Name: Medical Receptionist Skills
Price: 12 GBP
Availability: InStock

Private equity refers to investments made in private companies, where investors provide capital in exchange for equity ownership.<hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;">Private equity refers to investments made in private companies, where investors provide capital in exchange for equity ownership. It&rsquo;s a form of alternative investment that can help companies accelerate growth, expand operations, or make strategic acquisitions. For UK companies, private equity can be particularly attractive because it offers access to significant capital, strategic guidance, and industry expertise that can fuel their growth ambitions.Private equity CFOs are strategic leaders who strive to raise their company&rsquo;s profile, engage with new talent, and attract the attention of private equity investors by creating an engaging investor story.CFOs with PE experience are growth-oriented, adopting a forward-looking approach, instead of looking through the rear-view mirror as financial often do. Private equity CFOs are multi-dimensional with a growing list of responsibilities. Many are set to become tomorrow&rsquo;s CEOs, laying the groundwork by engaging with internal and external stakeholders.Organisations seeking private equity investment are increasingly recruiting CFOs during the early stages of their life cycle. CFOs with private equity house experience will drive value and nurture rich working relationships by boosting the company&rsquo;s financial credibility with potential investors and traditional financial institutions.Companies seeking private equity funding in highly regulated industries, such as financial services and health care, will want to recruit a CFO who is an expert in that field. CFOs with industry-specific regulatory knowledge will understand the nuances and challenges that their company must contend with.To learn more visit our website at&nbsp;<a href="https://www.fdcapital.co.uk/cfo-recruitment/" target="_blank" rel="nofollow noopener noreferrer" style="color: rgb(54, 89, 227); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(54, 89, 227);">https://www.fdcapital.co.uk/cfo-recruitment/</a><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><div style="color: rgb(30, 10, 60); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(30, 10, 60);"><h3 fr-original-style="" style="box-sizing: border-box;">Tags</h3></div><ul style="color: rgb(57, 54, 79); box-sizing: border-box;" fr-original-style=" color: rgb(57, 54, 79);"><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/events/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Online Events</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/ttd/online/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Things To Do Online</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/seminars/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Online Seminars</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/business--seminars/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Online Business Seminars</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23raising/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#raising</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23uk/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#uk</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23privateequity/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#privateequity</a></li></ul>

FD Capital

How does a UK company go about raising private equity?


General Admission

Financial reporting best practices involve adherence to accounting principles, regulatory requirements, and industry standards.<hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><div style="color: rgb(57, 54, 79); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(57, 54, 79);"><div style="color: rgb(57, 54, 79); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(57, 54, 79);"><div style="color: rgb(57, 54, 79); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(57, 54, 79);"><div style="color: rgb(57, 54, 79); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(57, 54, 79);">CFOs should stay informed about evolving accounting standards and regulatory changes. Regularly review updates from regulatory bodies such as the Financial Reporting Council (FRC) and International Financial Reporting Standards (IFRS) to ensure compliance. Engage with industry associations and professional networks to stay abreast of best practices and emerging trends in financial reporting. By actively staying informed, CFOs can adapt their processes and policies to meet changing requirements.Regulatory compliance is a key aspect of financial reporting. How do CFOs navigate the landscape of regulatory requirements and ensure compliance within their organisations?Navigating the regulatory landscape requires a proactive and diligent approach. CFOs must develop a deep understanding of the relevant regulations, such as the Companies Act, UK GAAP, or IFRS, depending on the reporting framework. They collaborate with legal teams and auditors to interpret and apply the regulations correctly. Implementing strong internal controls, conducting regular compliance assessments, and engaging in external audits are essential steps to ensure compliance and mitigate potential risks.Compliance is an ongoing process. CFOs should establish a culture of compliance throughout the organization, emphasizing the importance of ethical practices, accuracy, and transparency in financial reporting. Training programs, internal communication, and regular compliance reviews help foster a compliance-conscious culture. By creating a framework that promotes adherence to regulations, CFOs establish a solid foundation for accurate and reliable financial reporting.<a href="https://www.fdcapital.co.uk/podcast/the-intricacies-of-financial-reporting-and-compliance-in-the-uk/" target="_blank" rel="nofollow noopener noreferrer" style="color: rgb(54, 89, 227); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(54, 89, 227);">https://www.fdcapital.co.uk/podcast/the-intricacies-of-financial-reporting-and-compliance-in-the-uk/</a></div><section style="color: rgb(57, 54, 79); box-sizing: border-box;" fr-original-style=" color: rgb(57, 54, 79);"><div style="color: rgb(30, 10, 60); box-sizing: border-box;" fr-original-style=" color: rgb(30, 10, 60);"><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><h3 fr-original-style="" style="box-sizing: border-box;">Tags</h3></div><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/events/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Online Events</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/ttd/online/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Things To Do Online</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/seminars/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Online Seminars</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/business--seminars/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">Online Business Seminars</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23financial/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#financial</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23compliance/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#compliance</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23reporting/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#reporting</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23uk/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#uk</a></li><li fr-original-style="" style="box-sizing: border-box;"><a href="https://www.eventbrite.co.uk/d/online/%23intricacies/" style="color: rgb(57, 54, 79); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(57, 54, 79);">#intricacies</a></li></ul></section><section style="color: rgb(57, 54, 79); box-sizing: border-box;" fr-original-style=" color: rgb(57, 54, 79);"><section fr-original-style="" style="box-sizing: border-box;"><div style="color: rgb(30, 10, 60); box-sizing: border-box;" fr-original-style=" color: rgb(30, 10, 60);"> </div></section></section></div></div></div>

Financial Reporting

The intricacies of financial reporting and compliance in the UK

Level 5 Diploma in Health and Social Care ManagementTo become a healthcare manager in the UK, you must complete this QLS-endorsed course on Health and social care management. By enrolling in this course, you will gain a greater understanding of the health and social care system in the United Kingdom, as well as legal and ethical considerations, safeguarding procedures, staff and patient relations, your accountability, and marketing methods related to this industry.This excellent Health and Social Care Management course, recommended by QLS, includes comprehensive study modules, committed tutor support, customer service, flexible learning options, and a globally recognized certification. Because QLS-endorsed courses have a high perceived value, finishing our Health and Social Care Management course successfully will open up countless chances for you to pursue anywhere in the world!Furthermore, neither we nor you will compromise on the exceptional quality of our first-rate education. With the wealth of knowledge from this outstanding course on Health and Social Care Management, you will be able to seize and seize success from a wide range of prospects. This course is really an incredible deal, especially considering the price! You should definitely not pass up this investment!So why wait around any longer? Join us today to advance your career and establish yourself as the most skilled person in your company without a doubt!Learning Outcomes of Health and Social Care Management Course:<ol><li>Gain an understanding of the fundamentals of social and health care management to ensure efficient service provision.</li><li>To forge connections with stakeholders, coworkers, and clients, hone your communication abilities.</li><li>Acknowledge your rights and obligations in the fields of health and social care while putting ethical frameworks for people's wellbeing to use.</li><li>Treat patients with compassion and person-centered care in your duties as a caregiver and healthcare practitioner.</li><li>Encourage human rights, diversity, and equality while creating inclusive environments.</li><li>Observe the laws, policies, and guidelines pertaining to best practices in social and health care.</li><li>Respect the law, professionalism, and ethics while making sure patients are protected and trusted.</li></ol>Why Learn with us: We, as one of the leading e-learning service providers across the globe, strive to provide all our learners with the best e-learning experience possible that can make a real difference in their career progression.Our Service for the Health and Social Care Management Includes:<ul><li>Intensive Study Notes</li><li>Tutor Support</li><li>Customer Support</li><li>Assignment Help</li><li>QLS Endorsed Certificate</li><li>24/7 Learning Portal Access</li><li>Widely Compatible Study Materials</li></ul>Course Curriculum of Health and Social Care Management<ul><li>Module 01: Introduction to Health and Social Care</li><li>Module 02: Communication and its Relevance</li><li>Module 03: Rights and Responsibilities as a Health and Social Care Worker</li><li>Module 04: Role as A Caregiver and Healthcare Professional</li><li>Module 05: Working in Health and Social Care; Promoting Equality, Diversity and Rights</li><li>Module 06: Important Principles and Policies in Health and Social Care Work</li><li>Module 07: Understanding Legal, Professional Standards of Practice and Ethical Aspects of Health Care Part - 1</li><li>Module 08: Understanding Legal, Professional Standards of Practice and Ethical Aspects of Health Care Part - 2</li><li>Module 09: Safeguarding Vulnerable Individuals</li><li>Module 10: Health and Safety Responsibilities</li><li>Module 11: The Economics of Healthcare</li><li>Module 12: Strategic Marketing for Health and Social Care</li><li>Module 13: Managing Finance in Health and Social Care</li><li>Module 14: Managing Service Delivery in Health and Social Care</li></ul>Assessment &amp; CertificationStudents need to finish and turn in a thorough assignment covering all topics in our curriculum. Our expert tutor will review the assignment to make sure it meets Quality Learning Systems (QLS) standards. Once the assessment is successful and passes a quality check, students will be awarded a certificate for completing the Health and Social Care Management.Endorsed Certificate of Achievement from the Quality Licence SchemeAfter the course, participants will receive an endorsed certificate as proof of successful completion. The learner may request a certificate if they complete all course assessments.Endorsement:This certified course is approved by QLS as a well-qualified, non-regulated training program. A trainer will be available to address your inquiries, including guidance on your pathways to higher education.<h2>
 
 <div>CPD</div>
 </h2>

 <div id="cpd">
 <div>
 <div>
 <div>
 10 CPD hours / points
 </div>
 <div>
 Accredited by CPD Quality Standards
 </div>
 </div>
 </div>
 </div><h2>
 
 <div>Who is this course for?</div>
 </h2>

 <div id="who_is_this_course_for">
 Our course is available to everyone. The Health and Social Care Management Course is perfect for those who want to acquire detailed knowledge and effective skills to enter the relevant sector with promising potential.
 </div><h2>
 
 <div>Requirements</div>
 </h2>

 <div id="requirements">
 There are no specific requirements for enrolling in the Health and Social Care Managementcourse. Therefore, learners do not need previous qualifications to sign up for this course.
 </div><h2>
 
 <div>Career path</div>
 </h2>

 <div id="career_path">
 Health and Social Care Management related jobs are: (Salary-Per Year)<ol><li>Care Home Manager: £40,000 - £50,000</li><li>Health and Social Care Team Leader: £25,000 - £40,000</li><li>Registered Manager - Childrens Residential Care: £55,125 - £61,025</li><li>Care Coordinator: £25,000 - £27,000</li><li>Service Manager - Mental Health Pathway Services: £34,000 - £34,344</li><li>Social Care Recruitment Consultant: £35,000 - £275,000</li></ol>
 </div><h2>
 
 <div>Certificates</div>
 </h2>

 <div id="optional_extras">
 <h4>Diploma in Health and Social Care Management at QLS Level 5</h4>
 
 Hard copy certificate -
 £75
 

 </div>

Kingston Open College

NHS Management

Health Care Management

Certified Manager of Quality

Health & Social Care

Social Care

QLS Endorsed + CPD QS Accredited - Dual Certification | Instant Access | 24/7 Tutor Support

Diploma in Health and Social Care Management - Level 5 (QLS Endorsed)

