Who are Watan First?

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Victor Wilkerson
5 years ago
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1 Introduction

2 Who are Watan First? Mission Statement To embed the highest standards of financial practice, ethics and professionalism in the mid-east finance and related industries through provision of top quality professional training and consultancy. 2

3 Who are Watan First? A local and international financial training and consultancy firm, based in Riyadh Our Goals In our continuing efforts to meet customers' needs, Watan First consistently observes and assesses clients needs in order to: Assist employees in their personal and professional development and advancement Design and present training programs intended to motivate, challenge, strengthen and enlighten staff and to align professional skills with organizational needs Enhance customer service Provide value added consultancy services 3

Private Public Advanced Intermediate Fundamental Core Private

4 Training Services Employee Level of Experience Technical Skills & International Accreditation Behavioral Skills Senior Private Public Advanced Intermediate Fundamental Core Private Public Banking -Insurance- Investment -SMEs Management & Leadership 5

5 Watan First Customer Experience Pillars 01 Integrity 02 Resourcefulness 03 Value for high quality service 04 Professionalism 05 Adaptability 6

6 Our Unique Selling Points Bi-lingual accredited course delivery (Arabic & English) Our own dedicated & experienced permanent faculty International pool of free lancers & subject matter experts Tailor made solutions according to customer specific needs Blended learning solutions (e-learning & classroom) State-of-the-art training facilities 7

7 Our Team Freelancers Practical Experience Training delivery Accreditation Education Core Team 8

8 What We Do Consultancy Government Private sector Training Banking & Finance Investment Insurance Risk & Compliance SMEs Management & Leadership 9

9 Our Training Premises Five training rooms Car parking Full logistical services, i.e. seating areas, WIFI, catering etc. 10

10 Banking Insurance Investment SMEs Banking

Facilitator s Bio MBA in Finance, New York University Stern School of Business PhD, University of Michigan Post Grad Cert Higher Ed, London Institute of Banking & Finance CFA (former Head of

11 Facilitator s Bio MBA in Finance, New York University Stern School of Business PhD, University of Michigan Post Grad Cert Higher Ed, London Institute of Banking & Finance CFA (former Head of Education, CFA Institute, EMEA region) PRMIA member (formerly on PRMIA Global Ethics Committee) Chartered MCSI, CISI (formerly senior advisor on CISI exams) 5 years at Standard & Poor s, NY & London, as credit analyst for global industries Edward Bace Banking Director 15 years at Lehman Brothers London, as Head of Credit in Investment Banking, EMEA, covering banks, industrials Formerly Credit Director, EBRD, London, covering emerging markets Senior Lecturer in Finance (online) at Middlesex University London Extensive global training experience with Euromoney, IFF, Moody s, Fitch Learning, CFA Institute, BTRM, Deutsche Bank, Retail Bank Academy, BOA, JPMorgan 12

12 Banking Business Unit Banking Finance Credit Valuation Risk Management Treasury CISI certificate preparation for exam PRMIA certificate preparation for exam CFA certificate preparation for exam 13 For List of courses

13 Chartered Institute for Securities & Investment (CISI) Background: CISI is the leading professional body for investment, wealth & financial planning professionals, a global community of 40,000 members in 116 countries; last year more than 40,000 CISI exams were sat in 80 countries, 15,000 outside the UK. It has exam centers in KSA, given on a continuous basis. Mission: to set standards of professional excellence & integrity for securities, investment, wealth & financial planning professionals, providing qualifications & promoting the highest level of competence to members, individuals & firms. Professionalism combines: Knowledge Qualifications Skills Continuous Professional Development Behavior Professional code of conduct 14

