Name: Budgets and Money Management Diploma Level 3
Price: 25 GBP
Availability: InStock

<h4>Overview</h4>
						<hr />
						<div></div>
							<p>
							</p><p>Financial Analysis and reporting play a very important role within the organisation and its stakeholders. This course is designed to analyse the functions of financial reporting in communication and its effects on decision-making processes or managerial decisions. It will highlight the accounting and financial standards-setting process and its implication on the organisation globally.</p>

<p>Financial Analysis and reporting discuss how accountants act as processors and purveyors of information for decision-making and the needs of those who use accounting information. It also looks at the role performed by accountants and notes the need to be aware of relevant regulatory and conceptual frameworks.</p>
<p>
							
							</p><div>
						
					</div>

GBA Corporate

Financial Analysis and Reporting

Online

On Site

<h4>Overview</h4>
						<hr />
						<div></div>
							<p>
							</p><p>In this course you will learn to build a financial model by working in Excel and how to perform sensitivity analysis in Excel. You will also learn the formulas, functions and types of financial analysis to be an Excel power user. By attending this course, you will be able to effectively prepare and build financial models.</p>

<p>Objectives</p>

<ul>
	<li>
	<p>Harness Excel's tools within a best practice framework</p>
	</li>
	<li>
	<p>Add flexibility to their models through the use of switches and flexible lookups</p>
	</li>
	<li>
	<p>Work efficiently with large data volumes</p>
	</li>
	<li>
	<p>Model debt effectively</p>
	</li>
	<li>
	<p>Approach modelling for tax, debt, pensions and disposals with confidence</p>
	</li>
	<li>
	<p>Build flexible charts and sensitivity analysis to aid the presentation of results</p>
	</li>
	<li>
	<p>Learn and apply Excel tools useful in financial forecasting</p>
	</li>
	<li>
	<p>Understand and design the layout of a flexible model</p>
	</li>
	<li>
	<p>Forecast financial statements of a public or private company</p>
	</li>
	<li>
	<p>Apply scenario analysis to the forecasted financial statements and prepare charts for data presentation</p>
	</li>
</ul>
<p>
							
							</p><div>
						
					</div>

Financial Modelling for Budgeting and Forecasting in Excel

<h2 fr-original-style="" style="box-sizing: border-box;">ICA Professional Postgraduate Diploma in Governance, Risk &amp; Compliance</h2>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This leadership programme has been designed to sharpen the strategic skills of senior managers and those aspiring to hold the highest compliance positions within an organisation.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This expert qualification offers:</p>
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">Specialist knowledge - the highest level in the field</li>
<li fr-original-style="" style="box-sizing: border-box;">Strategic thinking - helps your leadership ambitions</li>
<li fr-original-style="" style="box-sizing: border-box;">Innovation - explores new ideas, best practice, and future developments from a global perspective</li>
<li fr-original-style="" style="box-sizing: border-box;">Fellowship of ICA - become automatically eligible for the highest grade of membership</li>
<li fr-original-style="" style="box-sizing: border-box;">Networking - grow with other like-minded, senior professionals.</li>
</ul>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Join hundreds of senior compliance professionals from over 50 countries who unlocked their leadership potential and improved their career growth opportunities with this qualification.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course is awarded in association with Alliance Manchester Business School, the University of Manchester.</p>
<h4 fr-original-style="" style="box-sizing: border-box;">How and where can you study</h4>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The course takes 9-12 months to complete. It is a blend of online self-study, research, attendance at masterclasses and interaction with other like-minded, senior practitioners.</p>
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">Attendance at eight virtual masterclasses</li>
<li fr-original-style="" style="box-sizing: border-box;">Seven virtual classrooms</li>
<li fr-original-style="" style="box-sizing: border-box;">Oral assessment.</li>
</ul>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"></p>
<h4 fr-original-style="" style="box-sizing: border-box;">Delivered online</h4>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course is delivered online with materials delivered for you to study in your own time and at your own pace. There will be eight 3-hour virtual masterclasses over four weekends and seven live virtual classrooms spread over the duration of the course.</p><h3 fr-original-style="" style="box-sizing: border-box;">Certification</h3>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Practitioners who successfully complete the programme will be certificated as follows:</p>
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">ICA Certified Professional designation awarded by the ICA</li>
<li fr-original-style="" style="box-sizing: border-box;">Professional Postgraduate Diploma in Governance, Risk and Compliance awarded by ICA in association with University of Manchester Business School</li>
<li fr-original-style="" style="box-sizing: border-box;">Fellowship of the ICA (upon application)</li>
<li fr-original-style="" style="box-sizing: border-box;">Designation, ICA Professional Postgraduate Diploma in Governance, Risk and Compliance: PG Dip (G.R.C.) Fellowship of ICA:FICA [E.g. Angela Watts PG Dip (G.R.C.), Certified Professional; FICA]</li>
</ul>
<h4 fr-original-style="" style="box-sizing: border-box;">National Occupational Standards of Competence</h4>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Your performance on the programme will be measured, against the National Occupational Standards of Competence (2011 version) produced originally by the Financial Services Skills Council (FSSC) and the ICA and revised recently by the Financial Skills Partnership.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The Standards are statements of competence which articulate the requirements for effective performance in the workplace. Competence is defined as a combination of skills as well as knowledge and understanding.</p><section fr-original-style="" style="box-sizing: border-box;">
                    <p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The syllabus covers a variety of key issues relevant at a senior level and is designed to provide an insight into risks and potential hurdles faced by your organisation. The syllabus is delivered by an exclusive series of high profile masterclasses covering relevant topics.</p>
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">Building and leading a world class compliance team</li>
<li fr-original-style="" style="box-sizing: border-box;">Strategic risk management for leaders</li>
<li fr-original-style="" style="box-sizing: border-box;">Behavioural compliance: the role of psychology in culture and ethical behaviour</li>
<li fr-original-style="" style="box-sizing: border-box;">Keeping up with emerging regulatory developments</li>
<li fr-original-style="" style="box-sizing: border-box;">Governance, risk and compliance in the digital world</li>
<li fr-original-style="" style="box-sizing: border-box;">Applying governance, conduct and outcomes for the benefit of the organisation</li>
<li fr-original-style="" style="box-sizing: border-box;">Leading change in governance, risk and compliance</li>
<li fr-original-style="" style="box-sizing: border-box;">Financial crime risk in the digital age.</li>
</ul>