The UK's demand for office administration and receptionist roles has generally been increasing over the past few years. And with this Diploma in Office Admin and Reception, you can jumpstart your career and find yourself in a well-paying position with opportunities for advancement. Office Admin and Reception skills give you the flexibility to work in a variety of positions. For example, you may specialise as a Medical or Legal Secretary, go into HR or finance, or even become a personal assistant. This Diploma in Office Admin and Reception is an excellent place to start whether you have some expertise or are a newbie because these are all fantastic, lucrative possibilities. The Diploma in Office Admin and Reception is broken up into handy, simple-to-understand segments so you may learn as you go. Everything is covered, including how to properly organise business documents and communicate at work. Learning Outcome <ul> <li>Gain sufficient knowledge of the role and responsibilities of office administrators and receptionists</li><li>Be trained in the role of an office administrator and receptionist to fast-track your career</li><li>Familiarise with administrative and reception duties to ensure the smooth running of an office</li><li>Learn how to motivate your team and provide them with the right tools to achieve common work goals</li><li>Develop your knowledge of telephone etiquette and understand how to respond to difficult customers</li></ul> Why Choose a Diploma In Office Admin And Reception - Level 3? <ul> <li>Opportunity to earn a certificate which is accredited by CPDQS.</li><li>Get a free student ID card! (£10 postal charge will be applicable for international delivery).</li><li>Innovative and engaging content.</li><li>Free assessments.</li><li>24/7 tutor support.</li></ul> ****Course Curriculum**** Here are the topics you will cover on the Diploma In Office Admin And Reception - Level 3 Course: <ul> <li>Module 01: Personal Assistant</li><li>Module 02: Admin Support</li><li>Module 03: Administrative Management</li><li>Module 04: Organisational Skills</li><li>Module 05: Telephone Etiquette</li><li>Module 06: Business Writing</li><li>Module 07: Time Management</li><li>Module 08: Body Language and Effective Communication</li><li>Module 09: Meeting Management</li></ul> Module 10: Excel Basics <ul> <li>Navigate the Excel User Interface</li><li>Use Excel Commands</li><li>Create and Save a Basic Workbook</li><li>Enter Cell Data</li><li>Use Excel Help</li><li>Create Worksheet Formulas</li><li>Insert Functions</li><li>Reuse Formulas and Functions</li><li>Insert, Delete, and Adjust Cells, Columns, and Rows</li><li>Search for and Replace Data</li><li>Use Proofing and Research Tools</li><li>Apply Text Formats</li><li>Apply Number Format</li><li>Align Cell Contents</li><li>Apply Styles and Themes</li><li>Apply Basic Conditional Formatting</li><li>Create and Use Templates</li><li>Preview and Print a Workbook</li><li>Set Up the Page Layout</li><li>Configure Headers and Footers</li><li>Manage Worksheets</li><li>Manage Workbook and Worksheet Views</li><li>Manage Workbook Properties</li></ul> Module 11: PowerPoint Basic <ul> <li>Customize the User Interface</li><li>Set PowerPoint 2016 Options</li><li>Modify Slide Masters and Slide Layouts</li><li>Add Headers and Footers</li><li>Modify the Notes Master and the Handout Master</li><li>Create SmartArt</li><li>Modify SmartArt</li><li>Write Math Equations</li><li>Add Audio to a Presentation</li><li>Add Video to a Presentation</li><li>Customize Animations and Transitions</li><li>Review a Presentation</li><li>Store and Share Presentations on the Web</li><li>Annotate a Presentation</li><li>Set Up a Slide Show</li><li>Create a Custom Slide Show</li><li>Add Hyperlinks and Action Buttons</li><li>Record a Presentation</li><li>Secure a Presentation</li><li>Broadcast a Slide Show</li><li>Create a Video or a CD</li></ul> Assessment Process Once you have finished the learning stages in the Diploma in Office Admin and Reception , your abilities will be assessed by an automated multiple-choice question session, after which you will receive the results immediately. <h2>
 
 <div>CPD</div>
 </h2>

 <div id="cpd">
 <div>
 <div>
 <div>
 15 CPD hours / points
 </div>
 <div>
 Accredited by CPD Quality Standards
 </div>
 </div>
 </div>
 </div> <h2>
 
 <div>Who is this course for?</div>
 </h2>

 <div id="who_is_this_course_for">
 This Office Admin and Reception course does not require you to have any prior qualifications or experience. <ul> <li>Anybody who wants to start a career as an office admin.</li><li>Anybody who wants to learn basic receptionist skills.</li></ul> 
 </div> <h2>
 
 <div>Requirements</div>
 </h2>

 <div id="requirements">
 You will not need any prior background or expertise to enrol in this course. 
 </div> <h2>
 
 <div>Career path</div>
 </h2>

 <div id="career_path">
 <ul> <li>Receptionist</li><li>Telephonist</li><li>School Secretary</li><li>Office Admin</li><li>Health Record Clerk</li></ul> Receptionists in the UK earn around 15K - 22K per annum. 
 </div> <h2>
 
 <div>Certificates</div>
 </h2>

 <div id="optional_extras">
 <h4>CPDQS Accredited Certificate </h4>
 
 Digital certificate -
 £10
 
 <h4>CPDQS Accredited Certificate </h4>
 
 Hard copy certificate -
 £29
 
 <div> If you are an international student, then you have to pay an additional 10 GBP as an international delivery charge. </div>

 </div>

Academy for Health and Fitness

Diploma in Office Admin and Reception

In the UK, the average salary for a purchase ledger clerk is £22,750 - £29,000, but this can go up depending on the individual's professional experience, location and skill set. Purchase Ledger is a fantastic way to start your career within accounts. This course is an entry-level role that will give you the experience needed to progress into a more senior-level finance role whether that be a Senior Purchase Ledger/Team Leader or taking your first step into a junior round accounts position. This Certificate in Purchase Ledger at QLS Level 3 course is endorsed by The Quality Licence Scheme and accredited by CPDQS (with 120 CPD points) to make your skill development &amp; career progression more accessible than ever! Why Prefer This Purchase Ledger Course? <ul> <li>Opportunity to earn certificate a certificate endorsed by the Quality Licence Scheme &amp; another accredited by CPDQS after completing the Purchase Ledger course</li><li>Get a free student ID card! (£10 postal charge will be applicable for international delivery)</li><li>Innovative and engaging content.</li><li>Free assessments</li><li>24/7 tutor support.</li></ul> This course will teach you how to keep a purchasing ledger and improve your financial management abilities. Enrol in the course to gain a thorough understanding of accounting and financial management. Keeping track of what you buy is essential for any organization. All of your purchase records can be kept in one place with the help of a purchase ledger. This course will teach you how to handle a purchasing ledger. With interactive sections, this course will teach you how to keep track of your purchases. This in-depth course will educate you on what a purchase ledger is and how to keep one up to date. You'll learn about the relevance of the bought ledger, the skills required for purchase ledger administration, and the prospects for purchase ledger management as a career. This training will provide you with a thorough understanding of the paperless buy ledger system. After finishing this course, you will be able to effectively handle the digital purchase ledger. What you'll learn? <ul> <li>Learn about the benefits and drawbacks of using a bought ledger.</li><li>Learn about the functions and responsibilities of a bookkeeper.</li><li>Understand the various stages of the accounting cycle.</li><li>Learn everything there is to know about the buy ledger control account.</li></ul> Enrol in the course right now and you'll have immediate access to all of the course materials. Then, from any internet-enabled device, access the course materials and learn when it's convenient for you. Start your learning journey straight away with this course and take a step toward a brighter future! *** Course Curriculum *** Purchase Ledger Course <ul> <li>Module 01: Introduction</li><li>Module 02: Importance of Purchase Ledger</li><li>Module 03: Skills for Purchase Ledger Management</li><li>Module 04: Purchase Ledger Control Account</li><li>Module 05: Managing Purchase Ledger Successfully</li><li>Module 06: Reconciliation</li><li>Module 07: The Key to a Paperless Purchase Ledger World</li></ul> Assessment Process You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass each exam.Our expert trainers will assess your assignment and give you feedback after you submit the assignment. After passing the Certificate in Purchase Ledger at QLS Level 3 course exam, you will be able to request a certificate at an additional cost that has been endorsed by the Quality Licence Scheme. <h2>
 
 <div>CPD</div>
 </h2>

 <div id="cpd">
 <div>
 <div>
 <div>
 120 CPD hours / points
 </div>
 <div>
 Accredited by CPD Quality Standards
 </div>
 </div>
 </div>
 </div> <h2>
 
 <div>Who is this course for?</div>
 </h2>

 <div id="who_is_this_course_for">
 Anyone interested in learning more about the topic is advised to take this course. This course is open to everybody. 
 </div> <h2>
 
 <div>Requirements</div>
 </h2>

 <div id="requirements">
 You will not need any prior background or expertise to enrol in this course. 
 </div> <h2>
 
 <div>Career path</div>
 </h2>

 <div id="career_path">
 After completing this course, you are to start your career or begin the next phase of your career. 
 </div> <h2>
 
 <div>Certificates</div>
 </h2>

 <div id="optional_extras">
 <h4>Certificate of completion</h4>
 
 Digital certificate -
 £10
 
 <h4>Certificate in Purchase Ledger at QLS Level 3</h4>
 
 Hard copy certificate -
 £89
 
 <div> Show off Your New Skills with a Certificate of Completion After successfully completing the Certificate in Purchase Ledger at QLS Level 3, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme. The certificate will be home-delivered, with a pricing scheme of - <ul> <li>89 GBP inside the UK</li><li>99 GBP (including postal fees) for International Delivery</li></ul> Certificate Accredited by CPDQS <ul> <li>29 GBP for Printed Hardcopy Certificate inside the UK</li><li>39 GBP for Printed Hardcopy Certificate outside the UK (International Delivery)</li></ul> </div>

 </div>

Purchase Ledger Training

Course Gate

Office Skills & Productivity

Online Course Creation

Excel Analytics

Office Productivity

Microsoft Excel

Professional Skills Course (PSC)

Professional Development

Trainers Course

Excel 2019 Intermediate

XLOOKUP and VLOOKUP Course is yet another &ldquo;Teacher&rsquo;s Choice&rdquo; course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this XLOOKUP and VLOOKUP Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills.Consisting of several modules, the course teaches you everything you need to succeed in this profession.The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website.Course CurriculumXLOOKUP<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">What Is XLOOKUP? &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP Syntax &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP Rules &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP NA Error &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP Match_mode &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP Search_mode &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP Wildcards &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP Horizontal Lookup &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">XLOOKUP Across Different Spreadsheets &nbsp; &nbsp; &nbsp; &nbsp;</li></ul>VLOOKUP<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Introduction &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">What Is VLOOKUP? &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP Syntax &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP &ndash; Range_lookup FALSE &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP &ndash; Range_lookup TRUE &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP Rules &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP NA Errors &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP Wildcards &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP Insert Function &nbsp; &nbsp; &nbsp; &nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">VLOOKUP Across Different Tabs</li></ul>Why Choose Teachers TrainingSome of our website features are:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">This is a dedicated website for teaching</li><li fr-original-style="" style="box-sizing: border-box;">24/7 tutor support</li><li fr-original-style="" style="box-sizing: border-box;">Interactive Content</li><li fr-original-style="" style="box-sizing: border-box;">Affordable price</li><li fr-original-style="" style="box-sizing: border-box;">Courses accredited by the UK&#39;s top awarding bodies</li><li fr-original-style="" style="box-sizing: border-box;">100% online</li><li fr-original-style="" style="box-sizing: border-box;">Flexible deadline</li></ul>Entry RequirementsNo formal entry requirements. You need to have:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Passion for learning</li><li fr-original-style="" style="box-sizing: border-box;">A good understanding of the English language</li><li fr-original-style="" style="box-sizing: border-box;">Be motivated and hard-working</li><li fr-original-style="" style="box-sizing: border-box;">Over the age of 16.</li></ul>CertificationCPD Certification from The Teachers TrainingSuccessfully completing the MCQ exam of this course qualifies you for a CPD-accredited certificate from The Teachers Training. You will be eligible for both PDF copy and hard copy of the certificate to showcase your achievement however you wish.<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">You can get your digital certificate (PDF) for &pound;4.99 only</li><li fr-original-style="" style="box-sizing: border-box;">Hard copy certificates are also available, and you can get one for only &pound;10.99</li><li fr-original-style="" style="box-sizing: border-box;">You can get both PDF and Hard copy certificates for just &pound;12.99!</li></ul>The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs.

The Teachers Training

Employability

Master data retrieval in Excel with our XLOOKUP and VLOOKUP course. Learn to efficiently find and analyze data, enhancing your spreadsheet skills for better decision-making.

