Enable your employees and business to meet market place challenges
Transform finance in business
At Genesis we understand that each organization has its own unique structure, learning objectives, training needs and expertise requirements.
Which is why we offer customized in-house training solutions; designed to provide comprehensive advice, coaching and guidance on the most relevant topics in business for employees across all levels in an organization.
We understand what a finance training program needs to be: concise, customized, interactive, flexible, practical and enjoyable!
Our Training Solutions
Our training solutions are structured to update business professionals with what's current, enabling them to integrate best practice and innovation in their daily work.
Find the right program for you and your organisation. Choose your training below:
The Gold Standard in investment management worldwide, the Chartered Financial Analyst program is respected, global, rigorous and the default qualification for a career in wealth management, asset management or investment research. This US qualification gives you a range of benefits including entry into a lucrative career, credibility, networking and mastery of the growing and complex field of investment management.
The qualification you need to become a Finance Manager or Management Accountant with a focused curriculum that covers planning, costing, investment appraisal, financial statement analysis and decision making. Well known in the Middle East and flexible with frequent online exams, the Certified Management Accountant program is a US certification that offers a faster and easier option to get a global qualification.
Excellent introductory course to investment management for anyone a) working in FS in IT, HR, Operations, Sales or b) who wants to know more about financial markets and investments or c) who wants to write the CFA Level I exam. No prior experience or qualification needed, flexible on line exams at any time and a certificate from the prestigious US based CFA Institute.
This UK body offers wide range of practical, focused courses to prepare you for front, middle and back office roles in banking and financial services.
The most popular professional accountancy qualification. Recognized by many regulators, universities and employers worldwide, this 14 paper UK qualification can open doors to careers in a wide range of industries ranging from Audit, Consulting, Manufacturing and Transportation to FMCG and Energy. An accountancy qualification like the Association of Certified Chartered Accountants is also an excellent foundation for careers in Finance. You can also get multiple exemptions on entry, depending on what qualification you have.
The Certified Public Accountant is the most widely recognized professional accountancy qualification in the US, Canada and Australia. Comprising just 4 papers, you can now write the exam in the Middle East.
Want to be a trusted advisor to business? The UK based Chartered Institute of Management Accountants is the world’s largest body of management accountants. The syllabus is of course strong on the core accounting skill, but it goes far beyond that and includes ‘Big Data’, sustainability, integrated reporting, finance function transformation, risk, costing and cost management. With online exams, a modular syllabus and multiple exemptions, flexibility is part of the package.
The FRM is THE default qualification for risk management professionals, particularly those who are involved in analyzing, controlling, or assessing potential credit risk, market risk, and liquidity risk. It’s a two part exam that delves deep into quants, derivatives and has significant application in asset management and banking.
Financial Modeling Masterclass
Financial modeling is a required skill for anyone currently in (or planning to enter) a wide spectrum of activities in modern finance including research, planning, budgeting/forecasting, valuation, feasibility and pricing. Delivered by truly amazing Trainers, this 4 day course kicks off with the basics and delves into advanced Excel, best practices in modelling, corporate finance concepts and the many applications of modelling.
Financial Analysis Masterclass
Numbers always tell a story. Insight into financial statements is sine qua non if you are in investment research, audit, consulting, transaction advisory, valuation or credit risk . The FAM is a deep dive that will enable you to tear apart financial statements and get insights into a company’s profitability, liquidity, solvency and efficiency. You will also learn the Why, What and How of the myriad forms of accounting fraud, be able to zero in on fraud using a formidable toolkit and also pick up signs of impending bankruptcy.
Finance For Non-Finance Executives
Finance is the life blood of a business and most managers make decisions with large financial impact. The FNFM course quickly demystifies accounting and finance in an engaging way and also helps you get the key numbers, the jargon and some key tools and techniques. All of which will make you more effective in your role, whether that role is of Entrepreneur or in Sales, Marketing, HR, IT, Operations or any non-finance function.
Data Analysis and Dashboard Reporting
You can only manage what you measure. This course uses the fascinating ( and often unexplored) features of MS Excel to help you to pull together critical data in any industry ( manufacturing, trading, banking, financial services etc.) so that you have the pulse of the business and take the right decisions.