14 Sample Courses Credit & Markets Corporate credit analysis Bank & insurance credit analysis Global securities (CISI: English & Arabic) Introduction to financial markets Islamic finance (CISI: English & Arabic) Wealth & Investment Management (CISI) Derivatives (CISI) Financial planning (CISI) Risk Management Financial risk management Risk in financial services (CISI) Operational risk (CISI) Corporate governance Basel III & regulation Credit risk Treasury management Global financial compliance (CISI) Combating financial crime (CISI) Banking & Finance Fundamentals of financial services (CISI: English & Arabic) Financial statement analysis Corporate finance technical foundations (CISI) Corporate banking & finance Company valuation Introduction to securities & investment (CISI: English & Arabic) 15

15 Banking Insurance Investment SMEs Insurance

Facilitator s Bio 37 years operational, underwriting, sales,and change management experience with RSA Qualified as Fellow of the Chartered Insurance

16 Facilitator s Bio 37 years operational, underwriting, sales,and change management experience with RSA Qualified as Fellow of the Chartered Insurance Institute in Senior deputy examiner on CII Motor Examination subjects for last 10 years. Senior trainer at Chartered Insurance Institute since 2010 Stephen Paterson F.C.I.I. Insurance Director Clients include Aon(Zimbabwe), Marsh(UK),CII(Hong Kong ),Pohjola (Finland), Chedid RE (Lebanon ), Seib(Qatar),State Insurer of Turkmenistan, Allianz(Germany,USA), Insurance Underwriting Centre (Turkey). Appointed Director, Head of Insurance Watan First December

17 Facilitator s Bio MBA University of Hull UK B.Sc. Economics University of Khartoum Sudan Accredited Trainer HRDA UK Certificates in Takaful and Insurance Operations from CII and LOMA respectively 29 years in Insurance, Banking and financial services Currently senior trainer Watan First Institute. Experienced in development, technical, Islamic and conventional insurance. Tariq A. Omer Senior Training Manager CEO Alkhubara Consulting and Training Deputy Regional Manager Qatar General Insurance (UAE) Head Of Insurance and Sr. Lecturer Emirates Institute For Banking & Financial Studies EIBFS Training Director AIG (ROG) Agency President AIG (Qatar) 18

18 Insurance Business Offering Properties Insurance life insurance health and medical insurance Marine insurance Aviation insurance 19 For List of courses

Professional Insurance Certificates CII Award in Insurance, This program equips the professional insurance beginner with the required knowledge to start up the career path in the insurance profession.

19 Professional Insurance Certificates CII Award in Insurance, This program equips the professional insurance beginner with the required knowledge to start up the career path in the insurance profession. Certificate of Insurance, The certificate of insurance prepares you to develop your insurance career with confidence and competence Diploma and Advanced Diploma The Advanced Diploma in Insurance from the CII is a globally respected professional qualification that opens world-wide opportunities for employment and professional development. 20

20 Professional Insurance Certificates IFCE preparatory training in both Arabic and English This program is indispensable for those who opt to succeed in developing themselves in the profession of insurance. 21

21 Banking Insurance Investment SMEs Investment

Facilitator s Bio Director, Head of Investment & Research at Watan First Institute More than 20 years working experience in Financial Markets, 10 years working experience as academician

22 Facilitator s Bio Director, Head of Investment & Research at Watan First Institute More than 20 years working experience in Financial Markets, 10 years working experience as academician Systems/Programming Languages: Matlab, R, VBA, Fortran, Stata, PC Give, etc. Professor of Actuarial and Financial Mathematics at University of Bari - Department of Economics and Mathematical Methods Affiliated with University of Camerino - School of Science and Technologies Published articles in accredited Journals on Credit and Counterparty Risk, Options, Chaos and Nonlinear Phenomena in Economics Giuseppe Orlando Investment Director Senior Risk Manager at Allianz (EUR 1.9 trillion AUM) Munich Responsible for: Enterprise Risk and Risk Strategy, Basel III, Solvency II, ORSA, ICAAP, Model Validation & Governance, Risk Capital, A&LM, etc. CRO - Head of Risk Management & Quantitative Research at ING Group - Milan Responsible for A&LM, Optimal Asset Allocation, Product Development, GIPS, Performance Style Analysis, Business, Credit, Market and Operational Risk Management and Monitoring, etc. 23