XLOOKUP and VLOOKUP

<div>
									<section>
						<div>
					<div>
			<div>
								<div>
				<div>
			<h2>Overview</h2>		</div>
				</div>
				<div>
				<div>
							Microsoft Excel Course for Everyone - Complete Excel Course is yet another 'Teacher's Choice' course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this Microsoft Excel Course for Everyone - Complete Excel Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills.Consisting of several modules, the course teaches you everything you need to succeed in this profession.The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website.						</div>
				</div>
					</div>
		</div>
							</div>
		</section>
				<section>
						<div>
					<div>
			<div>
								<div>
				<div>
			<h3>Why Choose Teachers Training</h3>		</div>
				</div>
				<div>
				<div>
			Some of our website features are:		</div>
				</div>
				<div>
				<div>
					<ul>
							<li>
											
													
										This is a dedicated website for teaching
									</li>
								<li>
											
													
										24/7 tutor support
									</li>
								<li>
											
													
										Interactive Content
									</li>
								<li>
											
													
										Affordable price
									</li>
								<li>
											
													
										Courses accredited by the UK's top awarding bodies
									</li>
								<li>
											
													
										100% online 
									</li>
								<li>
											
													
										Flexible deadline
									</li>
						</ul>
				</div>
				</div>
					</div>
		</div>
							</div>
		</section>
				<section>
						<div>
					<div>
			<div>
								<div>
				<div>
			<h3> Entry Requirements
</h3>		</div>
				</div>
				<div>
				<div>
			No formal entry requirements. You need to have:		</div>
				</div>
				<div>
				<div>
					<ul>
							<li>
											
													
										Passion for learning
									</li>
								<li>
											
													
										A good understanding of the English language
									</li>
								<li>
											
													
										Be motivated and hard-working
									</li>
								<li>
											
													
										Over the age of 16.
									</li>
						</ul>
				</div>
				</div>
					</div>
		</div>
							</div>
		</section>
				<section>
						<div>
					<div>
			<div>
								<div>
				<div>
			<h3>Certification</h3>		</div>
				</div>
				<div>
				<div>
							CPD Certification from The Teachers TrainingSuccessfully completing the MCQ exam of this course qualifies you for a CPD-accredited certificate from The Teachers Training. You will be eligible for both PDF copy and hard copy of the certificate to showcase your achievement however you wish.<ul><li>You can get your digital certificate (PDF) for £4.99 only</li><li>Hard copy certificates are also available, and you can get one for only £10.99</li><li>You can get both PDF and Hard copy certificates for just £12.99!</li></ul>The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs.						</div>
				</div>
					</div>
		</div>
							</div>
		</section>
							</div><table width="100%">				<tbody><tr>
					<td colspan="4">Section 01: Getting Started</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:03:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Course Curriculum</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Getting started on Windows, macOS, Android, and IOS</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>How to ask great questions</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>FAQ's</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Starting Excel</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 02: Excel Basics</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Worksheet basics</td>
					<td> </td>
					<td> 00:22:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Entering values and formulas</td>
					<td> </td>
					<td> 00:12:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Data formats</td>
					<td> </td>
					<td> 00:10:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Data handling basics - cut copy and paste</td>
					<td> </td>
					<td> 00:07:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Save and print in excel</td>
					<td> </td>
					<td> 00:10:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Excel Ranges</td>
					<td> </td>
					<td> 00:05:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 03: Excel essential functions</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Basic formula operations</td>
					<td> </td>
					<td> 00:06:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Mathematical functions level 1</td>
					<td> </td>
					<td> 00:20:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Mathematical functions level 2</td>
					<td> </td>
					<td> 00:12:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Text functions level 1</td>
					<td> </td>
					<td> 00:09:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Text functions level 2</td>
					<td> </td>
					<td> 00:13:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Logical functions</td>
					<td> </td>
					<td> 00:11:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Date time functions</td>
					<td> </td>
					<td> 00:06:00</td>
				</tr>
								<tr>
					<td></td>
					<td>V Lookup formula</td>
					<td> </td>
					<td> 00:12:00</td>
				</tr>
								<tr>
					<td></td>
					<td>HLookup formula</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>HLookup + Match formula</td>
					<td> </td>
					<td> 00:09:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Match + Index formula</td>
					<td> </td>
					<td> 00:05:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 04: XLookup only for Excel 2021 and Office 365</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>XLookup</td>
					<td> </td>
					<td> 00:08:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Handling #NA and Approximates match in XLookup</td>
					<td> </td>
					<td> 00:11:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Wildcard matching in XLookup</td>
					<td> </td>
					<td> 00:06:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 05: Get Data and tools</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Split text into columns</td>
					<td> </td>
					<td> 00:07:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Flash Fill</td>
					<td> </td>
					<td> 00:07:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Remove Duplicates</td>
					<td> </td>
					<td> 00:08:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Data Validation</td>
					<td> </td>
					<td> 00:07:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Get- import Data from Text</td>
					<td> </td>
					<td> 00:06:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Get - import Data from CSV</td>
					<td> </td>
					<td> 00:03:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 06: Formatting data and tables</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Formatting Font</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Formatting Alignment</td>
					<td> </td>
					<td> 00:06:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Formatting Number</td>
					<td> </td>
					<td> 00:05:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Formatting Date</td>
					<td> </td>
					<td> 00:03:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Formatting tables</td>
					<td> </td>
					<td> 00:05:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 07: Pivot Tables</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Creating Pivot Table</td>
					<td> </td>
					<td> 00:07:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Value field settings</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Number format</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Pivot Table Design</td>
					<td> </td>
					<td> 00:03:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Excel Exercise</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Solution for Excel Exercise</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 08: Excel Charts</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Excel Charts - Categories</td>
					<td> </td>
					<td> 00:03:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Elements of a chart</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Easy way to create charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Column or Bar charts</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Formatting charts</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Line charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Area charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Pie and Doughnut charts</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Format AreaPlot or XY chart</td>
					<td> </td>
					<td> 00:08:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Scatter or bubble charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 09: Advanced Excel charts</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Frequency Distribution and Histograms</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Waterfall charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Hierarchy charts: sunburst and tree map</td>
					<td> </td>
					<td> 00:03:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Combination charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Sparklines</td>
					<td> </td>
					<td> 00:05:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 10: Pivot Charts</td>
				</tr>
								<tr>
					<td></td>
					<td>Pivot charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 11: Maps Chart above 2019</td>
				</tr>
								<tr>
					<td></td>
					<td>Maps chart</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>3D Maps chart</td>
					<td> </td>
					<td> 00:03:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 12: Business-Geo charts</td>
				</tr>
								<tr>
					<td></td>
					<td>Introduction</td>
					<td> </td>
					<td> 00:01:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Stock charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Radar charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Surface charts</td>
					<td> </td>
					<td> 00:02:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Heat maps</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 13: Named Ranges</td>
				</tr>
								<tr>
					<td></td>
					<td>Named ranges</td>
					<td> </td>
					<td> 00:05:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Indirect Name range Function</td>
					<td> </td>
					<td> 00:06:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 14: Import Data into Excel</td>
				</tr>
								<tr>
					<td></td>
					<td>Import Data table from PDF file - Excel 2021</td>
					<td> </td>
					<td> 00:04:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Import Data from Website - Excel 2019 above</td>
					<td> </td>
					<td> 00:09:00</td>
				</tr>
								<tr>
					<td colspan="4">Section 15: Advanced Excel</td>
				</tr>
								<tr>
					<td></td>
					<td>Project: Sales forecast tracker</td>
					<td> </td>
					<td> 00:07:00</td>
				</tr>
								<tr>
					<td></td>
					<td>Product Sale Tax invoice: Tax Calculations</td>
					<td> </td>
					<td> 00:05:00</td>
				</tr>
				</tbody></table>

Microsoft Excel Course for Everyone – Complete Excel Course is yet another “Teacher’s Choice” course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this Microsoft Excel Course for Everyone – Complete Excel Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills.
Consisting of several modules, the course teaches you everything you need to succeed in this profession.
The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website.
Course Curriculum
Section 01: Getting Started
Section 02: Excel Basics
Section 03: Excel essential functions
Section 04: XLookup only for Excel 2021 and Office 365
Section 05: Get Data and tools
Section 06: Formatting data and tables
Section 07: Pivot Tables
Section 08: Excel Charts
Section 09: Advanced Excel charts
Section 10: Pivot Charts
Section 11: Maps Chart above 2019
Section 12: Business-Geo charts
Section 13: Named Ranges
Section 14: Import Data into Excel
Section 15: Advanced Excel
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Certification
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Successfully completing the MCQ exam of this course qualifies you for a CPD-accredited certificate from The Teachers Training. You will be eligible for both PDF copy and hard copy of the certificate to showcase your achievement however you wish.
You can get your digital certificate (PDF) for £4.99 only
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The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs.

Microsoft Certification

Unlock the full potential of Microsoft Excel with our course for everyone. Learn essential skills and advanced techniques to excel in any data-driven role.

