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UPCOMING COURSES
(June 2023)
No. Course Title Days Dates Location Speakers
Deadline Dates to Receive
Nominations 		HRS
1 VAT and Taxation (Jointly with PWC Oman) 1 5 June 2023 Muscat Guest Speakers from PWC Oman
 22 May 6
2 Behavioural Finance (NEW) 2 
5-6 June 2023
 Muscat  Mr. Vaheed Ubaidullah
 22 May 12
3 Logical and Analytical Reasoning (NEW) 2 6-7 June 2023
 Muscat
 Dr. Zaynab Nadim
 23 May 12
4 Clearing and Settlement (NEW) 2  7-8 June 2023 Muscat
 Mr. Mohamed Farzan
 24 May 12
5 Analysis and Interpretation of Bank Financial Statements 2  12-13 June 2023
 Muscat CA Sujatha Bhat
 29 May
 12 
6 Relationship Selling (NEW) 2 12-13 June 2023 Muscat
Mr. Mohamed Nabiullah
 29 May 12
7 Complaints Handling and Service Recovery (For regional areas) 3 13-15 June 2023 Virtual
 Mr. Anis Al Lawati
 30 May
 9
8 Working Capital and Liquidity Management (NEW) 2 19-20 June 2023 Muscat Dr. Salman Nusrat 5 June  12
9  Change Management 2 20-21 June 2023 Muscat Dr. Zaynab Nadim 6 June  12
10  MS Excel - Advanced 2 21-22 June 2023 Muscat Mr. Shihab Al Yarobi 7 June 12
 

VAT AND TAXATION (JOINTLY WITH PWC OMAN)

Course Date

5 June 2023

Duration

1 Day, 6 Hours

Location

Muscat

Speaker

Mr. Gaurav Kapoor, Ms. Fatma Al Rawahi, Ms. Jesal Shah

Key Learning Objectives

At the end of the course, participants will be able to understand: 
 
  • The current status of VAT in the GCC and Oman.
  • The background and key features of VAT.
  • Common VAT issues in the financial services sector.
  • The background and scope of WHT.
  • The application and practical considerations of WHT. 

Target Participants

Staff of Finance and Internal Audit divisions 

Pre-requisites

Participants should have a basic knowledge of accounting principles

Contents Highlights

  • Introduction to VAT.
  • Key VAT principles.
  • VAT compliance considerations.
  • Basic concepts of WHT snd 'specified payments'.
  • WHT scope and compliance.
  • Double tax Treaties and practical aspects. 

Certification

CBFS certificate of completion for participants who attend full day of training.

Training Methods

PowerPoint Presentation, lecture, group discussions, exercises, quiz

Speaker’s Profile

Mr. Gaurav Kapoor
 
Tax Director, Reporting and Strategy Leader for Oman at PWC Oman. He is a qualified Chartered Accountant from ICAI and has over 13 years of experience serving clients on a full range of domestic and international tax matters. He is particularly skilled in advising multinational companies investing in the local market and how to structure the transactions. He specializes in representing clients before the tax authority in advance ruling and tax assessment proceedings. He also has vast expertise in IFRS.

Ms. Fatma Al Rawahi

Manager Tax Services at PWC Oman. She has almost 15 years of professional experience in handling taxation matters including tax compliance issues and tax advisory services. During her career in tax, she worked at EY Oman before joining PwC Oman. She has a bachelor’s degree in finance from SQU.
 
Ms. Jesal Shah
 
Manager Indirect Tax team at PWC Oman. She has over 7 years of experience in indirect tax advisory and compliance. She has managed multiple VAT implementation engagements across the GCC and India in various sectors / industries. She is a lawyer by profession. 

BEHAVIOURAL FINANCE (NEW)

Course Date

5-6 June 2023

Duration

2 Days, 12 Hours

Location

Muscat

Speaker

Mr. Vaheed Ubaidullah

Key Learning Objectives

  • To provide an insight into how emotional biases and cognitive errors may influence individuals' perceptions and investment decisions.
  • To help in understanding client goals, in constructing investment portfolios, in identifying inconsistencies in investment decision making and identifying market anomalies.

Target Participants

All Staff

Pre-requisites

Basic understanding of corporate finance and portfolio management

Contents Highlights

  •  The behavioral finance perspective.
  •  The behavioral biases of individuals.
  •  Behavioral finance and investment processes.

