Program Brief

This comprehensive training program, "Private Investing: From Inception to IPO," is designed to provide participants with an in-depth understanding of the private investment landscape. Spanning three days, the program covers the full spectrum of early-stage investment processes in the financial sector. Participants will gain valuable insights into evaluating investment opportunities, conducting due diligence, and assessing risks. The program delves into the roles of venture capital and private equity in scaling financial businesses, highlighting the importance of governance and ethical practices in preparing for an IPO.

Program Topic
  • Signature Programs
Job Families
Program Goals

At the end of the training program, the participant should be able to:

  • Gain a thorough knowledge of the stages and methodologies involved in early-stage investing within the financial sector
  • Effectively analyze and evaluate potential investment opportunities, including market potential and business models
  • Perform detailed due diligence and risk assessments to ensure informed and strategic investment decisions
  • Learn the critical roles that venture capital and private equity play in funding and scaling financial businesses
  • Apply financial analysis and valuation techniques tailored to financial startups and early-stage businesses
  • Recognize the importance of governance and ethical practices in investment operations, particularly in preparing for an IPO
Program Agenda
Module 1: Introduction to Early-Stage Investing and Private Capital
  • 1 Overview of early-stage investment in the financial sector

    • 2 Understanding the role of VC and PE in funding and scaling financial businesses

      • 3 Startup lifecycle from inception to IPO

        • 4 Deal sourcing and the importance of networks

          • 5 Deal structuring and evaluation

            • 6 Case study: Yale Investments Office

              • 7 Case study: Pear.vc

                Module 2: Technical Aspects of Investment
                • 1 Evaluating financial business models and market potential

                  • 2 Key metrics and analytical techniques for evaluating companies through the startup lifecycle

                    • 3 Due diligence processes in the financial sector

                      • 4 Negotiations among founders, fund managers, and investors

                        • 5 Risk assessment and mitigation strategies

                          Module 3: Governance and Ethics in Early-Stage Financial Businesses
                          • 1 Importance of governance in financial startups and SMEs

                            • 2 Board structures, roles, and responsibilities

                              • 3 Corporate governance best practices in the financial sector

                                • 4 Legal and regulatory frameworks for financial businesses

                                  • 5 Pathway to IPO: Ensuring high governance standards to achieve successful public listing

                                    • 6 Ethical considerations in financial investing

                                      • 7 Principles of responsible investing

                                        • 8 Managing conflicts of interest in the financial sector

                                          Program Requirements

                                          Not Available

                                          Program Path

                                          Names of the training programs that are integrated (enriched) with the training program:

                                          • Not Available

                                          Names of the training programs that after the training program:

                                          • Not Available
                                          Program Method
                                          • Lecture
                                          • Case Studies
                                          • Practical Implementation
                                          Evaluation Method
                                          • Other
                                          Training Type
                                          • In Class Training

                                          Add Comment

                                          CAPTCHA

                                          Realted Program

                                          Leading Innovation in Financial Institutions

                                          The Financial Sector Development Program enables financial institutions to better support private sector growth, develop more advanced capital markets and improve the retail savings and investment landscape. Promoting and supporting a culture of innovation is obviously a critical milestone in achieving vision 2030 goals. This training programme is designed to equip participants with the necessary skills to lead their teams and organisations in an industry that will see significant disruption over the coming decade.

                                          Details

                                          Mergers and Acquisitions

                                          To assess a potential merger and deliver the best deal, you must value the target company accurately, as well as negotiate effectively and apply proven concepts and tools to confidently enter the process. In this training program, participants will learn how to determine a target company’s worth, both in itself and to organisation. In addition, the program will cover how to use value fundamentals and free cash flow valuations, how to evaluate potential synergies between companies and the value they might bring, as well as how to finance the deal, focusing on highly leveraged transactions, and exploring debt capacity and affordable bid. The program also focuses on how to prepare for negotiations, the importance of effective leadership during the deal-making process, and how to assess bid tactics and the frameworks to predict and influence behaviour. Ideal for financial advisors, strategists, or anyone looking to advance in high-stakes investment roles, this program also provides a prestigious certificate from London Business School.