23 Investment & Research Business Unit Consultancy and Training Topics covered: investment, statistics, financial and actuarial mathematics, risk management, big data, analytics, modelling & related topics, as well as offering consultancy services in these areas Some courses are preparatory for exams accredited by CISI (Chartered Institute for Securities & Investment) or CII (Chartered Insurance Institute) synergies with Investment and Insurance Divisions, but focuses on technical content. Offerings supported by freelancers, all with extensive international experience in professional practice, in training and in accredited Universities. 24

Sample Courses Investment Banking Insurance Investment Management (CISI) Investment, Risk

(CII) Statistics for underwriters and insurance managers (CII) Actuarial Mathematics

(CISI) Securities (CISI) Risk in Financial Services (CISI) Enterprise Risk Management

24 Sample Courses Investment Banking Insurance Investment Management (CISI) Investment, Risk and Taxation (CISI) Introduction to Securities & Investment (CISI) Portfolio Management (CII) Statistics for underwriters and insurance managers (CII) Actuarial Mathematics Introduction to Risk Management (CII) Managing Operational Risk in Financial Institutions (CISI) Securities (CISI) Risk in Financial Services (CISI) Enterprise Risk Management Financial Forecasting Statistics for Finance Financial Mathematics Portfolio Management Financial Markets. 25

25 Banking Insurance Investment SMEs SMEs

Facilitator s Bio Doctorate of Business Administration, Finance Amro Adel Hassan MBA, Banking & Financial Institutions Post Graduate Diploma in Management SMEs Director Societe Generale Banque,

26 Facilitator s Bio Doctorate of Business Administration, Finance Amro Adel Hassan MBA, Banking & Financial Institutions Post Graduate Diploma in Management SMEs Director Societe Generale Banque, Senior Credit Officer Abu Dhabi Islamic Bank, Egypt (Director, Wholesale Banking) Bank of Nova Scotia, Egypt (Head of Commercial Banking) National Bank of Abu Dhabi, Egypt (Chief Risk Officer) Regional Director, Egypt Chapter, Professional Risk Managers International Association (PRMIA) Head of SMEs division at the Egyptian Credit & Risk Association SME Consultant International Finance Corporation IFC (A world Bank Institute) Union National Bank, (Director, Corporate Banking) Industrial Development Bank of Egypt (Director, SME Banking) Arab Investment Bank, (Director, Business Development) Risk Management Consultant to GIZ (German International Cooperation) SME Consultant SEED USAID Accredited Instructor at Egyptian Banking Institute Professor of Risk Management and Credit Risk at Paris Eslsca Business School 27

27 SMEs Business Unit SMEs Foundation and Strategy Marketing, CRM and Customer Acquisition Operations Credit Management Risk Management Compliance & Internal Control International Best Practice 28 For List of courses

28 Based on SMEs different job Functions Credit Underwriting Compliance Customer Hunting Operations 29

Professional Risk Managers International Association PRMIA is a Professional Risk Managers Association with representation across 65 chapters, reaching over 50,000 risk individuals worldwide.

29 Professional Risk Managers International Association PRMIA is a Professional Risk Managers Association with representation across 65 chapters, reaching over 50,000 risk individuals worldwide. Membership: Mandates professional and ethical standards. Connects theory and application. Provides access to specialty training to strengthen risk & compliance knowledge. Creates a professional network for business and professional growth. Streamlines access to latest trends, regulatory issues and best practices. Delivers career growth opportunity for any stage in your professional life. 30

30 Thank you w w w.w a t a n f i r s t. c o m

MSc in Actuarial Science MSc in Actuarial Management MSc in Insurance & Risk Management

MSc in Actuarial Science MSc in Actuarial Management MSc in Insurance & Risk Management MSc Programmes ACTUARIAL & INSURANCE Actuarial Science Actuarial Management Insurance & Risk Management MANAGEMENT