Want to make money in stock, bond markets etc? This highly practical course will develop your understanding about the fundamental and technical aspects of equity, commodity and currency trading. You will learn about trading in stocks, bonds, currencies, energy, precious metals and other commodities, hence giving you the knowledge to increase your profits and reduce your risk.
Derivatives are financial instruments that are highly useful in managing risk especially in these days of high volatility and uncertainty. You will grasp the features, benefits, downsides and applications of futures, options, forwards and swaps to manage your risk in interest rates, currencies and stocks and bond investing. You will learn how these are priced, what instrument to use, why and when and the related payoffs.
Excel for Finance Professionals
Excel is an indispensable tool that has big potential in accounting and finance. It can make your life far easier by automating a host of activities, thereby simplifying, quickening and reducing errors in hitherto complex tasks. You will learn to use Excel in final accounts, projecting financials, preparing budgets , performing financial analysis and executing scenario and sensitivity analysis.
This course will help you become a Pro at Capital Markets - Equity, Bonds, Currency and Commodities. You will be able to pick winning stocks, learn how to value a stock, grasp the mysteries of derivatives trading, understand currency trading and also master commodity markets including gold, oil and key base metals. Along the way, you will learn how to interpret a bunch of market news and macro-economic data releases to your advantage.
Financial Modeling and Valuation
This course covers building financial models (through stepwise projection of income statement, balance sheet and cash flows). It also will teach you how to apply advanced Excel tools, develop key schedules and master DCF valuation and trading comps valuation. Finally, to help you make a more robust investment proposal, this course covers sensitivity analysis, the margin of safety principle and Montevallo Simulation.
Private Equity and M&A modeling
If you are in Private Equity (“PE”) or Mergers and Acquisitions (“ M& A”) this course is for you! The learning outcomes include performing financing mix and accretion dilution analysis, scenario analysis and sensitivity analysis for M&A and PE transactions, projecting financial statements for a private and closely held company, mastering IRR analysis for a PE transaction etc.
Credit Risk Management
The overall goal of this intensive three-day course is to equip you to conduct credit risk analysis and management using a structured approach. You will learn to combine qualitative assessment and quantitative analysis techniques to evaluate business performance. You will learn how to meet your objectives of reducing your company’s credit risk and yet meet profitability targets.
Banking Products & Segments
An introduction to the various products in wholesale and retail banking and their different target markets. Ideal for anyone new to commercial banking, this course also covers how to market these products and what channels are most appropriate.
Lending is the most important aspect of commercial banking and credit policies are an integral part of the credit risk management framework. You will learn about the necessity for such policies, policies for different products and the documents needed.
MIS & Analytics skills; Database Marketing
A Bank’s database is a gold mine of information that can be used to (among others) analyze clients, determine profitable products, price products and market these in an efficient and effective way. This gives that extra edge, something very critical in an era of regulation and competition. The course goes beyond mere MIS and delves into Analytics and its various applications in a Bank.
Trade Finance (“TF”) is a big part of the portfolio of most Banks. The course will cover the different TF products (features, target market/s, profitability etc.). You will also learn to evaluate whether a client needs these facilities and how to assess the limits needed.
Lending to small and medium enterprises requires a different approach. This course will cover the various methods of evaluating the credit risk, what products are needed by SMEs, how to assign limits and how to monitor performance, including early warning signals. Its indispensable for anyone working in SME/Business Lending.
Credit Appraisal Using Excel
Credit appraisal is the key part of credit risk management and it requires sifting through a lot of data ( including financial statements). In this course you will learn how to apply the various functionalities of Excel in key elements of credit appraisal such as financial statement analysis.
Most companies (including Banks) are highly dependent on timely and effective liquidity and cash management. A bank has to carefully deal with the complexity and uncertainty of the cash inflows and outflows involved in loans, investments, deposits and borrowings. The course will focus on cash flows, especially the elements of the cash flow statement, the critical difference between cash flow and profits, preparing cash flow forecasts, liquidity analysis, cash focused performance analysis etc.
Commercial Financing (Retail)
This course will cover the various aspects of commercial financing, including the related risk and return, local market overview (trends, prospects), related central bank regulations, the various products ( and target markets), a SWOT analysis of the competition etc. As it is customized, it will cover a specific Bank’s approach- strategy, target market/s, products, pricing, security , credit policies etc.
