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Strategic Partner:
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Program Type
Capital Market
Training Category
Signature Programs
Program Duration
5 days
Language
English
About Program
In Partnership with SNB Capital this program is specifically designed to enhance participants' expertise هin strategic investment, lasting five months, including five in-person days sponsored by The Financial Academy and hosted in the Kingdom of Saudi Arabia by UC Berkeley’s College of Engineering, Sutardja Center for Entrepreneurship & Technology. The program integrates cutting-edge financial tools, macroeconomic insights, and innovative technologies such as big data analysis and artificial intelligence. Participants will gain hands-on experience in financial analysis, risk management, and valuation methods, while mastering the connections between capital markets, firms’ financial data, emerging technologies, and the macroeconomy for improving investment decisions. With practical case studies, expert-led workshops, and post-program follow-ups, this program equips professionals to drive impactful outcomes in today’s complex global financial landscape.
Program Goals
Strategic Financial Analysis
The ability to conduct precise financial analysis to support informed decision-making based on clear strategic foundations.
Identifying and Evaluating Investment Opportunities
Leveraging macroeconomic data to identify and assess high-value investment opportunities.
Integrate Advanced Financial Technologies
Incorporate cutting-edge financial and technological tools to enhance analytical capabilities.
Understand Capital Market Dynamics
Understand interconnections between capital markets and the macro-economy.
Optimize Decisions with AI
Apply artificial intelligence to refine and improve investment decision-making processes.
Boost Portfolio Performance
Enhancing the performance of local and international investment portfolios through the application of effective strategies.
Join us for an unforgettable journey of exceptional learning
The program's educational curriculum follows a comprehensive and integrated approach, focusing on equipping participants with theoretical knowledge and practical applications in strategic investing. The program is delivered through a blend of academic lectures, real-world case studies, and practical exercises, enabling participants to gain a deep understanding of the relationships between financial data, economic indicators, and global markets. The program also incorporates modern technologies such as artificial intelligence and big data analytics to enhance participants' skills in making effective, scientifically grounded investment decisions. The learning experience is enriched through brainstorming sessions and dialogue teams, encouraging collaboration and interaction among participants. Furthermore, the curriculum emphasizes building practical and innovative strategies that reflect the dynamic needs of financial markets.
Program Structure
5 months, including 5 in-person days.
Program Duration
Blended Learning
Field visits
18 Modules
Number of Modules
2 Dinner Lectures
Interactive Dinner Lectures
Capstone Project
Number of Projects
Program Agenda
In Class Training
The merits for strategic investing by leveraging interconnections between macroeconomics, capital markets, firms’ financial information, stock prices, and advanced technologies
cial statements and the language of business
How to leverage financial data for strategic insights
In Class Training
The critical connections between macroeconomic indicators, financial data, and industry trends
How these elements interact to shape strategic investment opportunities and drive decision-making in dynamic markets
In Class Training
The structure and purpose of financial statements
How key financial metrics provide a comprehensive picture of a firm's performance and support effective investment analysis
The tools to interpret complex data, identify trends, and extract actionable insights for evaluating firms and markets
In Class Training
Participants will apply their knowledge to real-world scenarios. This interactive session emphasizes practical tools and techniques for analyzing financial reports and leveraging data for strategic investment decisions
In Class Training
Develop the skills for leveraging macroeconomic movements for strategic investing and transforming business ideas into executable plans
In Class Training
Deep understanding of key macroeconomic concepts and forecasting techniques
Interpret economic indicators and anticipate trends to align investment strategies with evolving global and regional markets.
