Compliance Finance Accounting Banking Capital … · Finance & Accounting Banking Insurance...

Programs Booklet 2013 1

Programs Booklet 2013

Banking

Finance &Accounting

Finance &Accounting

Banking

InsuranceInsurance

Compliance& Anti MoneyLaundering



Capital MarketsAsset Management


Banking Capital MarketsAsset Management

Islamic Finance

Islamic Finance

Communication& Soft Skills

Soft Skills & Communication

BankingInsuranceCompliance

& Anti MoneyLaunderingSoft Skills &

Communication


& Anti MoneyLaundering




& Anti MoneyLaundering



Finance &Accounting



Islamic FinanceFinance &Accounting



Islamic FinanceFinance &Accounting

Programs Booklet 20132 Programs Booklet 2013 3

“Always walkthrough lifeas if you havesomething newto learn and you will.”

About Us 6

Our Mission 6

Our Objective 6

Our Roles 7

Our Products 7

BANKING PROGRAMS 8

Corporate Finance 9

Corporate Credit Risk Analysis 10

Commercial Loan Documentation 11

Introduction to International Trade Finance 12

Documentary Letter of Credit 13

Negotiable Instruments 14

Introduction to Bankcard Industry 15

Consumer and Small Business Lending 16

Consumer Loan Collection Techniques 17

Bank Law & Practice 18

Elements of Banking 19

Introduction to Treasury Operations 20

Foreign Exchange (level 1) 21

Foreign Exchange (level 2) 22

CAPITAL MARKETS AND ASSET 24

MANAGEMENT PROGRAMS

IISI (English – Arabic) 25

Corporate Valuation 26

Asset Valuation 27

Portfolio Management 28

Fixed Income Management 29

Introduction to Asset and Liability Management 30

Capital Markets Private Equity & Venture Capital 31

Market Technical Analysis 32

Foundation of Investments Analysis 33

FINANCE & ACCOUNTING 34

Finance for non-Finance Managers (English – Arabic) 35

Understanding Financial Statements 36

Certified Public Accountant - CPA 37

Chartered Financial Analyst - CFA 38

Certified Management Accountant - CMA 39

SME Financing 40

Micro Finance 42

Financial Modeling with Excel 43

ISLAMIC FINANCE PROGRAMS 44

Introduction to Islamic Banking (English – Arabic) 45

Islamic Leasing 46

Islamic Trade & Finance 47

Advanced Islamic Banking 48

Islamic Mutual Funds 49

Murabaha & Mudharaba for Retail 50

COMPLIANCE AND ANTI-MONEY 52

LAUNDERING PROGRAMS

Anti-Money Laundering Awareness Program 53

Regulatory Compliance Program 54

Global Financial Compliance 55

Corporate Governance 56

Risk Management & Value at Risk 57

INSURANCE 58

Introduction to Insurance 59

Motor Insurance 60

Fire and Loss Prevention 61

Miscellaneous Accident Insurance 62

SOFT SKILLS & BASIC SKILLS 64

Certificate in Financial English 65


OUR ROLES:

• Certificates regime developer – through Financial Markets Development Committee (FMDC) or by working with individual regulators (eg Qatar Central Bank, Qatar Financial Markets Authority, Qatar Financial Centre Regulatory Authority etc.)

• Executive training provider – via tie-ups with delivery partners like CCL Academy, Chartered Institute for Securities & Investment (CISI) etc.

• Exams administrator – via exclusive tie-up with Prometric, a world-wide leader in the test administration industry

OUR PRODUCTS:

Custom Made ProgramsUtilizing a three-stage process (Diagnose – Design – Deliver), QFBA partners with world class organizations (CISI, CII, ABA, etc.) to design customized learning programs addressing the business issues they face now and into the future. Drawing from its pool of learning professionals and expert practitioners from around the region and the world, custom programs are delivered using innovative and relevant learning methodologies.

Open Portfolio ProgramsQFBA’s open-portfolio programs are designed around the critical issues facing the business environment today and into the future – these programs address the challenges and opportunities for professionals in the financial services industry.

• Banking• Capital Markets and Asset Management• Finance & Accounting• Islamic Finance• Compliance and Anti Money laundering• Insurance• Soft & Basic skills

ABOUT USUnder the leadership of “H.H. Sheikh Hamad bin Khalifa Al-Thani”, the country has taken significant steps towards creating a modern, knowledge-based economy, as the basis for a stable and sustainable future.

In order to live up to this revelation, Qatar Finance & Business Academy - QFBA was established in 2009 under the auspices of Qatar Financial Centre Authority - QFCA to raise the financial services industry standards and help organizations and professionals achieve their learning and business objectives, thus aligned with Qatar 2030 vision.

We specialize in providing training and developing the financial sector. We believe that such an investment is a key strategy to support a modern, industrialized, knowledge-based economy.

OUR MISSION: To raise the financial services industry standards and help organizations and professionals achieve their learning and business objectives by:

• Building professional capacity and contributing towards Qatar’s vision 2030; • Upgrading the quality of the FS talent base in the country; • Supporting regulatory bodies in designing and implementing certification regimes; • Providing a high quality learning experience to professionals

OUR OBjECTIvE: To raise the financial services industry standards in the Qatari market in collaboration with the regulators by:

• Building professional capacity and contributing towards Qatar’s vision 2030• Upgrading the quality of the Financial Sector’s talents pool in the country; • Supporting regulatory bodies in designing and implementing certification regimes• Providing a high quality learning experience to professionals • Build strategic alliances with world class training and education institutions


BANKING

CORPORATE FINANCE

ObjectivesUpon the completion of this course, the participant will have:

• An understanding of macro approach to corporate finance and learn to link up various corporate finance functions to the ultimate objective of the company

• Understand various financial instruments a company can raise and their costs• To understand the theory and apply, in real world situations the techniques that have been developed in

corporate finance

Content Highlights• Goal of financial management• The investing and financing Functions• The Dividend decision• Corporate finance decisions and value creation• Corporate finance decisions in a bank• Mergers and Acquisitions

Target AudienceCredit Analysts; Management trainees; Corporate Finance Executives

Course Duration:5 Days

Course Date:February 24 - 28May 5 - 9

Course Fee:QR 6000

BANKING PROGRAMS


COMMERCIAL LOAN DOCUMENTATION

DescriptionAlthough loan documentation may appear to be a complicated process that is strewn with hidden obstacles ready to trip up the unsuspecting loan officer, it can instead, be a fairly routine exercise when approached with care and a good sense of perspective about what needs to be accomplished. Additionally such care and attention to detail adds towards ensuring legal compliance in the lending arrangement.

ObjectivesThe Commercial Loan Documentation program provides commercial lending and credit professionals with the skills to ensure legal compliance in the lending arrangement. Participants will strengthen customer relations by demystifying the legal process and will protect their organisations from unnecessary losses caused by incomplete documentation.