                </section>

International Compliance Association

ICA Professional Postgraduate Diploma in Governance, Risk & Compliance

General Admission

<h2 fr-original-style="" style="box-sizing: border-box;">ICA Professional Postgraduate Diploma in Financial Crime Compliance (FCC) Course</h2>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This leadership programme has been designed to sharpen the strategic skills of senior practitioners and those aspiring to hold the highest anti-money laundering/financial crime position within a firm.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This expert qualification offers:</p>
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">Specialist knowledge - the highest level in the field</li>
<li fr-original-style="" style="box-sizing: border-box;">Strategic thinking - helps your leadership ambitions</li>
<li fr-original-style="" style="box-sizing: border-box;">Innovation - explores new ideas, best practice, and future developments from a global perspective</li>
<li fr-original-style="" style="box-sizing: border-box;">Fellowship of ICA - become automatically eligible for the highest grade of membership</li>
<li fr-original-style="" style="box-sizing: border-box;">Networking - grow with other like-minded, senior professionals.</li>
</ul>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">With a focus on anti-money laundering, managing fraud and anti-bribery, and corruption, this qualification has helped hundreds of senior financial crime compliance professionals from all over the world unlock career growth opportunities.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course is awarded in association with Alliance Manchester Business School, the University of Manchester.</p>
<h4 fr-original-style="" style="box-sizing: border-box;">How will the course be delivered</h4>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course is delivered online with materials delivered for you to study in your own time and at your own pace. There will be eight 3-hour virtual masterclasses over four weekends and seven live virtual classrooms spread over the duration of the course.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Upon successful completion of the course, course materials and assessment, you will be awarded the ICA Professional Postgraduate Diploma in Financial Crime Compliance (FCC). This qualification is awarded in association with Alliance Manchester Business School, the University of Manchester.</p>
<h4 fr-original-style="" style="box-sizing: border-box;">Assessment</h4>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course will be assessed via:</p>
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">The production of 8 x 1000-1500 word masterclass commentaries: these are summaries of the key learning points outlined in the masterclasses and its impact on your own practice, which forms the reflective journal.</li>
<li fr-original-style="" style="box-sizing: border-box;">A three hour competency-based interview, using information describing your career to date and other evidence you wish to submit to map your knowledge, skills and experience against the National Occupational Standards</li>
</ul>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"></p><section fr-original-style="" style="box-sizing: border-box;">
                    <p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The syllabus covers a variety of key issues relevant at a senior level and is designed to provide an insight into risks and potential hurdles faced by your organisation. The syllabus is delivered by an exclusive series of high-profile masterclasses covering relevant topics.</p>
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">Standards, research and assessment</li>
<li fr-original-style="" style="box-sizing: border-box;">Financial crime risks: science or art?</li>
<li fr-original-style="" style="box-sizing: border-box;">Ethics, corporate governance &amp; responsibility</li>
<li fr-original-style="" style="box-sizing: border-box;">Managing the internal AML enemy</li>
<li fr-original-style="" style="box-sizing: border-box;">Cyber security: threats to the organisation</li>
<li fr-original-style="" style="box-sizing: border-box;">FinTech and financial crime compliance</li>
<li fr-original-style="" style="box-sizing: border-box;">Fraud and internal threat</li>
<li fr-original-style="" style="box-sizing: border-box;">Risk based approach: too busy or too afraid</li>
<li fr-original-style="" style="box-sizing: border-box;">Sanctions: a changing landscape.</li>
</ul>


                </section>

ICA Professional Postgraduate Diploma in Financial Crime Compliance (FCC)

<p>Picture this: you're in a boardroom with top executives, discussing multi-million dollar deals and making strategic decisions that can shape the financial world. As an investment banker, you have the knowledge and skills to navigate complex financial markets and create value for your clients.</p><p>If you're interested in a career in investment banking, look no further than QLS's comprehensive Investment Banking course. With curriculum covering Levels 2 and 3, our course provides learners with a solid foundation in the key principles and practices of investment banking.</p><p>Our course is endorsed by Quality Licence Scheme, which means that learners will receive a Level 3 Endorsed certificate upon completion, giving them the credentials they need to succeed in the competitive world of investment banking. And that's not all - we also offer <strong>5 career guided courses for free </strong>with our Investment Banking course, including Career Development Plan Fundamentals, Networking Skills for Personal Success, Boost Your Confidence and Self-Esteem, CV Writing and Job Searching, and Learn to Reduce and Manage Stress.</p><p>Investment banking is a field that demands expertise and precision, with high stakes and big rewards. According to Payscale, the average salary for an Investment Banker in the UK is £56,000 per year, with top earners bringing in over £100,000 per year. With the right knowledge and skills, you can take advantage of these lucrative opportunities and carve out a successful career in investment banking.</p><p>Enrol today and start your journey towards a rewarding career in investment banking.</p><p><strong>Learning Outcomes:</strong></p><ul><li>Develop an understanding of the principles and practices of investment banking.</li><li>Learn about the structure and different sides of investment banking.</li><li>Gain knowledge of valuation methods used in investment banking.</li><li>Understand the concept of leveraged buyouts (LBOs) and their applications.</li><li>Learn about the process of initial public offerings (IPOs) and their implications.</li><li>Understand the merger and acquisition process and their importance.</li><li>Develop an understanding of ethics in investment banking and their impact on the industry.</li></ul><p><strong>Please Note: Imperial Academy is a One Education approved resale partner for Quality Licence Scheme Endorsed courses.</strong></p><p><strong>Level 2:</strong></p><p>At level 2, students will be introduced to the principles and practices of investment banking. The curriculum covers the structure and different sides of investment banking, including asset management and investment research. Additionally, students will learn about valuation methods used in investment banking, including discounted cash flow (DCF) and relative valuation. The curriculum also covers the concept of leveraged buyouts (LBOs) and their applications in investment banking.</p><p><strong>Level 3:</strong></p><p>The Level 3 curriculum focuses on advanced topics in investment banking. Students will learn about the process of initial public offerings (IPOs) and their implications for investment banking. The curriculum also includes a study of the merger and acquisition process and their importance in investment banking. Additionally, students will gain knowledge of ethics in investment banking and their impact on the industry.</p><p><strong>This bundle comprises the following courses:</strong><strong><br /></strong><strong>QLS Endorsed Course:</strong></p><ul><li><strong>Course 01: </strong>Certificate in Investment Banking at QLS Level 3</li></ul><p><strong>CPD QS Accredited Courses:</strong></p><ul><li><strong>Course 01:</strong> Career Development Plan Fundamentals</li><li><strong>Course 02:</strong> Networking Skills for Personal Success</li><li><strong>Course 03:</strong> Boost Your Confidence and Self-Esteem</li><li><strong>Course 04:</strong> CV Writing and Job Searching</li><li><strong>Course 05:</strong> Learn to Reduce and Manage Stress</li></ul><p><strong>Certificate</strong></p><p>In pursuing this QLS-endorsed course, learners attain a profound understanding and amplify their professional prowess, enriching their curriculum vitae.</p><p>The Quality Licence Scheme stands as a reputable and distinguished endorsement, emblematic of exceptional standards and excellence throughout the UK.</p><p>Upon completion, learners will receive an Certificate in Investment Banking at QLS Level 3 Endorsed hard copy certificate, making it easy for them to showcase their achievements.</p><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">
                            <ul><li>Business students who want to specialize in finance and related fields.</li><li>Investment bankers who want to gain knowledge of the latest developments in the field.</li><li>Entrepreneurs and business owners who want to learn about the implications of investment banking for their business.</li><li>Anyone interested in gaining knowledge about the principles and practices of investment banking.</li></ul>
                        </div><h2>
        
