Financial Analysis & Presentation Program (Training Industry)

About the client:
The client was established with the formation of the Institute of Banking and was affiliated with the Saudi Central Bank. The institute provides technical training typical of the qualifications of the banking sector of the Kingdom of Saudi Arabia. The client is an independent entity as of 2020 and is associated with the CMA (Capital Market Authority), Saudi Central Bank, and other noteworthy institutions of the financial sector. It now provides training adhering to local and international training practices.

What business challenge were they experiencing?
The Client had approached Kaplan Professional ME to develop content and train delegates for 3 modules to equip them with the knowledge of the Capital and Money Markets in the Kingdom of Saudi Arabia.

The client wanted an integrated training program to train their delegates with a comprehensive program for the following subjects.
1. Debt Capital Markets
2. Fixed Income Analysis and Valuation.

What solution did Kaplan Professional ME provide?
Customized content was developed for each module with a PowerPoint Presentation, excel exercises, in-slide questions, and assessments. The training for each module was delivered by an experienced trainer with extensive knowledge of Saudi Debt and Capital Markets. Practical
examples from the Saudi Market were used to illustrate each and every point of the module.

How was the content delivered?
Each of the modules was delivered in a span of 4 days. The delegates were first introduced with basic concepts of money and capital mark and slowly the training progressed into its specific areas. At the end of the training, the delegates were acquainted with Bond Valuation, Tadawul (Saudi Stock
Exchange) functions, different ways of raising finance, etc.