Name: Management of Portfolios (MoP) Foundation: In-House Training
Price: 1995 GBP
Availability: InStock

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<h2><strong>About this Virtual Instructor Led Training (VILT)</strong><em> </em></h2>
<p>Conducted in an interactive manner, Exploration Project Management will include presentations by the course leader, syndicate and plenary exercises, and (optional) assessment of selected participants' projects. Industry case studies will be integrated into all the presentations.</p>
<p>The course material will include a course manual (handout) and a course workbook (for exercises). Participants are requested to bring a mini-poster (two PowerPoint slides) as background material for discussion during the course.</p>
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Training Objectives 

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<p>By the end of this Virtual Instructor Led Training (VILT), participants will be able to:</p>
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<li>Improve the evaluation, execution and delivery of exploration projects, measured in terms of successful bids for new acreage, increased success rate and volume delivery from exploration drilling, and more rapid progress in appraisal of discoveries.</li>
<li>Describe concepts, simple processes, workflows and analysis tools for project execution. Tools include the expert course leader's proprietary project management framework, including project framing and after-action review methodologies, templates for strategy development, decision trees, decision quality frameworks. They also include customised Excel spreadsheets for portfolio modelling, project risk assessment (in new ventures and prospect maturation) and business planning.</li>
<li>Understand their role in (a) delivering the company's strategy, (b) contributing data and assessments to key exploration decision makers, and (c) communicating project progress and results to senior management.</li>
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Target Audience 

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<p>The Virtual Instructor Led Training (VILT) is aimed at exploration professionals with more than 5 to 10 years of experience in the business, who would like to develop their skills for managing exploration projects and presenting the goals and results of their project work to senior management.</p>
<ul>
<li>Exploration and engineering professionals who work in exploration project teams, across the spectrum from new ventures (exploration business development), prospect identification and maturation, and appraisal of discoveries</li>
<li>Exploration project leaders</li>
<li>Exploration managers</li>
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<p>The VILT will also benefit professionals from well engineering, petroleum engineering, finance and planning who support exploration activities.</p>
<p>Participants are requested to bring a mini-poster (two PowerPoint slides, each printed on A3 paper) as background material for discussion during the course.</p>
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Course Level 

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<li>Basic or Foundation</li>
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Trainer

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<p>Your expert course leader draws on more than 35 years of experience managing, reviewing and directing projects in all aspects of the exploration business: from exploration business development (new ventures), through prospect maturation and drilling, to the appraisal of discoveries. He has more than 30 years' experience with Shell International, followed by 10 years consulting to NOCs in Asia Pacific, Africa and South America and independent oil companies in the United Kingdom, continental Europe and North America.</p>
<p>Other than delivering industry training, he has worked on projects for oil &amp; gas companies of all sizes, including independents, national oil companies and (super)-majors, private equity firms, hedge funds and investment banks, and leading management consulting  firms.</p>
<p>He is an alumnus of Cambridge University. He has M.A and Ph.D. degrees in geology and is a Fellow of the Geological Society of London as well as a respected speaker on management panels at international conferences.</p>
<p>Professional Experience</p>
<ul>
<li>Management consultancy &amp; executive education: Advice to investment banks, businesses and major consulting firms. Specialist expertise in upstream oil &amp; gas, with in depth experience in exploration strategy, portfolio valuation and risk assessment.</li>
<li>Leadership: Managed and led teams and departments ranging from 3 - 60 in size. Provided technical leadership to a cadre of 800 explorationists in Shell worldwide. Member of the 12-person VP team leading global exploration in Shell, a $3 bln p.a. business and recognised as the most effective and successful among its industry peers.</li>
<li>Accountability &amp; decision-making: Accountable for bottom-line results: in a range of successful exploration ventures with budgets ranging from $10's million to $100's million. Made, or contributed to, complex business decisions / investments, taking into account strategic, technical, commercial, organisational and political considerations.</li>
<li>Corporate governance: Served as non-executive director on the Boards of the South Rub al Khali Company (oversight of gas exploration studies and drilling in Saudi Arabia) and SEAPOS B.V. (exploration deep-water drilling and facilities management).</li>
<li>Technical &amp; operations: Skilled in exploration opportunity evaluation, the technical de risking of prospects, portfolio analysis and managing the interface between exploration and well engineering activities. Unparalleled knowledge of the oil and gas basins of the world, and of different operating regimes and contractual structures, ranging from Alaska, Gulf of Mexico and Brazil, through to the Middle East, former Soviet Union, Far East and Australia.</li>
<li>Safety: Following an unsatisfactory audit, became accountable for safety performance in Shell's exploration new ventures. Through personal advocacy and leadership of a small team, delivered pragmatic and effective HSE systems, tools and staff training / engagement and a dramatically improved safety record.</li>
<li>R&amp;D: Experience in the 3 key roles in R&amp;D: scientific researcher, research manager, and 'customer' for R&amp;D products. After re-defining Shell's exploration R&amp;D strategy, led the re-structuring of the R&amp;D organization, its interface with 'the business' and approaches to deployment and commercialization.</li>
<li>Strategy: Accomplished at formulating competitive strategies in business, R&amp;D and technology deployment, translating them into actionable tactics and results. Defined the exploration strategy of PDO (a Shell subsidiary in Oman) and latterly of Shell's global exploration programme.</li>
<li>Professional education, behavioural/motivational coaching: Experienced in organisational re-design, change management, leadership education and talent development.</li>
<li>Commercial skills: Personally negotiated drilling compensation claims, educational contracts and E&amp;P contracts, with values of $5 million to $100+ million.</li>
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POST TRAINING COACHING SUPPORT (OPTIONAL)

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<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 about post training coaching support and fees applicable for this.</p>
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Accreditions And Affliations

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EnergyEdge - Training for a Sustainable Energy Future

Renewable Energy

Oil & Gas

Exploration Project Management

Team of 10, pp

Normal Fee, pp

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<h2><strong>About this Training Course</strong></h2>
<p>The LNG market is developing from a fully based market on long-term contracts, to a more flexible market based on a portfolio of contracts of different durations. The increase of LNG demand, fuelled by South Korea, Japan and several other emerging economies, are creating a base for a more flexible market, where the LNG spot market will be playing a key role.</p>
<p>Changes in the LNG market can be identified in the following areas: development of terminals and plant sizes, increased integration throughout the supply chain, diversification of supply sources, increased contractual flexibility and increased geographical distance.  This is creating the foundation for the development of the LNG spot market right here in Asia today.</p>
<p>This 3 full-day intensive intermediate level course will give you cutting-edge knowledge needed in today's complex LNG market. Increase your knowledge and understanding of the LNG market and spot trading aspects by attending this course.</p>
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Training Objectives 

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<p>By the end of this course, participants will be able to:</p>
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<li>Leverage on the current and global drivers of the world Natural gas and LNG markets</li>
<li>Understand regional LNG pricing effects and who the key buyers and new sellers are</li>
<li>Appreciate the trading structures of LNG and how to structure its risk management</li>
<li>Understand the workings and future outlook of the Asian LNG Spot market</li>
<li>Discover and exploit the arbitrage trading opportunities between the different markets</li>
<li>Learn what LNG derivatives are and how it will become available for hedging and proprietary trading purposes</li>
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Target Audience 

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<p>This course will benefit:</p>
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<li>LNG market development executives are drawn from both technical and non-technical (commercial, finance and legal) backgrounds.</li>
<li>Participants in an LNG market development team, perhaps with expertise in one area of gas development, will benefit from the course by obtaining a good grounding of all other areas.</li>
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<p>The course is pitched at an intermediate level, although those with a basic knowledge will be able to grasp most of the concepts covered.</p>
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Course Level 