Content Highlights• Establish the importance of completely and accurately documenting commercial loans• Determine the required authority documentation and where to obtain it for sole proprietors, partnerships,

corporations, limited liability companies, non-profit associations, trusts, and estates and guardianships• Ensure viability of legal documents by practicing the dos and don’ts for completing forms• Secure repayment through the correct use of promissory notes for demand, term loans, and revolving lines

of credit• Ensure first priority security interest in collateral in secured lending under the Uniform Commercial Code• Understand and communicate the obligations of revocable and irrevocable commitments

Target AudienceThis introductory course is designed for anyone who needs to develop or improve loan documentation skills as they relate to commercial lending.


Course Date:April 14 - 18

Course Fee:QR 6000

CORPORATE CREDIT RISK ANALYSIS

DescriptionThis course describes the practical lending process of investigation and assessment used by the corporate officer to evaluate the potential credit risk in order to reach a sound decision about granting or rejecting company’s loan request.

ObjectivesUpon the completion of this course, the participant will be able to:

• Adequately identify and assess risks inherent in borrower’s business• Quantify the various areas of risks using SWOT model for analysis• Effectively use future financial statements to identify debt-capacity and financial needs of the borrower• Properly document the loan using the bank’s standard loan agreement format

Content Highlights• Financial analysis and forecasting• Credit risk assessment• Cash flow analysis• Sensitivity analysis• Debt-capacity and financial needs• Loan documentation

Target AudienceCredit Analysts; Corporate Banking Personnel; Financial Controllers; Loan Auditors



Course Fee: QR 6000


INTRODUCTION TO INTERNATIONAL TRADE FINANCE

DescriptionThis course is designed to assist the participants in understanding some of the important issues, products, services and documentation associated with international trade. Participants will learn how to identify customer needs and recommend appropriate product solutions, assess various risks to both bank and customer in international trade transactions and explain and identify ways of mitigating that risk. They will also be able to explain and carry out the processes involved in documentary collections, documentary letters of credit and contract guarantees, as well as understand the purpose and application of the various International Chamber of Commerce rules and practices.


• A practical knowledge and understanding of the aspects of the global business planning process• Evaluating the internal and external environment to identify potential marketing threats and opportunities• Understand the trade documentation used in international trade• Coordinating with other departments to calculate the true cost, benefits, and risks of proposed transactions

in order to implement risk management policies• Assessing political and economic risks and cultural issues of the target country to establish the financial

costs and viability• Evaluating foreign currency exchange risk and selecting, implementing, and managing risk mitigation

techniques to protect the company against fluctuation of foreign exchange• Establishing the most appropriate methods and terms of payment• Be equipped with knowledge to avoid trade disputes and protect the interest of their financial institutions

Content HighlightsCombination of theory and practice involving:

• International trade finance and various risks involved• Documentation in international trade finance• Inco Terms• Instruments of trade finance• Types of letters of credit and its documentation• Uniform customs and practices for documentary credits – UCP 600• Sanctions and Political Factors

Target AudienceIndividuals whose present knowledge or experience in the subject is limited, or who are or are shortly to be engaged in the Trade Finance Department of their bank or organization


Course Date:May 12 - 16

Course Fee:QR 6000

DOCUMENTARY LETTER OF CREDIT

DescriptionThis program is designed for practitioners involved in back office operations in the International divisions of banks. The course deals extensively with the structure and interpretation of the Uniform Customs and Practices for Documentary Credits and Uniform Rules for collections as published by the International Chamber of Commerce from time to time.

ObjectivesUpon completion of this course participants will be familiar with the uniform customs and practices that govern the operation of documentary credits and collections. The course deals extensively with UCP 600. Practical case studies will be used to demonstrate the application of these articles.

Content Highlights• Types of documentary letters of credits• Notification of credits• Liabilities and responsibilities of parties• Documents and documentation requirements• Transferable credits• Expiry date or presentation period• Operation of a collection• Rights and duties of the parties

Target AudienceIndividuals who are engaged in the trade finance department of their bank or organisation


Course Date: May 5 - 9

Course Fee: QR 6000


NEGOTIABLE INSTRUMENTS

DescriptionThis program introduces participants to the legal aspects of commercial paper used in bank’s day today transactions. The course will focus on the practical side of negotiable instruments as well as the legal procedures in case of dishonour or any forgery regarding the instruments.

ObjectivesOn completion of the course, participants should be able to apply the acquired knowledge of the law and practices relating to negotiable instruments and their Relevance to the banking practice.

Content Highlight• Attribute of negotiable instruments• Types of negotiable instruments• The legal requirements of an instrument (Cheque)• Endorsements and crossings• Rights and duties of each party to an instrument• Risks facing the collecting bank• Protections available for banks on third party instruments collection and conversions• Risks facing the paying bank• Protections available for banks on payment of third party instrument• Protections against wrongful dishonour or incorrect clearance procedure• Situation where the collecting bank is also the paying bank• Summary Bills of Exchange Act 1882 or Cheques Act 1957• Cleaning Mechanisms• Rules Relating to Cheque Abuse

Target AudienceTellers and personnel involved in front office and customers’ account services; Staff handling instruments processing particularly in clearing and related departments


Course Date:January 8 - 10November 5 - 7

Course Fee:QR 3600

INTRODUCTION TO BANKCARD INDUSTRY

DescriptionThe course gives an overview of the Bank card business, the transactions process, charge backs and disputes, the bank card issuer and the acquirer.

ObjectivesUpon completion of this course, participants will be able to understand the fundamentals of the Bankcard industry and learn about the different type of Bankcards in the market.

Content Highlights• Identify the players in bankcard transactions and responsibilities• Identify terms associated with transactions process• Learn how different POS devices affect the authorisation process• Clearing and settlements• Learn about posting and fees• Understand charge-back, arbitration and compliance cases• Learn about bankcard products and services• List elements of the credit card review process• Explain fraud, finance and legal issues related to issuer• Understand merchant sales and investigative procedures• Identify procedures for setting merchant discounts and setting up new merchants• Explain how sales transactions are processed• Identify merchant’s fraud• Payments through Web Portals

Target AudienceAll bank staff who want to know about the Bankcard industry; new university graduates who just joined the banking field; University undergraduates who will soon join the practical life



Course Fee:QR 2400


CONSUMER AND SMALL BUSINESS LENDING

DescriptionThis course emphasizes the practical skills of participants involved in each stage of loan generation process in making consumer credit decisions. The course focuses on both personal and small business lending.

ObjectivesParticipants will have developed an understanding of the techniques of good credit assessment with particular emphasis on evaluating the risks associated in lending to personal customers and small businesses.

Content Highlights• General principles of lending• Consumer lending• Analysis of Personal Net Worth• Types of small businesses• Loan interviewing and credit investigation• Credit analysis• Risk in Lending to Small Businesses both at individual and portfolio level• Loan structuring & Negotiations• Security• When things go wrong• Installment loans

Target AudienceProspective or junior loan officers from commercial banks who want to improve their credit skills; Potential or existing lending bankers; Loan administration staff; Trainee loan officers; Trainee credit analysts


Course Date:March 4 - 7

Course Fee:QR 4800

CONSUMER LOAN COLLECTION TEChNIqUES

DescriptionThis course is designed for bank’s collectors and concisely covers all aspects of effective loan collections. The course serves a dual purpose. First, it guides the participant through the course and encourages ample note-taking and active participation. Second, once the participant has completed the course, he can use the material as a useful reference guide on the job.