Microsoft Excel Course for Everyone - Complete Excel Course

A medical secretary is responsible for ensuring that a doctor's office runs smoothly so that patients receive the best possible care. A medical secretary must understand office organisation and standard procedures to provide this secretarial support. They should also be able to use medical terminologies fluently. This course will teach you about the medical secretarial profession and the skills needed to do the job successfully.This course will teach you about the roles and responsibilities of a medical secretary. You will also learn various medical secretary skills, including an effective filing system, medical transcription, medical writing, maintaining medical records, an appointment system, and more. Furthermore, this comprehensive Medical Secretary - Essential Skills will teach you the critical concepts of patient confidentiality and other legal aspects of the healthcare industry.Learning OutcomesAfter completing this course, learner will be able to:<ul><li>Understand the fundamentals of the National Health Service.</li><li>Understand the roles and responsibilities of a medical secretary.</li><li>Know how to organise schedules and manage appointment systems.</li><li>Gain a clear understanding of the Law, Ethics and Medicine.</li><li>Gain a thorough understanding of the effective filing system in medical offices.</li><li>Familiarise yourself with the concept of patient confidentiality and its dos and don'ts.</li><li>Become skilled at controlling and ordering stocks and supplies.</li><li>Gain in-depth knowledge of Medical Terminology and Clinical Aspects.</li><li>Know the importance of health and safety in the healthcare sector.</li><li>Have a solid understanding of Complementary Medicine</li></ul>Why Choose Diploma in Medical Receptionist and Secretary from Us<ul><li>Self-paced course, access available from anywhere.</li><li>Easy to understand, high-quality study materials.</li><li>Medical Secretary - Essential Skills Course developed by industry experts.</li><li>MCQ quiz after each module to assess your learning.</li><li>Automated and instant assessment results.</li><li>24/7 support via live chat, phone call or email.</li><li>Free PDF certificate as soon as completing this Course.</li></ul>**Courses are included in this Medical Secretary - Essential Skills Bundle Course<ol><li>Course 01: Medical Secretary - Essential Skills</li><li>Course 02: Communication Skills Course </li><li>Course 03: Level 4 Time Management Course</li><li>Course 04: Level 5 Proofreading &amp; Copy Editing</li><li>Course 05: Level 2 Customer Service</li><li>Course 06: Level 5 Report Writing Course</li><li>Course 07: Level 5 Negotiation Skills Course</li></ol>***Others Included of Medical Secretary - Essential Skills Bundle Course<ul><li>Free 7 PDF Certificate</li><li>Access to Content - Lifetime</li><li>Exam Fee - Totally Free</li><li>Free Retake Exam</li></ul>[ Note: Free PDF certificate as soon as completing the course ] Detailed course curriculum of the Medical Secretary - Essential Skills:Module 1: The National Health Service<ul><li>History</li><li>Structure of the NHS</li><li>The NHS Plan</li><li>Resource Allocation</li><li>Delivering Care</li><li>Mental Health Services</li><li>Public Health</li><li>The NHS, the Regions and Devolution</li></ul>Module 2: Patient (Customer) Care<ul><li>The Medical Receptionist</li><li>Putting Patient First</li><li>Complaints Within the Health Service</li><li>The Complaints Procedure</li><li>Patient and Public Involvement</li><li>Patient's Rights</li><li>Access to Health Care</li><li>Total Quality in Medical Practice</li><li>Customer Care: Involving Patients and the Public</li></ul>Module 3: Communication<ul><li>Report Writing</li><li>Electronic Mail &amp; Mobile Phones: Text Messages</li><li>Telephone Skills</li><li>People Skills - Face to Face</li><li>Meeting</li><li>Performance Review &amp; Counselling</li><li>The Practice Leaflet &amp; Hospital Information Leaflets</li><li>Networking</li></ul>Module 4: Law, Ethics and Medicine<ul><li>Medical Ethics and Etiquette</li><li>Doctor's Duties</li><li>Patient's Right</li><li>The Regulatory Bodies and Their Role</li><li>Legal Aspects</li><li>Certification</li><li>Health and Safety at Work</li></ul>Module 5: Health &amp; Safety in a Clinical Environment<ul><li>First Aid at Work</li><li>Hazardous Substances</li><li>The NHS National Patient Safety Agency (NPSA)</li><li>Hepatitis &amp; AIDS</li><li>Fire Precautions</li><li>Clinical Risk Management</li><li>Coping With Aggression &amp; Violence</li></ul>Module 6: Practical Reception Skills in General Practice<ul><li>Record Keeping and General Administration</li><li>Information Technology</li></ul>Module 7: The Hospital Service<ul><li>The Patient's Route Through the Hospital</li><li>Outpatient Appointments</li><li>Admissions from the Waiting List</li><li>Accident and Emergency Admissions</li><li>Home From Hospital Support</li><li>Day Cases and Ward Attendees</li><li>Hospital Team</li><li>Clinical Audit</li><li>Star Ratings</li><li>What is a Medical Record?</li><li>Cases Notes</li><li>Master Index</li><li>Filing Room or Records Library</li><li>Medical Records Procedure for Departments</li><li>Retention of Records</li><li>Destruction of Medical Records</li><li>The Role of the Secretary in the Hospital</li></ul>Module 8: Private Medicine<ul><li>Private Clinic or Hospital</li><li>The Secretary In Private Practice</li></ul>Module 9: Forms, Fees and Finances in General Practises<ul><li>Contracting</li><li>Finance</li><li>Practice Income</li><li>Scotland</li><li>Wales</li><li>Northern Ireland</li></ul>Module 10: Using Information Technology<ul><li>Computers in General Practice</li><li>Electronic Medicine</li><li>Computers in Hospitals</li><li>Maintaining Security</li></ul>Module 11: Medical Terminology and Clinical Aspects<ul><li>Pathology and X-ray Examinations</li><li>Prescribing and Drugs</li><li>Nurse Prescribing</li><li>New Developments in Pharmacy</li></ul>Module 12: Audit, Health Economics and Ensuring Quality for the Medical Receptionist and Secretary<ul><li>Audit</li><li>Health Economics and Cost-effective Medicine</li><li>Private Finance Initiative</li><li>Clinical Governance</li><li>National Institute for Clinical Excellence (NICE)</li><li>National Clinical Assessment Service (NCAS)</li><li>National Service Framework (NSF)</li><li>Patient Surveys</li></ul>Module 13: Complementary Medicine<ul><li>Acupuncture</li><li>Alexander Technique</li><li>Aromatherapy</li><li>Chiropractic</li><li>Homoeopathy</li><li>Hydrotherapy</li><li>Hypnotherapy</li><li>Osteopathy</li><li>Reflexology</li></ul>-------------------***Communication Skills Course***<ul><li>Module 01: Introduction to Communication</li><li>Module 02: The Communication Skills</li><li>Module 03: Different Types of Communication</li><li>Module 04: Different Methods of Communication</li><li>Module 05: Styles of Communication</li><li>Module 06: Barriers to Communication</li><li>Module 07: Assessing Communication Competence: Relevant Criteria</li><li>Module 08: Seven Actions for Effective Communication</li><li>Module 09: Do's and Don'ts of Effective Communication</li></ul>-------------------***Level 4 Time Management Course***<ul><li>Module 1: Basics of Time Management</li><li>Module 2: Prioritise Your Time</li><li>Module 3: Organise Your Time</li><li>Module 4: Using Your Time Efficiently</li><li>Module 5: Time Management in the Workplace</li><li>Module 6: Time Management For Students</li><li>Module 7: Time Management Software</li><li>Module 8: Create a Value-Based Time Management Plan</li></ul>-------------------***Level 5 Proofreading &amp; Copy Editing***<ul><li>Module 01: An Overview of Proofreading</li><li>Module 02: Use of the Style Guide</li><li>Module 03: Spelling and Grammar</li><li>Module 04: Paper-based Proofreading</li><li>Module 05: On the Screen Proofreading</li><li>Module 06: Basics of Copy Editing</li><li>Module 07: Copy Editing - the Use of Language</li><li>Module 08: Copy Editing - Checking Accuracy and Facts</li><li>Module 09: Copy Editing - Legal Checks</li><li>Module 10: Career Development</li></ul>-------------------***Level 2 Customer Service***<ul><li>Module 1: Introduction to Customer Service</li><li>Module 2: Understanding the Organisation</li><li>Module 3: Prepare to Deliver Excellent Customer Service</li><li>Module 4: Communication in the Customer Service Role</li><li>Module 5: Understand Customers</li></ul>-------------------***Level 5 Report Writing Course***<ul><li>Module 01: Introduction to Report Writing</li><li>Module 02: The Basics of Business Report Writing</li><li>Module 03: The Practical Side of Report Writing (Part-1): Preparation &amp; Planning</li><li>Module 04: The Practical Side of Report Writing (Part-2): Collecting and Handling Information</li><li>Module 05: The Practical Side of Report Writing (Part-3): Writing and Revising Report</li><li>Module 06: The Creative Side of Report Writing (Part -1): A Style Guide to Good Report Writing</li><li>Module 07: The Creative Side of Report Writing (Part -2): Improving the Presentation of Your Report</li><li>Module 08: Developing Research Skills</li><li>Module 09: Developing Creativity &amp; Innovation</li><li>Module 10: Develop Critical Thinking Skills</li><li>Module 11: Interpersonal Skill Development</li></ul>-------------------***Level 5 Negotiation Skills Course***<ul><li>Module 01: An Overview of Negotiation</li><li>Module 02: How to Prepare For Negotiations</li><li>Module 03: The Process of Negotiation</li><li>Module 04: Ways of Developing Persuasion &amp; Influencing Skills</li><li>Module 05: Ways of Developing Communication Skills</li><li>Module 06: How to Develop Active Listening Skills</li><li>Module 07: Comprehending Body Language</li><li>Module 08: Assertiveness and Self Confidence</li><li>Module 09: Managing Anger</li><li>Module 10: Managing Stress</li><li>Module 11: Negotiation Tactics to Closing a Better Deal</li><li>Module 12: Ways of Overcoming Sales Objections</li></ul>Assessment MethodAfter completing each module of the Medical Secretary - Essential Skills, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Once you complete all the modules in this manner, you will be qualified to request your certification.CertificationAfter completing the MCQ/Assignment assessment for this Medical Secretary - Essential Skills, you will be entitled to a Certificate of Completion from Training Tale. It will act as proof of your extensive professional development. The certificate is in PDF format, which is completely free to download. A printed version is also available upon request. It will also be sent to you through a courier for £13.99. <h2>
 
 <div>Who is this course for?</div>
 </h2>

 <div id="who_is_this_course_for">
 This Medical Secretary - Essential Skills is ideal for Health Care Professionals who work and will be working in healthcare settings such as hospitals, clinics, and healthcare facilities.
 </div> <h2>
 
 <div>Requirements</div>
 </h2>

 <div id="requirements">
 Students who intend to enrol in this course must meet the following requirements:<ul><li>Good command of the English language</li><li>Must be vivacious and self-driven</li><li>Basic computer knowledge</li><li>A minimum of 16 years of age is required</li></ul>
 </div> <h2>
 
 <div>Career path</div>
 </h2>

 <div id="career_path">
 After completing this course, you will have developed a set of skills necessary for career advancement and will be able to pursue a variety of job opportunities, including -<ul><li>Medical Receptionist</li><li>Medical Secretary</li><li>Healthcare Administrator</li><li>GP Receptionist</li><li>Patient Coordinator</li></ul>
 </div> <h2>
 
