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Date
April 19, 2026
Program Duration
60 days
Language
Arabic-English
Fees
80,500.00 0.00
In Class Training
Riyadh
About Program
The Saudi Elite Graduate Program in Asset Management, developed by The Financial Academy in strategic collaboration with State Street, is designed to develop high-caliber Saudi graduates for leadership pathways within the asset management. The program integrates local market context, global industry exposure, and structured experiential learning to equip participants with internationally benchmarked competencies. Over a three-month duration, the program comprises two preparatory weeks in the Financial Academy focused on regulatory frameworks, market practices, and core professional capabilities, followed by a proposed hands-on training placement within State Street’s international offices. The program targets high-potential Saudi talents, ensuring they gain the technical knowledge, soft skills, and unique differentiation that set them apart from traditional asset managers.
Program Goals
Enhancing Future Career Readiness
Assuming professional roles in asset management effectively, grounded in practical experience, high professional conduct, and competencies that qualify them to perform in high-performance environments.
Strengthening Regulatory Competence
Interpret and apply regulatory requirements and market practices governing the capital markets ecosystem and understand their direct impact on asset management decision-making.
Building Professional and Leadership Competencies
Developing behavioral and leadership skills, including professional discipline, effective communication, executive presence, and teamwork.
Institutionalizing the principles of governance, compliance, and risk management
Contributing to investor protection, institutional integrity, and long-term market sustainability.
Apply core technical knowledge in asset management
Including asset allocation and investment analysis through structured case work and applied learning.
Translate theoretical knowledge into practical execution
Through experiential learning and structured exposure to real institutional workflows.
Building a Global Professional Mindset
Work effectively in multidisciplinary environments and understand institutional workflows and international best practices in asset management.
Join us for an unforgettable journey of exceptional learning
The educational curriculum is based on an integrated methodology that combines behavioral learning, organizational empowerment, and practical application within a real work environment. The curriculum is designed as a progressive journey that begins with the Elite Formation Phase, focusing on building professional conduct, executive presence, and leadership skills through interactive modules, applied activities, and intensive behavioral assessments. This is followed by the Organizational Readiness and Institutional Sustainability Phase, which aims to establish a deep understanding of regulatory frameworks and legislation, compliance and governance requirements, and risk management, while directly linking these elements to investment decisions and asset management practices through real-world case studies and expert-led discussions. The curriculum concludes with the Asset Management Professionalism Phase, which represents the core of the learning experience through on-the-job training at State Street and working within multidisciplinary teams, enabling participants to translate theoretical knowledge into professional practice and gain applied experience in line with global best practices. The curriculum is grounded in experiential learning, continuous assessment, and direct feedback, and aims to prepare participants with high professional readiness and the ability to perform effectively in highly regulated institutional environments within the field of asset management.