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<li>Intermediate</li>
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Trainer

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<p>Your course leader is a skilled and accomplished professional with over 25 years of extensive C-level experience in the energy markets worldwide. He has strong expertise in all the aspects of (energy) commodity markets, international sales, marketing of services, derivatives trading, staff training and risk management within dynamic and high-pressure environments.</p>
<p>He received a Master's degree in Law from the University of Utrecht in 1987. He started his career at the NLKKAS, the Clearing House of the Commodity Futures Exchange in Amsterdam. After working for the NLKKAS for five years, he was appointed as Member of the Management Board of the Agricultural Futures Exchange (ATA) in Amsterdam at the age of 31. While working for the Clearing House and exchange, he became an expert in all the aspects of trading and risk management of commodities.</p>
<p>In 1997, he founded his own specialist-consulting firm that provides strategic advice about (energy) commodity markets, trading and risk management.</p>
<p>He has advised government agencies such as the European Commission, investment banks, major utilities, and commodity trading companies and various energy exchanges and market places in Europe, CEE countries, North America and Asia. Some of the issues he has advised on are the development and implementation of a Risk Management Framework, investment strategies, trading and hedging strategies, initiation of Power Exchanges (APX) and other trading platforms, the set-up of (OTC) Clearing facilities, and feasibility and market studies like for the Oil, LNG and the Carbon Market. The latest additions are (Corporate) PPAs and Artificial Intelligence for energy firms.</p>
<p>He has given numerous seminars, workshops and (in-house) training sessions about both the physical and financial trading and risk management of commodity and carbon products. The courses have been given to companies all over the world, in countries like Japan, Singapore, Thailand, United Kingdom, Germany, Poland, Slovenia, Czech Republic, Malaysia, China, India, Belgium and the Netherlands. He has published several articles in specialist magazines such as Commodities Now and Energy Risk and he is the co-author of a book called A Guide to Emissions Trading: Risk Management and Business Implications published by Risk Books in 2004.</p>
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POST TRAINING COACHING SUPPORT (OPTIONAL)

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<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>
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Accreditions And Affliations

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LNG Markets, Pricing, Trading & Risk Management

London

<h2>Project Accounting and Finance Skills: In-House Training</h2>
 <p>Do you manage both project schedules and budgets, but do not have insight into how actual results relate to the approved budget? Do you desire to have more clarity about the relationship between your project's performance with the accounting and financial systems in your organization? Do you need to understand financial and accounting terminology to bridge the gap between the 'world of finance' and the 'world of project management?</p>
 <p>Organizations have a need to manage-by-projects, because projects are the means to deliver on strategic goals and objectives. Therefore, the project manager must have an understanding of the financial world of investments to ensure the organization will realize expected business value. This requires a foundation in the principles of accounting and finance to comprehend how the project's contribution provides an organization with a competitive advantage. Learn what you must do to give your organization the assurance it needs that its investment in your project will realize business value.</p>
 <p>Learn what you must do to give your organization the assurance it needs to know that its investment in your project will realize business value.</p><h3>What You Will Learn</h3>
 <p>At the end of this program, you will be able to:</p>
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 <li>Explain the aspects of classical corporate accounting and finance effects on managing projects</li>
 <li>Determine how your project fits into the corporate income statement, balance sheet, and cash flow statement</li>
 <li>Analyze the financial aspects of managing projects</li>
 <li>Use earned value management as the basis for decision making throughout the project life</li>
 <li>Recognize the importance of the project manager's financial responsibilities</li>
 <li>Focus on what PMs do and <em>should be doing</em>, in support of accounting and finance</li>
 <li>Use financial information within a project environment to meet financial results</li>
 <li>Track and analyze the project's financial status and forecast with the goal of realizing benefits</li>
 <li>Generate work performance data to ensure a project's outcome aligns with financial metrics</li>
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                    <h3>Foundation Concepts</h3> <ul> <li>Accounting and Finance Terms and Concepts</li> <li>Accounting and Finance Essentials</li> <li>Financial Terms and Concepts</li> </ul> <h3>Projects as Financial Investments</h3> <ul> <li>Overview of 'Two Worlds'</li> <li>Project as Investments</li> </ul> <h3>Accounting and Finance World: Standards, Principles and Practices</h3> <ul> <li>Accounting and Finance Standards and Principles</li> <li>Accounting and Finance Practices</li> <li>Capital Budgeting</li> <li>Corporate Budgeting</li> </ul> <h3>Accounting and Finance World: Economic Project Selection Methods</h3> <ul> <li>Economic Project Selection Methods</li> <li>Economic Project Selection and the Business Case</li> </ul> <h3>Project Management World</h3> <ul> <li>Project Management and Financial Controls</li> <li>Project Management and Work Performance Data</li> <li>Project Management and Earned Value Management</li> <li>Project Management and Work Performance Reporting</li> </ul>


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IIL Europe Ltd

Project Accounting and Finance Skills: In-House Training

General Admission

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<h2>About this Training Course</h2>
<p>More energy companies today are setting ambitious net-zero targets and are expected to pour billions into the voluntary carbon offset market by the end of this decade. To get to net zero emissions, companies will need to balance emissions with nature and technology-based offsets. Markets are the best tool for connecting carbon sources and sinks. Many countries will not have enough supply inside their borders and will need to co-operate with those who have extra greenhouse gas removal potential.</p>
<p>The energy industry is in search of effective climate tools as pressure mounts from investors and consumers for more progress on fighting rising emissions. Corporations fighting to cut their carbon footprint have for years focused on internal reduction measures. Many are now adding to that effort by turning to carbon credits, a process made easier as verification and registration tools mature.</p>
<p>One particular category of carbon offsets leads the way: high-quality, nature-based carbon credits. These represent the largest category of carbon credit projects in the voluntary carbon market, comprising nearly half of credits issued. Public concern about this practice focused on the additionality, leakage, and integrity of carbon offsets that are created through reforestation, land preservation, carbon capture and other projects.</p>
<p>Lack of standardization and government regulation has also increased uncertainty for all participants in carbon markets, creating risks for developers of credit-generating projects and offset purchasers. Demand for higher-quality offsets will value projects that were subjected to due diligence and rely upon reputable third-party verification. Companies purchasing offsets generated by permanent and quantifiable projects will therefore be in the best position moving forward.</p>
<p>In this highly interactive training course, your course instructor will guide you through the latest developments and best procurement practices to successfully operate in the voluntary carbon market.</p>
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Training Objectives 

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<p><span>At the end of this course, the participants will be able to:</span></p>
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<li><span>Discover the current state of the carbon economy</span></li>
<li><span>Gain insights into the voluntary carbon market</span></li>
<li><span>Learn about the different type carbon credits available</span></li>
<li><span>Examine how companies can reach net zero target by using carbon offsets</span></li>
<li><span>Uncover best practices in carbon credit procurement strategy</span></li>
<li><span>Learn the pricing dynamics carbon credits</span></li>
<li><span>Examine how to identify and ensure high quality credits</span></li>
<li><span>Obtain key learning from flawed carbon offset projects</span></li>
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Target Audience 

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<p><span>This course is intended for:</span></p>
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<li><span>Energy transition team leaders</span></li>
<li><span>Carbon credit procurement professionals</span></li>
<li><span>ESG strategy team leaders</span></li>
<li><span>Finance and accounting professionals</span></li>
<li><span>Low carbon business analysts or economists</span></li>
<li><span>Corporate business sustainability professionals</span></li>
<li><span>Legal, compliance and regulatory professionals</span></li>
<li><span>Carbon trading professionals</span></li>
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Course Level 

