Graduate Enhancement Programme Series

WHAT EVERY GRADUATE IN EVERY DISCIPLINE MUST KNOW

> SYNOPSIS

Are you graduating soon or a recent graduate who is worried about being displaced by technological forces or lack of skills to compete? Are you keen to take the first step to be in the right industry and at the right time?

This course is the right step for you to make an informed choice of what to do and how to deal with digital disruptions upon graduation. Learn how to supplement your core education with the latest knowledge and understanding in AI technology and data analytics – in terms of how they are currently being implemented in the industry.

> COURSE CONTENTS

1. Key trends in the employment of AI talents and field practitioners.

2. Key technological impacts on graduates and talent gaps within the industry.

3. Types of AI technology and Use Cases.

4. Case Studies: AI cuts across every industry.

5. Strategic measures for graduates to become employable and value-adding to their hiring organisations.

Investment and Capital Market Series

FUND MANAGEMENT PROGRAMME FOR FINANCE & NON-FINANCE PERSONNEL

> SYNOPSIS

Ever wondered how top in-class investment houses manage and grow their funds in a professional, systematic manner? How do we quickly interpret data and project into the future to assess the impact on share price or investment value?

This course provides you with the know-hows and latest best practices of investing using AI expert systems to help in investment decisioning. Learn how to be ahead of other investors in terms of interpreting news flow and fundamental developments of a company.

> COURSE CONTENTS

1. The 4 Financial Pillars of Financial Analysis.

2. The 3 Rules of Investing.

3. Types of AI technology focused on investments.

4. Class activity (I) : Stock Selection using AI.

5. Class activity (II): Sector Selection using AI.

6. Portfolio Modelling.

Stock Investing Using AI Series

BEST AND WORST PERFORMING STOCKS IN MALAYSIA: WHAT EVERY RETAIL INVESTOR SHOULD KNOW

> SYNOPSIS

  • Retail investors are swamped with financial and business information.
  • Any published news is late information – Need to look forward and not backward.
  • Need to know underlying causes for uprising or declining in stock prices.

> COURSE CONTENTS

1. Latest financial trends: Top 5 (selected sectors).

2. Types of strategies adopted by successful companies.

3. Fundamental vs Technical analysis: what are the key differences, and how would this influence stock prices?

4. Investor profile types: which one are you?

5. Case studies.

Stock Investing Using AI Series

HOW TO DIFFERENTIATE BETWEEN WINNING AND LOSING STOCKS: KEY ATTRIBUTES

> SYNOPSIS

  • How companies are dealing with the VUCA effects?
  • Tech-driven vs Traditionally-run companies.
  • Characteristics of Malaysian companies vs those in the region.
  • Importance of knowing company profiles before investing.

> COURSE CONTENTS

1. Types of strategies adopted by listed companies – by sectors.

2. How AI can uncover insights in the balance sheet of companies.

3. Tech-driven vs Traditionally-run companies: valuation and employees’ stock options.

4. Case studies.

Stock Investing Using AI Series

THE ART AND SCIENCE OF INVESTING IN STOCKS SUCCESSFULLY

> SYNOPSIS

  • Financial and non-financial information: how do they tell a story?
  • Investors have to identify gems and avoid bombs.
  • How successful investors manage their stocks using value investing?

> COURSE CONTENTS

1. 4 Financial Pillars.

2. 3 Rules of Investing.

3. Analysing past, present and future data.

4. Case studies.

Stock Investing Using AI Series

STOCK SELECTION STRATEGIES: THE GOOD, THE BAD AND THE PRICEY

> SYNOPSIS

  • Plenty of stocks to choose from Bursa: are they all good?
  • Important to decipher noise from fundamentals of a company.
  • Understand how institutional funds pick their stocks: how these impact retail investors?
  • Importance of adopting the right techniques of selecting stocks.

