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K MENA Work Readiness Family Biz Emerging Leaders Program
NXG Bankers program is a globally accredited program curated for the banking industry. It offers a holistic learning experience with behavioral and technical elements designed to create a desk ready banker.
Combined
Behavioral & Technical Training
Accreditation
Recommend Kaplan Schweser for their CFA exams
Placement
Opportunities
Who is it for?
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Eligibility
- Undergraduates from universities interested in a banking career
- Professionals involved in or planning to join a family business
- Individuals who manage family investments
- A team of two to eight family members interested to upskill and
Program Benefits
A globally accredited program curated for the banking industry
A holistic learning journey with behavioral and technical elements
Assistance in securing a job placement with top banks
A strong foundation for qualifications such as (CISI) – IISI and RIFS
Career guidance by global industry experts
Flexible payment options during and after the program
Pathway to Become NXG Banker
Start
Eligibility, assesment and selection
Robust technical and behaviour development
Qualification(Optional)
Career Support
Dashboard report
NXG Banker Program Summary
Introducing the case study company
Introduction to Banking
Introduction to Financial Accounting
Economics for Bankers
Financial Mathematics for Bankers
Excel for Banking Professionals
Business Productivity Tools
Regulation & Compliance
Understanding Bank Financial Statements
Bank Capital Adequacy under Basel III
AML and Compliance
Skills for NXG Bankers
Digital Skills
Fintech
AI & Block Chain
Commercial Acumen – KBC
Financial Storytelling
Retail Banking*
Retail Banking Products
Digital Banking
Corporate Banking*
Corporate Banking Products
Corporate Credit Analysis
Trade Finance
Private Banking & Wealth Management*
Asset Classes and Financial Markets
Introduction to Wealth Management
Behavioural Finance
Investment Banking*
Investment Banking Products
Project Finance
*Islamic Banking Products
(common across selected modules)
Key Excel tools used in Bank Financial Modeling (Logical & Date functions, Data Tables, Index & Match, Choose)
Introduction to the Case Study Bank
Model design and structure for the case study bank
Know the key model outputs and their drivers
Understand the requisite inputs
Introduction to the Bank’s Financial Statements
Understanding a bank’s balance sheet – Key assets and liabilities
Understanding a bank’s income statement and different sources of income
Extracting, cleaning and normalizing historical financial statements of a bank from annual reports
Building error checks in the model
Key Excel tools used in Bank Financial Modeling (Logical & Date functions, Data Tables, Index & Match, Choose)
Introduction to the Case Study Bank
Model design and structure for the case study bank
Know the key model outputs and their drivers
Understand the requisite inputs
Introduction to the Bank’s Financial Statements
Understanding a bank’s balance sheet – Key assets and liabilities
Understanding a bank’s income statement and different sources of income
Extracting, cleaning and normalizing historical financial statements of a bank from annual reports
Building error checks in the model
Key Learning Elements
Face to Face Training
Face to Face Training
Face to Face Training
Face to Face Training
Face to Face Training
Face to Face Training
Face to Face Training
Face to Face Training
Our Expert Trainers
Hattem AlHajry, MBA, CMA, CDIF
MBA, CMA, CDIF
With over two decades of diversified experience in the finance industry, Hattem has successfully navigated two distinct career paths.
His journey began in 2000 as a finance professional, where he sharpened his skills in various finance roles, primarily within esteemed multinational organizations.
In 2015, he transitioned to a freelance career, offering his expertise as a financial consultant and trainer. This path led him to join Kaplan as a Finance trainer, delivering B2B training to business and governmental entities in the region; covering Finance and Investment topics such as Financial Accounting & Analysis, Financial Modelling, Planning, Budgeting & Forecasting, and Capital Budgeting.
His academic accomplishments include earning the Certified Management Accountant (CMA) designation in 2005, obtaining a CIMA Diploma in Islamic Finance in 2014, and completing his MBA from Manchester Business School in 2017; in addition to RIFS from CISI, and IPSAS Certificate from ACCA.
These credentials, coupled with his extensive professional experience, enable him to provide insightful and impactful financial training and consultancy.
Mira Raley
Mira heads our leadership and behavioral development division and has over 15 years of expertise designing and delivering behavioral programs related to leadership, diversity and inclusion, graduate development, employee performance, team-building, nationalization, and more.
She also works closely with clients in analyzing, designing, and implementing L&D strategies and employee learning journeys.