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods

PowerPoint Presentation, lecture, group discussions, numeric exercises, quiz

Speaker’s Profile

Mr. Vaheed Ubaidullah

Acting Director of Professional Studies at CBFS. He earlier worked as an Associate in the area of Finance and Control at Indian Institute of Management (IIM) Bangalore. He has done Bachelor’s in commerce and MBA in Finance. He has 4 certifications of CISI, UK - Global Securities, Operational Risk, Derivatives and Islamic Finance Qualification (IFQ). He conducts training in finance, risk management, treasury and investments.

LOGICAL AND ANALYTICAL REASONING (NEW)

Course Date

6-7 June 2023

Duration

2 Days, 12 Hours

Location

Muscat

Speaker

Dr. Zaynab Nadim

Key Learning Objectives

  • Learn to use logical and analytical reasoning skills when making business decisions.
  • Apply logical and analytical reasoning process.
  • Choose the right techniques to recognize assumptions and draw conclusions.
  • How to set an action plan for logical and analytical reasoning at work.

Target Participants

Business professionals and decision makers whoo wants to enhance their thinking processes to achieve better results in business.

Pre-requisites

None

Contents Highlights

  • Creative thinking techniques (brainstorming, mind mapping, imagining the opposite).
  • Root cause analysis techniques (fishbone diagram, SWOT analysis).
  • Effective problem solving.
  • Barriers of logical and analytical thinking.

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods

PowerPoint Presentation, lecture, group discussions, case studies, videos, quiz

Speaker’s Profile

Dr. Zaynab Nadim

Assistant Professor at CBFS. She has over 16 years of teaching and training experience in Iraq and Oman. Her area of specialization includes Strategic Management, Marketing Management, HR Management, and Change Management. She got her Master of Science in Business Administration and her Doctorate in Management. She is an author for a published book in Total Quality Management and her second book is forthcoming. She conducts training in retail banking, marketing and behavioural skills.

CLEARING AND SETTLEMENT (NEW)

Course Date

7-8 June 2023

Duration

2 Days, 12 Hours

Location

Muscat

Speaker

Mr. Mohammed Farzan

Key Learning Objectives

On completion of this course the participants will be able to:
 
  • Identify the steps to process a trade and the components of the trade processing cycle- Settlement Cycle in the Market.
  • Understand settlement, including financing tools. 
Pre-requisites
None

Contents Highlights


  • Overview of the marketplace, including its characteristics.
  • Over the Counter (OTC) market.
  • Objectives of settlement and clearing system.
  • The relationship between exchanges and clearing houses.
  • Trade cycle stages - Settlement process including pre-settlement, settlement, and reconciliation processes.
  • methods of settlement.
  • Participants involved in the settlement process.
  • The role of payment systems in securities settlements.
  • Risks in settlement.
  • Settlement Guarantee Fund.
  • Global custody and derivatives clearing.
  • Core and value-added services in global custody.
  • Identifying and managing risks in clearing, global custody and settlement.
  • The impact of "Corporate actions" in custody services.
  • Distributed ledger technology (blockchain) in payment, clearing and settlement.

 

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods

PowerPoint Presentation, lecture, interactive discussions, quizzes, mock examination at the end of the training

Speaker’s Profile

Mr. Mohammed Farzan

Lecturer at CBFS. He is a graduate in Business Administration (MBA) from University of Jayawardenapura with a merit grade and is a member of CIMA - UK. He is an adjunct faculty for University of Bradford and Local counsellor for University of Strathclyde. He also teaches for Advanced Financial Management for ACCA. He holds CIMA Diploma in Islamic Finance. In addition to his lecturing career, he has industry exposure working for leading companies such as UTOPIA group in Sri Lanka as part of its finance function He is the first certified trainer by CISI-UK in Oman and holds their following certifications - Introduction to Securities and Investment, Certificate in Wealth Management, Certificate in Investment Management, Islamic Finance Qualification (IFQ) and Advanced Wealth Management and financial advice. He conducts training in areas such as finance, investments, wealth management and Islamic Finance.

ANALYSIS AND INTERPRETATION OF BANK FINANCIAL STATEMENTS

Course Date

12-13 June 2023

Duration

2 Days, 12 Hours

Location

Muscat

Speaker

CA Sujatha Bhat

Key Learning Objectives

To be able to evaluate the financial health of a bank through ratios based on the CAMEL categories (Capital Adequacy, Asset Quality, Management, Earnings, Liquidity) and other analytical and assessment tools.

Target Participants

Staff working in Finance, Investment Banking, International Banking Financial Institutions, Correspondent Banking, Risk Management, Compliance and Internal Audit divisions.

