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556 Money Management courses delivered Online

Real Estate Financial Modelling School

4.3(5)

By Bayfield Training

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

Real Estate Financial Modelling School
Delivered Online or in person5 days, Jun 17th, 09:00 + 2 more
£4600

Real Estate Analyst (Investment Cash Flow Modelling in Excel)

4.3(5)

By Bayfield Training

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)
Delivered Online or in personTwo days, Jun 17th, 09:00 + 6 more
£1750

Fundamentals of Excel

4.9(9)

By Sterling Training

Learn Excel tricks of the trade and some quick easy wins, to make time spent on spreadsheets efficient, effective and painless!

Fundamentals of Excel
Delivered Online2 hours, Jun 18th, 08:30 + 1 more
£275

VBA with Microsoft Excel

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for This course is primarily designed for students who want to gain the skills necessary to use VBA to automate tasks in Excel such as collecting data from external sources, cleaning, and manipulating data. The target student may also want to learn how to create custom worksheet functions to streamline worksheet formulas and make complex worksheets easier to support, maintain, and understand. Overview Identify general components of VBA and their appropriate use in solving business solutions. Record VBA macros to automate repetitive tasks. Write VBA code to create VBA subroutines and functions. Use various programming elements to solve problems through code, including variables,objects, conditional statements, and loops. Eliminate, avoid, or handle errors in VBA code, and optimize its performance. VBA (Visual Basic for Applications) enables you to enhance and extend the capabilities of Microsoft Excel and other applications in the Microsoft 365 application suite. You can use VBA to perform tasks that would be difficult or impossible to do using only worksheet functions, and you can automate a wide range of tasks so they can be performed faster, more consistently, and with less effort than performing them manually. This course will give you a good foundation for understanding, creating, and using VBA in your own Excel workbooks. You will learn how to use the macro recorder effectively, as well as how to write your own VBA code from scratch. You will use tools built into Excel to explore and learn VBA's capabilities and to optimize and debug your code. Prerequisites To ensure your success in this course, you should be an experienced Excel user who is comfortable creating and working with Excel workbooks, including tasks such as entering worksheet formulas, using absolute and relative addressing, formatting cells, and creating pivot tables and charts. This level of skill could be acquired by taking the Microsoft Excel for Office 365 (Desktop or Online) courses, Parts 1, 2, and 3. 1. USING VBA TO SOLVE BUSINESS PROBLEMS * Use Macros to Automate Tasks in Excel * Identify Components of Macro-Enabled Workbooks * Configure the Excel VBA Environment 2. RECORDING A MACRO * Use the Macro Recorder to Create a VBA Macro * Record a Macro with Relative Addressing * Delete Macros and Modules * Identify Strategies for Using the Macro Recorder 3. WRITING VBA CODE DIRECTLY * Write VBA Code * Discover Objects You Can Use * Create a Custom Function 4. SOLVING PROBLEMS THROUGH CODE * Make Decisions in Code * Work with Variables * Perform Repetitive Tasks 5. IMPROVING YOUR VBA CODE * Debug VBA Errors * Deal with Errors * Improve Macro Performance 6. CONTROLLING HOW AND WHEN MACROS RUN * Prompt the User for Information * Configure Macros to Run Automatically ADDITIONAL COURSE DETAILS: Nexus Humans VBA with Microsoft Excel (v1.2) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the VBA with Microsoft Excel (v1.2) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

VBA with Microsoft Excel
Delivered OnlineTwo days, Jun 18th, 13:00
£655

Real Estate Investor (Advanced Development Cash Flow Modelling in Excel)

4.3(5)

By Bayfield Training

The Real Estate Investor course primarily focuses on financial modelling and commercial considerations in the real estate industry across various sectors, geographies, and project types.

Real Estate Investor (Advanced Development Cash Flow Modelling in Excel)
Delivered Online or in personTwo days, Jun 19th, 09:00 + 3 more
£2000

Real Estate Modelling Masterclass (Advanced Cash Flow Modelling)

4.3(5)

By Bayfield Training

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

Real Estate Modelling Masterclass (Advanced Cash Flow Modelling)
Delivered Online or in person6 hours 30 minutes, Jun 21st, 09:00 + 4 more
£1500

Mastering Excel

4.9(9)

By Sterling Training

Performance and efficiency-enhancing Excel skills for everyday users.

