33 Financial Analyst courses delivered Live Online

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 [https://www.bayfieldtraining.com/]

This week long CPD accredited training is ideal for those Real Estate professionals, who are looking to bolster the DCF modelling skills. This course covers Real Estate Investment, Development, Finance & Risk.

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.

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.

Move from Beginner to Professional Level in Financial Modelling and Analysis with this detailed Advanced Financial Modeler Certificate Course.

Data dashboards provide key information to stakeholders so that they can make informed decisions. While there are plenty of software solutions for building these essential data products, there is much less guidance on how to design dashboards to meet the diverse needs of users.  This course is for anyone who is building or implementing dashboards, and wants to know more about design principles and best practice. You could be using business intelligence software (such as Power BI or Tableau), or implementing bespoke solutions.  The course will give your team the ability to evaluate user needs and levels of understanding, make informed decisions about chart selections, and make effective use of interactivity dynamic data.  We’ll work with you before the course to ensure that we understand your organisation and what you’re hoping to achieve.  Sample learning content  Session 1: Data with a purpose * Understanding the different types of dashboard. * Information overload and other common dashboard pitfalls.   * Assessing user needs and levels of data fluency. Session 2: Planning a dashboard * Assessing diverse user needs and levels of data fluency. * Taking a User Experience (UX) approach to design and navigation. * Applying an interative and collaborative approach to onboarding.  Session 3: Graphs, charts and dials  * Understanding how graphical perception informs chart choices. * Making intelligent design choices to help users explore.  * Design principles for layout and navigation.  Session 4: Using interactivity  * Making effective use of filters to slice and dice data sets.  * Using layers of information to enable drilldown data exploration.  * Complenting dashboards with automated alerts and queries.  Delivery We deliver our courses over Zoom, to maximise flexibility. The training can be delivered in a single day, or across multiple sessions. All of our courses are live and interactive – every session includes a mix of formal tuition and hands-on exercises. To ensure this is possible, the number of attendees is capped at 16 people.  Tutor Alan Rutter is the founder of Fire Plus Algebra. He is a specialist in communicating complex subjects through data visualisation, writing and design. He teaches for General Assembly and runs in-house training for public sector clients including the Home Office, the Department of Transport, the Biotechnology and Biological Sciences Research Council, the Health Foundation, and numerous local government and emergency services teams. He previously worked with Guardian Masterclasses on curating and delivering new course strands, including developing and teaching their B2B data visualisation courses. He oversaw the iPad edition launches of Wired, GQ, Vanity Fair and Vogue in the UK, and has worked with Condé Nast International as product owner on a bespoke digital asset management system for their 11 global markets. Testimonial “Alan was great to work with, he took us through the concepts behind data visualisation which means our team is now equipped for the future. He has a wide range of experience across the topic that is delivered in a clear, concise and friendly manner. We look forward to working with Alan again in the future.” John Masterson | Chief Product Officer | ImproveWell

ABOUT THIS TRAINING COURSE This separately bookable 3 full-day course is not designed to skill Oil & Gas engineers to be accountants, but to give the participants the confidence and ability to communicate with accountants and finance managers and to improve their own financial decision making. For technical professionals, a high level of single subject matter expertise is no longer sufficient for superior management performance. Oil & Gas technical professionals who wish to succeed in the resources industry are required to develop skills beyond their core functional knowledge. An understanding of financial information and management, and an awareness of the economic theory that drives value creation, are an integral part of the managers required suite of skills. This course can also be offered through Virtual Instructor Led Training (VILT) format. Training Objectives Workshop A: Finance for Non-Finance for Oil & Gas Professionals Attend this industry specific course and benefit from the following: * Demystify financial jargon and fully interpret financial statements * Understand Balance Sheets and Profit & Loss statements of Oil & Gas companies * Discover the crucial distinction between cash flow and profit * Understand how to make correct investment decisions using Net present Value and Internal Rate of Return * Interpret oil and gas company financial reports using ratio analysis * Learn the difference between cash costs and full costing of energy products * Learn how to manage working capital for increased shareholder value Workshop B: Petroleum Fiscal Regimes and Applied Finance for Oil & Gas Industry Professionals Attend this advanced Training course to enhance your financial acumen from the following: * Build and compare cash flow based models of both production sharing contract projects and royalty regime projects * Gain an awareness of the different valuation methods for producing properties and undeveloped acreage * Learn the industry specific accounting issues that apply when interpreting oil and gas company financial statements * Understand how the physical characteristics of energy assets (e.g. reserves, reservoir quality) are translated into project valuations * Learn how the investment analysts value oil and gas stocks and make buy/sell recommendations Target Audience This course is specifically designed for those with a non-finance background training from the Oil & Gas sector and requires only basic mathematical ability as a pre-requisite. It is presented in a manner that reduces the jargon to basic principles and applies them to numerous real-life examples. This course has been researched and developed for Managers, Superintendents, Supervisors, Engineers, Planners, Lawyers, Marketers, Team Leaders and Project Coordinators in the technical and non-technical departments in the Oil and Gas industry. Course Level * Basic or Foundation Trainer Your expert course leader has presented over 300 courses and seminars in financial management. He began his career as a graduate in the Corporate Treasury of WMC Ltd having completed a degree in Applied Mathematics and Geology at Monash University. After five years with WMC, he pursued an MBA in finance and accounting at Cornell University in New York. He later gained a PhD in energy policy from the University of Melbourne. He worked for WMC Ltd in Perth as a Senior Financial Analyst in the Minerals Division and subsequently as an Energy Analyst in the Petroleum Division. In April 1997, he established an independent consultancy business providing advice to companies such as Woodside, Shell and Japan Australia LNG (MIMI). He spent many years as a consultant and commercial manager in the North West Shelf Gas project in Western Australia. Since 2006, he has been an Adjunct Fellow at the Macquarie University Applied Finance Centre where he teaches courses in valuation, financial statement modelling, and resources industry investment analysis. His background in geology and mathematics allows him to empathise with those who seek an understanding of finance but are approaching the learning experience with a technical mind. He receives consistently high ratings for his breadth of knowledge of the subject matter. He presents in a lively interactive style using real life examples and cases. POST TRAINING COACHING SUPPORT (OPTIONAL) 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. Request for further information post training support and fees applicable Accreditions And Affliations

The Forensic Analysis Bootcamp is an 8-week deep-dive into forensic equity analysis, featuring a 90-minute Zoom workshop each week. The content includes extensive use of real-life case studies and covers stocks spanning a wide range of sectors and regions. You will learn how companies manipulate expenses and inflate profits, how to spot balance sheet issues, weaknesses of the cash flow statement and issues and more.

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.

OVERVIEW -------------------------------------------------------------------------------- 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. 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.