> COURSE CONTENTS

1. Applying techniques learnt in earlier tracks.

2. Undertaking value analysis for selected Bursa companies.

3. Identify risk areas for management to address.

4. Identify opportunities that could result in uptick in share prices.

5. Group presentation.

Stock Investing Using AI Series

CRAFTING STRATEGIES TO BUILD A WELL-DIVERSIFIED, PROFITABLE PORTFOLIO

> SYNOPSIS

  • Goals of all investment portfolios and types of investment focus.
  • Real-world application of theoretical investment concepts can involve thinking beyond one’s specialty and training.
  • Running a group of portfolios involves attention to detail, software skills, and administrative efficiency.

> COURSE CONTENTS

1. Recap concepts learnt in earlier tracks.

2. Do’s and Don’ts of Portfolio Modelling.

3. Risk-return buckets and matrix analysis.

4. Hands-on group exercise: portfolio building steps.

5. Group presentation.

CFO Management Using AI Series

> SYNOPSIS

Businesses are feeling more pressured to increase value for their shareholders. In order to grow faster, they need to determine what the value of their businesses could be in 3 or 5 years’ time.

Proper business valuation is vital for short and long-term planning. It works like a GPS, helping business owners to navigate through fund-seeking activities, strategic restructuring and planning, business model realignment and more.

Through this workshop, you will be able to:

  • Gain knowledge on methods of business valuation.
  • Value your business using the right valuation technique.
  • Learn the “Do’s” and “Don’ts” of business valuation.

> COURSE CONTENTS

1. Why business valuation is important for your business.

2. Methods and techniques of business valuation.

3. Do’s and Don’ts of business valuation.

4. Case studies.

5. Group live hands-on: business valuation methods.

6. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

Financial benchmarking goes beyond competitive analysis to understand the competitors and industries.

Financial benchmarking can assist SMEs to create a plan for future growth, gauge the projected costs needed for business expansion, identify areas which deviates from industry averages, and find opportunities to grow the business.

Through this workshop, you will be able to:

  • Grasp the concept and flow of financial benchmarking
  • Learn about the “Pros” and “Cons” of financial benchmarking
  • Learn about the common misconceptions of benchmarking
  • Understand the importance of financial benchmarking

> COURSE CONTENTS

1. Why is financial benchmarking important for SMEs.

2. Key pillars of financial benchmark.

3. Steps for relevant financial benchmarking.

4. Characteristics of a good financial benchmarking.

5. Case studies.

6. Group live hands-on: financial benchmarking assessment.

7. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

United we stand, Divided we fall; this concept can be applied in the business world as well.

As competition grows fiercer, it is for the mutual benefits of two or more parties to work hand in hand to secure market shares, complement and combine strengths when venturing into markets.

Through this workshop, you will be able to:

  • Understand different models and mechanism of partnerships and Joint Ventures (JV).
  • Establish sustainable partnerships and JV that promotes win-win proposition.
  • Learn the “Pros” and “Cons” of different partnerships and JV.

> COURSE CONTENTS

1. Why explore JV & partnerships.

2. JV & partnerships models.

3. Pros and Cons of JV & partnerships.

4. Case studies.

5. Group live hands-on: JV & partnership readiness scorecard.

6. Group presentation (based on real cases).

5. Case studies.

6. Group live hands-on: financial benchmarking assessment.

7. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

Faced with limited lending options, majority SMEs have yet to explore Venture Capital (VC) and Private Equity (PE) routes.

With cash injections from VC and PE firms, SMEs can aim to scale and expand their businesses to local and foreign markets, secure more market shares and develop additional lines of products.

Through this workshop, you will be able to:

  • Grasp the working mechanism behind VC/PE funding.
  • Learn about the “Pros” and “Cons” of VC/PE funding.
  • Build a scalable and investible case that appeals to VC/PE firms.
  • Understand the differences of VC, PE and bank financing.