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<li>Intermediate</li>
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Trainer

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<p>Your expert course leader is a skilled and accomplished professional with over 25 years of extensive C-level experience in the energy markets worldwide. He has a strong expertise in all the aspects of (energy) commodity markets, international sales, marketing of services, derivatives trading, staff training and risk management within dynamic and high-pressure environments.</p>
<p>He received a Master's degree in Law from the University of Utrecht in 1987. He started his career at the NLKKAS, the Clearing House of the Commodity Futures Exchange in Amsterdam. After working for the NLKKAS for five years, he was appointed as Member of the Management Board of the Agricultural Futures Exchange (ATA) in Amsterdam at the age of 31. While working for the Clearing House and exchange, he became an expert in all the aspects of trading and risk management of commodities. In 1997, he founded his own specialist-consulting firm that provides strategic advice about (energy) commodity markets, trading and risk management.</p>
<p>He has advised government agencies such as the European Commission, investment banks, major utilities and commodity trading companies and various energy exchanges and market places in Europe, CEE countries, North America and Asia. Some of the issues he has advised on are the development and implementation of a Risk Management Framework, investment strategies, trading and hedging strategies, initiation of Power Exchanges (APX) and other trading platforms, the set-up of (OTC) Clearing facilities, and feasibility and market studies like for the Oil, LNG and the Carbon Market. The latest additions are (Corporate) PPAs and Artificial Intelligence for energy firms.</p>
<p>He has given numerous seminars, workshops and (in-house) training sessions about both the physical and financial trading and risk management of commodity and carbon products. The courses have been given to companies all over the world, in countries like Japan, Singapore, Thailand, United Kingdom, Germany, Poland, Slovenia, Czech Republic, Malaysia, China, India, Belgium and the Netherlands.</p>
<p>He has published several articles in specialist magazines such as Commodities Now and Energy Risk and <strong>he is the co-author of a book called A Guide to Emissions Trading: Risk Management and Business Implications published by Risk Books in 2004.</strong></p>
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POST TRAINING COACHING SUPPORT (OPTIONAL)

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<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>
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Accreditions And Affliations

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Best Practices Procurement for Carbon Offsets in the Energy Industry

<h2>APM Project Management Qualification (PMQ): In-House Training</h2>
<p>The APM Project Management Qualification (PMQ) (IPMA Level D) is a knowledge-based qualification that allows candidates to demonstrate knowledge of all elements of project management. Candidates will be able to demonstrate an understanding of how these elements interact and how their project fits into their strategic and commercial environment. The course will cover the 67 assessment criteria defined by APM and prepare you to sit the examination on the fifth and final day. In addition to the instructor-led sessions, you should also expect to complete some self-directed study in the evenings.</p>
<p>The APM Project Management Qualification (PMQ) examination is a three-hour paper where candidates must answer 10 out of 16 questions that can cover all 67 assessment criteria topics.</p><h3>What you will Learn</h3>
<p>You'll learn how to:</p>
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<li>Provide organizations with a proven project management methodology that will allow individuals to plan, organize, and control the successful implementation of projects</li>
<li>Achieve the APM Project Management Qualification (PMQ), the UK's leading project management qualification</li>
<li>Provide practical skills and techniques to help further your career in project management</li>
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                    <h3>Getting Started</h3><ul><li>Introductions</li><li>Course structure</li><li>Course goals and objectives</li><li>Overview of the APM Project Management Qualification (PMQ) examination</li></ul><h3>Structure of Organizations and Projects</h3><ul><li>Organization structures</li><li>Project sponsorship</li><li>Organization roles</li><li>Project Office</li><li>Governance</li><li>Legislation</li></ul><h3>Project Lifecycle</h3><ul><li>Project Lifecycles</li><li>Handover and closure</li><li>Project reviews</li></ul><h3>Situational Context of Projects</h3><ul><li>Project Management</li><li>Programme Management</li><li>Portfolio Management</li><li>The Project Environment</li></ul><h3>Communication</h3><ul><li>Communication</li><li>Conflict Management</li><li>Negotiation</li></ul><h3>Leadership and Teamwork</h3><ul><li>Leadership</li><li>Teamwork</li></ul><h3>Planning for Success</h3><ul><li>Business Case</li><li>Investment Appraisal</li><li>Success and Benefits Management</li><li>Information Management and Reporting</li><li>Project Management Plan</li><li>Estimating</li><li>Earned Value Management</li><li>Stakeholder Management</li></ul><h3>Scope Management</h3><ul><li>Scope Management</li><li>Requirements Management</li><li>Change Control</li><li>Configuration Management</li></ul><h3>Schedule and Resource Management</h3><ul><li>Schedule Management</li><li>Resource Management</li><li>Budgeting and Cost Management</li></ul><h3>Procurement</h3><ul><li>Procurement</li><li>Contracts</li><li>Provider Selection and Management</li></ul><h3>Risk Management and Issue Management</h3><ul><li>Risk Management</li><li>Issue Management</li></ul><h3>Quality Management and Examination Preparation</h3><ul><li>Quality Management</li></ul><h3>Preparation and Examination</h3><ul><li>Preparation and examination briefing</li><li>APM Project Management Qualification (PMQ) examination</li></ul>


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APM Project Management Qualification (PMQ): In-House Training

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<h2><strong>About this Virtual Instructor Led Training (VILT)</strong></h2>
<p>This <strong>4 half-day Virtual Instructor Led Training (VILT) course</strong> presents the principles and best practices of portfolio management in the upstream (E&amp;P) oil and gas industry. The VILT course is equally valuable for small independents, large integrated international companies and national oil companies.</p>
<p>The VILT course consists of presentations, case studies, illustrative practical exercises and syndicate discussions. Particular emphasis is given to pragmatic portfolio management approaches and solutions which can be implemented swiftly without recourse to major investments in planning and portfolio management software. The VILT course will draw on examples from your expert course leader's 35+ years' experience in the oil and gas industry as an explorationist, upstream vice-president and management consultant. The VILT course handout will comprise softcopy slides used in the presentation and a softcopy workbook for the exercises.</p>
<p>Participants will <strong>gain proficiency in portfolio management techniques, understand how and why to undertake this activity and be able to apply key concepts directly</strong> in the business of their teams / divisions.</p>
<p>The VILT course will be presented over 4 half-days, using Microsoft Teams or Zoom and a proprietary set of VILT tools. Participants will be asked to complete a pre course questionnaire (PCQ) addressing their objectives and experience, and attend a session to familiarise themselves with VILT tools before course commencement.</p>
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Training Objectives 

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<p><strong>To present the tools, concepts and principles of portfolio management</strong></p>
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<li>To define the quantitative metrics which are used to describe projects in a portfolio</li>
<li>To understand the benefits of portfolio management at different stages of the upstream business: in strategy development, opportunity screening, business development, drilling prospects, conducting appraisal of discoveries and developing fields</li>
<li>To put portfolio management in the organisational context by describing the role of the portfolio management team and examining how value assurance (quality control) is best conducted on portfolio data for projects and assets</li>
<li>To demonstrate how portfolio management contributes to improved business performance</li>
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<p><strong>By the end of the VILT course, participants will understand:</strong></p>
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<li>Key concepts and principles of portfolio management</li>
<li>How to design a simple portfolio database and describe complex projects in a small number of objective metrics</li>
<li>How to segment the portfolio into meaningful units</li>
<li>How to use portfolio data in making business choices and decisions at the strategic and tactical levels</li>
<li>The extent to which it is meaningful and reasonable to make comparisons across different portfolio segments</li>
<li>How the portfolio management team can support the wider business in decision-making</li>
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Target Audience 