In Class Training
Transform innovative ideas into actionable business plans using proven frameworks like the Business Model Canvas
Clarity in planning and execution for effective business outcomes
In Class Training
Advanced valuation techniques and forecasting methods
Skills in assessing the value of projects and investments, building robust financial models, and making data-driven predictions
In Class Training
Practical tools and strategies to manage cash flows effectively, mitigate risks, and navigate uncertainty in volatile markets
In Class Training
In Class Training
Introduce cutting-edge Fintech insights and how to integrate d
In Class Training
The role of data science in modern business
How data-driven strategies can enhance decision-making processes
Harness data analytics to uncover business opportunities and drive performance
In Class Training
Big data's impact on finance
Techniques for analyzing vast datasets to inform investment strategies
Developing investment algorithms that leverage big data for optimized portfolio management
In Class Training
Through real-world examples, this session demonstrates the practical applications of data science in finance. Participants will analyze case studies to understand how data-driven approaches have successfully addressed complex financial challenges
In Class Training
The latest advancements in financial technology
Tools and platforms revolutionizing the industry
How integrating fintech solutions can enhance financial services and investment decisions
In Class Training
During this dinner lecture, participants will engage with cutting-edge research on strategic investing. Discussions will focus on applying data science and fintech innovations to navigate capital markets effectively
In Class Training
Introduce use cases demonstrating strategic investing as well as AI technologies to enhance productivity and strategic effectiveness
In Class Training
Real-world implementation strategies
Apply these frameworks to navigate complex financial landscapes and capitalize on economic shifts effectively
In Class Training
Comprehensive overview of AI technologies and their transformative potential in finance
How machine learning and AI tools can analyze large datasets, predict trends, and enhance decision-making processes.
In Class Training
How to use tools like Wand AI to optimize strategic investment decisions
Practical applications of AI to streamline workflows, mitigate risks, and improve productivity in financial operations
In Class Training
Equip participants with a building block of strategic investing: Understanding and responding to different scenarios (such as wars, recessions, price spikes)
Introducing stress tests
Review and summarize the program
Describe the capstone, its objectives, and examples
In Class Training
potential economic scenarios such as recessions, geopolitical conflicts, and market volatility
Perform stress tests and macroeconomic forecasting to evaluate investment resilience and strategic agility under uncertain conditions
In Class Training
Reflecting on the key insights and strategies covered throughout the program, this session consolidates participants’ knowledge and introduces extensions for further exploration.
Emphasis is placed on integrating learning into real-world practices and planning future applications
In Class Training
Participants will engage in an interactive discussion to present their capstone project concepts, incorporating learned strategies and tools.
Faculty will provide feedback and share use cases to reinforce critical concepts, ensuring participants leave with actionable frameworks to implement in their organizations
Trainers
Venture into a whole new realm of knowledge
This stage contributes to clarifying the program requirements and facilitating communication between participants and the administration to ensure a fruitful learning experience. It also provides an opportunity to verify the required documents and organize logistical details to guarantee successful participation.
Admission Criteria
Professional Experience
A minimum of 3 years of experience in finance, investment, or a related field. Current or aspiring roles such as portfolio managers, chief investment officers, asset managers, international investors, or finance directors.
Educational Background
A bachelor's degree in finance, economics, business administration, or a related discipline is preferred but not mandatory. Advanced degrees (e.g., MBA, CFA, or equivalent)
Technical Skills
Basic knowledge in business and/or finance. Familiarity with data analysis tools (e.g., Excel, Tableau) is a plus.
English Proficiency
All sessions will be conducted in English, requiring participants to have a strong command of the language for discussions, presentations, and assignments.
Commitment to Participation
Full attendance is required for the 5-day in-person program and all follow-up virtual sessions. Active engagement in workshops, discussions, and the capstone project. A willingness to collaborate in team-based activities and network with peers from diverse sectors within the investment industry. A general understanding of macroeconomic trends and their impact on financial markets.
Application Process: Your Journey Starts Here
The admissions team will carefully review all elements of your application. The selection process will take up to eight weeks from the date of submission of a completed application.
Step 1
Online application and video interview
Step 2
Pre-selection and decision
Step 3
Interview with acceptance
Step 4
Admission Committee
Step 5
Final decision
Investing In Your Future
The program offers participants the opportunity to explore advanced investment strategies and approaches that connect corporate financial data with macroeconomic indicators. It emphasizes applying cutting-edge emerging technologies to enhance portfolio performance and capitalize on investment opportunities in local and global markets.
Key benefits for you and your organization
The program empowers organizations by improving the performance of their investment teams through advanced skills and analytical tools that enhance strategic decision-making capabilities. It also provides organizations with innovative frameworks to address financial challenges and leverage emerging economic trends to maximize returns.
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