 <div>Certificates</div>
 </h2>

 <div id="optional_extras">
 <h4>Certificate of completion</h4>
 
 Digital certificate -
 Included
 

 </div>

Training Tale

Secretarial & PA

Health Skills

Healthcare Science Assistant

Secretarial & Shorthand

Medical Secretary

Medical Secretary - Essential Skills

A medical secretary is responsible for ensuring that a doctor's office runs smoothly so that patients receive the best possible care. A medical secretary must understand office organisation and standard procedures to provide this secretarial support. They should also be able to use medical terminologies fluently. This Medical Receptionist Skills will teach you about the medical secretarial profession and the skills needed to do the job successfully.This Course will teach you about the roles and responsibilities of a medical secretary. You will also learn various medical secretary skills, including an effective filing system, medical transcription, medical writing, maintaining medical records, an appointment system, and more. Furthermore, this comprehensive Medical Receptionist Skills will teach you the critical concepts of patient confidentiality and other legal aspects of the healthcare industry.Learning OutcomesAfter completing this course, learner will be able to:<ul><li>Understand the fundamentals of the National Health Service.</li><li>Understand the roles and responsibilities of a medical secretary.</li><li>Know how to organise schedules and manage appointment systems.</li><li>Gain a clear understanding of the Law, Ethics and Medicine.</li><li>Gain a thorough understanding of the effective filing system in medical offices.</li><li>Familiarise yourself with the concept of patient confidentiality and its dos and don'ts.</li><li>Become skilled at controlling and ordering stocks and supplies.</li><li>Gain in-depth knowledge of Medical Terminology and Clinical Aspects.</li><li>Know the importance of health and safety in the healthcare sector.</li><li>Have a solid understanding of Complementary Medicine</li></ul>Why Choose Diploma in Medical Receptionist and Secretary from Us<ul><li>Self-paced course, access available from anywhere.</li><li>Easy to understand, high-quality study materials.</li><li>This Course developed by industry experts.</li><li>MCQ quiz after each module to assess your learning.</li><li>Automated and instant assessment results.</li><li>24/7 support via live chat, phone call or email.</li><li>Free PDF certificate as soon as completing this Course.</li></ul>**Courses are included in this Medical Receptionist Skills Bundle Course<ol><li>Course 01: Medical Receptionist Skills</li><li>Course 02: Dealing With Difficult People </li><li>Course 03: Communication Skills Course</li><li>Course 04: Level 4 Time Management Course</li><li>Course 05: Level 5 Negotiation Skills Course</li><li>Course 06: Level 5 Report Writing Course</li><li>Course 07: Level 5 Proofreading &amp; Copy Editing</li></ol>***Others Included of Medical Receptionist Skills Bundle Course<ul><li>Free 7 PDF Certificate</li><li>Access to Content - Lifetime</li><li>Exam Fee - Totally Free</li><li>Free Retake Exam</li></ul>[ Note: Free PDF certificate as soon as completing the course ] Detailed course curriculum of the Medical Receptionist Skills:Module 1: The National Health Service<ul><li>History</li><li>Structure of the NHS</li><li>The NHS Plan</li><li>Resource Allocation</li><li>Delivering Care</li><li>Mental Health Services</li><li>Public Health</li><li>The NHS, the Regions and Devolution</li></ul>Module 2: Patient (Customer) Care<ul><li>The Medical Receptionist</li><li>Putting Patient First</li><li>Complaints Within the Health Service</li><li>The Complaints Procedure</li><li>Patient and Public Involvement</li><li>Patient's Rights</li><li>Access to Health Care</li><li>Total Quality in Medical Practice</li><li>Customer Care: Involving Patients and the Public</li></ul>Module 3: Communication<ul><li>Report Writing</li><li>Electronic Mail &amp; Mobile Phones: Text Messages</li><li>Telephone Skills</li><li>People Skills - Face to Face</li><li>Meeting</li><li>Performance Review &amp; Counselling</li><li>The Practice Leaflet &amp; Hospital Information Leaflets</li><li>Networking</li></ul>Module 4: Law, Ethics and Medicine<ul><li>Medical Ethics and Etiquette</li><li>Doctor's Duties</li><li>Patient's Right</li><li>The Regulatory Bodies and Their Role</li><li>Legal Aspects</li><li>Certification</li><li>Health and Safety at Work</li></ul>Module 5: Health &amp; Safety in a Clinical Environment<ul><li>First Aid at Work</li><li>Hazardous Substances</li><li>The NHS National Patient Safety Agency (NPSA)</li><li>Hepatitis &amp; AIDS</li><li>Fire Precautions</li><li>Clinical Risk Management</li><li>Coping With Aggression &amp; Violence</li></ul>Module 6: Practical Reception Skills in General Practice<ul><li>Record Keeping and General Administration</li><li>Information Technology</li></ul>Module 7: The Hospital Service<ul><li>The Patient's Route Through the Hospital</li><li>Outpatient Appointments</li><li>Admissions from the Waiting List</li><li>Accident and Emergency Admissions</li><li>Home From Hospital Support</li><li>Day Cases and Ward Attendees</li><li>Hospital Team</li><li>Clinical Audit</li><li>Star Ratings</li><li>What is a Medical Record?</li><li>Cases Notes</li><li>Master Index</li><li>Filing Room or Records Library</li><li>Medical Records Procedure for Departments</li><li>Retention of Records</li><li>Destruction of Medical Records</li><li>The Role of the Secretary in the Hospital</li></ul>Module 8: Private Medicine<ul><li>Private Clinic or Hospital</li><li>The Secretary In Private Practice</li></ul>Module 9: Forms, Fees and Finances in General Practises<ul><li>Contracting</li><li>Finance</li><li>Practice Income</li><li>Scotland</li><li>Wales</li><li>Northern Ireland</li></ul>Module 10: Using Information Technology<ul><li>Computers in General Practice</li><li>Electronic Medicine</li><li>Computers in Hospitals</li><li>Maintaining Security</li></ul>Module 11: Medical Terminology and Clinical Aspects<ul><li>Pathology and X-ray Examinations</li><li>Prescribing and Drugs</li><li>Nurse Prescribing</li><li>New Developments in Pharmacy</li></ul>Module 12: Audit, Health Economics and Ensuring Quality for the Medical Receptionist and Secretary<ul><li>Audit</li><li>Health Economics and Cost-effective Medicine</li><li>Private Finance Initiative</li><li>Clinical Governance</li><li>National Institute for Clinical Excellence (NICE)</li><li>National Clinical Assessment Service (NCAS)</li><li>National Service Framework (NSF)</li><li>Patient Surveys</li></ul>Module 13: Complementary Medicine<ul><li>Acupuncture</li><li>Alexander Technique</li><li>Aromatherapy</li><li>Chiropractic</li><li>Homoeopathy</li><li>Hydrotherapy</li><li>Hypnotherapy</li><li>Osteopathy</li><li>Reflexology</li></ul>-------------------***Communication Skills Course***<ul><li>Module 01: Introduction to Communication</li><li>Module 02: The Communication Skills</li><li>Module 03: Different Types of Communication</li><li>Module 04: Different Methods of Communication</li><li>Module 05: Styles of Communication</li><li>Module 06: Barriers to Communication</li><li>Module 07: Assessing Communication Competence: Relevant Criteria</li><li>Module 08: Seven Actions for Effective Communication</li><li>Module 09: Do's and Don'ts of Effective Communication</li></ul>-------------------***Level 4 Time Management Course***<ul><li>Module 1: Basics of Time Management</li><li>Module 2: Prioritise Your Time</li><li>Module 3: Organise Your Time</li><li>Module 4: Using Your Time Efficiently</li><li>Module 5: Time Management in the Workplace</li><li>Module 6: Time Management For Students</li><li>Module 7: Time Management Software</li><li>Module 8: Create a Value-Based Time Management Plan</li></ul>-------------------***Level 5 Proofreading &amp; Copy Editing***<ul><li>Module 01: An Overview of Proofreading</li><li>Module 02: Use of the Style Guide</li><li>Module 03: Spelling and Grammar</li><li>Module 04: Paper-based Proofreading</li><li>Module 05: On the Screen Proofreading</li><li>Module 06: Basics of Copy Editing</li><li>Module 07: Copy Editing - the Use of Language</li><li>Module 08: Copy Editing - Checking Accuracy and Facts</li><li>Module 09: Copy Editing - Legal Checks</li><li>Module 10: Career Development</li></ul>-------------------***Dealing With Difficult People***<ul><li>Module 01: Difficult People and Their Difficult Behaviour</li><li>Module 02: Communicating With Difficult People</li><li>Module 03: Standing Up to Difficult People</li><li>Module 04: A Quick Guide to the Seven Classically Difficult Types</li><li>Module 05: Dealing with Bosses Who Drive You Barmy</li><li>Module 06: Colleagues to Throttle</li><li>Module 07: Dealing With Impossible People</li><li>Module 08: The Temper Tantrum Type</li></ul>-------------------***Level 5 Negotiation Skills Course***<ul><li>Module 01: An Overview of Negotiation</li><li>Module 02: How to Prepare For Negotiations</li><li>Module 03: The Process of Negotiation</li><li>Module 04: Ways of Developing Persuasion &amp; Influencing Skills</li><li>Module 05: Ways of Developing Communication Skills</li><li>Module 06: How to Develop Active Listening Skills</li><li>Module 07: Comprehending Body Language</li><li>Module 08: Assertiveness and Self Confidence</li><li>Module 09: Managing Anger</li><li>Module 10: Managing Stress</li><li>Module 11: Negotiation Tactics to Closing a Better Deal</li><li>Module 12: Ways of Overcoming Sales Objections</li></ul>-------------------***Level 5 Report Writing Course***<ul><li>Module 01: Introduction to Report Writing</li><li>Module 02: The Basics of Business Report Writing</li><li>Module 03: The Practical Side of Report Writing (Part-1): Preparation &amp; Planning</li><li>Module 04: The Practical Side of Report Writing (Part-2): Collecting and Handling Information</li><li>Module 05: The Practical Side of Report Writing (Part-3): Writing and Revising Report</li><li>Module 06: The Creative Side of Report Writing (Part -1): A Style Guide to Good Report Writing</li><li>Module 07: The Creative Side of Report Writing (Part -2): Improving the Presentation of Your Report</li><li>Module 08: Developing Research Skills</li><li>Module 09: Developing Creativity &amp; Innovation</li><li>Module 10: Develop Critical Thinking Skills</li><li>Module 11: Interpersonal Skill Development</li></ul>Assessment MethodAfter completing each module of the Medical Receptionist Skills, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Once you complete all the modules in this manner, you will be qualified to request your certification.CertificationAfter completing the MCQ/Assignment assessment for this course, you will be entitled to a Certificate of Completion from Training Tale. It will act as proof of your extensive professional development. The certificate is in PDF format, which is completely free to download. A printed version is also available upon request. It will also be sent to you through a courier for £13.99. <h2>
 
 <div>Who is this course for?</div>
 </h2>

 <div id="who_is_this_course_for">
 This Medical Receptionist Skills is ideal for Health Care Professionals who work and will be working in healthcare settings such as hospitals, clinics, and healthcare facilities.
 </div> <h2>
 
 <div>Requirements</div>
 </h2>

 <div id="requirements">
 There are no specific requirements for this Medical Receptionist Skills because it does not require any advanced knowledge or skills.
 </div> <h2>
 
 <div>Career path</div>
 </h2>

 <div id="career_path">
 After completing this Medical Receptionist Skills, you will have developed a set of skills necessary for career advancement and will be able to pursue a variety of job opportunities, including -<ul><li>Medical Receptionist</li><li>Medical Secretary</li><li>Healthcare Administrator</li><li>GP Receptionist</li><li>Patient Coordinator</li></ul>
 </div> <h2>
 
 <div>Certificates</div>
 </h2>

 <div id="optional_extras">
 <h4>Certificate of completion</h4>
 
 Digital certificate -
 Included
 

 </div>

Medical Receptionist

Medical Receptionist Skills

In this course, you&rsquo;ll gain a basic understanding of finance and accounting concepts to drive the success of your business.This course aims to demystify the accounting language over three hours so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.Date: Wednesday 25th September 2024Time: 9:30am - 12:30pmLocation: OnlineFor: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)Cost: FreeMore about the courseEven if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This webinar will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.What it covers:Part 1<ul fr-original-style="" style="box-sizing: border-box;"><li id="isPasted" fr-original-style="" style="box-sizing: border-box;">Historical business finance measurement</li><li fr-original-style="" style="box-sizing: border-box;">The main performance measure - Profit &amp; Loss</li><li fr-original-style="" style="box-sizing: border-box;">The main valuation measure - Balance Sheet</li><li fr-original-style="" style="box-sizing: border-box;"> The importance of cash management and working capital</li></ul>Part 2<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">How to apply this knowledge to business planning and targeting</li><li fr-original-style="" style="box-sizing: border-box;">Using the above measurement tools to help plan and forecast business performance, particularly Profit &amp; Loss and Cashflow and the key differences between them</li><li fr-original-style="" style="box-sizing: border-box;">Break even</li><li fr-original-style="" style="box-sizing: border-box;">Pricing methods</li></ul>Who it is for:The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates, and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to North Essex (either Braintree, Chelmsford, Colchester, Maldon, or Tendring).Who should attend:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Entrepreneurs</li><li fr-original-style="" style="box-sizing: border-box;">Micro business owners</li><li fr-original-style="" style="box-sizing: border-box;">Small business owners</li><li fr-original-style="" style="box-sizing: border-box;">Middle managers</li><li fr-original-style="" style="box-sizing: border-box;">Consultants</li><li fr-original-style="" style="box-sizing: border-box;">Coaches</li><li fr-original-style="" style="box-sizing: border-box;">E-commerce businesses</li><li fr-original-style="" style="box-sizing: border-box;">Digital marketers</li><li fr-original-style="" style="box-sizing: border-box;">Service based business owners</li></ul>Skills gained:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Understand basic financial documents used in business</li><li fr-original-style="" style="box-sizing: border-box;">Interpret the information in these documents, and use it to manage day-to-day business activity</li><li fr-original-style="" style="box-sizing: border-box;">Be more effective in their role</li></ul>About the host:Jim Fletcher ACMA GCMAJim is a business manager with Let&#39;s Do Business Group and a dedicated business coach with 40 years&rsquo; commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales &amp; marketing and operations functions.<hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;">This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let&#39;s Do Business Group.Let&#39;s Do Business Group is undertaking this project jointly with the&nbsp;<a href="https://neeb.org.uk/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://neeb.org.uk/" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">North Essex Economic Board (NEEB)</a>. The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.This project is funded by the UK Government through the UK Shared Prosperity Fund.The UK Shared Prosperity Fund is a central pillar of the UK government&#39;s Levelling Up agenda and provides &pound;2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit&nbsp;<a href="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus</a>Please click here to see our&nbsp;<a href="https://backingessexbusiness.co.uk/privacy-policy" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://backingessexbusiness.co.uk/privacy-policy" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">Privacy Policy</a>. Please note that your details may be shared with the North Essex Economic Board who are funding this project.

In this course, you’ll gain a basic understanding of finance and accounting concepts to drive the success of your business.
This course aims to demystify the accounting language over three hours so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.
Date: Wednesday 25th September 2024
Time: 9:30am - 12:30pm
Location: Online
For: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)
Cost: Free
More about the course
Even if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This webinar will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.
What it covers:
Part 1
Historical business finance measurement
The main performance measure - Profit & Loss
The main valuation measure - Balance Sheet
The importance of cash management and working capital
Part 2
How to apply this knowledge to business planning and targeting
Using the above measurement tools to help plan and forecast business performance, particularly Profit & Loss and Cashflow and the key differences between them
Break even
Pricing methods
Who it is for:
The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates, and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to North Essex (either Braintree, Chelmsford, Colchester, Maldon, or Tendring).
Who should attend:
Entrepreneurs
Micro business owners
Small business owners
Middle managers
Consultants
Coaches
E-commerce businesses
Digital marketers
Service based business owners
Skills gained:
Understand basic financial documents used in business
Interpret the information in these documents, and use it to manage day-to-day business activity
Be more effective in their role
About the host:
Jim Fletcher ACMA GCMA
Jim is a business manager with Let's Do Business Group and a dedicated business coach with 40 years’ commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales & marketing and operations functions.