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<p>This VILT course is specially designed for <strong>exploration and development geoscientists, E&amp;P economists and finance staff, and E&amp;P managers</strong>. Both technical and non-technical staff will benefit from the concepts presented.</p>
<p>Companies are encouraged to send participants from different functions and seniority levels to gain great benefits especially those which would like to implement the concepts presented in this VILT course.</p>
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Course Level 

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Training Methods 

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<p>The VILT course will be delivered online in <strong>4 half-day sessions comprising</strong> <strong>4 hours per day,</strong> with 2 breaks of 10 minutes per day. The VILT course will be presented in an interactive workshop format that allows for discussion.</p>
<p>Course Duration: 4 half-day sessions, 4 hours per session (16 hours in total).</p>
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<p>Your expert course leader draws on more than 35 years of experience managing, reviewing and directing projects in all aspects of the exploration business: from exploration business development (new ventures), through prospect maturation and drilling, to the appraisal of discoveries. He has more than 30 years' experience with Shell International, followed by 10 years consulting to NOCs in Asia Pacific, Africa and South America and independent oil companies in the United Kingdom, continental Europe and North America.</p>
<p>Other than delivering industry training, he has worked on projects for oil &amp; gas companies of all sizes, including independents, national oil companies and (super)-majors, private equity firms, hedge funds and investment banks, and leading management consulting  firms.</p>
<p>He is an alumnus of Cambridge University. He has M.A and Ph.D. degrees in geology and is a Fellow of the Geological Society of London as well as a respected speaker on management panels at international conferences.</p>
<p><strong>Professional Experience</strong></p>
<ul>
<li>Management consultancy &amp; executive education: Advice to investment banks, businesses and major consulting firms. Specialist expertise in upstream oil &amp; gas, with in depth experience in exploration strategy, portfolio valuation and risk assessment.</li>
<li>Leadership: Managed and led teams and departments ranging from 3 - 60 in size. Provided technical leadership to a cadre of 800 explorationists in Shell worldwide. Member of the 12-person VP team leading global exploration in Shell, a $3 bln p.a. business and recognised as the most effective and successful among its industry peers.</li>
<li>Accountability &amp; decision-making: Accountable for bottom-line results: in a range of successful exploration ventures with budgets ranging from $10's million to $100's million. Made, or contributed to, complex business decisions / investments, taking into account strategic, technical, commercial, organisational and political considerations.</li>
<li>Corporate governance: Served as non-executive director on the Boards of the South Rub al Khali Company (oversight of gas exploration studies and drilling in Saudi Arabia) and SEAPOS B.V. (exploration deep-water drilling and facilities management).</li>
<li>Technical &amp; operations: Skilled in exploration opportunity evaluation, the technical de risking of prospects, portfolio analysis and managing the interface between exploration and well engineering activities. Unparalleled knowledge of the oil and gas basins of the world, and of different operating regimes and contractual structures, ranging from Alaska, Gulf of Mexico and Brazil, through to the Middle East, former Soviet Union, Far East and Australia.</li>
<li>Safety: Following an unsatisfactory audit, became accountable for safety performance in Shell's exploration new ventures. Through personal advocacy and leadership of a small team, delivered pragmatic and effective HSE systems, tools and staff training / engagement and a dramatically improved safety record.</li>
<li>R&amp;D: Experience in the 3 key roles in R&amp;D: scientific researcher, research manager, and 'customer' for R&amp;D products. After re-defining Shell's exploration R&amp;D strategy, led the re-structuring of the R&amp;D organization, its interface with 'the business' and approaches to deployment and commercialization.</li>
<li>Strategy: Accomplished at formulating competitive strategies in business, R&amp;D and technology deployment, translating them into actionable tactics and results. Defined the exploration strategy of PDO (a Shell subsidiary in Oman) and latterly of Shell's global exploration programme.</li>
<li>Professional education, behavioural/motivational coaching: Experienced in organisational re-design, change management, leadership education and talent development.</li>
<li>Commercial skills: Personally negotiated drilling compensation claims, educational contracts and E&amp;P contracts, with values of $5 million to $100+ million.</li>
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POST TRAINING COACHING SUPPORT (OPTIONAL)

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<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 about post training coaching support and fees applicable for this.</p>
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Best Practice in Portfolio Management in Upstream Oil and Gas

<h2>Management of Portfolios (MoP®) Practitioner: In-House Training</h2>
<p>In this MoP® Practitioner course, participants will have sufficient knowledge and understanding of how to apply and tailor the MoP guidance and to analyze portfolio data, documentation, and roles in relation to a given situation. MoP helps organizations ensure if the investments are done in the right, change initiatives, and implementing them correctly. This is achieved by:</p>
<ul>
<li>Prioritizing the programs and projects in terms of their contribution to the organization's strategic objectives and overall level of risk</li>
<li>Managing the programs and projects consistently to ensure efficient and effective delivery</li>
<li>Maximizing the benefit by providing the greatest return from the investment made</li>
</ul><h3>What you will Learn</h3><ul><li>Define the business case to get senior management approval for portfolio management</li><li>Plan the implementation of portfolio management</li><li>Select and adapt MoP principles, practices, and techniques to suit different organizational environments</li><li>Evaluate examples of MoP information including documents and role descriptions</li><li>Analyze the solutions adopted in relation to a given scenario</li></ul><section>
                    <ul><li>Introduction</li><li>Overview MoP</li><li>Portfolio Definition</li><li>Portfolio Management Roles</li><li>Portfolio Management Documents</li><li>MoP Practitioner Assignments</li><li>Portfolio Management Documents</li><li>Portfolio Delivery</li><li>How to Implement</li><li>Practice Exam</li><li>MoP Practitioner Exam (taken online, after the class has ended)</li></ul>


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Management of Portfolios (MoP) Practitioner: In-House Training