> COURSE CONTENTS

1. Why fundraising is important for your business.

2. Preparations related to fundraising processes/campaign(s).

3. Pitfalls of fundraising.

4. Differences amongst fundraising audience/target.

5. Case studies.

6. Group-live hands-on: fundraising assessment and readiness.

7. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

It is undeniable that SMEs go through more difficult route when it comes to funding, due to various reasons – be it poor financial health, unfavourable economy sentiments and more.

Securing proper funding is vital for businesses as it will aid them in planning their working capital, payment of salaries, funding projects, and meeting month-end obligations.

Through this workshop, you will be able to:

  • Identify ways to improve the bankability of your business.
  • Position your business as an acceptable risk for the banks.
  • Learn the “Do’s” and “Don’ts” of bank financing.
  • Construct a proper business case.

> COURSE CONTENTS

1. Why is being bankable important for your business.

2. Types of financing.

3. General lending criteria.

4. Do’s and Don’ts of  seeking bank financing.

5. Case studies.

6. Group live hands-on: bank lending checklist and readiness.

7. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

One of the many ways businesses grow is through mergers and acquisitions (M&A).

M&A are useful to acquire new technology, products and market access, create cheaper and more efficient productivity (economy of scale), while establishing a wider brand presence.

Through this workshop, you will be able to:

  • Gain insights on different models and the underlying mechanism of mergers and acquisitions (M&A).
  • Identify prospects of the M&A target.
  • Learn the “Pros” and “Cons” of M&A.

> COURSE CONTENTS

1. Merger & Acquisitions (M&A) for SMEs.

2. Key factors/steps to ensure successful M&A.

3. Common issues that will surface during M&A.

4. Do’s and Don’ts of M&A.

5. Case studies.

6. Group-live hands-on: M&A assessment (financial & qualitative).

7. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

Restructuring may involve the reassignment or alteration of duties within the organization to improve the business.

SMEs will benefit from restructuring in terms of decreasing operational costs, improved communication and decision making processes, and also introduce new protocols and new technologies to enjoy increased operational efficiency.

Through this workshop, you will be able to:

  • Grasp the working mechanism of business restructuring.
  • Learn about the “Do’s” and “Don’ts” of business restructuring.
  • Gain insights from the pain points of undergoing restructuring.

> COURSE CONTENTS

1. Why should SMEs consider business restructuring.

2. Models of business restructuring.

3. Signs your business needs to be restructured.

4. Principles for a successful restructure.

5. Case studies.

6. Group live hands-on: business restructuring checklist and roadmaps.

7. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

Succession planning is critical for business continuity. It also covers internal parts of the business, such as staff turnover.

Proper succession planning can prepare you for untimely crisis, sustain income and support expenses, ensuring that the business runs and transits smoothly during unforeseen events.

Through this workshop, you will be able to:

  • Gain insights of how to develop a proper succession plan.
  • Identify the pain points of succession planning.
  • Learn the “Do’s” and “Don‘ts” of succession planning.

> COURSE CONTENTS

1. Why succession planning is vital for your business.

2. Key steps/processes to undergo for a proper succession.

3. Common challenges when conducting succession planning.

4. Do’s and Don’ts of succession planning.

5. Case studies.

6. Group live hands-on: succession planning assessment (financial & qualitative).

7. Group presentation (based on real cases).

CFO Management Using AI Series

> SYNOPSIS

SMEs find it challenging not only to secure a bank financing, but also the right amount.

In fact, getting the right amount of financing can bring about a positive domino effects to the business. The business will enjoy lower financing cost, proper business expansion planning and be able to allocate precise amount of funds where needed.

Through this workshop, you will be able to:

  • Gain insights on how to secure the amount you need versus the amount you want.
  • Learn the “Do’s” and “Don’ts” of getting the right amount of financing.
  • Understand the importance of securing the right amount.

> COURSE CONTENTS

1. Why is securing the right amount of financing important for your business?

2. Steps to identify/obtain the right amount of financing.

3. Common SME business loans mistakes.

4. Pros and cons of a working capital loan.

5. Case studies.

6. Group live hands-on: working capital budgeting checklist.

7. Group presentation (based on live cases).

Islamic Finance Series

OPTIMISING RISKS AND RETURNS USING SMART TECHNOLOGY

> SYNOPSIS

The Oracle of Omaha once said: “Price is what you pay, value is what you get.”