        <div>Career path</div>
    </h2>

                        <div id="career_path">
                            <ul><li>Investment Banker - £40,000 to £150,000 per year</li><li>Equity Research Analyst - £25,000 to £70,000 per year</li><li>Asset Manager - £30,000 to £70,000 per year</li><li>Mergers and Acquisitions Specialist - £35,000 to £100,000 per year</li><li>Private Equity Associate - £40,000 to £100,000 per year</li><li>Corporate Finance Analyst - £25,000 to £60,000 per year</li></ul>
                        </div>

Imperial Academy

Level 3 QLS Endorsed Course | Endorsed Certificate Included | Plus 5 Career Guided Courses | CPD Accredited

Investment Banking Level 2 & 3 at QLS

<p>This Financial Planning and Management Course will give insight and understanding on financial management, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers. Through the course, you will gain practical knowledge in the areas of financial planning, insurance, risk management, taxation, investments and portfolio, superannuation and estate planning.</p>
<h3><b>Why choose this course</b></h3>
<ul>
<li><span>Earn an</span><span> e-certificate upon successful completion.</span></li>
<li><span>Accessible, informative modules taught by expert instructors</span></li>
<li><span>Study in your own time, at your own pace, through your computer tablet or mobile device</span></li>
<li><span>Benefit from instant feedback through mock exams and multiple-choice assessments</span></li>
<li><span>Get 24/7 help or advice from our email and live chat teams</span></li>
<li><span>Full Tutor Support on Weekdays</span></li>
</ul>
<h3><b>Course Design</b></h3>
<p><span>The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.</span></p>
<p><span>You are taught through a combination of</span></p>
<ul>
<li><span>Video lessons</span></li>
<li><span>Online study materials</span></li>
<li><span>Mock exams</span></li>
<li><span>Multiple-choice assessment</span></li>
</ul>
<h3><b>Certification</b></h3>
<p><span>After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for £9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for £15.99, which will reach your doorsteps by post.</span></p><div>
				<h3>Course Content</h3>

<div id="course_curriculum">
<table width="100%">				<tbody><tr>
					<td colspan="4">Personal Finance Calculations</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Calculating Your Net Worth</td>
					<td> </td>
					<td><span><i></i> 00:01:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Calculating Your Real Hourly Wage</td>
					<td> </td>
					<td><span><i></i> 00:02:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Expenses for Life Energy</td>
					<td> </td>
					<td><span><i></i> 00:02:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Calculating a Monthly Budgeting</td>
					<td> </td>
					<td><span><i></i> 00:05:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Saving for Retirement</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Paying Off Debt</td>
					<td> </td>
					<td><span><i></i> 00:02:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Build an Emergency Fund</td>
					<td> </td>
					<td><span><i></i> 00:02:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Personal Savings</td>
					<td> </td>
					<td><span><i></i> 00:04:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>401K Basics</td>
					<td> </td>
					<td><span><i></i> 00:03:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Asset Allocation</td>
					<td> </td>
					<td><span><i></i> 00:04:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Investment Strategies</td>
					<td> </td>
					<td><span><i></i> 00:03:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Advice on Financial Advisors</td>
					<td> </td>
					<td><span><i></i> 00:01:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>3h-Questions-About-Investing</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Building Credit to Buy a Home</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>FICO Score</td>
					<td> </td>
					<td><span><i></i> 00:09:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Starting Credit</td>
					<td> </td>
					<td><span><i></i> 00:03:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Increasing Credit Score</td>
					<td> </td>
					<td><span><i></i> 00:02:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Owning vs. Renting</td>
					<td> </td>
					<td><span><i></i> 00:02:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Types of Mortages</td>
					<td> </td>
					<td><span><i></i> 00:03:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Personal Finance Guides for Beginners</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Advice to Teenagers</td>
					<td> </td>
					<td><span><i></i> 00:04:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Guide to Buying a Car</td>
					<td> </td>
					<td><span><i></i> 00:05:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Cashflow Management</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Forecasting</td>
					<td> </td>
					<td><span><i></i> 00:20:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>What is Cashflow?</td>
					<td> </td>
					<td><span><i></i> 00:20:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Planning and Management9</td>
					<td> </td>
					<td><span><i></i> 00:10:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Planning Part 2</td>
					<td> </td>
					<td><span><i></i> 00:12:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Where it can go Wrong</td>
					<td> </td>
					<td><span><i></i> 00:09:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Personal Cashflow Analysis</td>
					<td> </td>
					<td><span><i></i> 00:05:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Personal Cashflow Analysis my Numbers Story</td>
					<td> </td>
					<td><span><i></i> 00:06:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Debt</td>
					<td> </td>
					<td><span><i></i> 00:10:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Budgets and Money Management</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Finance Jeopardy</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>The Fundamentals of Finance</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>The Basics of Budgeting</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Parts of a Budget</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>The Budgeting Process</td>
					<td> </td>
					<td><span><i></i> 00:30:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Budgeting Tips and Tricks</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Monitoring and Managing Budgets</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Crunching the Numbers</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Getting Your Budget Approved</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Comparing Investment Opportunities</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>ISO 9001:2008</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Directing the Peerless Data Corporation</td>
					<td> </td>
					<td><span><i></i> 00:30:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Assessment</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Assignment - Financial Planning and Management Course</td>
					<td> </td>
					<td><span><i></i> 00:00:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Order your Certificates &amp; Transcripts	</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Order your Certificates &amp; Transcripts</td>
					<td> </td>
					<td><span><i></i> 00:00:00</span></td>
				</tr>
				</tbody></table></div>