<h2>Management of Value (MoV®) Foundation</h2>
<p>This interactive MoV® Foundation course provides a modular and case-study-driven approach to learning Management of Value (MoV). The core knowledge is structured and comprehensive; and well-rounded modules cover the methodology and various techniques. A case study is used to help appreciate the relevance of MoV in its practical application.</p><h3>What you will Learn</h3>
<p>Upon completion of an MoV course candidates should be able to discuss and explain:</p>
<ul>
<li>The main processes and techniques used within MoV and the reasons for using them</li>
<li>How MoV may be applied at portfolio, program, project and operational levels</li>
<li>The differences in applying MoV at different stages in a project and the expected outputs from a MoV Study at each stage</li>
<li>The circumstances under which MoV should be used</li>
<li>The concept of value and how value may be improved</li>
<li>The main benefits arising from the use of MoV</li>
<li>Approaches for implementing MoV</li>
<li>How to respond to external and internal influences</li>
<li>The principles of embedding MoV into an organization</li>
<li>The key topics in document checklists, the toolbox, health check, organizational maturity and individual competence.</li>
</ul>
<p>Upon successful completion of this course, you will be able to:</p>
<ul>
<li>Organize and contribute constructively to a Management of Value (MoV) Study</li>
<li>Demonstrate a knowledge of MoV principles, processes, approach and environment</li>
<li>Analyse a company, program or project to establish its organizational value; includes identification and weighting of Value Drivers</li>
<li>Pass the AXELOS MoV Foundation Examination</li>
</ul><section>
                    <h3>Introduction to value management and MoV</h3><ul><li>Value and Value Management</li><li>Capabilities, Outcomes, Benefits and Disbenefits</li><li>What is Value?</li><li>What is Management of Value (MoV)?</li><li>Why use MoV?</li><li>Where use MoV?</li><li>When MoV should be used?</li><li>What using MoV involve?</li><li>Selected MoV benefits</li><li>Relationship with other AXELOS Global Best Practices and Models</li><li>How MoV fits with other AXELOS Global Best Practice Guides</li></ul><h3>MoV principles</h3><ul><li>Align with organization's objectives</li><li>Focus on functions and required outcomes</li><li>Balance the variables to maximise value</li><li>Apply throughout the investment decision</li><li>Tailor MoV to suit the subject</li><li>Learn from experience and improve</li><li>Assign clear roles and responsibilities and build a supportive culture</li></ul><h3>MoV processes</h3><ul><li>Frame the programme or project</li><li>Gather information</li><li>Analyse information</li><li>Process information</li><li>Evaluate and select</li><li>Develop Value Improving Proposals</li><li>Implement and share outputs</li></ul><h3>MoV techniques</h3><ul><li>Function Analysis</li><ul><li>Function Analysis System Technique (FAST)</li><li>Traditional (or classic) FAST</li><li>Technical FAST</li><li>Customer FAST</li></ul><li>Value Trees</li><li>Measuring value</li><ul><li>Value profiling (a.k.a. value benchmarking)</li><li>Simple multi-attribute rating technique (a.k.a. SMART)</li><li>Value index</li><li>Value metrics</li><li>Value for money (VfM) ratio</li><li>Value Engineering / Analysis</li></ul></ul><h3>Common techniques used in MoV</h3><ul><li>Analysis of information</li><ul><li>Benchmarking</li><li>Process Mapping</li><li>Root Cause Analysis</li><li>Discounted Cash Flow Analysis</li></ul><li>Generating Ideas</li><ul><li>Brainstorming</li></ul><li>Evaluation and option selection</li><ul><li>Option Selection Matrix</li><li>Idea selection</li><ul><li>Allocation to Categories</li><li>Idea Selection Matrix</li></ul></ul><li>Weighting techniques</li><ul><li>Paired Comparisons</li><li>Points Distribution</li></ul><li>Developing VIPs</li><ul><li>Developing Proposals</li><li>Cost Benefit Analysis</li><li>Building Decisions</li></ul><li>Implementing VIPs</li><ul><li>Implementation Plans</li><li>Feedback</li></ul><li>Following up</li><ul><li>Tracking Benefits</li></ul></ul><h3>Approach to Implementation</h3><ul><li>Generic approach to MoV implementation</li><li>Plan the MoV activities</li><li>Understand and articulate value</li><li>Prioritize value</li><li>Improve value</li><li>Quantify value</li><li>Monitor improvements in value</li><li>Learn lessons</li></ul><h3>Environmental factors</h3><ul><li>Portfolio Considerations</li><li>Programme considerations</li><li>Project considerations</li><li>Operational Considerations</li></ul><h3>Embedding MoV into an organization</h3><ul><li>Benefits of Embedding MoV into an organization</li><li>MoV Policy</li><li>MoV Policy  Composition</li><li>Embedding MoV into an organisation  Key steps</li><li>Suggested MoV Management Structure</li><li>Overcoming barriers</li><li>We do it anyway</li><li>It takes up too much time</li><li>We can't afford to make the changes</li><li>What's in it for me?</li><li>Don't fix it if it ain't broke</li><li>Fixed returns on investment</li></ul><h3>MoV products</h3><ul><li>Briefing Meeting Agenda (A.1)</li><li>Communications Checklist (A.2)</li><li>Equipment list for an Effective Study/Workshop (A.3)</li><li>Invitation to join the Study Team (A.4)</li><li>Option Evaluation Matrix (A.5)</li><li>Plan the Study (A.6)</li><li>Recording Idea Selection (A.7)</li><li>Reporting Study outputs (A.8)</li><li>Scoping the Study (A.9)</li><li>Study or Workshop Handbook (A.10)</li><li>Value-Improvement Proposal Forms (A.11)</li><li>Value Improvement Tracking Report (A.12)</li></ul><h3>MoV toolbox</h3><h3>MoV health check and maturity model</h3><ul><li>P3M3 Maturity Model</li><li>MoV Maturity Model (aligned with P3M3)</li></ul>


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Management of Value (MoV) Foundation: In-House Training

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<h2 fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">About this Training Course</strong></h2>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This separately bookable 3 full-day course is not designed to skill Oil &amp; 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.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">For technical professionals, a high level of single subject matter expertise is no longer sufficient for superior management performance. Oil &amp; 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.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course can also be offered through Virtual Instructor Led Training (VILT) format.</p>
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Training Objectives 

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<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;">Workshop A: Finance for Non-Finance for Oil &amp; Gas Professionals</strong></p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Attend this industry specific course and benefit from the following:</p>
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<li fr-original-style="" style="box-sizing: border-box;">Demystify financial jargon and fully interpret financial statements</li>
<li fr-original-style="" style="box-sizing: border-box;">Understand Balance Sheets and Profit &amp; Loss statements of Oil &amp; Gas companies</li>
<li fr-original-style="" style="box-sizing: border-box;">Discover the crucial distinction between cash flow and profit</li>
<li fr-original-style="" style="box-sizing: border-box;">Understand how to make correct investment decisions using Net present Value and Internal Rate of Return</li>
<li fr-original-style="" style="box-sizing: border-box;">Interpret oil and gas company financial reports using ratio analysis</li>
<li fr-original-style="" style="box-sizing: border-box;">Learn the difference between cash costs and full costing of energy products</li>
<li fr-original-style="" style="box-sizing: border-box;">Learn how to manage working capital for increased shareholder value</li>
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<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;">Workshop B: Petroleum Fiscal Regimes and Applied Finance for Oil &amp; Gas Industry Professionals</strong></p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Attend this advanced Training course to enhance your financial acumen from the following:</p>
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<li fr-original-style="" style="box-sizing: border-box;">Build and compare cash flow based models of both production sharing contract projects and royalty regime projects</li>
<li fr-original-style="" style="box-sizing: border-box;">Gain an awareness of the different valuation methods for producing properties and undeveloped acreage</li>
<li fr-original-style="" style="box-sizing: border-box;">Learn the industry specific accounting issues that apply when interpreting oil and gas company financial statements</li>
<li fr-original-style="" style="box-sizing: border-box;">Understand how the physical characteristics of energy assets (e.g. reserves, reservoir quality) are translated into project valuations</li>
<li fr-original-style="" style="box-sizing: border-box;">Learn how the investment analysts value oil and gas stocks and make buy/sell recommendations</li>
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Target Audience 

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<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course is specifically designed for <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">those with a non-finance background training from the Oil &amp; Gas sector and requires only basic mathematical ability as a pre-requisite</strong>. It is presented in a manner that reduces the jargon to basic principles and applies them to numerous real-life examples.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course has been researched and developed for <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">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</strong>.</p>
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<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p>
<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">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.</p>
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POST TRAINING COACHING SUPPORT (OPTIONAL)

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<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">To further optimise your learning experience from our courses, we also offer individualized &#39;One to One&#39; 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 fr-original-style="" style="box-sizing: border-box;">
Request for further information post training support and fees applicable</p>
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Accreditions And Affliations