In the context of Shariah-compliant stocks, does it always mean that they are yielding consistent returns? How can you be certain that  you are paying a fair price for a Shariah-compliant investment with manageable risks and lots of potential upside?

This workshop is all about the kind of AI that goes beyond advanced statistical analysis of Big Data – on stocks that meet Shariah guidelines.

Rather, it evidences sophisticated technology that can copy and even take the place of a human value investor, in search for undervalued, healthy, well-timed yet Shariah-compliant stocks!

> COURSE CONTENTS

1. Key financial characteristics of Shariah-compliant stocks in Bursa Exchange.

2. Performance ratings of Shariah-compliant vs Non-Shariah-compliant stocks: local and global perspectives.

3. 3 techniques in value investing using AI

4. Unlocking value in Shariah-compliant stocks.

5. Case Studies.

Islamic Finance Series

: HOW COGNITIVE ANALYTICS FORMS A CRUCIAL PART OF THE ISLAMIC LAW

> SYNOPSIS

How does Maqasid Syariah govern the way we manage organizations? How would this create a positive impact to our organizations and our lives thereafter? What is the relevance of AI, Big Data and Data Analytics in all of these?

This workshop provides invaluable insights using data on how successful organizations can be built on the pillars of Maqasid Syariah.

Get your hands full with cognitive analytics by running simulations and scenarios to solve complex issues – and achieve that ultimate balance between meeting KPIs and corporate responsibility.

> COURSE CONTENTS

1. The key pillars and principles of Maqasid: How do they work?

2. What’s happening today: VUCA effects on organizations and impact on key stakeholders.

3. Types of organisational profiles and how Maqasid principles could be applied.

4. Current Governance issues: Malaysian perspective.

5. Case studies: corporate scandals and how steering with Maqasid could have averted these.

RoboCFO Series

TOP TRENDS THAT AI DETECTED: STRATEGIES THAT CFOS CAN CONSIDER FOR 2019

> SYNOPSIS

  • AI has taken the world by storm. What is AI and how is it disrupting?
  • Why is AI very important today?
  • How do strategies affect my balance sheet?

> COURSE CONTENTS

1. Latest financial trends: Top 5 (selected sectors).

2. Types of strategies recommended by AI.

3. Potential impact on shareholder value.

4. Case studies.

RoboCFO Series

CAN AI HELP COMPANIES DEVELOP BETTER, MORE IMPACTFUL STRATEGIES? 5 CASE STUDIES THAT HELP YOU MAKE UP YOUR MIND.

> SYNOPSIS

  • How are companies dealing with the VUCA effects?
  • How can AI help to uncover micro and macro trends?
  • What business strategies should I adopt? How do they impact my valuation?

> COURSE CONTENTS

1. Types of strategies adopted by listed companies – by sectors.

2. How AI can uncover insights in the balance sheet of companies.

3. Tech-driven vs Traditionally run companies: do valuation strategies matter?

4. Case studies.

RoboCFO Series

USING AI TO GAIN COMPETITIVE EDGE: WHAT EVERY COMPANY MUST KNOW

> SYNOPSIS

  • What are the regional trends and industry forces that affect my company?
  • Why and how should I benchmark myself against the best in the industry?
  • What are the impact of competitive forces across industries?

> COURSE CONTENTS

1. The art and science of benchmarking using AI

2. How to read competitors’ moves using AI

3. Financial and non-financial trends across Industry Clusters

4. Case studies

RoboCFO Series

HOW TO UNCOVER RISKS AND OPPORTUNITIES USING AI? : FROM ACQUISITIONS TO PARTNERING STRATEGIES

> SYNOPSIS

  • Non-organic growth is becoming increasingly common. Why is this so?
  • How do I fulfil the due diligence requirements in corporate actions?
  • How can AI help to identify and manage M&A and partnership opportunities?