• Recognise the role of the collections department and the tools available• Demonstrate the skills of a successful telephone collections call• Integrate effective collections letters into overall collections strategy• Demonstrate the skills of effective face-to-face collections visit• Determine the appropriate actions to conduct repossession• Be aware of skip tracing techniques that enhance collection efforts

Content Highlights• Discussion of repayment of the loan with the customer• How the banker/customer relationship is controlled• The responsibilities of the customer to make payment• The means of contacting the customer• The maintenance of accurate and careful notes for file• The follow-up and referral process• Customer confidentiality• Customer relations

Target AudienceCredit Card Collection personnel; Consumer/ Personal Loan officers; Small/Medium business lenders



Course Fee:QR 4800


BANK LAw & PRACTICE

DescriptionThis course is specifically designed to develop professionally qualified and competent bankers and financial professionals on the legal framework that protects and supports their operations, products and the end users of their products.

ObjectivesThe world of banking and finance is constantly changing and banks are leveraging knowledge and technology in offering newer, better and faster services to their customers. This course deals with the legal and regulatory aspects that have a bearing on the dynamic world of banking and finance.Banking and business laws have been interwoven into the discussion of day to day banking operations discussed and case laws have been included wherever appropriate. There are various newly enacted laws relating to Money Laundering, Right to Information legislation, and Information Technology laws that will be referred to considering their significant impact on the business of banking.

Content HighlightsUpon the completion of this course, the participant will understand:

• Legal framework for regulation of banks• Control over organisation of banks• Regulation of banking business• The Negotiable Instruments and the law• Case laws on responsibilities of paying banker and of collecting banker• Indemnities; Bank guarantees; Letters of credit and Deferred payment guarantee• Laws relating to bill finance• Various types of securities• Law relating to securities and modes of charging• Laws relating to obligations of revocable and irrevocable commitments• Prevention of Money Laundering• Islamic Banking under the support of Shari’a Law

Target AudienceThis introductory course is designed for anyone who needs to develop or improve an understanding of the legal framework which supports and protects the business of banking.


Course Date:February 3 - 7

Course Fee:QR 6000

ELEMENTS OF BANKING

DescriptionThis course introduces participants to the basics of banking operations and financial services, in particular the general principles of banking operations, introduction to the financial sector, banking systems.

An overview of the nature and operations of International Trade, Foreign Exchange transactions would be discussed well. The standard application of Know Your Customer and Customer Due Diligence in Banking Operations would be emphasised while participants would have the opportunity of having introduction to the concept and overview of Islamic Banking products/ operations and Money Laundering processes and Anti-Money Laundering regulations.

ObjectivesOn completion of the course, participants would be expected to have gained:

• An idea of the concept and overview of domestic banking operations• A clear knowledge on the process of operations in domestic banking• An introduction to the central banking operations, roles and responsibilities in the nation’s economy• Understanding of the various types of conventional banking products and customers• Basic understanding of the composition and content of the bank’s balance sheet• Understanding of international trade and foreign exchange operations• Understand the development, concepts and principles of Islamic banking products and services• Anti-money laundering overview and awareness• Comprehension of the internal control policies and compliance culture in our operations environment• Risks confronted by banks in their operation and the need for regulation of banking sector

Content Highlights• Development and control of the banking system• Central bank – definition and roles• Conventional banking products, various types of accounts and categories of customers• Payment methods and funds transfer system


Course Date:January 6 - 10November 3 - 7

Course Fee:QR 6000


INTRODUCTION TO TREASURY OPERATIONS

DescriptionThis course goes in-depth about the back-office of a business and deals in all aspects of the settlements process. The proper documentation process for money market, derivatives and foreign exchange instruments are dealt with.

ObjectivesUpon the completion of this course, the participant will have knowledge of:

• The various settlement processes• The concept of SWIFT, RTGS• The concept of brokerage, outstanding nostro reconciliation• The difference between bilateral and multilateral netting procedures

Content Highlights• Risk management and controls• Life cycle of a deal• Payments and confirmations• Derivatives and Money market instruments – settling process• Foreign exchange – settlement process• Market conventions• Settlement and accounts, reconciliation procedures• Documentation – key documentation issues and major types of agreements

Target AudienceThis course will be useful for new employees working in the settlements and operations departments of banks and who want to gain a basic knowledge of the settlements business within the fast growing international markets


Course Date:June 15 - 17

Course Fee:QR 3600

FOREIGN ExChANGE (LEvEL 1)

DescriptionThis course introduces the participants to foreign exchange in line with the current ACI syllabus. It deals with what is foreign exchange, terminology, spot and forward rates and developing a basic understanding of the trading in foreign exchange markets.

ObjectivesUpon the completion of this course, the participant will:

• Have an understanding of the history and development of the foreign exchange market• Calculate the profit and loss figure• Calculate spot, cross and forward rates• Have an understanding of the FX swaps

Content Highlights• History and development of the foreign exchange markets and their participants• Definition of foreign exchange• Factors affecting Foreign Exchange• Spot exchange rate and quotations and basic spot dealing terminology• Calculating the profit and loss figure• Forward FX transactions and its relationship with interest rates• Outright forwards and FX swaps• Use of Outright forwards in taking currency risk• Use of FX swaps in rolling spot positions• Hedging outright forwards• Creating synthetic foreign currency assets and liabilities

Target AudienceNew entrants to Treasury Dept.; Junior Dealers; FX Traders; Corporate Desk Dealers; Treasury Operations staff ; Middle Office Staff; Auditors; Compliance Officers; Risk Managers; System Developers; Other business units where foreign exchange market is an important element in their work; Finance Officers in Corporations / Import & Export / Insurance


Course Date:June 8 - 12December 1 - 5

Course Fee:QR 6000


FOREIGN ExChANGE (LEvEL 2)

DescriptionThis course follows on the Foreign Exchange Level 1, and introduces the participants to a higher level of foreign exchange.


• Have an understanding of the FX Arbitrage market• Will be able to calculate the covered interest arbitrage• They will be able to calculate Historic rate Rollovers• Also hedging a forward transaction• Hedging a forward-forward transaction

Content Highlights• Valuation and risk for a forward position• Non-Deliverable Forwards (NDFs)• Hedging• Speculation• Time Option• Forward-forwards• Calculation of historic rate rollovers

Target AudienceSenior FX Traders; Senior Corporate Desk Dealers; Senior Treasury Staff; Senior back office & operations staff; Senior Risk Management Officers; Senior Officers - Investment Dept.; Senior Auditors; Compliance Officers; Senior Risk Managers; System Developers; Finance Officers in Corporations /Import & Export / Insurance

Course Duration: 5 Days

Course Date:October 27 - 31

Course Fee: QR 6000

“Learning is afriend onthe journey.”


