finance for non finance professionals...yasir ali, acca, cima, frm, cfa, cma over 14 years of...

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Finance for Non Finance Professionals

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Page 1: Finance for Non Finance Professionals...Yasir Ali, ACCA, CIMA, FRM, CFA, CMA Over 14 years of experience in implementation of foreign investment appraisal, risk management and preparing

Finance forNon FinanceProfessionals

Page 2: Finance for Non Finance Professionals...Yasir Ali, ACCA, CIMA, FRM, CFA, CMA Over 14 years of experience in implementation of foreign investment appraisal, risk management and preparing

Expand your knowledge of finance,make better business decisions

Aimed primarily at experienced managers, department heads and team leaders with a non-finance background, this interactive course will help you understand how financial information is constructed.

Gain a unique opporutnity to improve your knowledge of finance, make better business decisions, and expand your expertise.

Finance for Non FinanceProfessionals program

Key Learning outcomes

Kaplan Genesis is a leading provider of professionaldevelopment solutions managed by highly qualified andexperienced professionals passionate about the delivery ofrelevant, high quality and effective education.

Initially founded as Genesis Institute in 2008, primarily as a CFA training provider, the institute has since expanded its portfolio to a range of courses for both Finance and Non-Finance Professionals working across a range of positions. From the time of its inception, the institute has takenimmense pride in having trained over 3500 students –intrinsically demonstrating a high level of quality andcommitment to training in the region.

Leading finance training providerin the region

Kaplan has delivered courses to over 1 million students globally across400 locations

6 full time industry experienced and CFA charterholder faculty

Multiple batches in Dubai andAbu Dhabi

About us

Grasp key connections between financial

statements

Prepare a full set of financials for a company

Prepare accurate and realistic budgets

Pick up signs offinancial troubles in

advance

Analyze financialfeasibility of new projects

Identify what type of funding to go for and why

Effectively communicate with finance folk

Page 3: Finance for Non Finance Professionals...Yasir Ali, ACCA, CIMA, FRM, CFA, CMA Over 14 years of experience in implementation of foreign investment appraisal, risk management and preparing

Overview• The accounting equation• Cash Vs. accrual

Financial performance• Income statement• What it tells you (and doesn’t!)• Cracking the jargon (EBIT, EBITDA etc.)

Financial position• What are Assets, Liabilities and Equity?• Why you should read the balance sheet• Cracking the jargon (Leverage, capital etc.)

Cash Flow• What are the Inflows and outflows?• The critical difference: Cash vs. profit

Exercise: Preparing the financials for a start up

Financial analysis• Is the business on track? Simple measures of profit-

ability, liquidity and efficiency

Exercise: Analysing the financial statements

Funding• Common sources of capital• Debt vs Equity• The positive and negative sides of debt• Cost of debt and equity

Exercise: Evaluating the various options for funding of a start up

Investment appraisal• Time value of money• Basic principles of appraisal• Popular methods of appraisal: Payback, NPV, IRR

Exercise: Evaluating a capital budgeting proposal for an operational company

Budgetary Control• Why we need budgets• Types of budgets• Preparing the profitability budget

Exercise: Preparing the annual profitability budget of an existing company

The enitre session was extremely informative and engaging. Brilliantly delivered withrelevant case studies

Ioana Constantinescu

Finance for Non-Finance professionals candidate

AgendaDay 1 Day 2

Page 4: Finance for Non Finance Professionals...Yasir Ali, ACCA, CIMA, FRM, CFA, CMA Over 14 years of experience in implementation of foreign investment appraisal, risk management and preparing

Abu Dhabi Tel: +971 2 414 6601Al Odaid Office Tower, 10th Floor, Airport Road, Rashid Al Maktoum St 2,

P.O.Box 128161, Abu Dhabi, UAE

Dubai Tel: +971 4 554 6184

Office #2401, Vision Tower, Business Bay, Al Khaleej Al Tejari St

P.O.Box 501715, Dubai, UAE

Kaplan began in 1938 as one student and one instructor and has now become one of the world’s largest diversified education companies working with thousands of companies to deliver courses to more than 1 million students globally.

www.kaplangenesis.com I 800 346 (Toll free) I [email protected]

Contact us

Kaplan’s Global Reach

facebook/KaplanGenesis linkedin/KaplanGenesis

youtube/KaplanGenesis@KaplanGenesis

@kaplangenesis

All our trainers are highly qualified and bring a wealth of industry experience and knowledge to the classroom.

Binod Shankar, CFAOver 21 years of experience in projectappraisal, audit, financial analysis,financial feasibility, valuation and real estate development.

Yasir Ali, ACCA, CIMA, FRM, CFA, CMAOver 14 years of experience inimplementation of foreign investment appraisal, risk management andpreparing financial models.

Vishal Iyer, CFAOver 10 years of experience in corporate finance; involving the development of derivative strategies, working capital,cash flow and risk management.

Trainers’ Profile