> COURSE CONTENTS

1. Using AI to conduct SWOT analysis of companies.

2. Developing strategic moves – actual vs made-up scenarios using AI.

3. Utilise AI to assess impact of numerous scenarios and outcome.

4. Case studies.

RoboCFO Series

UNFOLDING STORIES: COMMUNICATING BUSINESS AND FINANCIAL STRATEGIES USING AI

> SYNOPSIS

  • How can AI help to digest complex and voluminous information?
  • Understand financial evaluation metrics used by the Board / pre-AGM settings.
  • Learn how to tie the financial, strategic and business components of the company.

> COURSE CONTENTS

1. Connecting the dots: how to communicate effectively to stakeholders using AI?

2. Internal and external uses of AI.

3. Developing in-house AI capabilities.

4. Case studies.

Accountant Series

> SYNOPSIS

Although fintech and accounting may seem like two disparate industries, the truth is, these worlds are colliding – or are they?

Accounting software will soon be linked directly to fintech lending platforms to streamline credit applications. We will see financial services centralised in an accountant’s domain – cloud accounting software solutions.

If you don’t know much about fintech, come and join us in this course to learn what accountants can do to get a jump on the competition.

> COURSE CONTENTS

1. Top fintech trends in the last 3 years.

2. Fintech adopted by industries:  failures and successes.

3. Top pain points sought by financial institutions: how accountants could level up the game and participate.

4. Case studies.

Accountant Series

> SYNOPSIS

The implementation of automation will provide auditors with readily accessible data and partial automation of strategic functions within the audit. These will allow auditors to use their professional expertise and judgement in more productive and useful ways.

The auditor will be able to work with management to gather additional audit support, resolve glaring issues, and develop a more risk-based approach to the overall audit plan.

This workshop shares insights on how automation can improve the efficiency of audit processes by managing evidence on a larger and more complete scale, build connections between financial statements and actual business operations, and identify potential red flags.

> COURSE CONTENTS

1. Current audit technologies and their limitations

2. Use of AI in Audit- Emerging technologies: Natural Language Generation & Understanding, Cognitive Analytics and Machine Learning.

3. 10 core components of risk-based audit.

4. Case studies.

Accountant Series

> SYNOPSIS

The programme provides insights on how AI technology has been successfully used to quickly evaluate thousands of Malaysian businesses by assessing their financial risks and strengths, while predicting the outcome and formulating possible measures to manage favourable outcome.

The programme also allows participants to have a hands-on experience of what AI can do for their organisations and professional development. A special highlight of this programme includes providing you with the platform to assess your preferred SME company (on a no-name basis) or a Public Listed Company (PLC) in terms of their financial and business issues. This entails submitting the financial statement online or choosing a PLC from a list and subsequently receiving a detailed and narrative report produced by the AI-enabled analytical platform.

The insights are critical and relevant as it has important implications on how management and board reporting were conducted, how audit planning were done based on the risks uncovered and the type of value-added services that accountants can provide to their clients beyond traditional accounting work. Through these measures, participants can uncover ways to reduce or mitigate their risk exposures, improve stakeholder reporting and generate higher revenue and margins while reducing costs substantially.

> COURSE CONTENTS

1. Financial trends & outlook of local SMEs.

2. Business performance: which sectors are performing / not performing?

3. Shareholder value: are equity levels rising to fund expansion?

4. Risk and Liabilities: are businesses acquiring more debt to fill working capital needs?

5. Productivity and resources: are costs managed well with better productivity levels?

6. Use cases / Case Studies (x3): Using AI Expert System to conduct Funding assessment, audit risk assessment and planning, and board / management reporting for PLCs.

