks leveraged buyout  Cash sweep in an LBO Exit routes  Valuing the equity in an LBO Overview of Bond Sectors and Instruments  Features, risk and return of sovereign, corporate, asset backed, mortgage bonds 11
  12. 12. INTRODUCTION INTRODUCTION TOTO ALTERNATIVE DERIVATIVESINVESTMENTSCourse Duration: Half Day Course Duration: 1 DayCourse Description Course DescriptionAlternative assets have taken centre stage over the last decade with private equity, This course introduces the principles and characteristics of the derivative instrumentshedge funds and real estate leading the charge. Alternative assets are now widely commonly traded in the global financial markets. It introduces risk managementrecognized as a separate asset class with its own unique risk and return dynamics. This through hedging as well as the role of speculators. The course further explores thecourse gives a good overview of these investments. characteristics of exchange traded futures and the concept of margins differentiating it from the customized forward contracts holding credit risk. Interest rate, currency and equity swaps are also introduced to explain the concepts of changing asset-liability mix and the profile of cash flows.Course Content Course Content Futures  Futures vs ForwardsOverview Overview  Margins and mark-to-market Different investments and their investor characteristics  Intro to derivatives markets and  Types of futures: stock index, bonds, Common features of alternative investments instruments currency, etc.  Hedgers vs Arbitragers Vs SpeculatorsTypes of alternative investments  Dealers vs Users Options Open and close ended mutual funds  Exchange traded vs OTC  Characteristics Exchange traded funds  Calls and Puts Real estate Forwards  Option payoffs and value Hedge funds  Characteristics: default risk, initiation  Option types and strategies Private equity and settlement Commodities  Types of forwards: equity, bonds, Swaps Distressed securities currency, interest rate  Characteristics  Interest rate, currency and equity swaps12
  13. 13. PRIVATE WEALTH MANAGEMENT Course Duration: 4 DaysCourse Description Asset class: Hedge funds  Basic fund characteristics The aim of the course is to provide Private Bankers and Advisors with a thorough understanding of the components of Investment  Types of hedge fund riskProducts , Financial Markets, Investor Behavior and Wealth Management strategies. The above will lead to Private Bankers understanding  Evaluating performance of a hedge fund and performance biastheir Products better and also being more of technically aware Advisors rather than Salesmen. Behavioral Finance  Behavioral Vs Traditional financeCourse Content Asset class: Bonds  Overview- Bond types & unique risk and return features of each   Behavioral biases of Individuals - Impact and mitigation Behavioral finance modelsBasic financial concepts  Return measures- Current Yield, Yield To Maturity  Practical uses of Behavioral Finance Time value of money. Present & future values. Annuities  Price yield relationship  Client-advisor relationship Discounted cash flow applications  Key risks- interest rate, default etc.  Understanding analysts’ biases  Key measures of risk- duration, credit rating, bid/ask spread etc.  Understanding market anomaliesRisk  Valuation of a plain vanilla bond  Portfolio construction Measures of risk- variance, standard deviation, correlation,  How to advise clients with biases covariance Asset class: Derivatives Portfolio risk and diversification  Forward, Futures, Options, Swaps Low Basis Stock Asset class: Mutual Funds  Why LBS?Portfolio Management  Equity holding lifecycle Modern Portfolio Theory- implications  Open and close ended funds  Exchange Traded Funds (ETFs)- merits, demerits, risks  Diversification strategies Mean variance optimization and Efficient Frontier Total risk, market risk and Beta  Risks in fund investing Lifetime financial advice Capital Asset Pricing Model (CAPM), equity return and buy/sell  Evaluating fund performance  Human capital, financial capital and total wealth decisions Asset class: Real Estate  Earnings risk and hedgingFinancial Analysis  Types of real estate: raw land, apartments, office buildings,  Mortality risk and hedging mortality risk through insurance Income statement- components of net income shopping malls, warehouses  Retirement risk and hedging retirement risk through Annuities Cash flow statement  Valuation: Income Capitalization and Gross Income Multiplier  Optimal asset allocation Key financial ratios- Profitability, Liquidity, Efficiency etc methods etc. Valuation ratios- EPS, Price multiples ( Price to Earnings, to  Risks in real estate investing Cash Flow, to Book etc) Asset class: Private Equity “Very informative session. Hopefully haveAsset class: Common Equity  Valuation characteristics more of these in the coming months.”  Exit routes Basics of fundamental analysis  Risks in PE investing - Taroon Wadhawani Basics of technical analysis  Evaluating performance of a PE fund 13