Capital Markets

Asset Management

CAPIL MARKETS AND ASSET MANAGEMENT PROGRAMMES

IISI – ENGLISh & ARABIC

DescriptionThe International Introduction to Investment Award has been specifically designed to meet the needs of new entrants to the investment industry. With a tailored and focused approach to international markets, the award provides an overview of all areas of investment. The qualification offers staff in a wide range of roles a valuable understanding of the language of the industry and provides firms with a benchmark entry level qualification which can be used for induction purposes. The International Introduction to Investment Award is a stand-alone benchmark examination as well as a unit within the International Investment Administration Qualification (IAQ™).

ObjectivesThis foundation qualification offers a valuable understanding of the language of the industry and provides firms with a benchmark entry level qualification which can be used for induction purposes

Target Audience:The new syllabus allows the qualification to be taken by a range of staff not just in traditional investment administration roles. It will be especially relevant to the following job roles:

• Administration• Investment Operations• Clerical, Call and Contact Centres• Finance & Accounting• IT• Customer Service• Sales & Marketing• Fund Management & Support• Compliance• HR & Training


Course Date:January 13 - 17 (English)May 19 - 23 (Arabic)May 12 - 16 (English)August 18 - 22 (Arabic)September 8 - 12 (English)

Course Fee:QR 6000

CAPITAL MARKETS AND ASSET MANAGEMENT PROGRAMS


CORPORATE vALUATION

DescriptionThis course is designed to provide participants with the necessary tools to permit them to effectively evaluate corporate performance. Participant will be provided with “live” cases to analyze and interpret using the statistical tools discussed.

Objective:Upon the completion of this course the participant will be able to:

• Explain statistical tools required for the evaluation of corporate performance• Assess earnings quality• Project future performance• Apply internal performance measures to given situations

Target audience:Anyone involved in evaluating company performance from a variety of standpoints


Course Date: October 6 - 10

Course Fee:QR 6000

ASSET vALUATION

DescriptionThis course discusses the various types of securities traded in the market, its features and terminology associated with the securities. The course also discusses the various types of valuation methods to ascertain the value of the securities.

ObjectivesUpon the completion of this course, the participant will be able:

• To understand differentiating characteristics of basic financial assets: Stocks, bonds and preferred stock• To understand the features of different types of bonds and their relevance in to-day’s markets• To apply and interpret commonly used valuation tools for stocks• To apply and interpret bond valuation techniques• Understand the differences between straight bonds and bonds with embedded options• To apply Binomial model for valuing bonds with embedded options

Content Highlights• Introduction• Instruments Traded in Capital Markets• Bond Valuation• Stock Valuation• Portfolio Analysis• Introduction to Private Equity, Venute Captital and Hedge Funds• Introduction to Asset Pricing Models

Target AudienceEntry level treasury people; Entry and middle level traders; Executives in the area of risk management; Executives in the area of investments


Course Date: February 3 - 7June 8 - 12

Course Fee:QR 6000


PORTFOLIO MANAGEMENT

DescriptionThis course begins with the basics of portfolio management process and gradually builds up into comprehensive topics like multi factor models and macroeconomic models. The course also discusses the practical application of portfolio models.


• Understand Portfolio management process• List the differences between active and passive portfolio management• List key elements of the capital asset pricing model identify the major theories of portfolio management,

including the efficient markets hypothesis, diversification and correlation, the efficient frontier, capital asset pricing model, and arbitrage pricing theory

• Discuss how diversifying a portfolio can reduce its risk. Explain how risk and return vary for different combinations of assets, leading to the development of the efficient frontier

• Explain how specific risk differs from market risk, as postulated by the capital asset pricing model• Use various risk measures to build a portfolio balancing risk and return• Identify the advantages, benefits, and risks of global investing and investing in emerging markets• Recognise key alternative investments• Understand Sharpe’s ratio, Jenson’s ratio and Treynor’s ratio

Content Highlights• Organisation and Functioning of Securities Markets• Instruments: Understand ADRs, its various types and ETFs• Trading• The concept of efficient capital markets and three forms of the efficient market hypothesis• Security Valuation• Bonds• Derivatives

Target AudienceEntry level treasury people; Entry and middle level traders; Executives in the area of risk management; Executives in the area of investments


Course Date: April 7 - 11

Course Fee:QR 6000

FIxED INCOME MANAGEMENT

DescriptionThe course provides an introduction to the fixed income securities, valuation of bond yields, duration and duration hedging and bond management strategies.


• Have an understanding of fixed income instruments and their terminologies• Be able to find out prices, yields and maturity of bonds• Have an understanding of the implications of bond prices and yields• Have an understanding of duration hedging, cash flow matching and immunisation Content Highlights• Understanding bonds and terminology• Fixed income arithmetic• Interest rates: coupon, market yield, inflation rates• Term structure of interest rates and yield spreads• Relationship between interest rates and bond prices• Duration and interest rate risk• Price value basis point (PVBP) and its relation to duration• Duration hedging strategies• Convexity and immunisation

Target AudienceInvestment Bankers; Management Trainees; Portfolio Managers; Bank Managers; Treasury Staff; Credit Analysts/Accounts officers; Fund Managers; Financial Controllers


Course Date: March 4 - 6December 1 - 3

Course Fee:QR 3600


CAPITAL MARKETS – PRIvATE EqUITY & vENTURE CAPITAL

DescriptionThis course provides a comprehensive understanding of the dynamics/complexities of venture capital, management of VC funds, deal dynamics, valuation & term sheet analysis and the due diligence process.


• Have an overview of venture capital and private equity• Know what the VC needs: the business proposal• Know what the VC needs to know: the due diligence process• Understand negotiating the deal structure• Know the deal structure - the term sheet• Understand investment exit strategy

Content HighlightsThe course introduces the participant to the following concepts:

• The complexities and dynamics of venture capital• Management of venture capital funds• Performance Measurement: The IRR• The Due Diligence process

Target AudienceCredit analysts/account officers; Financial control personnel; Investment placement/marketing staff; Heads of Private equity; Credit/Market Risk personnel; Corporate banking staff



Course Fee:QR 4800

INTRODUCTION TO ASSET & LIABILITY MANAGEMENT

DescriptionThis is a basic course on ALM. It explains the process of ALM in banks and its importance. The course also discusses the risks facing banks in the context of to-day’s business environment and how ALM can be used as a risk management tool.


• Learn to analyze management of both sides of balance sheet of a financial institution facing different risks• Understand the relationship between central banks and interest rate fluctuations• Analyze and interpret yield curves• Know of the different models used to measure risk in the ALM context

Content Highlights• Analysing a bank’s balance sheet• Various risks faced by a bank• The concept of ALM in banks• Risk management through ALM• The Central Bank and the interest rate risk• Term structure of interest rates• The re-pricing model• Maturity model• Duration model• Liquidity risk• Liability-side liquidity risk• Asset-side liquidity risk• ALCO

Target AudienceEntry level Treasury executives; Traders and financial control executives; Investment analysts; Financial analysts



Course Fee:QR 6500


MARKET TEChNICAL ANALYSIS

DescriptionThe course offers an introduction to the Classical Chart Analysis, Reuters Market Screens and analysis of the underlying price and risk opportunities.