Program Structure
10
Number of Training Days
50
Number of On-the-Job Training Days
10
Number of Training Modules
1
Third Phase Admission Assessment
English
Program Language
In Person
Training Type
Riyadh- London
Place
7
Number of Case Studies
6
Number of Guest Speakers
Program Agenda
In Class Training
Program opening, TFA vision, and international partnership
The participant’s journey from graduate to global professional
Program governance and expected high level of discipline
Professional conduct in global financial environments
Individual accountability and institutional representation
Professional ethics and boundaries of acceptable conduct
Managing professional reputation inside and outside the workplace
Key activity 1: Professional contracting session, including the signing of the elite charter
Key activity 2: Group discussions on real-life cases of professional misconduct
Key activity 3: Analysis of professional breach cases and their impact on career progression
Guest speaker
Closing and Evaluation: Critical professional decision-making simulation: participants are presented with real-world scenarios and required to make immediate decisions, followed by individualized feedback on professional maturity and behavioral disci
In Class Training
Professional etiquette in financial institutions
Formal protocols in meetings and official events
Professional conduct during informal occasions
Communication during business meals and social gatherings
Interpreting non-verbal cues
Cultural differences in international work environments
Key activity: An off-site business lunch outside the academy, including professional role-playing exercises to observe and evaluate participants’ behavior during interaction
Closing and Evaluation: Individual feedback is provided to each participant on professional presence, communication style, overall readiness, and areas for improvement
In Class Training
Concept of leadership in financial institutions
Emotional intelligence in high-pressure environments
Social intelligence and building professional relationships
Effective leadership communication
Managing differences and diversity within teams
Leading through values rather than position
Key activity 1: Interactive sessions to analyze leadership styles
Key activity 2: Self-awareness exercises and group feedback
Closing: Leader speaker session: hosting a prominent leadership figure, such as a chief executive officer or chief financial officer, to share leadership experiences, followed by an open dialogue with participants
In Class Training
Fundamentals of professional public speaking
Developing professional presentations
Leadership body language
Voice control and tone of delivery
Crafting impactful messages
Executive presence before leadership and boards
Professional image and its impact on first impressions
Key Activity 1: Practical public speaking exercises
Key Activity 2: Recording and reviewing presentations
Guest speaker session
Closing: Professional presence session: Tailoring formal business attire for participants as part of their preparation for appropriate professional representation during international training, along with guidance on executive presence in global prof
In Class Training
Basics of professional negotiation
Personality styles in negotiation
Behavioral reading and decision-making
Managing conflict and pressure
Logic- and values-based persuasion
Negotiation in multicultural environments
Key Activity: Professional role-play exercise: Simulating real-world negotiation scenarios in collaboration with specialists from the FBI, involving psychological pressure, incomplete information, and sudden changes
Closing and Evaluation: Comprehensive simulation exercise: Integrating all skills acquired throughout the week, individual performance assessment, in-depth feedback sessions and identifying strengths and areas for development for each participant
In Class Training
Regulatory framework of the capital market
Roles of regulatory and supervisory authorities
Regulations governing market practices
Relationship between legislation and financial stability
Securities Business Regulations
Authorized Persons Regulations
Merger and Acquisition Regulations
Listing Rules
Securities Depository Center Rules
Securities Clearing Center Rules
Investment Funds Regulations (Financial and Real Estate)
Corporate Governance Regulations
Key activity 1: Analysis of real regulatory violation cases
Key activity 2: Group work linking regulatory requirements to asset management decisions
Key activity 3: Discussions on the cost of non-compliance
An asset management case study analyzing an investment decision affected by regulatory requirements, followed by a group discussion led by a subject matter expert
In Class Training
Concept and types of financial crimes
Stages and methods of money laundering
Definition and stages of counter-terrorism
Local and international regulatory framework for AML/CFT
ML
Introduction to Proliferation Financing
Assessing Proliferation Financing (PF) Risks
Preventive Measures and Regulatory Controls
The fundamental principles of applying a risk-based approach in AML, CFT, and PF in capital market
Suspicion detection and reporting mechanisms
Responsibilities of asset management professionals
key activity 1: Analysis of real suspicious transaction scenarios
Key activity 2: Client and transaction risk assessment exercises Discussions on individual and institutional accountability
Guest speaker
A high-risk asset management case study analyzed under the supervision of a subject matter expert
In Class Training
The basic concepts and relationship between Artificial Intelligence and Information Security
Overview of AI applications that enhance cybersecurity and data protection
Exploring data privacy, ethical use of AI, and best practices for safe digital transformation
Identifying common cyber security threats