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Finance for Non-Finance Professionals in Oil & Gas Petroleum Fiscal Regimes & Applied Finance for Non-Finance Oil & Gas Professionals

<h2>Management of Portfolios (MoP®) Foundation: In-House Training</h2>
 <p>In this MoP® Foundation course, participants will acquire the sufficient knowledge and understanding of the principles, cycles, practices, techniques, roles, responsibilities, documents, and organizational context within which portfolio management operates. MoP helps organizations ensure if the investments are done in the right change initiatives and implementing them correctly. This is achieved by:</p>
 <ul>
 <li>Prioritizing the programs and projects in terms of their contribution to the organization's strategic objectives and overall level of risk</li>
 <li>Managing the programs and projects consistently to ensure efficient and effective delivery</li>
 <li>Maximizing the benefit by providing the greatest return from the investment made</li>
 </ul><h3>What You Will Learn</h3>
 <p>Individuals certified at the MoP Foundation level will be able to:</p>
 <ul>
 <li>Define the scope and objectives of portfolio management and how it differs from program and project management</li>
 <li>List the benefits of applying portfolio management</li>
 <li>Explain the context it operates in</li>
 <li>List the principles upon which successful portfolio management is based on</li>
 <li>List the different approaches to implement MoP</li>
 <li>List the factors required to maintain the progress and assess the success of portfolio management</li>
 <li>State the purpose and key content of the major portfolio documents</li>
 <li>Define the scope of key portfolio management roles</li>
 </ul><section>
                    <p>Introduction: MoP Scenario</p>
 <p>Background of the Methodology</p>
 <h3>The MoP Principles</h3>
 <ul>
 <li>Senior Management Commitment</li>
 <li>Governance Alignment</li>
 <li>Strategy Alignment</li>
 <li>Portfolio Office</li>
 <li>Energized Change Culture</li>
 </ul>
 <p>The MoP Definition Cycle</p>
 <p>Roles and Responsibilities</p>
 <h3>The MoP Delivery Cycle</h3>
 <ul>
 <li>Management control</li>
 <li>Benefits management</li>
 <li>Financial management</li>
 <li>Risk management</li>
 <li>Stakeholder engagement</li>
 <li>Organizational governance</li>
 <li>Resource management</li>
 </ul>
 <p>The MoP Framework</p>
 <p>Recap</p>


                </section>

Management of Portfolios (MoP) Foundation: In-House Training

<span 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id="isPasted" fr-original-style="" style="box-sizing: border-box;"></span><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Are you a newly qualified homeopath/therapist or in your 1st year of business? Are you confused and overwhelmed, trying to build a thriving busy practice?</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Want to learn from someone who&rsquo;s been in your shoes just 5yrs ago? I was once where you are now, and I&#39;ve made expensive mistakes! You get to learn from these and my experience of building my thriving practice over 5 years! I will drown out the noise and BS, lead you by the hand and show you what to do. &nbsp;Get the basics right from the start so you don&#39;t make expensive mistakes (learn from my mistakes!) Small investment that will save you time and money in the long run Small intimate groups mean the advice is targeted to individuals, and each person has direct access to me Beginner to Boss is a 12 week online programme which gently takes you by the hand and cuts through the noise to teach you the basics of business.</p><span data-canva-clipboard="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" id="isPasted" fr-original-style="" style="box-sizing: border-box;"></span><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">What&rsquo;s included?&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">- 6 teaching sessions (1hr) covering: systems, marketing, finances and boundaries&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">- 6 implementation sessions (1hr) where you have a chance to ask me questions, learn from your peers, get accountability and consolidate your learning.&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">- All sessions to be recorded and accessible to participants.&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">- Access to a private FB group where I will be live each week to answer questions&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">- Mastermind which will not be this good value ever again&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">- Access to discounted 121 mentor sessions at end of programme.</p>

Are you a newly qualified homeopath/therapist or in your 1st year of business? Are you confused and overwhelmed, trying to build a thriving busy practice?
Want to learn from someone who’s been in your shoes just 5yrs ago? I was once where you are now, and I've made expensive mistakes! You get to learn from these and my experience of building my thriving practice over 5 years! I will drown out the noise and BS, lead you by the hand and show you what to do. Get the basics right from the start so you don't make expensive mistakes (learn from my mistakes!) Small investment that will save you time and money in the long run Small intimate groups mean the advice is targeted to individuals, and each person has direct access to me Beginner to Boss is a 12 week online programme which gently takes you by the hand and cuts through the noise to teach you the basics of business.
What’s included? 
- 6 teaching sessions (1hr) covering: systems, marketing, finances and boundaries 
- 6 implementation sessions (1hr) where you have a chance to ask me questions, learn from your peers, get accountability and consolidate your learning. 
- All sessions to be recorded and accessible to participants. 
- Access to a private FB group where I will be live each week to answer questions 
- Mastermind which will not be this good value ever again 
- Access to discounted 121 mentor sessions at end of programme.

Homeopathic Harmony

As a qualified homeopath of 5yrs, I've put together a brilliant offer for newly-qualified homeopaths who know all about remedies but almost nothing about running a successful, busy homeopathy practice. 

Very limited spaces, and the last time it will be this cheap before prices go up. 

You'll get a mix of group learning and direct access to me (learning from my mistakes so you don't have to waste time and money on making the same!). 

Beginner to Boss

<div id="course-pills-1">Duration<p>3 Days</p><p>18 CPD hours</p>This course is intended for<p>The intended audience for this course is information security and IT professionals, such as network administrators and engineers, IT managers, and IT auditors, and other individuals who want to learn more about information security, who are interested in learning in-depth information about information security management, who are looking for career advancement in IT security, or who are interested in earning the CISM certification.</p>Overview<p>Establish and maintain a framework to provide assurance that information security strategies are aligned with business objectives and consistent with applicable laws and regulations. Identify and manage information security risks to achieve business objectives. Create a program to implement the information security strategy. Implement an information security program. Oversee and direct information security activities to execute the information security program. Plan, develop, and manage capabilities to detect, respond to, and recover from information security incidents.</p><p>In this course, students will establish processes to ensure that information security measures align with established business needs.</p>Prerequisites<p></p><li>Information security governance</li>  <li>Information risk management</li>  <li>Information security program development</li>  <li>Information security program management</li>  <li>Incident management and response</li><p></p></div><div id="course-pills-2"><h3>1 - Information Security Governance</h3> <ul> <li>Develop an Information Security Strategy</li> <li>Align Information Security Strategy with Corporate Governance</li> <li>Identify Legal and Regulatory Requirements</li> <li>Justify Investment in Information Security</li> <li>Identify Drivers Affecting the Organization</li> <li>Obtain Senior Management Commitment to Information Security</li> <li>Define Roles and Responsibilities for Information Security</li> <li>Establish Reporting and Communication Channels</li> </ul> <h3>2 - Information Risk Management</h3> <ul> <li>Implement an Information Risk Assessment Process</li> <li>Determine Information Asset Classification and Ownership</li> <li>Conduct Ongoing Threat and Vulnerability Evaluations</li> <li>Conduct Periodic BIAs</li> <li>Identify and Evaluate Risk Mitigation Strategies</li> <li>Integrate Risk Management into Business Life Cycle Processes</li> <li>Report Changes in Information Risk</li> </ul> <h3>3 - Information Security Program Development</h3> <ul> <li>Develop Plans to Implement an Information Security Strategy</li> <li>Security Technologies and Controls</li> <li>Specify Information Security Program Activities</li> <li>Coordinate Information Security Programs with Business Assurance Functions</li> <li>Identify Resources Needed for Information Security Program Implementation</li> <li>Develop Information Security Architectures</li> <li>Develop Information Security Policies</li> <li>Develop Information Security Awareness, Training, and Education Programs</li> <li>Develop Supporting Documentation for Information Security Policies</li> </ul> <h3>4 - Information Security Program Implementation</h3> <ul> <li>Integrate Information Security Requirements into Organizational Processes</li> <li>Integrate Information Security Controls into Contracts</li> <li>Create Information Security Program Evaluation Metrics</li> </ul> <h3>5 - Information Security Program Management</h3> <ul> <li>Manage Information Security Program Resources</li> <li>Enforce Policy and Standards Compliance</li> <li>Enforce Contractual Information Security Controls</li> <li>Enforce Information Security During Systems Development</li> <li>Maintain Information Security Within an Organization</li> <li>Provide Information Security Advice and Guidance</li> <li>Provide Information Security Awareness and Training</li> <li>Analyze the Effectiveness of Information Security Controls</li> <li>Resolve Noncompliance Issues</li> </ul> <h3>6 - Incident Management and Response</h3> <ul> <li>Develop an Information Security Incident Response Plan</li> <li>Establish an Escalation Process</li> <li>Develop a Communication Process</li> <li>Integrate an IRP</li> <li>Develop IRTs</li> <li>Test an IRP</li> <li>Manage Responses to Information Security Incidents</li> <li>Perform an Information Security Incident Investigation</li> <li>Conduct Post-Incident Reviews</li> </ul></div>