			</div>
			<h2>Frequently Asked Questions</h2>
                        <div>
                            <div>
                                <span>
                                    Are there any prerequisites for taking the course?
                                </span>
                                <div>
                                    <span></span>
                                </div>
                            </div>
                            <div>
                                <div>
                                    <p>
                                        There are no specific prerequisites for this course, nor
                                        are there any formal entry requirements. All you need is
                                        an internet connection, a good understanding of English
                                        and a passion for learning for this course.
                                    </p>
                                </div>
                            </div>
                        </div>
                        
                        <div>
                            <div>
                                <span>
                                    Can I access the course at any time, or is there a set
                                    schedule?
                                </span>
                                <div>
                                    <span></span>
                                </div>
                            </div>
                            <div>
                                <div>
                                    <p>
                                        You have the flexibility to access the course at any time
                                        that suits your schedule. Our courses are self-paced,
                                        allowing you to study at your own pace and convenience.
                                    </p>
                                </div>
                            </div>
                        </div>
                        
                        <div>
                            <div>
                                <span>
                                    How long will I have access to the course?
                                </span>
                                <div>
                                    <span></span>
                                </div>
                            </div>
                            <div>
                                <div>
                                    <p>
                                        For this course, you will have access to the course
                                        materials for 1 year only. This means you can review the
                                        content as often as you like within the year, even after
                                        you've completed the course. However, if you buy Lifetime
                                        Access for the course, you will be able to access the
                                        course for a lifetime.
                                    </p>
                                </div>
                            </div>
                        </div>
                        
                        <div>
                            <div>
                                <span>
                                    Is there a certificate of completion provided after
                                    completing the course?
                                </span>
                                <div>
                                    <span></span>
                                </div>
                            </div>
                            <div>
                                <div>
                                    <p>
                                        Yes, upon successfully completing the course, you will
                                        receive a certificate of completion. This certificate can
                                        be a valuable addition to your professional portfolio and
                                        can be shared on your various social networks.
                                    </p>
                                </div>
                            </div>
                        </div>
                        
                        <div>
                            <div>
                                <span>
                                    Can I switch courses or get a refund if I'm not satisfied
                                    with the course?
                                </span>
                                <div>
                                    <span></span>
                                </div>
                            </div>
                            <div>
                                <div>
                                    <p>
                                        We want you to have a positive learning experience. If
                                        you're not satisfied with the course, you can request a
                                        course transfer or refund within 14 days of the initial
                                        purchase.
                                    </p>
                                </div>
                            </div>
                        </div>
                        
                        <div>
                            <div>
                                <span>
                                    How do I track my progress in the course?
                                </span>
                                <div>
                                    <span></span>
                                </div>
                            </div>
                            <div>
                                <div>
                                    <p>
                                        Our platform provides tracking tools and progress
                                        indicators for each course. You can monitor your progress,
                                        completed lessons, and assessments through your learner
                                        dashboard for the course.
                                    </p>
                                </div>
                            </div>
                        </div>
                        
                        <div>
                            <div>
                                <span>
                                    What if I have technical issues or difficulties with the
                                    course?
                                </span>
                                <div>
                                    <span></span>
                                </div>
                            </div>
                            <div>
                                <div>
                                    <p>
                                        If you encounter technical issues or content-related
                                        difficulties with the course, our support team is
                                        available to assist you. You can reach out to them for
                                        prompt resolution.
                                    </p>
                                </div>
                            </div>
                        </div>

Janets

Finance Cert & Exam Prep

Personal Finance

Financial Management

Corporate Finance Level 1

Financial Planning

Finance For Non Finance Managers

Financial Planning and Management Course

<h4>Overview</h4>
						<hr />
						<div></div>
							<p>
							</p><p>Business modelling requires analysts to produce the quantitative models that top management uses to support their decision-making, but top management must also understand the strengths and weaknesses of the models if they are to use them effectively to support their decisions and robustly navigate the strategic negotiation landscape.</p>

<p>This is particularly important for PPP projects where long-term commitments are made now based on bankability, value for money and risk allocation. During the course, participants will gain knowledge and skills on the frameworks, tools, and methodologies necessary to build quantitative models for financial decision-making in order to improve the financial viability and bankability of PPP projects. Participants will master modelling frameworks on capital budgeting, risk measurement, regression analysis and Monte Carlo Simulation among others.</p>
<p>
							