  14. 14. EQUITY FIXED INCOMEPORTFOLIO PORTFOLIO MANAGEMENTMANAGEMENTCourse Duration: 1 Day Course Duration: 1 DayCourse Description Course DescriptionEquities are a substantial portion of the investment universe, driven by its ability to Management of Passive and Active Fixed Income Portfoliosgenerate diversification benefits and superior long term returns. This course compares  Bond indexing strategiesand contrasts the various equity strategies and styles and also covers selection of fund  Active Vs passive- merits, demeritsmanagers. International & emerging markets are a fast growing investment destination  Bond portfolio benchmarksand the course will cover international equity benchmarks.  Scenario analysis  Immunization- strategies, risks, monitoring  Duration as a measure of risk  Relative-Value Methodologies for Global Credit Bond Portfolio ManagementCourse Content International Equity Benchmarks & Portfolio Management of Global Bonds and Fixed Income Emerging marketsEquity portfolio management  Construction of international equity  Leverage effect Active, passive & semi active benchmarks  Repo agreements strategies  Financial and economic market  Bond risk measures Constructing an index portfolio integration  Duration management Various styles e.g. Value vs. growth  Issues facing emerging market  Hedging decision investing investors  Managing default, credit risk with derivatives Long short vs. long only strategies  Hedging Mortgage Securities to Capture Relative Value Enhanced indexing strategies Identifying and selecting equity managers Equity research and the security selection process14
  15. 15. OUR FACULTYThe Genesis faculty is comprised of professionals who have been selected based on their qualifications,industry experience, teaching skills, and feedback from students. All faculty members are CFA BENEFITS TO YOURcharterholders who will share their experiences in preparing for the exam as well as their corporatework experiences. Their combined work experience is a valuable resource for this course.Binod Shankar, CFABinod has over 17 years of work experience covering project appraisal, audit, financial due ORGANIZATIONdiligence, financial feasibility, valuation and real estate finance with KPMG, Arthur Andersen,Ernst & Young and Nakheel. More recently he was the Vice-President of CFA Emirates, the Customized: The course content and duration can be fully customized to suit your company’sUAE chapter of the CFA Institute. Binod has been teaching since 1996. He is a commerce requirements.graduate, a Chartered Accountant and a CFA charterholder. Localized: Contextualized examples are drawnMir Taimur Ali, CFA, ACCA from the region to explain concepts, therebyTaimur has over seven years of experience in fixed income fund management, enhancing your understanding.portfolio analysis and investment advisory. he has worked as a Fund Manager withKASB Funds Limited, the Pakistan associate of BlackRock Inc. Taimur is a CFA Expertise: All our trainers are CFA charterholderscharterholder, an ACCA member and has been teaching finance courses for the who are highly qualified and experienced financepast four years. He has done his B.Sc. in Applied Accounting from Oxford Brooks professionals.University, UK and is also an active member of GIPS Society under the CFA Interactive: We talk to the delegates andAssociation of Pakistan. encourage discussions and questions during the training.Mohit Malhotra, CFAMohit has over nine years of experience covering portfolio and investment Enhanced ROI: Our courses are not justanalysis, business valuations, corporate finance and financial modeling. outstandingly effective. They also deliver relativelyMohit is on the executive committee of CFA Emirates. He has a more value for the training spend.Bachelors of Administrative Studies (Honours) degree from YorkUniversity in Canada and is also a CFA charterholder. He has alsocompleted Canadian Securities Course and the Technical AnalysisCourse from the Canadian Securities Institute. 15
  16. 16. f t in Dubai Abu Dhabi Office F19, 1st Floor, 10th Floor, Al Odaid Office Tower Dubai Knowledge Village Airport Road, Rashid Al Makhtoum Street 2 PO Box 501715, Dubai, UAE PO Box 128161, Abu Dhabi, UAE Tel: +971 4 438 0267, F: +971 4 438 0268 Tel: +971 2 407 7111info @g enes is rev iew. co m | w w w. g enes is re vi e m