Pre-requisites

Participants should have attended the "Bank Accounting" course pf CBFS or should have a good knowledge of the basic concepts of general accounting and bank accounting.

Contents Highlights

  •  The need for evaluating the financial health of banks.
  •  The metrics/ratios used for evaluation.
  • Analysis and interpretation.
  • Inter-firm and inter period analysis.
  • Examine regulatory requirements.

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods

PowerPoint Presentation, lecture, group discussions, numeric exercises, quiz

Speaker’s Profile

CA Sujatha Bhat

Senior Lecturer at CBFS. She is a Chartered Accountant from ICAI, India and holds M. Com degree. She has over 2 decades of experience in auditing, taxation and teaching. She is a program leader for ACCA and CAT at CBFS. She conducts training in finance, accounting and budgeting. 

RELATIONSHIP SELLING (NEW)

Course Date

12-13 June 2023

Duration

2 Days, 12 Hours

Location

Muscat

Speaker

Mr. Mohammed Nabiulla

Key Learning Objectives

 Th program focuses on Relationship Building & sales techniques to increase sales, developing new relationships, generate sales pipelines, referrals and providing long-term relationship wit the clients.

Target Participants

Relationship Manager - Wealth Management/Private Banking. Area Managers, Centre Heads, Branch Managers, Sales & Services officers, Sales Managers.

Pre-requisites

None

Contents Highlights

The key skills that the sales people will learn in Relationship selling are:
  • How to increase sales proactively. 
  • How to build long-term relationship with clients.
  • How to conduct a financial needs analysis.
  • How to identify the sales opportunity & cross-sell.
  • How to generate sales pipelines.
  • How to generate referral leads.

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods

PowerPoint Presentation, lecture, group discussions, Role Play exercises, activities, videos, quiz

Speaker’s Profile

Mr. Mohammed Nabiulla

Learning and Development Manager at National Bank of Oman. He has over 15 years of diversified banking experience across Retail Banking, Sales and Marketing, Insurance and Learning and Development functions. He specializes in Managing Learning and Development, Developing Talent Management and Leadership Programs, Running Assessment and Development Centers, Designing and Delivering Behavioral Soft Skills program Sales and Leadership programs, e-learning content development, LMS hosting, e-learning solutions specialist, Sales and Marketing Management, and Channel Management. He has previously worked with Mashreq Bank UAE, Qatar and Bahrain and ICICI Prudential Life Insurance in India. He has a master’s degree in Finance and Marketing from the AIMS India, Mohammed is Certified Life Coach from Achology - The Academy of Modern Applied Psychology UK, Certified Occupational Assessor from EFPA (European Federation of Psychologists Associations) UK, Assessor and Internal Quality Assurance-ILM UK, DDI-Certified Leadership Facilitator USA, and a Certified Trainer Proactive Relationship Banker from Cohen Brown Management Group Inc. USA and IRDA & AMFI (India).

EFFECTIVE SUPERVISORY SKILLS (FOR REGIONAL AREAS) VIRTUAL

Course Date

 13-15 June 2023

Duration

 3 Days, 9 Hours (4:30 pm - 7:30pm)

Reporting time for participants to come on-line - 4:15 PM

Location

 Virtual (Participants’ own location)

Speakers

 Mr. Anis Moosa Al Lawati

Key Learning Objectives

To understand and apply the approaches and behaviors required to ensure a good customer experience by effective management of customer complaints.

Target Participants

Customer service staff. in branches, staff of customer experience and customer care divisions.

Pre-requisites

None.

Important requirements for the course

Participants should have a PC/Laptop with camera and microphone facility and with Microsoft Teams installed (can be downloaded from app store). It is preferable for participants to be working through WiFi as data consumption through MS Teams will be high.

The Training Dept. of each nominating bank should confirm to CBFS at least 3 days before the training date (after verification with the participants) that participants have downloaded MS Teams into the PC/Laptop that they will be using for the training.

Participants should be instructed in advance that if they face any issues in downloading MS Teams due to security restrictions (on official PC/Laptop), they should inform their Training Dept. who should then assist the participants (through their IT Dept.) to download the app.

Contents Highlights

 

  •  Elements of Customer experience.
  • Complaints and their perspective.
  • CBO guidelines on complaints redressal.
  • Dealing with difficult customers.
  • Approaches to service recovery. 