• Received in-depth training in Classical Chart- Analysis• The capability to analyse and read Reuters Market screens• The ability to quantify underlying price risk and price opportunities• Be able to structure their own trading strategy or hedge positions effectively

Content Highlights• Introduction (fundamental and technical analysis compared)• Line charts-bar charts-candlestick charts• Trend lines• Support & resistance• Tops and bottoms• Consolidation, “what to do when the market is not trending!”• Bullish and bearish flags “the trend is your friend!”• Triangles “what comes next?”• Wedges “the start of a new trend!”• Head and shoulder, the classical chart formation and its price targets• Key day reversal “be prepared for a change”• Gaps and gap-filling• Fibonacci - “the stunning technique with excellent results”

Target AudienceJunior Dealers (in Forex, bonds, stocks or commodities); Portfolio Managers; Controllers; Investment managers; Relationship Investment Advisors; those that trade for their own interest



Course Fee:QR 3600

FOUNDATION OF INvESTMENTS ANALYSIS

DescriptionThe course introduces the participants to trading rules, regulations and practices under the Securities Exchange Commission; basic derivative products; fixed income securities; fundamental and technical analysis.


• Have an understanding of the investment environment• Be able to use industry, fundamental and technical analyses to identify stocks for investment decision• Have an understanding of the macroeconomic phenomena for investment decisions• Have an understanding of derivatives products and markets

Content Highlights• Financial markets and instruments• Securities trading and market implications• Security analysis - macro economic factors, industry analysis, financial statement analysis, fundamental

and technical analyses• Derivatives - options, calls and puts, option strategies, hedging, mechanics of futures trading and hedging

with futures

Target AudienceTraders and Brokers; Investment Bankers andPortfolio Managers; Treasury and Back office Staff;Fund Managers; Supervisory and Investment Staff(Central Banks); Compliance and Control Staff;Accounting Staff


Course Date: April 21 - 25November 10 - 14

Course Fee:QR 6000


Finance &Accounting

FINANCE FOR NON-FINANCE MANAGERS – ENGLISh & ARABIC

Description:This program is designed to teach managers, supervisors and employees from any function including finance, to improve their knowledge and use of financial information as follows:

• Understand and interpret the key financial statements of the organization (the income statement, balance sheet, and statement of cash flow, retained earnings statement)

• Be able to calculate and interpret key financial ratios as indicators of the organization’s economic performance and financial viability

• Be familiar with and able to apply the logic of discounted cash flow and net present value analysis to a variety of organizational decisions concerning which programs and assets to invest in and how to finance them.

Understand the key components of working capital and be able to monitor and improve its utilization

Objective:The overall goal of this course is to prepare non-finance professionals to become users of finance and contribute to their company’s success.

Target Audience:This program is designed for managers, supervisors and staff from any function including finance, who need to improve their understanding and use of financial information. This program has no minimum requirements.


Course Date:March 17 - 21 (English)September 22 - 26 (Arabic)October 20 - 24 (English)

Course Fee:QR 6000

FINANCE AND ACCOUNTING PROGRAMS


UNDERSTANDING FINANCIAL STATEMENTS

Description:Financial statements are an important management tool and necessary sources of information. Prepared correctly and interpreted properly, financial statements aid management teams, investors, creditors or governmental oversight agencies to understand the current financial condition, problems and possibilities of a company.

This 2-day course is designed to provide an introductory understanding and familiarization of the fundamental characteristics of key financial statements to support users of financial statement information in better decision-making.

Objective:• Discuss the role of key financial statements (income statement, balance sheet, statement of cash flows, and

statement of changes in owners’ equity) in evaluating a company performance and financial position• Discuss the importance of financial statement notes and supplementary information including disclosures of

accounting methods, estimates, assumption and management discussion and analysis

Explains the relationships among the income statement, balance sheet, statement of cash flows and statement of owners’ equity


Course Date:April 14 - 16 August 18 - 20December 2 - 4

Course Fee:QR 3600

CERTIFIED PUBLIC ACCOUNTANT - CPA

DescriptionThe role of a CPA has evolved from traditional accounting into a multi-dimensional area of expertise. New disciplines are emerging everyday as corporations, universities, government agencies, and not-for-profit groups worldwide recognize the powerful impact of a CPA can make in their organization.

CPAs are in demand. According to the American Institute of Certified Public Accountants (AICPA), 75% of today’s CPA will be retiring within the next 15 years. Add that to the renewed focus on business ethics, the global economy and new technology and you potential is almost endless.

ObjectiveThe roles of CPAs are diverse and interesting as the individuals holding this designation. What you do as a CPA depends on your professional goals and areas of interest - the choice is yours!

For the fastest and broadest exposure to a variety of business, most CPAs begin their careers in public accounting.

After building a strong foundation, CPAs often move into corporate positions as they advance in their careers. Some may pursue opportunities with governmental and not-for-profit entities.

Target AudienceSenior Manager/DirectorManagerSenior1 to 3 yearsUp to 1 year

Course Duration:34 sessions

Course Date: February 13 - June 25

Course Fee:$ 5400


ChARTERED FINANCIAL ANALYST - CFA

Description:Administered by CFA® Institute, the CFA® Program offers you a graduate level curriculum and Examination program intended to expand your working knowledge and practical skills relating to investment decision-making.

Objective:Successful completion of the program and its requirements will earn you the CFA® designation, one of the profession’s most valued credentials.

Target Audience:Prospective candidates without a degree may qualify if they have four years of acceptable professional work experience and/or A combination of four years of college/university and professional work experience (experience need not be investment related. Summer, part-time, and internship positions do not qualify)


Course Date:January 17 - May 19

Course Fee:$ 3400

CERTIFIED MANAGEMENT ACCOUNTANT - CMA

Description:Earning the CMA credential certifies you have the skills needed to succeed at financial planning, analysis, control, decision support, and it also represents your commitment to professional ethics. In addition to these basic skills, the CMA certification focuses on advanced skills such as budgeting, forecasting, and managing costs. All these are required to effectively evaluate investment opportunities and support strategic financial decisions based on solid analysis and sound ethics. Employers value the CMA because it drives long-term growth, representing comprehensive and thorough financial analysis plus accurate financial reporting.

Objective:Being a CMA sends a clear message to the professional world and companies. It shows the mastery of advanced financial and accounting skills, a high level of competency, and a serious commitment. This makes the CMA essential for accounting and financial professionals. Earning the certification also opens the door to a worldwide elite professional network through the Institute of Management Accountants (IMA®) that connects more than30,000 CMAs. CMAs are rewarded in terms of higher salaries, more challenging work responsibilities, and greater career advancement opportunities.

Leading employers selectively recruit CMAs to fill positions that require vital accounting and financial management skills: from multinational corporations to private firms, academic institutions, and non-profit organizations.

Target Audience:The CMA credential is ideal for Staff Accountants, Cost Accountants, Senior Accountants,Budget Analysts, Financial Analysts, Finance Managers, Finance Controllers, Treasurers, Vice Presidents (VP), Chief Executive Officers (CEO), Chief Financial Officers (CFO) and even more individuals with a vested interest in the field. Earning the CMA will make you part of a network of over 30,000 credentialed peers worldwide.