Real Estate Financing (Retail)
This course will cover the various aspects of real estate financing, including the related risk and return, local market overview (trends, prospects), related central bank regulations, the various products ( and target markets), a SWOT analysis of the competition etc. As it is customized, it will cover a specific Bank’s approach- strategy, target market/s, products, pricing, security , credit policies etc.
Finance Induction Program (FIP)
Ideal for entry level or non-finance employees in a financial institution ( bank, family office, mutual fund, sovereign wealth fund etc.). This covers all the key tools and techniques of Investment Management including financial mathematics, economics, financial statements, the various asset classes ( equity, fixed income, alternatives etc.), corporate finance and portfolio management. It is a well-paced course delivered in a simple, easy to understand way with loads of exercises and examples.
Excellent introductory course to investment management for anyone a) working in IT, HR, Operations, Sales etc. or b) who wants to know more about financial markets and investments or c) who wants to write the CFA Level I exam. No prior experience or qualification needed, flexible on line exams at any time and a certificate from the highly respected US based CFA Institute. Relatively easy course with no formulae or calculations and with high global pass rates.
Finance for Non-Finance Managers
Finance is the life blood of a business and most managers makes decisions with big financial impact. The FNFM course easily demystifies accounting and finance in an simple and engaging way and also helps you get the key numbers, the jargon and some key tools and techniques. All of which will make you more effective at work, especially when you are promoted to head a business or to a senior role in Sales, Marketing, HR, IT, Operations or any non-finance function.
Introduction to Financial Accounting
An understanding of accounting is an essential foundation if you wish to be effective in a wide range of areas such as financial reporting, financial planning, financial analysis, management accounting, valuation and audit. This course builds an excellent foundation in accounting in a simple, interactive, engaging way with multiple case studies and examples.
Introduction to Quantitative Methods
Aka Statistics or Quantitative Techniques. This is yet another useful tool that is a pre requisite in many areas of finance including corporate finance, valuation, portfolio management and risk management. You will learn how to group data, calculate returns, determine project profitability, quantify risk etc. This course is replete with exercises and examples.
Introduction to Financial Reporting
You often need to make sense of the numbers. This course will cover the basics of how companies report their financial performance/financial position. We will talk about IFRSs, audit reports, accounting policies and common disclosures in the annual report.
Introduction to Financial Modeling
Financial modeling is one of the biggest applications of that fascinating tool called Excel. You will learn about the basics of modelling. Delivered in a hands on, engaging way with multiple exercises on Excel.
Introduction to MS Excel
Excel is probably the most useful and simple tool at work today. Yet it is the least understood and used in relation to its features and potential. The course will cover the basics of Excel including sorting, formulae, formatting, viewing, auditing, linking etc. A good place to start exploring the wonderland of Excel!
Introduction to Financial Analysis
With so much data out there its critical to be able to extract valuable information, whether you are in corporate finance, credit analysis, investment research, audit or in management. You will learn to use some highly useful yet simple tools such as common size analysis, trend analysis, ratio analysis etc. to assess the efficiency, liquidity, solvency, profitability of a company.
Introduction to Derivatives
Derivatives are widely used instruments for managing a variety of risks. For each instrument, this course covers the features, what risk/s can be hedged using the instrument, the related risks and returns, and the most common applications such as currency forwards, commodity futures, interest rate swaps and stock options. A course that simplifies, clarifies and removes any confusion on Derivatives.
Binod Shankar, CFA
Over 18 years of experience in project appraisal, audit, financial analysis, financial feasibility, valuation and real estate development
Director & Trainer
Mohit Malhotra, CFA
Over 11 years of experience in portfolio and investment analysis, business valuations, corporate finance and financial modeling
Rahul Sonthalia, CFA
Over 8 years of experience in investment banking, equity and macro economic research
Over 8 years of experience in economic research, equity, investment analysis, and research portfolio management
ACCA, CIMA, FRM, CFA
Over 15 years of experience in implementation of foreign investment appraisal, risk management and preparing financial models
Drop us a line below
and our Corporate Training Manager will get in touch.
Mrs. Anjali Ahuja Kashyap Corporate Training Manager
+ 971 55 578 0381
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Genesis Institute. CFA Institute, CFA® and Chartered Financial Analyst®, Claritas® are trademarks owned by CFA Institute.