Waleed Minhas
MSc, FCCA, CPA
Waleed is the Director of Leadership, Behavioural & Exam Preparation at Kaplan MENA, where he leads the strategic development and delivery of high-impact learning solutions across the region. His portfolio spans technical qualifications, leadership development, and behavioral training—positioning Kaplan as a trusted partner for organizations seeking to upskill talent and drive performance.
With over 15 years of regional training experience, Waleed brings a unique blend of commercial insight and learning expertise to his role. He works closely with senior stakeholders across multinational corporations, government bodies, and sovereign wealth funds to design and implement learning strategies that align with business objectives, support national development agendas, and deliver measurable outcomes.
Before joining Kaplan, Waleed held a senior role at a Big Four firm, leading professional qualifications and internal training initiatives. His leadership is grounded in a deep understanding of organisational capability building, learner engagement, and performance management.
Waleed is passionate about helping organisations build future-ready workforces through targeted, high-value learning interventions—whether through customised academies, leadership journeys, or exam-focused programs, consistently delivering top-tier results.
What Our Clients Say
6 months ago
Alan Raju Mathew – CFA L2, Nov 2024
Coming here was a game-changer in my preparation for level 2. The classes and the teaching style were very exam-focused, making it easier to navigate the quantum of topics in level 2. Really happy with my experience, looking forward to coming back for level 3!
6 months ago
Arun Joy – CFA L1, Nov 2024
Kaplan’s structured approach made my CFA Level 1 prep much more manageable. The instructors simplified complex topics, and the practice exams closely reflected the real test. The question banks were incredibly useful for mastering key concepts. Overall, a great experience that I’d recommend to anyone preparing for the CFA.
6 months ago
Surya Subburam – CFA L1, Nov 2024
Completing CFA Level 1 with Kaplan was an incredibly rewarding experience. I was completely satisfied with the teaching style, which made complex topics easy to understand. It was great to be able to easily connect with the tutors and get my questions answered right away. Additionally, the structured schedule was incredibly well-planned, allowing me to organize my study plan in advance and manage my time effectively. Overall, Kaplan’s approach helped me stay on track and prepared me thoroughly for the exam.
6 months ago
Jaden Robert D’Souza – CFA L1, Nov 2024
Having looked at the contents of the CFA level 1 exam, it at first felt like an insurmountable task. However just a few short months later, thanks to Kaplan and its exemplar faculty, I quickly found myself enrolling for the level 2 exam. I would especially like to thank the trainers for their unwavering support during my preparation for the exam, often offering their time for any doubts I had. The notes, slide packs, question banks and mock exams created and provided by Kaplan were also pivotal in my success.
6 months ago
Abhishek Awasthi – CFA L1, Nov 2024
Studying for CFA level 1 at Kaplan has been truly an experience of learning from the best CFA prep provider. The entire curriculum was covered in a phased and methodical manner. The faculty are very learned, easily approachable and go the extra mile to ensure candidate success. I am grateful to Kaplan for their regular guidance and support that helped me achieve success.
6 months ago
Laxminanda Rajesh – CFA L1, Nov 2024
My experience with Kaplan while preparing for CFA Level 1 was incredible. The mentors were always approachable, knowledgeable, and supportive. Their guidance made the challenging journey so much smoother. I truly appreciated the materials provided and the interactive sessions that kept me motivated throughout. Highly recommend Kaplan to anyone pursuing CFA!
6 months ago
Pooja Madnani – CFA L1, Nov 2024
Taking the CFA Level 1 exam was a challenging yet rewarding journey. It helped me strengthen my understanding of finance and investment principles. With the help of the study materials and faculty , I felt prepared for the exam, gaining confidence in both the material and my ability to apply it in real-world scenarios.
6 months ago
Abdullah Aldhaheri – CFA L1, Nov 2024
Passing CFA Level 1 was a challenging yet rewarding experience that strengthened my understanding of financial analysis and investment principles. The rigorous curriculum and disciplined preparation required not only improved my technical knowledge but also enhanced my critical thinking skills. I am truly grateful for the opportunity to be part of this esteemed program and excited to continue my CFA journey.
9 months ago
Tania Sawlani – CFA L2, Aug 2024
Studying for CFA Level 1 and Level 2 at Kaplan truly changed my life. I never thought I could take both exams back-to-back, but the strong foundation I built from amazing teaching made all the difference. They were always there to answer my questions, and I even reached out for personal advice. The supportive community and excellent CFA materials created an incredible learning environment. If you’re considering the CFA, Kaplan is definitely the place to be!
Upcoming Dates
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