Course Date:January 19 - May 25

Course Fee:Member fee : $ 2955Non member: $ 3070


SME FINANCING

DescriptionLending to SME customers presents one of the greatest opportunities for commercial banks to pursue growth and profitability; at the same time it ties up a large amount of economic capital and represents substantial credit risk. Taught by an internationally experienced banking and small business operator, this course is designed to give delegates a comprehensive overview of how to build a successful SME banking strategy and how to raise the performance of their institution. It applies to banks in developed and emerging markets.

The course will train how to use the planning process to set goals, to control costs and to increase the profitability of clients. The course focuses on the needs of SME customers, defines their product requirements and discusses efficient client relationship management. In addition, it trains on successful sales channel management, cross selling approaches and the introduction of new products and service.

The course will give hands-on examples of how to create value by implementing efficient credit decisions and creating up to date rating and scoring systems. Through examples the program shows how qualitative and quantitative ratios are applied to examine the creditworthiness of clients and transactions.

Finally, participants will assess the main risk factors in SME banking; they will learn how to mitigate these risk factors and to use an effective portfolio management.

ObjectivesA comprehensive 5 day strategic management course for banking experts that will help you to:

• Implement a successful SME strategy• Build an SME focused sales force and increase the cross- selling rate• Introduce innovative products and “product bundles”• Calculate risk adjusted pricing• Apply modern credit scoring systems• Improve the credit decision process• Implement an effective risk limit system

Content HighlightsUpon the completion of this course, the participant will understand:

• Strategies in corporate banking• The importance of the planning process for SME banking• How to building an efficient SME sales network• Effective client management• Building a competitive product range• Measuring product and client profitability in SME banking• Mastering credit risk in SME banking• A streamlined credit decision process for SME customers• Operational risk in SME banking• An introduction to portfolio management• How to develop an action plan for your bank or area of responsibilities• Analysing Small Business Financials• Industry and Business Specific Risks

Target AudienceGeneral managers and regional managers; Heads of regional businesses and branches; Managers in branches responsible for SME banking; Experts responsible for sales and distribution; Managers from credit departments and risk management; Experts responsible for corporate strategy and planning; Banking and strategy consultants; Human resources and training staff



Course Fee:QR 6000


MICRO FINANCE

DescriptionLearn how to transform the building blocks of your firm’s operational focus to include a commercially viable push into the realm of Microfinance. The World Bank estimates that there are now over 7000 microfinance institutions, serving some 16 million poor people in developing countries. The total cash turnover of MFIs world-wide is estimated at US$2.5 billion and the potential for new growth is outstanding. Participants will build a solid conceptual foundation and apply this in practice through hands-on case studies and exercises.

We will define the strict parameters that encapsulate the area of Microfinance and Micro Finance Institutions, and consider the effects the rates structures that operate within microfinance and examine several institutions that have changed the face of poor nations round the world.


• An understanding of what the effects are of financing the poor through Micro Finance• A more strategic understanding of the established and developing tools that can be used to manage and

measure risk and rewards of micro finance

Content Highlights• Gain a more strategic understanding of operational risk in Micro Lending and the tools available to

identify, measure, control, mitigate, and monitor it• Understand and articulate your institution’s cooperation with the identified institutional thrust to make

lending available to all strata of the public• Recognise what is needed to deliver appropriate policies and programs to address the needs of the poor.• Learn how to raise awareness and build collaboration with your management, business, and risk partners

regarding management of this type of lending• Understand the relationship between micro finance and environmental consciousness, the goal of every

institution of today which has a strong forward vision

Target AudienceBusiness development managers, relationship managers in credit, line officers, small business finance officers all stand to benefit in getting a broad stroke understanding of this as yet untapped area of business. We also plan to include end users within the group for a conceptual meeting of the minds and needs to resources. This is expected to create a desirable environment where the providers and users of this type of financing can educate and understand each other’s potential and limitations.



Course Fee:QR 6000

FINANCIAL MODELING IN ExCEL

DescriptionThe course is designed to introduce the participant to the concepts of financial modeling using Excel. The course concentrates on modeling for Accounting.

ObjectivesUpon the completion of this course the participant will be able to:

• Apply spreadsheet applications of financial management• Intelligently model investment projects, cost of capital, financial statements• Explain cash flow modeling

Content Highlights• Introduction to excel functions• Data tables, graphs• NPV analysis in capital budgeting• Modeling cost of capital• Modeling financial statements

Target AudienceCredit/Financial Analysts; Corporate and Banking staff



Course Fee:QR 3600


INTRODUCTION TO ISLAMIC BANKING – ENGLISh & ARABIC

DescriptionThis is a basic course in Islamic finance. The course introduces participants to the Islamic contracts and products.

ObjectivesUpon the completion of this course, the participant will have knowledge of the:

• Basic philosophy and values underlying Islamic contracts• Basic risks in Islamic contracts• Practical applications of Islamic contracts

Content Highlights• Sources of legislation• Modes of trade• Types of Riba, Jehala and Gharar• Types of contracts: Basic Shar’ia rules and application of Murabaha contract, Tawarroq contract, Salam

contract, Istisna contract, Ijara contract, and Musharaka contract• Case Studies

Target AudienceAll Bankers who need to be introduced to Islamic Banking


Course Date:February 24 - 28 (English)March 10 - 14 (Arabic)

Course Fee: QR 6000

ISLAMIC

FINANCE

ISLAMIC FINANCE PROGRAMS


ISLAMIC LEASING (IjARAh)

DescriptionIslamic leasing-Ijara is increasingly becoming a noticeable contract in Islamic banking practice. This course is devoted to this contract comparing it with conventional lease financing.


• Explain the concept of lease financial• Explore the reasons for the growth of lease financial• Explain similarities and difference between Islamic lease and conventional lease

Content Highlights• What is leasing• A historical perspective to leasing• Advantages of leasing for both the Lessor and Lessee• Ijara-Islamic operating lease contracts• Shar’ia alternative to the finance lease-Ijara Muntahia Bittamleek• Structuring sale- Leaseback- Transactions under Shar’ia guidelines• Sukuk Al-Ijara• Case studies

Target AudienceBankers in the Investment, Treasury, Capital Markets or Credit division of their banks


Course Date:January 13 -14

Course Fee:QR 2400

ISLAMIC TRADE & FINANCE

DescriptionThe course will highlight Islamic International trade financing and the risks associated with trade structured framework to enhance and develop the core business and operations of the Islamic international trade.


• Recognise the Islamic concepts and techniques available to issue letter of credit• Understand the significance of Islamic trade finance operations• Enhance knowledge of international trade finance products• Know the key risks in a trading transaction and how can they be managed• Know whether a structured trade finance transaction is more appropriate than a general corporate

banking facility

Content Highlights• Introduction to global trade finance, principles, risks and payments• International trade documentations and Incoterms (2000) and L/Cs• Structuring and financing trade deals, fraud and Basel II

Target Audience• Officers from Trade Finance Department• Shar’ia Superintendents• Staff from Corporate Finance Departments• Relationship Managers• Officers from Operations (Trade Finance Operations)• Officers from Financial Control• Officers in Banking Operations• Government Representatives• Staff who require knowledge of types of L/Cs• Operational Risk Officers• Bankers willing to convert to Islamic bank window


Course Date: December 8 - 12

Course Fee:QR 6000


ADvANCED ISLAMIC BANKING

DescriptionThis module provides candidates with an understanding and application of essential principles and requirements of issuing and managing Islamic securities in dynamic Islamic capital markets across jurisdictions. The Second part will be covering Strategic Planning which enables an organisation to shape and guide its overall business objectives. Through effective Strategic Planning, an organisation creates a framework for developing, adapting and aligning organizational vision, mission and goals to achieve and sustain competitive advantage. The last part will look at risk management in Islamic banking.