This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let's Do Business Group.
Let's Do Business Group is undertaking this project jointly with the North Essex Economic Board (NEEB). The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.
This project is funded by the UK Government through the UK Shared Prosperity Fund.
The UK Shared Prosperity Fund is a central pillar of the UK government's Levelling Up agenda and provides £2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus
Please click here to see our Privacy Policy. Please note that your details may be shared with the North Essex Economic Board who are funding this project.

Let’s Do Business Group

This course aims to demystify the accounting language so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.

Finance for Non-Financial Entrepreneurs - North Essex

<div id="course-pills-1">Duration1 Days6 CPD hoursThis course is intended forTo ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience.OverviewUpon successful completion of this course, students will be able to enhance productivity and efficiency by streamlining workflow, collaborate with others, and audit and analyse data.This course is designed for students desiring to gain skills necessary to create macros, collaborate with others, audit and analyse data, incorporate multiple data sources, and import data.</div><div id="course-pills-2"><h4>Working with Multiple Worksheets and Workbooks </h4><ul><li>Working with Named Ranges</li><li>Link Cells Across Worksheets and Workbooks </li><li>Use 3D References to Calculate Across Worksheets</li><li>Consolidate Data</li></ul><h4>Use Formula Auditing and Error Checking</h4><ul><li>Reveal Formulas</li><li>Trace Cell Precedents and Dependents </li><li>Locate Errors in Formulas </li><li>Watch and Evaluate Formulas </li></ul><h4>Reviewing and Protecting Workbooks </h4><ul><li>Control Data Entry via Data Validation</li><li>Protect Workbook Access</li><li>Protect Worksheets and Cell Content </li><li>Add and Edit Comments</li><li>Prepare a Workbook for Distribution </li><li>Modify Excel's Default Settings</li></ul><h4>Using Macros to Automate Workbook Functionality</h4><ul><li>Create Macros via Recording </li><li>Run Macros via Buttons and Shortcuts</li><li>Assign Macros to the Quick Access Toolbar and Ribbon </li><li>Assign Macros to Objects </li><li>View Macro Code</li></ul><h4>Forecasting and Analysis Data</h4><ul><li>Use Conditional Formatting to Highlight, Sort and Filter Key Data</li><li>Advanced Conditional Formatting using Formulas</li><li>Create Sparklines to Visualise Data</li><li>Add Trendlines to Charts to Visualise and Forecast Trends</li><li>Use Data Tables and Scenarios to Project Potential Outcomes </li><li>Use Goal Seek to Calculate Outcomes</li><li>Forecast Data Trends Using Solver</li></ul></div>

Nexus Human

Access VBA

Visual Basic Analysis

Microsoft Power Automate

Excel - Automating Excel with Macros and Analysis Tools

<h2 id="isPasted" fr-original-style="" style="box-sizing: border-box;"> </h2>This advanced financial modelling course will benefit Real Estate Professionals looking to develop their financial modelling skills to the next level. This course is intended to the most ambitious modellers in the property industry who would like to be fully proficient in building complex real estate models. On this course you will...<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Understand how the application and use of Structured Finance products in Real Estate</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Learn how to introduce several tranches of debt in a development project</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Understand how to model different parties to a project</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Create Joint Venture structures between Developers, Lenders and Equity Partners</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Learn advanced modelling techniques to analyse underlying asset risk</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Understand how underlying asset risk impacts return to all parties to a project</li></ul> Who will benefit from this course?<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals from a mid to senior level with exposure to Real Estate financial models</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Mid-level to senior Real Estate Analysts who would like to advance their financial modelling skills in areas such as development, portfolio analysis, and risk analysis</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Real Estate Investors who would like to expand their knowledge and understanding of Real Estate cash flow models to an advanced level</li></ul> Course Outline:<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Mezzanine debt modelling</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Joint Venture structures between developers and lender/equity partners</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Promote and profit share structure calculations</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Advanced project cash flows with mezzanine debts</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Key Real Estate and investment risks, risk adjustment of exit yields</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Sensitivity and Scenario Analysis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Monte Carlo Analysis</li></ul> Included in the Course<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate &amp; LinkedIn Proficiency Badge</li><li value="2" id="isPasted" fr-original-style="" style="box-sizing: border-box;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Course Files</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Real Estate Modelling Masterclass such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a>



This advanced financial modelling course will benefit Real Estate Professionals looking to develop their financial modelling skills to the next level. This course is intended to the most ambitious modellers in the property industry who would like to be fully proficient in building complex real estate models.


On this course you will...
Understand how the application and use of Structured Finance products in Real Estate
Learn how to introduce several tranches of debt in a development project
Understand how to model different parties to a project
Create Joint Venture structures between Developers, Lenders and Equity Partners
Learn advanced modelling techniques to analyse underlying asset risk
Understand how underlying asset risk impacts return to all parties to a project


Who will benefit from this course?
Real Estate professionals from a mid to senior level with exposure to Real Estate financial models
Mid-level to senior Real Estate Analysts who would like to advance their financial modelling skills in areas such as development, portfolio analysis, and risk analysis
Real Estate Investors who would like to expand their knowledge and understanding of Real Estate cash flow models to an advanced level


Course Outline:
Mezzanine debt modelling
Joint Venture structures between developers and lender/equity partners
Promote and profit share structure calculations
Advanced project cash flows with mezzanine debts
Key Real Estate and investment risks, risk adjustment of exit yields
Sensitivity and Scenario Analysis
Monte Carlo Analysis


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Modelling Masterclass such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Bayfield Training

Financial Modelling & Analysis

Real Estate Finance

Financial Modelling

Investment Management

Continuous Professional Development (CPD)

This course is intended to the most ambitious modellers in the property industry who would like to be fully proficient in building complex real estate models.

Real Estate Modelling Masterclass (Advanced Cash Flow Modelling)

Real Estate Investments are unique in that they generate both rental income and capital appreciation, making cash flow modelling an essential tool for Real Estate Investors, Lenders, and Analysts.On this course, we will use case studies to enhance the delegates understanding of Real Estate financial appraisals, and help them fully appreciate the theory behind the numbers. We will cover topics such as discounting, compounding, forecasting rental income and expenses, calculating net operating income (NOI), factoring in capital expenditures, modelling debt service, and determining the internal rate of return (IRR).This course will provide you with a solid foundation for understanding and analysing real estate cash flows. On this course you will...<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Study the financial concepts of compounding, discounting and in-perpetuity</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Consider the importance of the timing and uncertainty of both fixed and growing income streams</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Contrast different property yield metrics</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Build-up risk premiums for discount rates, discuss the importance of liquidity, transparency and volatility</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Compare and contrast time and money-weighted measures of return</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Learn about valuation principles</li><li value="7" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Contrast value and worth</li><li value="8" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Discuss the importance and sourcing of inputs and outputs</li></ul> Who will benefit from this course?<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Professional Real Estate Transaction Managers</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Asset Managers</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Portfolio Managers</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Recent graduates with exposure to real estate financial modelling</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">New employees with exposure to real estate financial modelling</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">People working in Argus, Anaplan or any commercial real estate software and would like to understand financial modelling key principles.</li></ul> Course Outline:MorningReal Estate Financial Mathematics<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Time Value of Money</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Net Present Value (NPV)</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Internal Rate of Return (IRR)</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Growth</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">What Discount Rate?</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Certainty of a cash flow</li><li value="7" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Liquidity</li></ul>Price, Value and Worth<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Comparing Price, Value and Worth</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Conventional Valuation Methods</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Term and Reversion, Layer Method</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Property Yields and Capitalisation Method</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Exit calculations across Europe</li></ul> AfternoonDiscounted Cash Flow Models<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Investment Appraisal Models</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Cash flow inputs: Rents, Yields, Growth Rates, Target Returns</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Cash-on-Cash and Equity Multiple</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Discount Rates &amp; Exit Cap Rate</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Operating Assumptions</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Adding borrowing and analysing geared returns</li></ul>Model Interpretation and Analysis<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Sensitivity analysis and scenario analysis</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Growth and inflation</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Performance measures</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Contemporary issues for analysis (such as the rise in interest rates)</li></ul> Quizzes | Q&amp;A Included in the Course<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">A Bayfield Training Certificate &amp; 7.5 CPD Hours</li><li value="2" style="font-size: 16px; box-sizing: border-box;" id="isPasted" fr-original-style="font-size: 16px;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Course Files</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Understanding Key Principles of Real Estate Financial Modelling such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a>



Real Estate Investments are unique in that they generate both rental income and capital appreciation, making cash flow modelling an essential tool for Real Estate Investors, Lenders, and Analysts.
On this course, we will use case studies to enhance the delegates understanding of Real Estate financial appraisals, and help them fully appreciate the theory behind the numbers. We will cover topics such as discounting, compounding, forecasting rental income and expenses, calculating net operating income (NOI), factoring in capital expenditures, modelling debt service, and determining the internal rate of return (IRR).
This course will provide you with a solid foundation for understanding and analysing real estate cash flows.


On this course you will...
Study the financial concepts of compounding, discounting and in-perpetuity
Consider the importance of the timing and uncertainty of both fixed and growing income streams
Contrast different property yield metrics
Build-up risk premiums for discount rates, discuss the importance of liquidity, transparency and volatility
Compare and contrast time and money-weighted measures of return
Learn about valuation principles
Contrast value and worth
Discuss the importance and sourcing of inputs and outputs


Who will benefit from this course?
Professional Real Estate Transaction Managers
Asset Managers
Portfolio Managers
Recent graduates with exposure to real estate financial modelling
New employees with exposure to real estate financial modelling
People working in Argus, Anaplan or any commercial real estate software and would like to understand financial modelling key principles.


Course Outline:
Morning
Real Estate Financial Mathematics
Time Value of Money
Net Present Value (NPV)
Internal Rate of Return (IRR)
Growth
What Discount Rate?
Certainty of a cash flow
Liquidity
Price, Value and Worth
Comparing Price, Value and Worth
Conventional Valuation Methods
Term and Reversion, Layer Method
Property Yields and Capitalisation Method
Exit calculations across Europe


Afternoon
Discounted Cash Flow Models
Investment Appraisal Models
Cash flow inputs: Rents, Yields, Growth Rates, Target Returns
Cash-on-Cash and Equity Multiple
Discount Rates & Exit Cap Rate
Operating Assumptions
Adding borrowing and analysing geared returns
Model Interpretation and Analysis
Sensitivity analysis and scenario analysis
Growth and inflation
Performance measures
Contemporary issues for analysis (such as the rise in interest rates)


Quizzes | Q&A


Included in the Course
A Bayfield Training Certificate & 7.5 CPD Hours
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Understanding Key Principles of Real Estate Financial Modelling such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Property Investment

Risk Management

Investment

Financial Risk Management

On this course, we will use case studies to enhance the delegates understanding of Real Estate financial appraisals, and help them fully appreciate the theory behind the numbers. 

Understanding Key Principles of Real Estate Modelling (Advanced Theoretical Course)



Bayfield Training and the University of Cambridge Department of Land Economy
This prestigious eight-week online Real Estate course is suitable for modellers new to Real Estate and experienced Real Estate Analysts looking to formalise their skill set. This course will equip you with skills to start building your own financial models and the certificate will give your employers and colleagues reassurance of your expertise.
If you want to enhance your financial modelling skills over an extended period, the Real Estate Financial Modelling Certificate is the course for you.
This online real estate course has been put together exclusively for the Real Estate Financial Modelling certificate, using state of the art digital resources such as animations, video-steps, digital whiteboard and video-interactions as well as the spreadsheets, text based resources and tutor contact you would expect from any of Bayfield Training’s classroom based courses.
 Assessment is in the form of a guided model build exercise and written model appraisal. Participants benefit from an additional months access to the course platform after submission of the assessment.