							</p><div>
						
					</div>

Financial Modelling and Analysis in Project Financing

<p>Are you looking for a rewarding and challenging career in finance? Do you want to develop the skills and knowledge needed to succeed in the field of accountancy? Then the Accountancy QLS Level 3 &amp; 5 course is the perfect choice for you!</p> <p>In the UK, the accountancy sector is one of the fastest-growing industries, with a projected growth rate of 10% by 2026. With an estimated 240,000 new jobs expected to be created in the next decade, now is the perfect time to invest in your future by enrolling in the Accountancy QLS Level 3 &amp; 5 course.</p> <p>Through this course, you will gain a comprehensive understanding of accountancy principles and practices, including financial accounting, management accounting, and tax accounting. With a curriculum that spans from basic to higher knowledge, the course is designed to meet the needs of learners at all levels, from beginners to advanced users.</p> <p>The Accountancy QLS Level 3 &amp; 5 course is endorsed by Quality Licence Scheme, which means that you can be assured of the highest quality of education and training. Upon completion of the course, you will receive a Level 5 Endorsed Certificate hardcopy free of charge, which can greatly enhance your career prospects in fields such as accounting, finance, and business management.</p> <p>In addition to the Level 5 Endorsed Certificate, learners who enrol in the Accountancy QLS Level 3 &amp; 5 course will receive <strong>5 career-guided courses free</strong> with the QLS course, including career development plan fundamentals, networking skills for personal success, boost your confidence and self-esteem, CV writing and job searching, and learn to reduce and manage stress.</p> <p>So why wait? Take the first step towards a successful career in accountancy by enrolling in the Accountancy QLS Level 3 &amp; 5 course today. With a comprehensive curriculum, expert instruction, and a Level 5 Endorsed Certificate, this course has everything you need to succeed in the dynamic and challenging field of finance.</p> <p><strong>Learning Outcomes:</strong></p> <ul> <li>Develop a comprehensive understanding of accounting principles and practices.</li><li>Learn how to apply double-entry bookkeeping techniques to maintain accurate financial records.</li><li>Understand the role of an accountant in business and the wider economy.</li><li>Develop an understanding of financial statements, including the income statement, cash flow statement, and balance sheet.</li><li>Learn how to prepare and analyse financial statements and use them to make informed business decisions.</li><li>Understand the process of financial budgeting and planning, and learn how to develop and implement effective financial strategies.</li><li>Develop the skills and knowledge needed to perform auditing procedures and ensure financial compliance.</li></ul> <p><strong>Please Note: Imperial Academy is a One Education approved resale partner for Quality Licence Scheme Endorsed courses.</strong></p><p><strong>Diploma in Accountancy - QLS Level 3 &amp; 5's Description:</strong></p> <p>The Accountancy QLS Level 3 &amp; 5 course is designed to provide learners with a comprehensive understanding of accounting principles and practices, from basic concepts to advanced techniques.</p> <p><strong>At level 3,</strong> learners are introduced to the fundamental concepts of accounting through four modules, starting with an introduction to the subject before moving on to the role of an accountant, accounting concepts and standards, and double-entry bookkeeping. Through these modules, learners gain a solid grounding in the basics of accounting, which prepares them for more advanced study at level 5.</p> <p><strong>At level 5</strong>, learners delve deeper into accounting with six modules that cover a range of topics, including income statements, financial statements, cash flow statements, understanding profit and loss statements, financial budgeting and planning, and auditing. The income statement module provides a detailed examination of the financial performance of a business, while the financial statements module explores the various types of financial statements used in accounting. The cash flow statements module provides an in-depth look at cash flow analysis, while the profit and loss statement module examines the various factors that affect a business's profitability. The financial budgeting and planning module explores the process of developing and implementing effective financial strategies, while the auditing module provides learners with the skills and knowledge needed to ensure financial compliance.</p> <p><strong>This bundle comprises the following courses:</strong></p> <p><strong>QLS Endorsed Course:</strong></p> <ul> <li><strong>Course 01: </strong>Diploma in Accountancy (Accountant Training) at QLS Level 5</li></ul> <p><strong>CPD QS Accredited Courses:</strong></p> <ul> <li><strong>Course 01:</strong> Career Development Plan Fundamentals</li><li><strong>Course 02:</strong> Networking Skills for Personal Success</li><li><strong>Course 03:</strong> Boost Your Confidence and Self-Esteem</li><li><strong>Course 04:</strong> CV Writing and Job Searching</li><li><strong>Course 05:</strong> Learn to Reduce and Manage Stress</li></ul> <p><strong>Certificate</strong></p> <p>In pursuing this QLS-endorsed course, learners attain a profound understanding and amplify their professional prowess, enriching their curriculum vitae.</p> <p>The Quality Licence Scheme stands as a reputable and distinguished endorsement, emblematic of exceptional standards and excellence throughout the UK.</p> <p>Upon completion, learners will receive an Diploma in Accountancy (Accountant Training) at QLS Level 5 Endorsed hard copy certificate, making it easy for them to showcase their achievements.</p><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">
                             <ul> <li>Students who are interested in pursuing careers in accounting and finance.</li><li>Entrepreneurs and small business owners who want to improve their financial management skills.</li><li>Professionals who want to enhance their knowledge of accounting principles and practices.</li><li>Individuals who want to develop the skills needed to analyse financial statements and make informed business decisions.</li><li>Anyone who wants to gain a deeper understanding of the role of accounting in business and the wider economy.</li></ul> 
                        </div><h2>
        
        <div>Career path</div>
    </h2>

                        <div id="career_path">
                             <ul> <li>Accountant - £20,000 - £45,000</li><li>Financial Analyst - £25,000 - £60,000</li><li>Auditor - £22,000 - £50,000</li><li>Tax Advisor - £25,000 - £60,000</li><li>Financial Manager - £30,000 - £70,000</li><li>Business Consultant - £25,000 - £70,000</li></ul> 
                        </div>

Level 5 QLS Endorsed Course | Endorsed Certificate Included | Plus 5 Career Guided Courses | CPD Accredited

Accountancy - QLS Level 3 & 5

<div>
</div>
<section>
<div>
<h2>About this training course</h2>
<p>This 3-day introductory-level course provides a comprehensive overview of international accounting and finance practices in the E&amp;P industry. It is particularly suitable for finance personnel who are new to the oil and gas industry, or want to gain a broader understanding of oil and gas financial policy, joint venture and cost-control topic areas.</p>
</div>
</section>
<section>
<div id="accordion">
<div>
<div>

Training Objectives 

</div>
<div id="collapseOne">
<div>
<p>After the completion of this training course, participants will be able to:</p>
<ul>
<li>Comprehend an overview of accounting policies and practices in the oil and gas industry</li>
<li>Manage project development and operating costs</li>
<li>Understand the accounting and financial management implications of exploring for and producing oil and gas</li>
<li>Review the background to financial issues like joint ventures that are unique to the E&amp;P industry, and their accounting treatment</li>
</ul>
</div>
</div>
</div>
<div>
<div>

Target Audience 

</div>
<div id="collapseTwo">
<div>
<p>This training course is suitable and will greatly benefit the following specific groups:</p>
<ul>
<li>Finance staff new to the industry who require a grounding in the various specialist discipline areas that typically comprise an oil and gas company finance function</li>
<li>Finance personnel who are being developed for broader accounting and financial management responsibilities</li>
<li>Audit and information systems staff who have frequent dealings with financial controls and systems</li>
<li>Treasury and tax specialists who require a better understanding of E&amp;P finance and accounting</li>
</ul>
</div>
</div>
</div>
<div>
<div>

Course Level 

</div>
<div id="collapsecl">
<div>
<ul>
<li>Basic or Foundation</li>
</ul>
</div>
</div>
</div>
<div>
<div>

Training Methods 

</div>
<div id="collapseThree">
<div>
<p><span>The training instructor relies on a highly interactive training method to enhance the learning process. This method ensures that all participants gain a complete understanding of all the topics covered. The training environment is highly stimulating, challenging, and effective because the participants will learn by case studies which will allow them to apply the material taught in their own organization.</span></p>
<p><em><span>Course Duration: 3 days in total (21 hours).</span></em></p>
<p><strong><span>Training Schedule</span></strong></p>
<p><span>0830 - Registration </span><span>0900 - Start of training </span><span>1030 - Morning Break </span><span>1045 - Training recommences </span><span>1230 - Lunch Break </span><span>1330 - Training recommences </span><span>1515 - Evening break </span><span>1530 - Training recommences </span><span>1700 - End of Training</span></p>
<p><span>The maximum number of participants allowed for this training course is 25.</span></p>
<p><span>This course is also available through our Virtual Instructor Led Training (VILT) format.</span></p>
</div>
</div>
</div>
<div>
<div>