ObjectivesUpon the completion of this course, the participant will have knowledge of:

• Islamic Capital Markets (Capital market instruments, Sukuks)• Strategic Planning in Islamic Banking• Risk Management in Islamic Banking

Content Highlights• Development of Islamic capital market• Structuring, processing and trading of Islamic securities• Fundamentals of strategic planning• Defining components of a strategic plan• Addressing your organization’s mission and vision• Detecting opportunities and threats• Operating in micro and macro environments• Assessing external forces• Recognising strengths and weaknesses• Auditing internal capabilities• Definitions of banking risks• Management of banking risks• Types of regulatory regimes• Historical evolution of the Basel accord

Target AudienceThose who want to expand their Islamic banking knowledge; Division and Branch Managers; Planning, Budgeting and Financial Control Departments; Managers and Executives; Business Analysts and those involved in Planning and/or implementing Strategic initiatives


Course Date:November 10 - 14

Course Fee:QR 6000

ISLAMIC MUTUAL FUNDS

DescriptionAn expanding area in Islamic finance is the establishment and management of Islamic mutual funds. This course is devoted to discussing issues relating to operations of Islamic funds.


• A thorough knowledge of Islamic mutual funds

Content Highlights• Shar’ia guidelines for investment• The legal structure• Investment activities of the fund• Dow Jones Islamic index• Types of Islamic mutual funds• Risk measures for mutual funds• Legal framework in the GCC region

Target AudienceInvestment Officers; Fund Managers; Treasury Officers; Marketing Officers


Course Date: January 15 - 17

Course Fee:QR 3600


MURABAhA & MUDhARABA FOR RETAIL

DescriptionIslamic banking is increasingly becoming a noticeable mode of financing and investment in the global financial industry. This course is devoted to this subject along with an in-depth focus on the structure and functions of Islamic financial Instruments.


• Understand the current practices of Murabaha finance• Discuss issues related to contemporary Murabaha finance• Foster an appreciation of Islamic banking and finance as viable alternative to the interest based

conventional financial system

Content Highlights• Shar’ia legal framework• Legitimate property• The concept of money• Sources of legislation• Types of Riba, Jehala and Gharar• Types of Contracts• Murabaha Contract, Basic Shar’ia rules• Application of Murabaha• Risk and mitigation• Mechanisms for Murabaha on imported goods• Murabaha by documents for collection• Delegating the customer to import the goods

Target AudienceAll Employees of Banks; Other financial institutions related to the industry; All newly employed Personnel before handling any responsibility


Course Date: January 24 - 28

Course Fee:QR 6000

“Learning needs to be designed around your needs and the needs of your organisation.”


Compliance

& Anti Money

Laundering

ANTI-MONEY LAUNDERING AwARENESS PROGRAM

DescriptionThis is the introductory awareness program in which participants will be introduced to the definition and concept of anti-money laundering (AML) and financing terrorism (FT), the various stages of AML, and the legal and regulatory requirements and initiatives by the international, regional and local communities against ML/FT. Participants will be exposed to the predicate crimes that bring about ML while discussions on other financial products and services vulnerable to criminal abuses such as documentary fraud, tested telex fraud and other financial crimes will occur. Special emphasis will be placed on the financial action task force (FATF) recommendations, forty and the special nine, which are the principal sources of AML legislation as well as ML preventive measures unveiled.


• A thorough understanding of what money laundering and financing terrorism is• Knowledge on the legal, regulatory and operational framework relating to anti-money laundering policies• Known the sequences, trends and stages involved in AML Operations• Clearly understood the CDD/KYC standards and requirements• Been equipped with the techniques to identify suspicious transactions and how to make reports (STR)• Knowledge of the preventive measures for the protection of businesses and the general economy against

the menaces of ML

Target AudienceAll employees of the financial and related industry, who have not participated in any related AML/ Compliance Session; Newly employed personnel before handling any related responsibility


Course Date:June 15 - 17

Course Fee:QR 3600

COMPLIANCE AND ANTI MONEY LAUNDERING PROGRAMS


REGULATORY COMPLIANCE PROGRAM

DescriptionThis workshop is introduced by QFBA to position the Banking and financial institutions in Qatar on compliance and matters pertaining to regulations and policies in our institutions’ operations. The program is intended to keep the compliance officers (COs), internal control officers (ICOs) and money laundering reporting officers (MLROs) abreast of their responsibilities, duties, limits, and liabilities and to update them on all new changes in regulations. The forum will prepare the MLROs further towards tackling different issues and trends and techniques of operation by the money launderers and criminal individuals and groups that might be unprecedented. Further opportunities will be explored on the assessment and evaluation of our industry, organisations and individuals (MLRO) regarding the level of compliance achieved and setting a realistic target for the future.


• A thorough knowledge on the requirements regarding legal, regulatory and operational framework relating to anti-money laundering policies internationally

• Design and implement an effective system of controls within a financial services business• Risk profile clients• Communicate confidently with regulatory bodies and law enforcement agencies• Generate essential management information for use in the evaluation and risk profiling of financial

services, products and client types• Positively influence the compliance culture of an organisation• Increase and achieve the targeted compliance level of an organisation• Adopt the appropriate preventive strategies against the dangers of ML/ FT

Content Highlights• Understanding the Regulatory Environment• How to ensure full compliance with domestic legislation and International best practices• Compliance program and procedures• Key regulatory principles and operation requirements• Compliance legal liabilities and regulatory framework• Duties and responsibilities of an effective

Target AudienceMoney Laundering Reporting and Prevention Officers and their Deputies; Compliance Officers and their Deputies; Risk managers, Internal audit and Regulatory staff; Police and FIU/FCU/MENAFATF Staff; Persons who wish to acquire a detailed understanding of the threats posed to financial services business by criminally derived property and a practical understanding of how to protect business against this; Persons wishing to acquire a detailed understanding of fundamental regulatory principles and how to assist businesses to comply in the regulatory environment


Course Date:September 15 - 19December 8 - 12

Course Fee:QR 6000

GLOBAL FINANCIAL COMPLIANCE

Description:A successful compliance function is a fundamental requirement for any effective business; in financial services it is a critical component.

Objective:It provides a sound grounding in:

• the international regulatory environment• the compliance function• managing the risk of financial crime• ethics, integrity and fairness• governance, risk management and compliance

Target Audience:The Global Financial Compliance qualification has been developed to provide candidates with a broad understanding of the compliance issues that arise within the financial services industry and is particularly aimed at compliance officers and all compliance staff.


