Investment & Saving Seminar

Description

The Investment and Savings Seminar is an investment awareness programme that was established in collaboration between the BIBF and Bahrain Bourse with the purpose of increasing and enhancing investor’s awareness about the financial market.

With the objective to gradually enlighten the audience on the capital markets and investment processes, this seminar is now available, free of charge, on a monthly basis, over 3 stages:

  • Beginner
  • Intermediate
  • Advanced

The main focus is to provide investment fundamentals and principals to enlighten the audience with key investment securities and their attributes, the process of establishing investment goals and the investment process with consideration for potential frauds.

Behavioural biases will also be briefed while focusing on investment portfolio management.

Course Details

Upon the completion of the Investment and Savings seminar (Beginner, Intermediate and Advance levels), the audience learning outcome should be:

  • Differentiate between Investing and Saving along with importance of each.
  • Understand the capital markets, key investment fundamentals and the different investment securities and their attitudes in terms of risk and return.
  • Understand the process to establishing the investor’s investment objectives and goals by identifying target risk appetite and required returns.
  • Introduction to Bahrain Bourse and Bahrain Clear and understand the key roles they play in the capital market and investments.
  • Explain the investment process and accounting for investments.
  • Be aware of behavioral biases and potential investment frauds.
  • Analyze the investment portfolio performance.

1. Investment and Saving Seminar - Beginner
1.1. Differentiate between Saving and Investing
1.2. Explain key investment principles
1.3. Developing investment goals and explain different types of investment strategies
1.4. Introduction to capital markets
1.5. Identify different product classes and differentiate their attributes
1.6. Provide an introduction about Bahrain Bourse and Bahrain Clear and their importance
1.7. Identify the different parties in the capital market and their rights and responsibilities
2. Investment and Saving Seminar - Intermediate
2.1. Explain the different trading process of investment products
2.2. Explain accounting for investment portfolio
2.3. Describe the Behavioral biases related to investing
2.4. Describe the investment securities and fraud
3. Investment and Saving Seminar - Advance
3.1. Explain the capital market trading in stocks
3.2. Explain the capital market trading in bonds
3.3. Provide analysis of the investment portfolio performance

This seminar and the program target a broad spectrum of audience from Students to Individual investors, Novice Savers and/or investors and Small Business investors providing the basic knowledge of financial products and investment strategies.

The program has been segregated into three levels (Beginners, Intermediate and Advance). Each level will be delivered in a two hour session that will be in the form of a lecture that includes case studies and real life examples in order to engage the audience in the program. The details of the program are illustrated in the table below:

Duration of each session   2 Hours per Session Dates
Start Day* Beginner
  • Saturday, 25 January 2020
  • Saturday, 30 May 2020
  • Tuesday, 25 August 2020
  • Tuesday, 24 November 2020
Intermediate  
  • Tuesday, 24 March 2020
  • Tuesday, 30 June 2020
  • Tuesday, 29 September 2020
  • Tuesday, 15 December 2020
Advance
  • Tuesday, 21 April 2020
  • Tuesday, 28 July 2020
  • Tuesday, 27 October 2020
  • Tuesday, 29 December 2020
Status Public Offering
Location (Virtual Seminar) myclass.bibf.com
Fees Free to public
Program Trainer Mr. Ahmed Majeed Askar

 

* The timing of the sessions is subject to changes. Please refer to BIBF for any enquiries.

Name:

Ahmed Majeed Askar

 

Designation:

  • Credit and Investment Reviewer - Risk Management Division, BBK
  • Lecturer, Bahrain Institute of Banking and Finance

 

Qualification:

  • Certified Management Accountant (CMA) - IMA Institute
  • Master’s in Business Administration (MBA) - Ahlia University
  • Foundations of Financial Risk (FFR) - Global Association of Risk Proessionals (GARP)
  • Passed Chartered Financial Analyst level I Examination (CFA - 1) - CFA Institute
  • Accounting - University of Bahrain

 

Experience:

  • DEC 2017 - Date: BBK BSC - Credit and Investment Reviewer - Risk Management Division
    • Analyze, assess and provide recommendations regarding credit and investment proposals.
    • Ensure compliance with the Credit and Investment policies.
    • Advisory services for internal business units in matters related to credit and investment.
    • Advisory services for internal business units in matters related to relationships under watchlist and nonperforming accounts.
    • Review and assess the Bank line limits from a risk perspective.
    • Member of the Sharia Supervisory Committee.

 

  • JUL 2015 - DEC 2017: Khaleeji Commercial Bank - Unit Head and Senior Relationship      Manager - Corporate Banking Division
    • Business Development.
    • Sales.
    • Portfolio Management (Total Assets: USD 132 Million, Total Liabilities: USD 53 Million)
    • Credit Facilities.
    • Credit Quality.
    • Conduct monthly Business Review on the Performance of the Division.
    • Monitor the Division’s Portfolio Risks.
    • Development of the Division’s MIS reporting.
    • Prepare the annual budget for the Division in coordination with Different Divisions.
    • Development of three Year Strategies for Corporate Banking Division.
    • Introduction of Behavioral Risk Management Procedures and Processes.
    • Enhancement of Credit Application Form.

 

  • OCT 2014 - Present: Bahrain Institute of Banking & Finance - Lecturer
    • Completed more than 500 Hours of lecturing in both Arabic & English Language in the fields of Accounting, Finance, Economics, Risk Management, Investment & Banking.

 

  • JAN 2009 - JUL 2015: BBK - Relationship Manager
    • Business Development.
    • Sales.
    • Portfolio Management (Total Assets: USD 240 Million, Total Liabilities: USD 20 Million)
    • Credit Facilities.
    • Credit Quality.
    • Conduct monthly Business Review on the Performance of the Division.
    • Prepare the annual budget for the Division in coordination with Different Divisions.
    • Conduct a quarterly market analysis on the growth and prospect industries in the Kingdom of Bahrain.
    • Member of the Economic Crises Management Committee, a committee consisting of Senior Executive Management established for the purpose of evaluating the different markets under stressed conditions and propose recommendations for Management & Board on courses of actions.

Registration Form



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