On this course you will:
Become a competent model builder, building Real Estate Financial Models from scratch
Learn tricks and concepts from financial modelling experts with decades of experience in practice and academia
Learn how to use Real Estate Financial Models to make informed investment decisions
Learn at a consistent pace over 8 weeks allowing you to take the time to fully grasp this important skill
This course is suitable for:
Chartered Surveyors
Asset Managers
Financial Controllers
Financial Analysts
Investment Managers
Property Managers
Real Estate Students/Recent Graduates
Course Outline:
Module 1 - Economic Context
Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models.
Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models.
Why Real Estate Asset Modelling is important
Understanding the occupier, asset and development markets and the relevant modelling approaches for each
Real Estate Sub-Sector Key Performance Indicators
Introduction to conventional valuations and financial mathematics
Understanding and minimising errors in Financial Models


Module 2 - Cash Flow Fundamentals
Constructing a financial model from first principles.
Understanding all the components of a basic cash flow model
Understand why Corporate Finance Models and Real Estate Models are different
Financial Model Design
Making the link between valuations, income mathematics and discounted cash flows
Internal Rate of Return, Net Present Value,Worth and other metrics
Features and techniques to aid fast model building


Module 3 - Developing the Cash Flow
Adapting financial models for different periodicities and building rent functions for different rent behaviour.
Understanding how leases vary with respect to rent over time: Rent Reviews, Break Clauses, Rent Free Periods, Lease Expiries etc.
Developing the concept of a Rent Function in Excel
Logic mathematics and Logic functions
Projecting rent to adapt to different lease contracts and growth patterns
Alternative solutions to Logic functions
Comparative analysis of lease structures in different jurisdictions and adapting financial models


Module 4 - Real Estate Data
Understanding the different sources of data, constructing basic time series models and recognising basic patterns.
Key Property market indicators
Characteristics and application of key input metrics for Real Estate Appraisals
Understanding the eight components of Real Estate Price Dynamics
Awareness of the different sources of data
Reading and using general property market reports
Constructing basic time series models and recognising basic patterns


Module 5 - Development Appraisals
Constructing a development appraisal from first principles and understanding development return metrics.
Understanding the key components of a development project
Understanding the difference between development and investment appraisals
Residual Appraisals and Profit Calculations
Cost orientated cash flows and phased sales
Cumulative construction cost patterns: incidental, fixed, loaded and S-curve
Development return metrics and Modified IRRs


Module 6 - Multi-let Cash Flows
Constructing an advanced multi-let cash flow model and learn different techniques to build flexible rent functions.
Multi-let and portfolio model design principles
Building complex date functions and date series
The three multi-let rent projection techniques
Perpendicular Rent Functions
Incorporate advanced rent adjustments into the Rent Function
Incorporate sector and period varying rental growth rates
Simplifying OPEX and CAPEX projections
Discounting techniques on complex and volatile cash flows


Module 7 - Project Finance
Constructing a flexible Real Estate Debt Finance model.
Revision of the Mathematics of amortisation and debt finance
Basic senior debt models and geared net cash flow
LTV, IRR and Interest Rate Dynamics
Flexible term, repayment options and deferred interest
Loan covenant tests
Understanding different tranches of debt
Understanding how complex debt structures impact the returns to different parties


Module 8 - Model Interpretation and Risk Analysis
Learn how to read, analyse and report on real estate financial models.
Understand how to read models and develop an investment narrative
Visualise model outputs using graph functions, conditional formatting, dynamic symbols and dashboards
Learn how to use built-in Sensitivity, Scenario Analysis tools and third-party add-ins
Learn how to construct varied project scenarios in a systematic way
Introduction to Monte Carlo Analysis and VBA
Optimising sale dates and other parameters
Create well written, attractive and persuasive reports


Included in the Course
Bayfield Training and University of Cambridge Accredited Certificate & LinkedIn Proficiency Badge
64 CPD Hours
1 Month Post-Course Access to the Digital Platform - 12 Months Post-Course Access to the Platform can be purchased for an additional fee
Course Files
Q&A Webinars and Guest Speaker Webinars
Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers


2024 Cohort Dates Include:
3rd June to 29th July
5th August to 25th September 2024
30th September to 25th November


For more information, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

University of Cambridge & Bayfield Training - Real Estate Financial Modelling Certificate (Online Self-Study)

Southend-On-Sea

In this 2-day course, you&rsquo;ll gain a basic understanding of finance and accounting concepts to drive the success of your business.This workshop aims to demystify the accounting language so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.Dates: Tuesday 1st &amp; Wednesday 2nd October 2024Time: 9:30am - 4:30pmLocation: Launchpad Southend, Airport Business Park, Launchpad, Rochford SS4 1YHCost: FreeFor: Businesses based in or shortly moving to Southend-On-SeaEven if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This course will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.You&rsquo;ll learn about double-entry bookkeeping, trial balances, profit and loss statements, and other must-have accounting topics, and in further sessions, you&rsquo;ll learn how to apply these techniques to manage your business better, which will give you confidence and control when making financial decisions.**The course will be run in person over two days, in 7 hour sessions (with 1 hour lunch breaks) on 1st October &amp; 2nd October.&nbsp;Please note: lunch is not provided however, there is a refreshments area for drinks and snacks**<h3 fr-original-style="" style="box-sizing: border-box;">What it covers:</h3><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Double-entry bookkeeping</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Preparation of profit and loss accounts, balance sheets, and cash-flow statements</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Analysis of accounting reports</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Controlling cash</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Sources of funding</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Business planning, budgets, cash flow forecasting, and variance analysis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Break-even analysis</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Capital appraisal</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Product costing</li></ul><h3 fr-original-style="" style="box-sizing: border-box;">Who should attend:</h3>The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to Southend-On-Sea.<h3 fr-original-style="" style="box-sizing: border-box;">Who should attend:</h3><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Entrepreneurs</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Micro business owners</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Small business owners</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Middle managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Consultants</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Coaches</li><li value="7" fr-original-style="" style="box-sizing: border-box;">E-commerce businesses</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Digital marketers</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Service based business owners</li></ul><h3 fr-original-style="" style="box-sizing: border-box;">Skills gained:</h3>The full value from this course is only be gained by full participation in both days. After completing the course, delegates will be able to:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Understand basic financial documents used in business</li><li fr-original-style="" style="box-sizing: border-box;">Interpret the information in these documents, and use it to manage day-to-day business activity</li><li fr-original-style="" style="box-sizing: border-box;">Be more effective in their role</li></ul>About the host:Jim Fletcher ACMA GCMAJim is a dedicated business coach with 40 years&rsquo; commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales &amp; marketing and operations functions.<hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;">This workshop is organised by Let&#39;s Do Business Group on behalf of Southend-On-Sea City Council and is funded by the UK Government through the <a href="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" data-airgap-id="106" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">UK Shared Prosperity Fund</a>.The UK Shared Prosperity Fund is a central pillar of the UK government&#39;s Levelling Up agenda and provides &pound;2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills.View our&nbsp;<a href="https://backingessexbusiness.co.uk/privacy-policy" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://backingessexbusiness.co.uk/privacy-policy" data-airgap-id="107" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">privacy policy</a>

In this course, you’ll gain a basic understanding of finance and accounting concepts to drive the success of your business.
This workshop aims to demystify the accounting language so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.
Dates: Tuesday 1st October 2024
Time: 9:30am - 12:30pm
Location: Online (ZOOM)
Cost: Free
For: Businesses based in or shortly moving to Southend-On-Sea
Even if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This course will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.
You’ll learn about double-entry bookkeeping, trial balances, profit and loss statements, and other must-have accounting topics, and in further sessions, you’ll learn how to apply these techniques to manage your business better, which will give you confidence and control when making financial decisions.
What it covers:
Double-entry bookkeeping
Preparation of profit and loss accounts, balance sheets, and cash-flow statements
Analysis of accounting reports
Controlling cash
Sources of funding
Business planning, budgets, cash flow forecasting, and variance analysis
Break-even analysis
Capital appraisal
Product costing
Who should attend:
The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to Southend-On-Sea.
Who should attend:
Entrepreneurs
Micro business owners
Small business owners
Middle managers
Consultants
Coaches
E-commerce businesses
Digital marketers
Service based business owners
Skills gained:
The full value from this course is only be gained by full participation in both days. After completing the course, delegates will be able to:
Understand basic financial documents used in business
Interpret the information in these documents, and use it to manage day-to-day business activity
Be more effective in their role
About the host:
Jim Fletcher ACMA GCMA
Jim is a dedicated business coach with 40 years’ commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales & marketing and operations functions.



This workshop is organised by Let's Do Business Group on behalf of Southend-On-Sea City Council and is funded by the UK Government through the UK Shared Prosperity Fund.
The UK Shared Prosperity Fund is a central pillar of the UK government's Levelling Up agenda and provides £2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills.
View our privacy policy

In this 3-hour course, you’ll gain a basic understanding of finance and accounting concepts to drive the success of your business.

Finance for Non-Financial Entrepreneurs - Southend-On-Sea

Are you looking to enter the dynamic world of real estate?Our course is designed to equip you with the knowledge and tools you need to communicate effectively with real estate professionals and develop key skills in real estate investment strategy and analytics.At the end of the course, you&#39;ll be able to read and interpret real estate market reports, and have a firm grasp of how iconic buildings, cities, and companies fit into the overall picture of the real estate sector. On this course, you will&hellip;<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">Become familiar with the players, structure, general terminology and overall needs of Real Estate.</li><li fr-original-style="" style="box-sizing: border-box;">Learn what is Real Estate and why it is different from other asset classes</li><li fr-original-style="" style="box-sizing: border-box;">Get to grips with the overall size and structure of the UK Real Estate Market</li><li fr-original-style="" style="box-sizing: border-box;">Learn and analyse the links between the different parts of the property market</li><li fr-original-style="" style="box-sizing: border-box;">Understand who works in the Real Estate Market, their qualifications and their job descriptions</li><li fr-original-style="" style="box-sizing: border-box;">Recognise how and when to use basic real estate concepts: Rent, Value, Yield, Risk and Return, etc&hellip;</li><li fr-original-style="" style="box-sizing: border-box;">Learn how to read a real estate market report</li><li fr-original-style="" style="box-sizing: border-box;">Understand how current affairs, politics and economics affects Real Estate Investment</li><li fr-original-style="" style="box-sizing: border-box;">Use household names and iconic companies, cities and buildings to help consolidate your appreciation of this exciting sector</li></ul> Who will benefit from this course:<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">Graduates or undergraduates studying economics, finance.</li><li fr-original-style="" style="box-sizing: border-box;">Professionals working in Marketing or Accounting teams within Real Estate firms.</li><li fr-original-style="" style="box-sizing: border-box;">APC students.</li><li fr-original-style="" style="box-sizing: border-box;">Anyone interested in Real Estate.</li><li fr-original-style="" style="box-sizing: border-box;">School leavers/A-Level Students looking to gain an understanding of Real Estate.</li><li fr-original-style="" style="box-sizing: border-box;">Non cognate students who wish to transfer into Real Estate/Finance careers.</li></ul> Course OutlineModule 1: What is and why buy Real Estate?<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">The property Market</li><li fr-original-style="" style="box-sizing: border-box;">The Size and Structure of the UK property market</li><li fr-original-style="" style="box-sizing: border-box;">The impact of Real Estate in the Economy</li></ul> Module 2: The Real Estate Market System<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">The Space Market</li><li fr-original-style="" style="box-sizing: border-box;">The Asset Market</li><li fr-original-style="" style="box-sizing: border-box;">The Development Market</li></ul> Module 3: How to value Real Estate<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">An Introduction to Financial Mathematics</li><li fr-original-style="" style="box-sizing: border-box;">The difference between Price, Value and Worth</li><li fr-original-style="" style="box-sizing: border-box;">Property Yield</li><li fr-original-style="" style="box-sizing: border-box;">Conventional Valuation Methods</li></ul> Module 4: How to read a Real Estate Market Report<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">Property Market Indicators: Stock Indicators</li><li fr-original-style="" style="box-sizing: border-box;">Property Market Indicators: Investment Indicators</li></ul> Module 5: Who works in Real Estate?<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">The build Environment by Cobalt Recruitment</li><li fr-original-style="" style="box-sizing: border-box;">Rea; Estate Agents</li><li fr-original-style="" style="box-sizing: border-box;">Examples of Real Estate Market Agents CVs</li><li fr-original-style="" style="box-sizing: border-box;">Real Estate Network</li></ul> Included in the Course<ul style="color: rgb(111, 114, 135); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><li fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate</li><li fr-original-style="" style="box-sizing: border-box;">12 Months Access to the Course</li><li fr-original-style="" style="box-sizing: border-box;">Course Files</li><li fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Introduction to Real Estate, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a>

Financial Analysis

Are you looking to enter the dynamic world of real estate?