Course Date: August 18 - 20December 8 - 10

Course Fee:QR 3600


CORPORATE GOvERNANCE

Description:This course provides the participants with the understanding of emerging best practices in Corporate Governance and helps them understand its implications for their organisation.

ObjectivesUpon completion of this course participants will develop an understanding of the implications of Good Corporate Governance in general and its implications for banks. The course provides guidance on meeting the statutory requirements of defining the rights and responsibilities of all corporate stake holders; provides disclosures and transparency in financial statements and independence of auditors. Corporate responsibility, business ethics, international best practices and CBB regulations are discussed.

Content Highlights• Formal structure of company• Responsibilities & independence of Board• Role of CEO and CFO• Transparency and Disclosure in Financial statements• Auditors independence• Shareholder rights• Corporate responsibility• Business ethics• Role of regulators• CBB regulations on Transparency and Corporate governance

Target AudienceBoard of Directors; Senior Management; Compliance Officers; Legal Advisors; Internal & External Auditors


Course Date:June 18 - 19November 3 - 4

Course Fee:QR 2400

RISK MANAGEMENT & vALUE AT RISK

Description:This course introduces the concept of risk in business and discusses in depth the meaning of financial risk and how this risk is quantified. It touches upon different types of financial risks faced by a business and main statistical tools used to measure these risks. It discusses in depth the concept of Value at risk (VaR) method of measuring market risk. The course also covers ways to manage market risk.

Objectives:Upon completion of this course participants will be able to:

• Understand the general meaning of risk in business• Understand and analyse the concept of financial risks in business• Different types of financial risks faced by a business• How to use statistical tools to measure risk• Understand what market risk is• Different types of market risks• Analyse and interpret standardized and VaR models of market risk• Calculate VaR• Analyse the three different methods to calculate VaR• How are these risks managed?

Content Highlights:• What is market risk?• What are standardized and VaR models to calculate market risk?• Analyse VaR model• Variance –covariance, historical and montecarlo simulation to calculate VaR• Delta, Gamma and Vega hedging to manage market risks.

Target AudienceMiddle level to higher level risk management executives.


Course Date:November 24 - 28

Course Fee: QR 6000


INSURANCE

INTRODUCTION TO INSURANCE


• Received a broad introduction to the concept of insurance and will have a general understanding of the insurance market

• Acquired a basic knowledge of the nature and function of insurance• Understand the economic, legal and social environment in which insurance operates

Content Highlights• History of insurance• The concept of risk• Risk management process• Functions & limitations of insurance• Insurable fundamental principles• The insurance market and its main components• Main insurance classes and covers• Agency in insurance• Underwriting & rating principles• Insurance documentation• Claims & office administration• Reinsurance

Target AudienceInsurance employees in the early stages of their career, Non-insurance employees who wish to acquire basic insurance knowledge, Those who wish to join insurance companies


Course Date:January 13 - 17

Course Fee:QR 6000

INSURANCE PROGRAMS


MOTOR INSURANCE


• Acquired the full knowledge of the principles and practices of motor underwriting• Understood the cover provided for private motor risks, goods and passenger-carrying vehicles, and other

special types

Content Highlights• Introduction and history of Motor insurance• Contract law and basic principles as applied to:

• Motor insurance• Road traffic• Legal system• Motor insurance documentation

• Application of insurance principles to motor insurance• Underwriting and rating principles• Fleet rating and schemes• The motor market• Policy covers for all classes of Motor insurance.• Motor claims• Motor department administration• Motor reinsurance

Target AudienceInsurance employees, Brokers, Agents, Loss adjusters, Employees who manage insurance in non-insurance companies



Course Fee:QR 6000

FIRE AND LOSS OF PROFIT INSURANCE


• A clear understanding of property and business interpretation insurance• A comprehension of the essential principles and underwriting aspects of property and business

interpretation insurance• An ability to exercise practical aspects of property and business interpretation insurance

Content Highlights• General introduction to Property and business interruption insurances• Insurance principles vis-à-vis Property and business interruption insurance• Essentials of the Property & business interruption insurance contracts• Fire and special perils policy• Home insurance• Property all risk policy• Business interruption policy• Special policy extensions and covers• Nature of fire and loss prevention• Rating and underwriting• Maximum possible loss• Property reinsurance• Claims aspects

Target AudienceInsurance employees, Brokers, Agents, Loss Adjusters, Employees who manage insurance in non-insurance companies



Course Fee:QR 6000


MISCELLANEOUS ACCIDENT INSURANCE


• Gained a broad appreciation of the different classes of the accident department both in regards to policy cover and underwriting

Content Highlights• Historical development of accident insurance• Insurance principles affecting accident insurance• Medical insurance• Fidelity guarantee (with all sub classes)• Theft classes• All risks / glass / computer all risks• Goods in transit / travel• Money• Life and personal accident (individual & group)• Workmen’s compensation• Liability (limited)• Engineering (limited)• Industrial / commercial all risks• Office combined• Miscellaneous extraneous covers• Reinsurance / coinsurance• Underwriting, rating and claims aspects

Target AudienceInsurance employees, Brokers, Agents, Loss Adjusters, Employees who manage insurance in non-insurance companies



Course Fee:QR 6000

“ Develop a passionfor learning.If you do, youwill never cease to grow.”


Communication

& Soft Skills

CERTIFICATE OF FINANCIAL ENGLISh - CFE

Content Highlights• Financial Reporting• Company Financial Strategy• Risk Assessment and Analysis• Auditing• Ethics and Professionalism• Accounting Software Packages• Assets and Company Valuations• Budgetary Processes• Corporate Governance• Cost and Management Accounting• Environmental and Sustainability Issues.• Mergers and Acquisitions• Taxation (non-jurisdiction specific)• Raising Capital• Insurance• Banking• Investment Banking• Professional Practice• The Stock Market• Foreign Exchange and Currency• Debt-Recovery and Credit Policy• Bankruptcy and Insolvency• Forensic Accounting• Economic Conditions and Forecasts• Pricing and Purchasing

ObjectivesUpon completion of this course, participants will:

• Build financial vocabulary• Explain the basic concepts of most areas of finance• Develop comprehension of financial texts• Read and understand finance and accounting related texts• Develop listening and speaking skills on finance and accounting-related topics.• Construct written texts covering a range of finance and accounting related topics• Identify and interpret the context of finance and accounting.• Demonstrate a range of oral skills: interactional, social, transactional, negotiation and collaboration.


Course Date:February 17 - 21April 14 - 18September 15 - 19November 3 - 7

Course Fee:QR 2750

SOFT SKILLS AND BASIC SKILLS PROGRAMS

Programs Booklet 201366

ص.ب. 23245 الدوحة، قطرالهاتف: 8333 4496 974 + فاكس: 7676 4496 974+

[email protected] www.qfba.edu.qaأكاديمية قطر للمال وا�عمال، البرج 2 لمبنى

مركز قطر للمال منطقة ويست باي الدوحة، قطر

اتصلوا بنا على:

PO Box 23245 Doha, QatarT +974 4496 8333 F +974 4496 7676

[email protected] www.qfba.edu.qaQFBA, QFC Tower 2 West Bay Area Doha, Qatar

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