The financial services sector has evolved significantly in recent years, driven by technological advancements and global socio-economic events. Recognizing the importance of staying ahead in this dynamic environment, The KPI Institute (TKI) is dedicated to providing leaders, professionals, and the broader business community with essential knowledge and resources.

Every month, TKI curates a collection of diverse learning materials and opportunities in strategy and performance management and adjacent fields. Some of these resources, while released years ago, remain highly relevant due to their timeless principles and adaptability to changing business dynamics, providing enduring value and insights for today’s challenges.

This month, TKI is pleased to present comprehensive, research-based resources focusing on finance.

Top 10 Finance Key Performance Indicators (FREE): Part of the Top 10 KPIs Series, this collection of posters provides an overview of how key performance indicators (KPIs) are measured in practice today, specifically in finance. Some of the KPIs profiled in this poster are % Capital acquisition ratio, #Labor multiplier, and $ Debt-adjusted cash flow.

Articles (FREE): Find practical insights related to the financial services industry from a variety of articles published on Performance Magazine, written by subject matter experts and research analysts.

• Millennials and banks: surmounting the digital divide
• Fraud in the travel industry: Is digital footprinting the solution?
• Banking conundrums: customer focus or operational performance?
• Managing bank performance with the Balanced Scorecard

The Finance KPI Dictionary: This dictionary provides valuable information on over 190 KPIs not only by defining them but also by presenting the calculation formula for each and every one of them. It is an innovative tool, essential for assessing and optimizing a company’s performance in the five main functions of a finance division within an organization: asset/portfolio management, financial stability, forecast and valuation, liquidity, and profitability.

The Top 25 Finance KPIs – 2020 Edition: This report features the most popular KPIs used in the finance sector. It offers a comprehensive practical learning opportunity with KPIs by including not just detailed documentation for each KPI but also engaging articles discussing optimal practices for selecting and documenting KPIs.

Certified Data Analysis: Professionals in the finance sector can benefit from attending this course because it equips them with essential skills in data analysis, allowing them to create accurate financial models, optimize investment strategies based on comprehensive market analysis, make informed decisions, and mitigate risks effectively. 

Certified KPI Professional and Practitioner: Professionals within the finance sector can gain considerable advantages from enrolling in this course. It is packed with indispensable knowledge and competencies needed for accurately measuring, assessing, and articulating financial performance metrics. With these skills, finance professionals can lead strategic initiatives, make informed decisions, and significantly contribute to improving the overall success and financial stability of their organizations.

The KPI Institute has signed a partnership agreement with LEORON to provide face-to-face public sessions delivered in Arabic in the Kingdom of Saudi Arabia.

The successful delivery of numerous in-house sessions organized by LEORON and facilitated by The KPI Institute’s experts spurred discussions for further collaboration. The KPI Institute, a leading global research institute specializing in business performance, has established a long-term beneficial partnership in a recent agreement with the leading training provider in the Middle East, LEORON. 

LEORON will host two new public sessions in May 2023: Certified KPI Professional and Practitioner and Certified OKR Professional. These programs are designed for professionals at different levels requiring knowledge and development to measure business performance and success.

“The agreement with The KPI institute is yet another step in the right direction to expand and enhance our Arabic training portfolio in the Kingdom,” said Petar Dimovski, Head of Leadership Academy at LEORON.

“Partnering with The KPI Institute, which is the global authority on Key Performance Indicators (KPIs), is a great opportunity to offer our clients the highest standard of training and certification,” Petar added. 

Cosmin Chindris, The KPI Institute’s Director of Global Partnerships, also expressed his appreciation for the new partnership, “We are honored to further expand the valuable partnership with LEORON and organize the first editions of Arabic  Certified KPI Professional and Practitioner and Certified OKR Professional to be delivered as open programs in Riyadh.”

To find out more about the training courses offered in collaboration with LEORON, please visit: https://www.leoron.com/search?q=KPI 

Moreover, if you require further assistance regarding the courses, please contact Cosmin Chindris through email: [email protected].