Basic digital protection practices
Discussing and exploring the future of AI and information security in financial institutions
Basic cyber security Controls
Overview of the Saudi Data and Artificial Intelligence Authority (SDAIA)
Principles of Artificial Intelligence Ethics and Controls
Personal Data Protection Law and Its Implementing Regulations
Key activity 1: Discussion of data breach scenarios
Key activity 2: Analysis of the impact of technology on investment decisions
Key activity 3: Digital and behavioral awareness exercises
A case study analyzing a technology-enabled investment decision, including discussion of data and information security risks with a subject matter expert
In Class Training
Know Your Customer (KYC) principles
Basic and enhanced due diligence
Client risk classification
Protection of investor rights
Disclosure and transparency
Managing conflicts of interest
Key activity 1: Client risk classification
Key activity 2: Analysis of investor protection failure cases
Key activity 3: Transparency and conflicts of interest
An investor protection case study through the discussion of an investment dispute with investors, including analysis of asset management decisions under the supervision of a subject matter expert
In Class Training
Concept of institutional compliance
Governance frameworks in financial institutions
Investment and operational risk management
Relationship between risk and return
Role of compliance in protecting institutional reputation
Decision-making in highly regulated environments
Guest speaker
Key activity 1: Analysis of governance models in financial institutions
Key activity 2: Risk identification
Key activity 3: Group discussion on real institutional crises
Comprehensive asset management case study
In Class Training
A specialized technical assessment in asset management to evaluate participants’ foundational knowledge and technical readiness
In Class Training
Enabling participants to translate theoretical knowledge into practical professional application through direct immersion in a real work environment, gaining in-depth understanding of asset management mechanisms, institutional workflows, and professi
In Class Training
Immersive work experience with State Street teams across departments (portfolio management, research, compliance, client relations), exposure to global best practices, mentorship, and project-based assignments.
Venture into a whole new realm of knowledge
This phase contributes to clarifying the program requirements and mechanisms, and strengthening effective communication between participants and the administration, ensuring a well-organized and productive learning experience. It also enables the review and completion of required documentation, and the coordination of organizational aspects, to ensure participants’ readiness and effective engagement.
Admission Criteria
Nationality
Applicants must be Saudi nationals
Academic Qualification
Holding a bachelor’s degree, being a recent graduate, or seeking a cooperative training opportunity, preferably in investment, finance, economics, business administration, or a related field
Academic Performance
A minimum cumulative grade point average of 4.0 out of 5.0, or 3.2 out of 4.0, or 80 percent
English Proficiency
An advanced level of English proficiency, with a minimum IELTS score of 6.0 or equivalent
Professional Certifications
Applicants must hold: 1. CME-4 certification, including both Part A and Part B. 2. Chartered Financial Analyst certification, Level 1.
Assessment Center
Successful completion of The Financial Academy’s assessment center, which includes psychometric assessments and panel interviews with the program selection committee.
Asset Management Exam
At the end of the second phase, participants are required to pass a specialized technical assessment in Asset Management as a core requirement to progress to the on-the-job training phase at State Street offices, and to verify their technical readiness.
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
This program represents a pivotal milestone in the participant’s professional journey, offering an exceptional opportunity for hands-on training with State Street, one of the world’s largest asset management firms. This experience enables participants to work within a professional institutional environment, acquire advanced applied knowledge in asset management, and develop a deep understanding of the operational requirements of leading financial institutions. The program also enhances the participant’s professional standing, builds credible practical experience, and expands professional networks, thereby increasing future career opportunities and enabling confident progression and distinction within asset management career paths at leading financial institutions.
Key benefits for you and your organization
This program delivers direct added value to the organization that employs the participant by equipping it with professionally prepared talent possessing advanced applied knowledge in asset management, along with a strong understanding of regulatory environments and compliance and governance requirements. The program helps reduce onboarding and readiness gaps for new employees, accelerates their integration into the workplace, and enhances performance quality from the early stages. The organization also benefits from a professional with disciplined work ethics, the ability to make well-informed investment decisions, and the capability to work effectively within multidisciplinary teams, while transferring best practices acquired from leading global institutional environments. This contributes to improved operational efficiency, stronger risk management, and a higher level of institutional professionalism, positively supporting business sustainability and the achievement of strategic objectives.
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