 

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods

PowerPoint Presentation, lecture, group discussions, exercises, activities, videos, case studies.
 Speaker’s Profiles Mr. Anis Moosa Al Lawati

Assistant Dean for Academic Affairs at CBFS. He has over 30 years of experience in teaching and training in Oman, UAE and Jordan. He had previously held many key positions including Deputy Dean of Oman College of Management and Technology, Director of Training and Learning at Dubai Institute of HRM, Acting Director General at IBFS, Director of Training at Institute of Public Administration and Acting Dean at CBFS. He did his BA at Rollins College in Florida, USA and MBA at Yarmouk University in Jordan. He conducts training in selling skills, marketing, customer service, anti-money laundering, fraud control and behavioural skills.

WORKING CAPITAL AND LIQUIDITY MANAGEMENT (NEW)

Course Date

19-20 June 2023

Duration

2 Days, 12 Hours

Location

Muscat

Speaker

Dr. Salman Nusrat

Key Learning Objectives

 

  • Discover basic understanding of a company's working capital structure.
  • Identify how to manage working capital to increase profits.
  • Explore and establish basic knowledge of Working Capital Management policies.
  • Identify how to calculate the cash conversation cycle.
  • Explore and establish knowledge of working capital in the budgeting process and credit policy.

 

Target participants

Accountants and finance professionals, Management accounting professionals, Controllers, and Finance directors.

Pre-requisites

Basic knowledge of cashflows, working capital and financial statements.

Contents Highlights

Introduction, meaning, concepts, classification and importance of working capital, Relevance of current assets and current liabilities in the balance sheet, Objectives of WCM. Over- capitalisation, under- capitalisation, zero working capital, Short-term v/s long term financing - A risk-return trade-off. Liquidity v/s profitability trade-off. Cost trade-off, Working capital approaches. Working capital management in some companies.

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods
 PowerPoint Presentation, lecture, group discussions, exercises, quiz
Speaker’s Profiles
Dr. Salman Nusrat
 
Assistant Professor at CBFS. He has over 15 years of teaching experience. He has been a resource person for various MDPs and FDPs organized by top businesses and corporates. He conducts training in foreign exchange, fixed income securities and corporate credit analysis. 

CHANGE MANAGEMENT

Course Date

20-21 June 2023

Duration

2 Days, 12 Hours

Location

Muscat

Speaker

Dr. Zaynab Nadim

Key Learning Objectives

At the end of the course, the participants will be able to:

  • Assess a need or an opportunity fro change.
  • Appreciate the need for managing change.
  • Develop change management plan.
  • Apply a change management model. 

Target participants

All Staff involved in leading or managing change

Pre-requisites

None

Contents Highlights

  • Drivers of change.
  • Change process.
  • Barriers to change.
  • Management of change - why organizational change initiatives may fail.
  • Change management models - John Potter model, ADKAR model.

Certification

CBFS certificate of completion for participants who attend all days of training.

Training Methods
 PowerPoint Presentation, lecture, group discussions, exercises/activities, videos
Speaker’s Profiles

Dr. Zaynab Nadim

Assistant Professor at CBFS. She has over 16 years of teaching and training experience in Iraq and Oman. Her area of specialization includes Strategic Management, Marketing Management, HR Management, and Change Management. She got her Master of Science in Business Administration and her Doctorate in Management. She is an author for a published book in Total Quality Management and her second book is forthcoming. She conducts training in retail banking, marketing and behavioural skills.
MS EXCEL-ADVANCED

Course Date

 21-22 June 2023

Duration

 2 Days, 12 Hours

Location

 Muscat

Speaker

Mr. Shihab Al Yarubi

Key Learning Objectives

To help the participants learn advanced functionality of MS Excel so that they can create effectiveness and efficiencies at their job environment.

Target participants

All Staff 

Pre-requisites

Participants should have previously attended the MS Excel-Intermediate course at CBFS or should pass the MS Excel placement test of CBFS.

Note: basic concepts of MS Excel will not be discussed in this course.

Contents Highlights

  • Advanced techniques to arrange and retrieve required data.
  • Handling multiple worksheets and workshops in a business environment.
  • Pivot table handling.
  • Creating efficiencies through macro.

Certification

 CBFS certificate of completion for participants who attend all days of training.
Training Methods
  PowerPoint Presentation, lecture, lab work
Speaker’s Profiles
 Mr. Shihab Al Yarubi
 
SITS specialist at Military Technological College. He has a bachelor’s degree in Information Systems from SQU and MBA in IT from Coventry University, UK. He earlier worked in Integrated System Company, MB Petroleum Company and CBFS before joining Military Technological College. He conducts training on MS Office applications, Information Security and project management.