Nexus Human

Certified Cryptocurrency Investigator Course (CCI)

Certificate in Information Security Management Principles (CISMP)

Commercial & Contract Management Certification Program (CCM)

Certified Information Security Manager (CISM)

Certified Cyber Professional (CCP)

Cissp

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Learn how smart property investors create Passive Income and Long-term Wealth through property.&nbsp; The key is the right Property Investment strategy, discover how to:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Create &pound;1,000s in recurring property income year after year</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Supercharge property profits, value and rent</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Secure financial freedom through property</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Recycle your investment capital</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Build a portfolio with limited cash investment</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Create property income without even needing a deposit</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">We&#39;ve been investing in property for over 30 years between us, and training people for over 10 years. &nbsp;Learn the tools, techniques and strategies that we use in today&#39;s market to convert Property into Pounds and make regular, recurring profits while building real long-term wealth. &nbsp;From using your hard-earned savings to buy the right property that builds the foundations of your portfolio and financial future to showing you innovative ways to start Investing in Property, even if you don&#39;t have loads of capital now. &nbsp;In this taster session, we&#39;ll focus on the key steps you need to follow to turn Property into Pounds.</p>

Property investment is a proven income and wealth generation tool. Ask anyone who's financially successful and they will own investment property.
But…I bet if you asked 5 people, you'd find at least one with a property horror story where it went completely wrong!
Learn the difference between making a smart property investment decision that turns Property into Pounds rather than getting lured into the wrong type of property deal that loses value, makes a loss and drags you down!
Discover our foolproof system based on over 30 years of combined experience to turn Property Into Pounds
Identify more valuable opportunities
Increase your property income
Reduce your risk
Make the most of your capital
Start with limited funds and build steadily
Do the right deal and 10X your profits
Learn to build a secure, sustainable property business, with tried and tested tools and techniques.
Join our free taster session to discover how you can turn Property into Pounds!





Property SQ2

Wealth Management

Property Investment

Real Estate Investing

Passive Income

Investment

Taster session. Passive income from Property. Professional Investor secrets to build a Property Portfolio, even if you're starting with little capital

Discover Property to Pounds

Webinar Seat



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

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;"><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;">Real Estate Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Residual models (profit &amp; site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course.</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;">On this course you will&hellip;</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 calculate land and profit residuals</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions</li><li value="3" fr-original-style="" style="box-sizing: border-box;">You will be taught how to find maximum bidding prices for site development and building refurbishments</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Understanding development financing considerations and learn how to optimise financing</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analyse financial and project completion risks</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;">Who will benefit from this course?</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Developers</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;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Fund 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;">Land managers</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Planning managers</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Lenders</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;">Course Outline</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;">Day One</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;">Learn how to build a discounted cash flow, analyse returns and understand the components of development models</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Gross versus Net Yields, calculating Net Development Value (NDV)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Profit residual, with and without financing</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Site residual, how to calculate profit without knowing your costs.</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Introducing financing to site residual calculations</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Purchase price and acquisition costs</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Phased Sales, marketing and disposal costs</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Professional fees</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Income and expenditure project functions</li><li value="10" fr-original-style="" style="box-sizing: border-box;">Logic functions, logic tables and array formulae</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;">Day Two</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;">Learn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Multiple IRRs, competing projects, scoping and linear programming, maximising performance</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Alternative site calculation, Net present value (NPV),</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using S-curve , variable costs, incidental costs and construction fees</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Switching between scenarios</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Introduction to Development financing, Pari Passu versus Equity First Financing</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Debt scheduling: brought forward and carried forward method</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Consideration of the impact of development finance interest, fees and covenants</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;">Included in the Course</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" 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 Developer 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 Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.
This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.
Residual models (profit & site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.
Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.
The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course.


On this course you will…
Learn how to calculate land and profit residuals
Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions
You will be taught how to find maximum bidding prices for site development and building refurbishments
Understanding development financing considerations and learn how to optimise financing
Analyse financial and project completion risks
Employ best practice and find solutions to common modelling problems


Who will benefit from this course?
Developers
Surveyors
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Fund managers
Asset managers
Land managers
Planning managers
Lenders


Course Outline
Day One
Learn how to build a discounted cash flow, analyse returns and understand the components of development models
Gross versus Net Yields, calculating Net Development Value (NDV)
Profit residual, with and without financing
Site residual, how to calculate profit without knowing your costs.
Introducing financing to site residual calculations
Purchase price and acquisition costs
Phased Sales, marketing and disposal costs
Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees
Professional fees
Income and expenditure project functions
Logic functions, logic tables and array formulae


Day Two
Learn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects
Multiple IRRs, competing projects, scoping and linear programming, maximising performance
Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)
Alternative site calculation, Net present value (NPV),
Modelling construction costs using S-curve , variable costs, incidental costs and construction fees
Switching between scenarios
Introduction to Development financing, Pari Passu versus Equity First Financing
Debt scheduling: brought forward and carried forward method
Consideration of the impact of development finance interest, fees and covenants


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 Developer 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

Financial Risk Management

Continuous Professional Development (CPD)

This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.