Trainer

</div>
<div id="collapseFive">
<div>
<p>Your expert course leader has more than 30 years of experience in the international oil and gas industry, covering all areas of Finance and Audit, including involvement in Commercial roles. During her 19 years with ENI she worked in Italy, Netherlands, Egypt and UK and was CFO for 2 major ENI subsidiaries. She has delivered training courses in Accounting, Audit, Economics and Commercial topics in many Countries.</p>
<p>She has a Degree in Economics &amp; Accounting and is a Certified Chartered Accountant. She is also a Chartered Auditor and an International Petroleum Negotiator. Outside of work, she is inspired by the beauty of nature and art, helping disadvantaged people, sports (football, golf) and her cat<em>.</em></p>
<p><strong>Courses Delivered Internationally:</strong></p>
<ul>
<li>E&amp;P Accounting, Auditing in the Oil &amp; Gas Industry</li>
<li>Cost Control &amp; Budgeting</li>
<li>Introduction to the Oil &amp; Gas Industry</li>
<li>Petroleum Project Economics</li>
<li>Contracts Strategy</li>
<li>International O&amp;G Exploitation Contracts</li>
</ul>
</div>
</div>
</div>
<div>
<div>

POST TRAINING COACHING SUPPORT (OPTIONAL)

</div>
<div id="collapseCS">
<div>
<p>To further optimise your learning experience from our courses, we also offer individualized 'One to One' coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster.<br />
Request for further information post training support and fees applicable</p>
</div>
</div>
</div>
<div>
<div>

Accreditions And Affliations

</div>
<div id="collapseSeven">
<div>
               </div>
</div>
</div>
</div>
</section>

EnergyEdge - Training for a Sustainable Energy Future

Renewable Energy

Oil & Gas

Exploration & Production (E&P) Accounting Level 1

Team of 10, pp

Normal Fee, pp

<div>
	<h3><strong>Description:</strong></h3>
<p><span>Budgets help organizations make financial plans and understand where money needs to be spent. It is a necessary skill all managers must possess in today's business world. Now with the help of this Budgets and Money Management Diploma Level 3 course, you can develop said skills.</span></p>
<p><span>Through this course, you will be able to understand the fundamentals of finance and build a strong base. This is achieved by studying financial terminology, budgets of different types and sizes, budget approval process, ratio analysis and financial decisions. So get this course to learn all of these and keep your team out of the red.</span></p>
<h3><b>Learning Outcomes:</b></h3>
<ul>
<li><span>Provide a definition of financial terminology</span></li>
<li><span>Make a budget of any kind or size</span></li>
<li><span>Have your budget approved</span></li>
<li><span>Execute fundamental ratio analysis</span></li>
<li><span>Take smarter financial decisions </span></li>
</ul>
<h3><b>Assessment:</b></h3>
<ul>
<li><span>At the end of the course, you will be required to sit for an online MCQ test. Your test will be assessed automatically and immediately. You will instantly know whether you have been successful or not.</span></li>
<li><span>Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam.</span></li>
</ul>
<h3><b>Certification:</b></h3>
<ul>
<li><span>After completing and passing the course successfully, you will be able to obtain an Accredited Certificate of Achievement.</span></li>
<li><span>Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24.</span></li>
</ul>
<h3><b>Who is this Course for?</b></h3>
<p><b>Budgets and Money Management Diploma Level 3 </b><span>is certified by CPD Qualifications Standards and CiQ. This makes it perfect for anyone trying to learn potential professional skills.</span></p>
<p><span>As there is no experience and qualification required for this course, it is available for all students from any academic background.</span></p>
<h3><b>Requirements</b></h3>
<p><span>Our</span><b> Budgets and Money Management Diploma Level 3</b><span> is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation.</span></p>
<h3><b>Career Path</b></h3>
<p><span>After completing this course you will be able to build up accurate knowledge and skills with proper confidence to enrich yourself and brighten up your career in the relevant job market.</span></p>
		</div><table width="100%">				<tbody><tr>
					<td colspan="4">Modules</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Course Overview</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Finance Jeopardy</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>The Fundamentals of Finance</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>The Basics of Budgeting</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Parts of a Budget</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>The Budgeting Process</td>
					<td> </td>
					<td><span><i></i> 00:30:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Budgeting Tips and Tricks</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Monitoring and Managing Budgets</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Crunching the Numbers</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Getting Your Budget Approved</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Comparing Investment Opportunities</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>ISO 9001:2008</td>
					<td> </td>
					<td><span><i></i> 00:15:00</span></td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Directing the Peerless Data Corporation</td>
					<td> </td>
					<td><span><i></i> 00:30:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Mock Exam</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Mock Exam- Budgets and Money Management Diploma Level 3</td>
					<td> </td>
					<td><span><i></i> 00:20:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Final Exam</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Final Exam- Budgets and Money Management Diploma Level 3</td>
					<td> </td>
					<td><span><i></i> 00:20:00</span></td>
				</tr>
								<tr>
					<td colspan="4">Order Your Certificate and Transcript</td>
				</tr>
								<tr>
					<td><i></i></td>
					<td>Order Your Certificates and Transcripts</td>
					<td> </td>
					<td><span><i></i> 00:00:00</span></td>
				</tr>
				</tbody></table>

John Academy

Money Management

Diploma in Management Studies (DMS)