Board Directors’ Series

> SYNOPSIS

Leaders of the Industrial Revolution must now grasp the difference between change and transformation. Change is constant but transformation is disruptive. Organisations of today undergo heavily needed transformations and evolving business models to stay ahead of the changing market forces. Ever since the dawn of global connectivity, Big Data and the maturing World Wide Web are both a threat and opportunity to businesses. Now, Boards have to deal with issues relating to modern-day risks associated with digital transformations, cybercrimes and even the IoT (Internet of Things).

Today, with the staggering evolution of Artificial Intelligence (AI), competitive advantage can vanish in a flash. According to global statistics, nearly half of the companies on the Fortune 500 have disappeared in the last 20 years. And 40% on the list today will disappear within the next 10 years.

It is no longer about staying ahead, it is a question on whether an organisation can get ahead of the relentless threat of disruption and stay there.

These top trends will serve as a compass of sorts – one that will enable organisations to move their businesses beyond the future.

> COURSE CONTENTS

1. Emerging AI trends that shape future strategies.

2. Using AI to unlock the true power of analytics.

3. AI and the future of work.

4. How AI can uncover risks and opportunities.

5. AI in the Boardroom: Reporting and decision-making.

Policy Makers’ Series

> SYNOPSIS

Recent misdeeds of public officers in procurement and financial management reflect a lack of control, consciousness and vigilance in relation to functions, events and transactions vulnerable to abuse, corruption and even operational inefficiencies.

As a key manager or officer in financial control management and internal auditing, you can avert and detect control lapses to prevent embarrassment to government agencies and the Public Service.

> COURSE CONTENTS

1. Need for internal control.

2. Internal control: concepts & framework.

3. Internal control failures: underlying causes.

4. Internal control review.

5. How to review and assess the adequacy and effectiveness of internal control.

6. Key success factors, strategies & indicators.

Policy Makers’ Series

> SYNOPSIS

The perennial management adage that ‘You can’t manage what you don’t measure’ still holds true today and serves as a useful guiding principle when designing internal controls and monitoring systems in finance processes.

The two key functions necessary for an organisation’s success are planning and control. Planning should be aligned to an agency’s vision and mission and ultimately to overall Whole of Government (WOG) outcomes. Financial analysis can assist agencies to achieve effective control, providing the opportunity to evaluate where you are in your overall strategic map and highlighting the changes needed to ensure the planned targets are met.

This workshop will share with you financial analysis relevant to the public sector to help your internal decision-making process. The trainers will also share their experience in the context of the Singapore Government, based on the experiences they have amassed over the years as financial management practitioners in the Public Service.

> COURSE CONTENTS

1. What differentiates public sector financial analysis from the private sector?

  • Purpose and benefits of financial analysis in the public sector.

2. Financial reports used in the public sector.

3. Budget management.

4. Financial management.

5. Asset management.

6. Exception reports.

  • Financial analysis tools.
  • Interpret financial considerations and key drivers affecting operational performance.

Policy Makers’ Series

> SYNOPSIS

The course is aimed to equip public sector finance leaders with knowledge and skills to enhance their leadership capabilities. This course is designed to provide holistic and in-depth foundation training to cater to the demands and expectations of participants’ respective roles.

The Strategic Financial Management course is designed to enable finance officers to be:

  1. a) Competent at their jobs
  2. b) Business partners and add value in decision making
  3. c) Empowered, resulting in a fulfilling finance career

> COURSE CONTENTS

1. Introduction: importance of strategic finance.

2. Data analysis tools & techniques.

3. Basic financial analysis for public procurement.

4. Cost-benefit analysis.

CONTACT US

MyFinB Holdings Pte Ltd

/Address/ MyFinB Group, 6 Raffles Boulevard, Marina Square #03-308, Singapore 039594

/T/ +65 6932 2658

/E/ project@MyFinB.com

MyFinB (M) Sdn Bhd

/Address/ Level 13A, Menara Tokio Marine 189 Jalan Tun Razak, Hampshire Park, 50450 Kuala Lumpur, Malaysia

/T/ +60 327 173 418

/E/ ceai@MyFinB.com