                                          Details

                                          Investing in Fintech Business

                                          The program offers a comprehensive exploration of how technology is transforming finance. Through a series of expert-led lectures and interactive workshops, participants will delve into FinTech investment strategies and gain a thorough understanding of the sector’s dynamics. The curriculum includes an in-depth immersion into Silicon Valley’s ecosystem, providing valuable opportunities to connect with leading FinTech startups, seasoned investors, and industry experts. This experience highlights the lifecycle of ventures and strategies for strategic growth. Aimed at equipping attendees with critical insights, the program emphasizes the importance of legal compliance, the strategic value of investments, and the transformative impact of partnerships in the FinTech industry.

                                          Details

                                          Future of Finance: Leveraging Fintech Innovation

                                          Gain insights, tools, and tactical know-how to leverage fintech innovation and digital currency without prior tech background. This interactive program demystifies the forces shaping the financial services industry and empowers executives with strategic and tactical know-how to implement and execute innovative actions

                                          Details

                                          SANS Training Program for the CISSP Certification (LDR414)

                                          This training program for the CISSP Certification, a pinnacle journey for cybersecurity professionals aiming to validate their expertise and ascend in their careers. Over six days, encompassing 66 hours of immersive instruction, this program demystifies the CISSP certification, ensuring participants are exam-ready with a deep understanding of all eight domains of cybersecurity. From security and risk management principles to intricate details of security engineering and software development security, you will gain insights into asset security, dive into the complexities of security engineering, and explore the nuances of communication and network security. The program also emphasizes the importance of identity and access management, security assessment and testing, security operations, and much more. The LDR414 program employs various training methodologies including lectures and simulation tests for professional certifications exams, ensuring a dynamic and engaging learning experience. By the end of this program, you will be prepared to take significant leadership roles in cybersecurity, developing a holistic understanding of information security best practices, frameworks, and strategies to protect organizations from cyber threats. Join us in shaping the future of cybersecurity leadership.

                                          Details

                                          Security Leadership Essentials for Managers (LDR512) ®

                                          Dive into the world of cybersecurity leadership with our LDR512: Security Leadership Essentials for Managers program, designed specifically for professionals aiming to elevate their security management skills. This comprehensive program not only covers the fundamentals of building and managing a security program but also delves into the intricacies of risk assessment, policy development, and technical security architecture. By participating in our program, you'll gain the confidence to navigate the complex landscape of cybersecurity frameworks and controls. You’ll learn to identify vulnerabilities and implement proactive defenses against emerging threats. Our curriculum, crafted by industry experts, emphasizes real-world applicability, ensuring that you can apply what you've learned directly to your day-to-day operations. You'll also master cybersecurity strategic planning, develop policies that resonate with your team, and lead with assurance during critical cybersecurity incidents. Understanding the pivotal role of compliance, this program guides you through the legal and regulatory standards affecting cybersecurity, preparing you to lead your organization with integrity and foresight. Through engaging lectures, hands-on exercises, and real-world simulations, LDR512 offers a dynamic learning environment that fosters practical skills and strategic thinking. Join our network of cybersecurity professionals committed to excellence and take your leadership capabilities to the next level. Whether you're an aspiring manager or looking to strengthen your current leadership role, this program is designed to enhance your career and contribute significantly to your organization's security and resilience.

                                          Details

                                          Implementing and Auditing CIS Controls (SEC566) ®

                                          Embark on a transformative journey with our SEC566: Implementing and Auditing CIS Controls course, designed to fortify your organization’s cybersecurity defenses. Over five intensive days, immerse yourself in mastering the CIS Critical Controls, a gold standard for securing IT systems and data. This program will equip you with the knowledge and practical skills to not only understand but effectively implement and audit these critical controls within your infrastructure. From gaining a deeper understanding of controls' structure and intent to leveraging tools and resources for bolstering security, this program covers it all. Engage in hands-on exercises that simulate real-world cybersecurity threats and responses, ensuring you’re battle-ready to protect your enterprise assets. Learn to assess control effectiveness, manage vulnerabilities, and navigate the complex landscape of IT security with confidence. Whether you're safeguarding software assets, enhancing data protection, or managing access controls, SEC566 provides the strategies and insights needed for a comprehensive cybersecurity framework. Perfect for IT professionals tasked with security management, auditing, and compliance, this program is your steppingstone to becoming a cybersecurity leader in your organization. Join us to elevate your skills, meet compliance standards, and lead with security excellence.