Our course is designed to equip you with the knowledge and tools you need to communicate effectively with real estate professionals and develop key skills in real estate investment strategy and analytics.

At the end of the course, you'll be able to read and interpret real estate market reports, and have a firm grasp of how iconic buildings, cities, and companies fit into the overall picture of the real estate sector.



On this course, you will…

Become familiar with the players, structure, general terminology and overall needs of Real Estate.
Learn what is Real Estate and why it is different from other asset classes
Get to grips with the overall size and structure of the UK Real Estate Market
Learn and analyse the links between the different parts of the property market
Understand who works in the Real Estate Market, their qualifications and their job descriptions
Recognise how and when to use basic real estate concepts: Rent, Value, Yield, Risk and Return, etc…
Learn how to read a real estate market report
Understand how current affairs, politics and economics affects Real Estate Investment
Use household names and iconic companies, cities and buildings to help consolidate your appreciation of this exciting sector


Who will benefit from this course:

Graduates or undergraduates studying economics, finance.
Professionals working in Marketing or Accounting teams within Real Estate firms.
APC students.
Anyone interested in Real Estate.
School leavers/A-Level Students looking to gain an understanding of Real Estate.
Non cognate students who wish to transfer into Real Estate/Finance careers.


Course Outline

Module 1: What is and why buy Real Estate?

The property Market
The Size and Structure of the UK property market
The impact of Real Estate in the Economy


Module 2: The Real Estate Market System

The Space Market
The Asset Market
The Development Market


Module 3: How to value Real Estate

An Introduction to Financial Mathematics
The difference between Price, Value and Worth
Property Yield
Conventional Valuation Methods


Module 4: How to read a Real Estate Market Report

Property Market Indicators: Stock Indicators
Property Market Indicators: Investment Indicators


Module 5: Who works in Real Estate?

The build Environment by Cobalt Recruitment
Rea; Estate Agents
Examples of Real Estate Market Agents CVs
Real Estate Network


An Introduction to Real Estate (12 Hours Online Self-Study)

In January 2024 alone, reports were published about the SRA taking enforcement action against 3 firms and 4 individuals for failure to comply with the Money Laundering Regulations 2017. The fines issued for these non-compliances total over &pound;570,000 plus costs. The absence of staff training, or requirement to complete additional training, was noted in a number of these cases.Action has not only been taken against solicitors, but also other individuals who are not regulated by the SRA, whose breaches were so serious that the SRA felt compelled to take action.&nbsp;As all SRA enforcement action, from rebukes to fines, is published by the SRA, the potential financial and reputational impact upon firms may be felt by all staff, regardless of whether they had any direct involvement with the non-compliance.This course will cover the following to assist support staff in understanding the fundamental aspects of AML.<ul fr-original-style="" style="box-sizing: border-box;"><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">The basics of what AML is</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">In scope / not in scope work for AML</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">POCA / TA</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">PCPs - CDD &amp; EDD</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Clients</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Risks &ndash; what could raise a risk?</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Reporting to the MLRO / MLCO</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Tipping off</li></ul><h2 fr-original-style="" style="box-sizing: border-box;">Target Audience</h2>The online course is suitable for support staff or legal practitioners wanting to understand the basics of AML.<h2 data-key="21" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Resources</h2>Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.<p data-key="30" data-slate-fragment="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" style="color: rgb(0, 0, 0); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Please note a recording of the course will&nbsp;not&nbsp;be made available.<h2 data-key="35" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Speaker</h2><h3 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><a href="https://dglegal.co.uk/the-team/helen-torresi/" target="_blank" rel="noopener noreferrer" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">Helen Torresi, Consultant, DG Legal</a></h3>Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.Helen&rsquo;s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).

In January 2024 alone, reports were published about the SRA taking enforcement action against 3 firms and 4 individuals for failure to comply with the Money Laundering Regulations 2017. The fines issued for these non-compliances total over £570,000 plus costs. The absence of staff training, or requirement to complete additional training, was noted in a number of these cases.
Action has not only been taken against solicitors, but also other individuals who are not regulated by the SRA, whose breaches were so serious that the SRA felt compelled to take action. 
As all SRA enforcement action, from rebukes to fines, is published by the SRA, the potential financial and reputational impact upon firms may be felt by all staff, regardless of whether they had any direct involvement with the non-compliance.
This course will cover the following to assist support staff in understanding the fundamental aspects of AML.
The basics of what AML is
In scope / not in scope work for AML
POCA / TA
PCPs - CDD & EDD
Clients
Risks – what could raise a risk?
Reporting to the MLRO / MLCO
Tipping off
Target Audience
The online course is suitable for support staff or legal practitioners wanting to understand the basics of AML.
Resources
Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.
Please note a recording of the course will not be made available.
Speaker
Helen Torresi, Consultant, DG Legal
Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.
Helen’s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).

DG Legal

Anti-Money Laundering (AML)

Anti-Money Laundering (AML) Training For Support Staff Course

General Delegate

A discount is available for delegates attending from firms with a current retainer contract with DG Legal (please contact us by email to admin@dglegal.co.uk for confirmation of eligibility).   If you choose this option and are not eligible, you are still bound to pay the full rate and will be invoiced accordingly.

Retainer Delegate

<div id="course-pills-1">Duration1 Days6 CPD hoursThis course is intended forTo ensure success, students will need to be familiar with using personal computers and should have experience using a keyboard and mouse. Students should also be comfortable working in the Windows environment and be able to manage information on their computers.OverviewUpon successful completion of this course, you will be able to create and develop Excel worksheets and workbooks in order to work with and analyse the data that is critical to the success of your organisation.This course is intended for those who wish to gain the foundational understanding of Excel that is necessary to create and work with electronic spreadsheets. Excel can help you organise, calculate, analyse, revise, update, and present your data.</div><div id="course-pills-2"><h4>Getting Started with Excel</h4><ul><li>Navigate the Excel User Interface</li><li>Use Excel Commands</li><li>Create and Save a Basic Workbook</li><li>Enter and Edit Cell Data</li><li>Fill Cells with Series of Data (AutoFill and Flash Fill)</li><li>Use Excel Help</li></ul><h4>Performing Calculations</h4><ul><li>Create Worksheet Formulas</li><li>Insert Functions and use Autocomplete</li><li>Reuse Formulas and Functions</li><li>Create an Absolute Reference</li></ul><h4>Modifying a Worksheet</h4><ul><li>Insert, Delete, and Adjust Cells, Columns, and Rows</li><li>Move and Copy Data between Cells</li><li>Search for and Replace Data</li><li>Use Spellcheck and Proofing</li></ul><h4>Formatting a Worksheet</h4><ul><li>Apply Text Formats</li><li>Apply Number Formats</li><li>Align Cell Contents</li><li>Apply and Copy Cell Styles</li><li>Apply Basic Conditional Formatting</li></ul><h4>Printing Workbooks</h4><ul><li>Preview and Print a Workbook</li><li>Controlling Page Layout</li><li>Adding Headers and Footers</li><li>Set Print Titles and Print Ranges</li></ul><h4>Managing Workbooks</h4><ul><li>Manage Worksheets</li><li>Insert and Delete Worksheets</li><li>Manage Workbook and Worksheet Views</li><li>Manage Workbook Properties</li></ul></div>

Office Skills

Microsoft Office

Spreadsheet

Excel - Excel Essentials and Formulas

This 2 hour session will combine knowledge as well as practical interactive scenarios to work through to assist delegates in evaluating themselves to identify areas they might need to improve on.&nbsp;The course will cover:<img src="https://images.cademy.co.uk/cd74539b-d6a2-46d2-9df6-1144792fca8b/ccf32df0-3acf-4386-9008-ca93939f3bb8/original.png" style="width: 188px; display: inline-block; vertical-align: bottom; margin: 5px 0px 5px 5px; text-align: right; cursor: auto; max-width: calc(100% - 5px); float: right; padding: 0px 1px; user-select: none; position: relative; box-sizing: border-box;" fr-original-style="width: 188px; display: inline-block; vertical-align: bottom; margin: 5px 0px 5px 5px; text-align: right; cursor: auto; max-width: calc(100% - 5px); float: right;" fr-original-class="fr-draggable"><ul fr-original-style="" style="box-sizing: border-box;"><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">The purpose of the role (reminder)</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">How the role has evolved</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">What lessons can be gained so far</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">How do you create a culture of compliance</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">What good systems, policies and procedures look like</li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Easy tips on what, where and how you should be looking</li></ul><h2 data-key="21" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Target Audience</h2><p data-key="23" data-slate-fragment="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" style="color: rgb(0, 0, 0); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">This online course is suitable for those new to the COFA role, those supporting the COFA and for those that would like a refresher of the role and their responsibilities.<h2 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);">Resources</h2>An information pack including the course slides, scenarios and suggested answers will be provided to all delegates, which may be useful for ongoing reference.<p data-key="30" data-slate-fragment="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" style="color: rgb(0, 0, 0); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Please note a recording of the course will&nbsp;not&nbsp;be made available.<h2 data-key="35" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Speaker</h2><h3 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><a href="https://dglegal.co.uk/the-team/sarah-charlton/" target="_blank" rel="noopener noreferrer" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">Sarah Charlton, Consultant, DG Legal</a></h3><img src="https://images.cademy.co.uk/cd74539b-d6a2-46d2-9df6-1144792fca8b/be6c499f-96da-4f30-ab0b-c93b88a4fb82/original.png" style="width: 194px; display: inline-block; vertical-align: bottom; margin: 5px 0px; text-align: left; cursor: auto; max-width: calc(100% - 5px); float: left; padding: 0px 1px; user-select: none; position: relative; box-sizing: border-box;" fr-original-style="width: 194px; display: inline-block; vertical-align: bottom; margin: 5px 0px; text-align: left; cursor: auto; max-width: calc(100% - 5px); float: left;" fr-original-class="fr-draggable">Sarah has a BSc (Hons) in Applied Accounting and is a Fellow member of the Association of Chartered and Certified Accountants. Her career spans over 35 years working within the legal sector, fulfilling roles from COFA through to CEO. During her career she has worked with a number of legal regulators, professional bodies and government organisations. Sarah has been a member of the Institute of Legal Finance and Management throughout her career, qualifying as a Fellow member in 2005. Sarah also served as chairperson between 2010-2012 and continues to serve as an Executive Council Member.

This 2 hour session will combine knowledge as well as practical interactive scenarios to work through to assist delegates in evaluating themselves to identify areas they might need to improve on. 
The course will cover:

The purpose of the role (reminder)
How the role has evolved
What lessons can be gained so far
How do you create a culture of compliance
What good systems, policies and procedures look like
Easy tips on what, where and how you should be looking
Target Audience
This online course is suitable for those new to the COFA role, those supporting the COFA and for those that would like a refresher of the role and their responsibilities.
Resources
An information pack including the course slides, scenarios and suggested answers will be provided to all delegates, which may be useful for ongoing reference.
Please note a recording of the course will not be made available.
Speaker
Sarah Charlton, Consultant, DG Legal

Sarah has a BSc (Hons) in Applied Accounting and is a Fellow member of the Association of Chartered and Certified Accountants. Her career spans over 35 years working within the legal sector, fulfilling roles from COFA through to CEO. During her career she has worked with a number of legal regulators, professional bodies and government organisations. Sarah has been a member of the Institute of Legal Finance and Management throughout her career, qualifying as a Fellow member in 2005. Sarah also served as chairperson between 2010-2012 and continues to serve as an Executive Council Member.





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