Budgeting

Budgets and Money Management Diploma Level 3

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(35, 35, 51);">This course is taught using a set of principles and methodologies developed by us to give participants a system they can always refer to any time they get stuck trying to interpret financial information.&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);">We have developed a 4-box model for teaching accounting which makes the process of breaking down any transaction natural for the nonaccountant. The system works without the need to learn any double-entry accounting, participants apply the system and instinctively know what to do.&nbsp;</span><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);">This is followed up with another 4-box model we developed to completely break down financial analysis and ratios into the most fundamental metrics required of every role in an organization. &nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);">Our approach is to teach financial analysis by making each participant aware of how their role and actions directly impact the company&#39;s bottom line.&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);">Participants will also be able to interpret the financial statement in a natural way using a third model (the 5 Box Balance Sheet) to analyze business performance effectively.&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);">This instructor-led course includes:&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&bull; &nbsp; &nbsp;2 weeks of self-paced essential learning content that you are to complete before the instructor-led live virtual sessions begin.&nbsp;</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&bull; &nbsp; &nbsp;4 instructor-led virtual sessions of 2 hours each. Each Session will have a 15-minute break.&nbsp;</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&bull; &nbsp; &nbsp;Intersession Assignments that you are expected to complete and discuss in your preassigned groups during the session.&nbsp;</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&bull; &nbsp; &nbsp;1 Capstone Project&nbsp;</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&bull; Lifetime access to our LMS where you will have free access to the trainer, other participants, and resources including knowledge videos.&nbsp;</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&bull; &nbsp; &nbsp;Access to our community of life-long learners.&nbsp;</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&bull; &nbsp; &nbsp;Downloadable Certificate you can link to your LinkedIn Page</strong>&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(35, 35, 51); box-sizing: border-box;" fr-original-style="color: rgb(35, 35, 51);">We look forward to seeing you in Class!!!</span></p>

dbrownconsulting

Financial Intelligence

Finance Fundamentals

Elevate your role as a non-finance manager by learning to interpret financial information and analysis and learn how your actions directly impact the company's bottom line. 

Finance for Non-Finance Managers



The Real Estate Investment School is a four day course, that unravels the complexity of Investment Cash Flows through Advanced Modelling, Interpretation and Theory.
With a strong emphasis on practical application, you will gain a profound understanding of the complexities involved in analysing investment cash flows and interpreting their implications for effective decision-making.
Upon completion of the course, you will have the expertise to confidently model investment cash flows to a proficient level, empowering you to make informed financial decisions and drive positive outcomes for your investments.


The Investment focused school combines three of our courses:
Real Estate Analyst
Real Estate Modelling Masterclass
Understanding Key Principles of Real Estate Financial Modelling


On this course you will…
Construct Investment Financial Models starting from foundational principles
Learn how to value an appraise property investments.
Gain a comprehensive understanding of modelling tenancy schedules, including lease structures, rental income projections, lease expiry analysis, and lease renewal
Develop proficiency in creating robust models.
Understand how the application and use structure finance products in Real Estate
Learn advanced modelling techniques to analyse underlying asset risk
Appreciate the importance of data in investment cash flow modelling.
Gain a deep comprehension of the interrelationship between the metrics used in investment cash flow modelling


Who will benefit from this School?
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
Mid-level to senior Real Estate Analysts
Real Estate Managers who would like to gain an understanding of the dynamics of debt and financial return fluctuations in more detail
Property industry modellers who would like to be fully proficient in building complex financial models


Course Outline
Day One
Real Estate Analyst I
Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.
Term & Reversion and Layer Method Valuation (Intro to Excel)
Equivalent Yield (Solver, Scenario and Goal Seek functions)
Single-Let Discounted Cash Flow
Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)
Analysis and use of date series
Internal Rate of Return (IRR) and Net Present Value (NPV)
Comparing Value, Price and Worth
Adding borrowing and analysing geared returns
Introducing Rent Reviews and other ‘events’ into cash flows
The ‘Rent Function’ concept and Logic functions (IF,OR,AND)
Sensitivity analysis


Day Two
Real Estate Analyst II
Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.
The ‘Rent Function’ and Multi-let cash flows
The ‘date problem’ and assumptions in property asset cash flows
Reducing the rent function, intermediate calculations and modelling theory
Modelling lease expiries, break clauses, voids, and upward only covenants
Incorporating time-varying rental growth rates
Analysing multi-let cash flows to see if the leases are sufficiently diversified
Further IRR analysis (XIRR, MIRR)


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


Day Four
Understanding Key Principles of Real Estate Financial Modelling
Real Estate Financial Modelling Mathematics
Time Value of Money
Net Present Value (NPV)
Internal Rare of Return (IRR)
Growth
What Discount Rate?
Certainty of a cash flow
Liquidity


Price, Value & Worth
Comparing Price, Value and Worth
Conventional Valuation Methods
Term and Reversion, Layer Method
Property Yields and Capitalisation Method
Exit calculations across Europe


Discounting 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


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 Investment School 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

Financial Modelling

Property Investment

Financial Analysis

Microsoft Excel

Professional Development

The Real Estate Investment School is a four day course, that unravels the complexity of Investment Cash Flows through Advanced Modelling, Interpretation and Theory.

Real Estate Investment School (Investment Cash Flow Modelling)

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></strong></strong></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Real Estate Analyst</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Create flexible real estate investment focused financial models in Excel. Case studies focus on core, core plus and value add property investments. This course shows you how to model income producing property with both annual and quarterly discounted cash flows, build rent functions, model costs and calculate returns. It also shows you how to interpret and analyse the results.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">On this course, you will&hellip;</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Learn how to structure an investment cash flow from first principles and how to value and appraise property investments</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Build annual and quarterly discounted cash flows</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Look in depth at modelling tenancy schedules: rent reviews, upward-only, break options, lease expiry</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Build OPEX and CAPEX into your cash flow</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analyse risk using sensitivity tables and charts</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Employ best practice and find solutions to common modelling problems</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will benefit from this course?</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Real Estate Investors</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Surveyors</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Portfolio Analysts</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Investment Managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Asset Managers</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Mid-level to senior Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members</li><li value="9" fr-original-style="" style="box-sizing: border-box;">APC candidates who would like the opportunity to consolidate their competencies by understanding how theory and variables interact within the precision context of a financial model.</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day One</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.</p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Term &amp; Reversion and Layer Method Valuation (Intro to Excel)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Equivalent Yield (Solver, Scenario and Goal Seek functions)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Single-Let Discounted Cash Flow</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analysis and use of date series</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Internal Rate of Return (IRR) and Net Present Value (NPV)</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Comparing Value, Price and Worth</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Adding borrowing and analysing geared returns</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Introducing Rent Reviews and other &lsquo;events&rsquo; into cash flows</li><li value="10" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; concept and Logic functions (IF,OR,AND)</li><li value="11" fr-original-style="" style="box-sizing: border-box;">Sensitivity analysis</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day Two</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.</p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; and Multi-let cash flows</li><li value="2" fr-original-style="" style="box-sizing: border-box;">The &lsquo;date problem&rsquo; and assumptions in property asset cash flows</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Reducing the rent function, intermediate calculations and modelling theory</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling lease expiries, break clauses, voids, and upward only covenants</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Incorporating time-varying rental growth rates</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Analysing multi-let cash flows to see if the leases are sufficiently diversified</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Further IRR analysis (XIRR, MIRR)</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Included in the Course</strong></strong></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">For more information about the Real Estate Analyst such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:</p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">E - s.musgrave@bayfieldtraining.com</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T - 01223 517851</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">W - <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></p>



Real Estate Analyst
The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.
Create flexible real estate investment focused financial models in Excel. Case studies focus on core, core plus and value add property investments. This course shows you how to model income producing property with both annual and quarterly discounted cash flows, build rent functions, model costs and calculate returns. It also shows you how to interpret and analyse the results.