                                          Details

                                          Preparing Financial Reports

                                          The financial reports issued by the facility are considered as the outputs of its accounting system through which the results of the financial events related to the reporting period are presented and that help the beneficiaries of those reports to judge the state of the facility in terms of financial balance and the structure of financing the acquisition of assets, as well as showing its ability to generate revenue, and enables them From the analysis of the cost component structure. This training program is designed to provide participants with the knowledge and skills necessary to read and understand the components of financial reports and how to prepare them, and to review the most important presentation and disclosure requirements for international accounting standards and financial reporting standards.

                                          Details

                                          ICA \ TFA - Advanced Certification in Regulatory and Financial Crime Compliance

                                          ICA\ TFA Advanced Certification in Regulatory and Financial Crime Compliance has been developed in line with international standards of competency covering both knowledge and abilities for those working in compliance in the financial services sector. Through the combination of self-study and classroom classes in this blended learning program, several topics will be addressed, the most important of which is how to conduct a robust assessment on regulatory and financial crime compliance, in addition to managing risks efficiently and effectively.

                                          Details

                                          ESG in the Financial Sector

                                          This comprehensive programme has been developed to enable participants to build a full, practical understanding of the environmental, social and governance (ESG) issues and risk factors and the principal economic, financial, and regulatory implications of ESG and sustainability. The programme fully covers the dimensions of environmental –including climate change as well as localised pollution– social and governance risk factors in addition to the principal themes underlying sustainability such as natural capital and circular economies.

                                          Details

                                          Strategies for Optimizing Capital Structure and Maximizing Shareholder Value

                                          In contemporary corporate and project finance the optimisation of entities’ capital structures is a critical process in financial risk management as well as in maximising investor value. Firms’ target capital structure can potentially comprise funding from a number of sources across equity, sukuk, conventional debt including bonds, and in some instances, mezzanine finance in the form of preferred shares and subordinated debt. The capital optimisation process is complex: in addition to its basis in comprehensive capital budgeting assessment of current and expected future availability of appropriate financing in the required form (and acceptable pricing) is required to sustainably support the pursuit of new business opportunities, as well as maintaining existing capital assets, through the cycle. This comprehensive, applied programme covers the key issues and considerations in capital structuring and – via a number of case studies – examines the specific challenges across different sectors and project finance types as well as the dynamic nature of entities’ funding requirements as they evolve.

                                          Details

                                          Credit Analysis and Decision-Making Mechanisms

                                          Choosing the right credit decision is the first line of defense for preserving lenders' capital, protecting creditors, and maximizing profitability for the bank. In this program, the participant gets familiar with the stages of credit decision-making according to the approved credit policy, the latest strategies for analyzing and calculating credit risks, local and international controls and standards, to be able to make a correct and successful credit decision that controls the expected risks.

                                          Details

                                          Financial Planning, Analysis and Forecasting

                                          Since the financial statements provide us with historical information and total figures, the decision maker needs tools that enable him to enter into the details of this information and the indicators that show the relationship between them. Therefore, close knowledge of the tools of planning, analysis and financial forecasting is one of the basic skills needed to manage the financial resources of the enterprise. This program provides participants with the basic knowledge to analyze financial statements and how to use the extracted indicators in evaluating the performance of the enterprise, making decisions and drawing future plans and policies for it. Additionally, it covers the forecasting model that depends on a specific set of financial criteria on which the financial plan for the facility is based.

                                          Details

                                          Preparation Program for Certified Internal Auditor Exam (CIA®)- Third Part

                                          A professional certificate accredited by the Institute of Internal Auditors, IIA, USA, an organization offered in the internal field of performance, as well as there is a need in the labor market for holders of this certificate, and hence the high value of the benefits and job opportunities for them. This certificate helps prepare a new generation of accountants with globally qualified professional qualifications, to face the economic challenges faced by business establishments. The CIA Internal Auditor Certificate in the third part focuses on the business Acumen, organization's objectives, organizational behaviors, performance, structural analysis of industries and competition strategies, strategic decisions, and organizational behavior.

                                          Details
                                          We value your feedback

                                          Dear visitor, we hope that you will participate in improving and developing the services provided by the academy on the website.

                                          Was it easy to find what you were looking for on the Academy's website?
                                          Was the information presented on the Academy’s website sufficient and useful?
                                          Please share with us your suggestions for developing the website
                                          Thank you!