Real Estate Developer (Development Cash Flow Modelling in Excel)

<div id="course-pills-1">Duration<p>3 Days</p><p>18 CPD hours</p>This course is intended for<p>New, soon-to-be or future IT managers &amp; those working toward their ITMLE Certification will benefit from this course.</p>Overview<p>Developed by an experienced CIO, and then vetted by a board of senior IT industry executives, the ITMLP shows that those who successfully complete the ITMLP Final Exam bring credible and validated industry knowledge to the organizations they serve.</p><p>The IT Management &amp; Leadership Professional Bootcamp (ITMLP) is the first step for full IT Executive Certification (ITMLE). This Bootcamp covers IT topics vital to success for new/would-be IT managers.</p></div><div id="course-pills-2"><h4>Technical Leadership</h4><ul><li>Life as a Technical Manager</li><li>Influence-Based Technical Leadership</li><li>Managing Hybrid and Virtual IT Teams</li></ul><h4>IT Methodology and Innovation</h4><ul><li>Methodology Overview</li><li>IT Megatrends</li><li>Creating Innovative IT Solutions</li></ul><h4>Business of IT</h4><ul><li>IT Funding and Cost Center Management</li><li>IT Vendor Management</li><li>IT Internal Client Service</li></ul></div>

ITIL

Managed Learning Programme (MLP)

Institute of Training & Occupational Learning (ITOL)

International Trauma Life Support (ITLS)

Institute of Leadership & Management (ILM)

Investment Management Certificate (IMC)

IT Management and Leadership Professional (ITMLP) Certification

<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

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 id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">A real estate financial model is the abstract representation of an investment scenario. Building a Real Estate Financial Model requires theory, maths and excel.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">This one day course has been developed to teach essential real estate financial modelling theory, functions and formulas to individuals working in the real estate sector. The training aims to give delegates a grasp of MS Excel and its usage in real estate cash flow modelling. You will be able to set up a financial modelling cash flow from a blank spreadsheet by using the most common shortcuts, formulas and functions. We will also cover the use of pivot tables to clean and organise your data.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">This is an excellent starter/refresher course, whether you&rsquo;re a recent graduate or a mid/senior professional.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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></span></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Learn spreadsheet modelling best practice</li><li value="2" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Look over excel tips for general day to day use in MS Excel</li><li value="3" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Recognise spreadsheet navigation and presentation tricks</li><li value="4" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Understand financial mathematics &amp; conventional valuations</li><li value="5" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Identify real estate cash flow model single-let common functions and formulas</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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></span></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Graduate Real Estate professionals</li><li value="2" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="3" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">APC candidates</li><li value="4" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Mid-Senior professionals looking for a refresher on core model building skills and best practice</li><li value="5" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Any professionals looking to learn how to build a real estate focused model from scratch.</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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></span></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;">Conventional Valuations</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Term &amp; Reversion</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Layer Method</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Over Rented</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Equivalent Yield</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;">Real Estate Cash Flow Models (Single-Let)</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Annual Discounted Cash Flows</li><li value="2" fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">&ldquo;What If&rdquo;&nbsp;</em></em>Analysis</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Quarterly Discounted Cash Flow</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Cash Flows with Rent Review</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Multiple Rent Reviews</li><li value="6" fr-original-style="" style="box-sizing: border-box;">NPV, IRR, Equity Multiple, Cash on Cash</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;">Additional topics:</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">IF, SUMIF &amp; Switches&rsquo;</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Sensitivity Analysis: Data Table &amp; Changing Calculation Options</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;">Other Excel tips and tricks, including navigation and presentation:</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Functions and formulas included: General formatting, data entry, manipulation and creating formulas, Copy/Paste and general navigation with shortcuts, Solver (used to calculate equivalent yield), Scenarios, Customise spreadsheet, Navigation Shortcuts, SUM, TODAY, PV, IRR, EDATE, EOMONTH, DAY, MONTH, YEAR, NPV, YEARFRAC</li></ul><div fr-original-style="" style="box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></div><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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></span></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">A Bayfield Training Certification &amp; 7.5 CPD Hours</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" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Course Files</li><li value="4" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">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="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><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 An Introduction to Real Estate in Excel 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>



A real estate financial model is the abstract representation of an investment scenario. Building a Real Estate Financial Model requires theory, maths and excel.
This one day course has been developed to teach essential real estate financial modelling theory, functions and formulas to individuals working in the real estate sector. The training aims to give delegates a grasp of MS Excel and its usage in real estate cash flow modelling. You will be able to set up a financial modelling cash flow from a blank spreadsheet by using the most common shortcuts, formulas and functions. We will also cover the use of pivot tables to clean and organise your data.
This is an excellent starter/refresher course, whether you’re a recent graduate or a mid/senior professional.


On this course, you will…
Learn spreadsheet modelling best practice
Look over excel tips for general day to day use in MS Excel
Recognise spreadsheet navigation and presentation tricks
Understand financial mathematics & conventional valuations
Identify real estate cash flow model single-let common functions and formulas


Who will benefit from this course?
Graduate Real Estate professionals
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
APC candidates
Mid-Senior professionals looking for a refresher on core model building skills and best practice
Any professionals looking to learn how to build a real estate focused model from scratch.


Day One:


Conventional Valuations
Term & Reversion
Layer Method
Over Rented
Equivalent Yield


Real Estate Cash Flow Models (Single-Let)
Annual Discounted Cash Flows
“What If” Analysis
Quarterly Discounted Cash Flow
Cash Flows with Rent Review
Multiple Rent Reviews
NPV, IRR, Equity Multiple, Cash on Cash


Additional topics:
IF, SUMIF & Switches’
Sensitivity Analysis: Data Table & Changing Calculation Options


Other Excel tips and tricks, including navigation and presentation:
Functions and formulas included: General formatting, data entry, manipulation and creating formulas, Copy/Paste and general navigation with shortcuts, Solver (used to calculate equivalent yield), Scenarios, Customise spreadsheet, Navigation Shortcuts, SUM, TODAY, PV, IRR, EDATE, EOMONTH, DAY, MONTH, YEAR, NPV, YEARFRAC
Included in the Course
A Bayfield Training Certification & 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 An Introduction to Real Estate in Excel 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

Financial Management

This one day course has been developed to teach essential real estate financial modelling theory, functions and formulas to individuals working in the real estate sector.

An Introduction to Real Estate in Excel (Financial Modelling)

<h4>Overview</h4>
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						<div></div>
							<p>
							</p><p>In order to determine if capital investment is beneficial to their organisation, Return on Investment Analysis will provide you with the tools and techniques. This course will teach you the basics of Return on Investment analysis such as estimating future revenues, ongoing expenses, and the initial investment. It will also explore more advanced aspects such as risk, changes in net working capital and the calculation of manufacturing overhead. It then assembles these projected expenses and revenues into a financial - the method experts agree is the best for evaluating capital investments. </p>
<p>
							
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					</div>

GBA Corporate

Analysing Return on Investment

Online

On Site

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Too many people go into Property Investment without really knowing the numbers on the property they&#39;re looking to buy. &nbsp;To make money in property whether you&#39;re investing in Buy To Let Property, HMO or student accommodation, flats or houses, you need to know your numbers. &nbsp;In this course, we run through the key calculation every property investor should know before they invest in a particular property.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Learn calculations to help:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Target the right properties from the start, knowing your investment will work the way it should and avoiding big mistakes buying a lemon</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Know your costs and profit margin</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Work out your mortgage and finance costs</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Create a complete budget for the purchase and long-term hold of a property deal</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Know what the right offer is for a property to maximise the profit you can make</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Understand the return on investment</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Join our 80 minute course, lean to master key calculations and make sure your next property investment works the way it should!</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>

Too many people go into Property Investment without really knowing the numbers on the property they're looking to buy. To make money in property whether you're investing in Buy To Let Property, HMO or student accommodation, flats or houses, you need to know your numbers. In this course, we run through the key calculation every property investor should know before they invest in a particular property.
Learn calculations to help:
Target the right properties from the start, knowing your investment will work the way it should and avoiding big mistakes buying a lemon
Know your costs and profit margin
Work out your mortgage and finance costs
Create a complete budget for the purchase and long-term hold of a property deal
Know what the right offer is for a property to maximise the profit you can make
Understand the return on investment
Join our 80 minute course, lean to master key calculations and make sure your next property investment works the way it should!



Property Management

Property Investment key calculations for profit, mortgage, return on investment. Invest like a pro, know your numbers work on every property deal.

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