On this course, you will…
Learn how to structure an investment cash flow from first principles and how to value and appraise property investments
Build annual and quarterly discounted cash flows
Look in depth at modelling tenancy schedules: rent reviews, upward-only, break options, lease expiry
Build OPEX and CAPEX into your cash flow
Analyse risk using sensitivity tables and charts
Employ best practice and find solutions to common modelling problems


Who will benefit from this course?
Real Estate Investors
Surveyors
Portfolio Analysts
Investment Managers
Asset Managers
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Mid-level to senior Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
APC candidates who would like the opportunity to consolidate their competencies by understanding how theory and variables interact within the precision context of a financial model.


Day One
Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.
Term & Reversion and Layer Method Valuation (Intro to Excel)
Equivalent Yield (Solver, Scenario and Goal Seek functions)
Single-Let Discounted Cash Flow
Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)
Analysis and use of date series
Internal Rate of Return (IRR) and Net Present Value (NPV)
Comparing Value, Price and Worth
Adding borrowing and analysing geared returns
Introducing Rent Reviews and other ‘events’ into cash flows
The ‘Rent Function’ concept and Logic functions (IF,OR,AND)
Sensitivity analysis


Day Two
Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.
The ‘Rent Function’ and Multi-let cash flows
The ‘date problem’ and assumptions in property asset cash flows
Reducing the rent function, intermediate calculations and modelling theory
Modelling lease expiries, break clauses, voids, and upward only covenants
Incorporating time-varying rental growth rates
Analysing multi-let cash flows to see if the leases are sufficiently diversified
Further IRR analysis (XIRR, MIRR)


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 Analyst 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 & Real Estate Photography

Continuous Professional Development (CPD)

The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.

Real Estate Analyst (Investment Cash Flow Modelling in Excel)

In-Person 

Virtual

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">In this course, you&rsquo;ll gain a basic understanding of finance and accounting concepts to drive the success of your business.</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Date</strong>: Wednesday 25th September 2024</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Time</strong>: 9:30am - 12:30pm</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Location</strong>: Online</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">For</strong>: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Cost</strong>: Free</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">More about the course</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">What it covers</strong>:</p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Part 1</em></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Part 2</em></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who it is for</strong>:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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).</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who should attend</strong>:</p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Skills gained</strong>:</p><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><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">About the host</strong>:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><u fr-original-style="" style="box-sizing: border-box;">Jim Fletcher ACMA GCMA</u></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Jim 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.</p><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;"><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let&#39;s Do Business Group.</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Let&#39;s Do Business Group is undertaking this project jointly with the&nbsp;</strong></em><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;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">North Essex Economic Board (NEEB)</strong></em></a><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">. 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.</strong></em></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">This project is funded by the UK Government through the UK Shared Prosperity Fund.</strong></em></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">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;</strong></em><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;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus</strong></em></a></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Please click here to see our&nbsp;</strong><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;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Privacy Policy</strong></a><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">. Please note that your details may be shared with the North Essex Economic Board who are funding this project.</strong></p>

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">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>To ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience.</p>Overview<p>Upon 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.</p><p>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.</p></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

Office Skills & Productivity

Excel Analytics

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;"><br fr-original-style="" style="box-sizing: border-box;"></h2><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">On this course you will...</strong></strong></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will benefit from this course?</strong></strong></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Outline</strong></strong>:</p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Included in the Course</strong></strong></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">E - s.musgrave@bayfieldtraining.com</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T - 01223 517851</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">W - <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></p>



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

Real Estate Finance

Investment Management

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)

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">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.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">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).</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">This course will provide you with a solid foundation for understanding and analysing real estate cash flows.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">On this course you will...</strong></span></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will benefit from this course?</strong></span></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Outline</strong>:</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Morning</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Real Estate Financial Mathematics</span></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Price, Value and Worth</span></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Afternoon</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Discounted Cash Flow Models</span></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Model Interpretation and Analysis</span></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Quizzes | Q&amp;A</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Included in the Course</strong></span></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">E - s.musgrave@bayfieldtraining.com</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T - 01223 517851</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">W - <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></p>



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

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

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">In this 2-day course, you&rsquo;ll gain a basic understanding of finance and accounting concepts to drive the success of your business.</strong></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Dates</strong>: Tuesday 1st &amp; Wednesday 2nd October 2024</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Time</strong>: 9:30am - 4:30pm</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Location</strong>: Launchpad Southend, Airport Business Park, Launchpad, Rochford SS4 1YH</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Cost</strong>: Free</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">For</strong>: Businesses based in or shortly moving to Southend-On-Sea</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">**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**</em></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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:</p><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><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">About the host</strong>:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><u fr-original-style="" style="box-sizing: border-box;">Jim Fletcher ACMA GCMA</u></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Jim 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.</p><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;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; 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>.</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">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.</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">View our&nbsp;</strong><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;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">privacy policy</strong></a></p>

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

<p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(111, 114, 135);">Are you looking to enter the dynamic world of real estate?</p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);">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.</p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(111, 114, 135);">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.</p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">On this course, you will&hellip;</strong></strong></p><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><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will benefit from this course:</strong></strong></p><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><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Outline</strong></strong></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Module 1: What is and why buy Real Estate?</em></em></p><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><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Module 2: The Real Estate Market System</em></em></p><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><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Module 3: How to value Real Estate</em></em></p><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><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Module 4: How to read a Real Estate Market Report</em></em></p><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><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Module 5: Who works in Real Estate?</em></em></p><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><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><br fr-original-style="" style="box-sizing: border-box;"></p><p style="color: rgb(111, 114, 135); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(111, 114, 135);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Included in the Course</strong></strong></p><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><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">For more information about the Introduction to Real Estate, please contact Sam on the Bayfield Training Sales team:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">E - s.musgrave@bayfieldtraining.com</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T - 01223 517851</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">W - <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></p>

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


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