Chartered Financial Analyst Program (Government Regulatory Authority)

About the client:
The client is the government’s financial regulatory authority responsible for capital markets in Saudi Arabia. This government organization is equipped with full financial, legal, and administrative independence. Its responsibilities include setting and policing financial rules and regulations and developing the capital markets, this includes regulating the Tadawul, Saudi Arabia’s stock exchange.

The basic objectives are to create an appropriate investment environment, boost confidence, and reinforce transparency and disclosure standards in all listed companies, and moreover to protect the investors and dealers from illegal acts in the market.

What was the client’s objective?
Saudi’s Vision 2030 includes Saudization – the nationalization scheme to increase the employment of Saudi nationals in the private sector. This scheme aims to give Saudi nationals a fair opportunity in the job market and reduce the reliance on foreign workers.

With an aim to be aligned with this national scheme and promoting their national talent, the client wanted to ensure that its employees had a well-developed learning journey as a part of their career progression plan. They intended to equip their employees with globally recognized skills in the financial industry.

How did Kaplan Professional ME work with the client to develop the solution?
To develop the learning solution, Kaplan used the ‘collaborative customization’ approach
• The course outline and the content for the CFA training program was supported with value adds such as candidate performance monitoring, reporting and feedback mechanism designed especially for the client
• The training was delivered by CFA Charterholder faculty who are subject matter experts and industry specialists with a collective experience of 75+ years
• The programme also included updating stakeholders with regular feedback of the progress

What was the client’s feedback?
• Quality of the training: Industry experienced trainers conducting the interactive delivery. The trainers emphasized on exam-related motivation as well
• Quality of the study materials: Comprehensive Kaplan Schweser study material for effective embedding
• Quality of project management: geared towards a well- executed program
• Monitoring and feedback of candidate performance progress

What did the candidates think of the program?
“Knowledgeable trainers, excellent Schweser Q-Bank!”
“Really liked the various teaching styles, dedication of the instructors and structure of the course”
“Loved the way of training and the style of presentation”