Mastering Excel
Delivered Online2 hours, Jun 25th, 08:30 + 3 more
£275

Tableau Desktop - Part 2

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for This course is designed for professionals in a variety of job roles who are currently using Tableau to perform numerical or general data analysis, visualization, and reporting. They need to provide data visualizations from multiple data sources, or combine data to show comparisons, manipulate data through calculations, create interactive visualizations, or create visualizations that showcase insights from statistical analysis. This course is also designed for students who plan to obtain Tableau Desktop Certified Associate certification, which requires candidates to pass the Tableau Desktop Certified Associate exam. Overview Blend data multiple sources. Join data. Access data in PDFs. Refine visualizations with sets and parameters. Analyze data with calculations. Visualize data with advanced calculations. Perform statistical analysis and forecasting. Create geographic visualizations. Get answers with Ask and Explain The advent of cloud computing and storage has ushered in the era of "big data." With the abundance of computational power and storage, organizations and employees with many different roles and responsibilities can benefit from analyzing data to find timely insights and gain competitive advantage. Data-backed visualizations allow anyone to explore, analyze, and report insights and trends from data. Tableau© software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data driven insights with peers, executives, and clients. Prerequisites Tableau Desktop: Part 1 LESSON 1: BLENDING DATA FROM MULTIPLE SOURCES * Topic A: Blend Data * Topic B: Refine Blends to Visualize Key Information LESSON 2: JOINING DATA * Topic A: Create Joins * Topic B: Troubleshoot Joins * Topic C: Merge Data with Unions LESSON 3: ACCESSING DATA IN PDFS * Topic A: Connect to PDFs * Topic B: Clean Up and Organize PDF Data LESSON 4: REFINING VISUALIZATIONS WITH SETS AND PARAMETERS * Topic A: Create Sets * Topic B: Analyze Data with Sets * Topic C: Apply Parameters to Refine Visualizations * Topic D: Create Advanced Visualizations LESSON 5: ANALYZING DATA WITH CALCULATIONS * Topic A: Create Calculated Fields to Analyze Data * Topic B: Manipulate Data with Functions * Topic C: Analyze Data with Table Calculations LESSON 6: VISUALIZING DATA WITH ADVANCED CALCULATIONS * Topic A: Create Groups and Bins with Calculations * Topic B: Analyze Data with LOD Expressions LESSON 7: PERFORMING STATISTICAL ANALYSIS AND FORECASTING * Topic A: Perform Statistical Analysis * Topic B: Forecast Data Trends LESSON 8: CREATING GEOGRAPHIC VISUALIZATIONS * Topic A: Create Maps * Topic B: Customize Mapped Data LESSON 9: GETTING ANSWERS WITH ASK AND EXPLAIN * Topic A: Ask Data * Topic B: Explain Data ADDITIONAL COURSE DETAILS: Nexus Humans Tableau Desktop - Part 2 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Tableau Desktop - Part 2 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Tableau Desktop - Part 2
Delivered Online3 days, Jun 27th, 13:00
£1400

Data Analysis and Visualization with Microsoft Excel

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for This course is designed for students who already have foundational knowledge and skills in Excel and who wish to perform robust and advanced data and statistical analysis with Microsoft Excel using PivotTables, use tools such as Power Pivot and the Data Analysis ToolPak to analyze data, and visualize data and insights using advanced visualizations in charts and dashboards in Excel. To ensure success, you should have baseline skill using Microsoft Excel worksheets, particularly in creating workbooks with formulas and function Overview #NAME? Analyzing data to find issues, insights and opportunities, is now a critical part of many job roles. Beyond the analysis, data analysts in all job roles must be able to effectively present and communicate their findings in visually compelling ways. Microsoft© Excel© is designed for this purpose. Excel can connect to a wide range of data sources, perform robust data analysis and create diverse and robust data-backed visualizations to show insights, trends, and create reports. These capabilities enable people who use Excel for data analysis to turn data into thoughtful action. 1 - DATA ANALYSIS FUNDAMENTALS * Introduction to Data Science * Create and Modify Tables * Sort and Filter Data 2 - VISUALIZING DATA WITH EXCEL * Visualize Data with Charts * Modify and Format Charts * Apply Best Practices in Chart Design 3 - ANALYZING DATA WITH FORMULAS AND FUNCTIONS * Analyze Data with Formulas and Named Ranges * Analyze Data with Functions * Implement Data Validation, Forms, and Controls * Create Conditional Visualizations with Lookup Functions 4 - ANALYZING DATA WITH PIVOTTABLES * Create a PivotTable * Analyze PivotTable Data 5 - PRESENTING VISUAL INSIGHTS WITH DASHBOARDS IN EXCEL * Visualize Data with PivotCharts * Filter Data Using Slicers and Timelines * Create a Dashboard in Excel 6 - CREATING GEOSPATIAL VISUALIZATIONS WITH EXCEL * Create Map Charts in Excel * Customize Map Charts in Excel 7 - PERFORMING STATISTICAL ANALYSIS * Visualize Trendlines and Sparklines with Excel * Analyze Data with the Data Analysis ToolPa 8 - GETTING AND TRANSFORMING DATA * Connect to Data with Queries * Clean and Combine Data * Shape and Transform Data 9 - MODELING AND ANALYZING DATA WITH POWER PIVOT * Install Power Pivot in Excel * Create Data Models with Power Pivot * Create Power Pivots * Perform Advanced Data Analysis and Visualization 10 - PRESENTING INSIGHTS WITH REPORTS (OPTIONAL) * Plan a Report * Create a Report

Data Analysis and Visualization with Microsoft Excel
Delivered Online3 days, Jun 27th, 13:00
£590

Excel - Automating Excel with Macros and Analysis Tools

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for To ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience. Overview Upon successful completion of this course, students will be able to enhance productivity and efficiency by streamlining workflow, collaborate with others, and audit and analyse data. This course is designed for students desiring to gain skills necessary to create macros, collaborate with others, audit and analyse data, incorporate multiple data sources, and import data. WORKING WITH MULTIPLE WORKSHEETS AND WORKBOOKS * Working with Named Ranges * Link Cells Across Worksheets and Workbooks * Use 3D References to Calculate Across Worksheets * Consolidate Data USE FORMULA AUDITING AND ERROR CHECKING * Reveal Formulas * Trace Cell Precedents and Dependents * Locate Errors in Formulas * Watch and Evaluate Formulas REVIEWING AND PROTECTING WORKBOOKS * Control Data Entry via Data Validation * Protect Workbook Access * Protect Worksheets and Cell Content * Add and Edit Comments * Prepare a Workbook for Distribution * Modify Excel's Default Settings USING MACROS TO AUTOMATE WORKBOOK FUNCTIONALITY * Create Macros via Recording * Run Macros via Buttons and Shortcuts * Assign Macros to the Quick Access Toolbar and Ribbon * Assign Macros to Objects * View Macro Code FORECASTING AND ANALYSIS DATA * Use Conditional Formatting to Highlight, Sort and Filter Key Data * Advanced Conditional Formatting using Formulas * Create Sparklines to Visualise Data * Add Trendlines to Charts to Visualise and Forecast Trends * Use Data Tables and Scenarios to Project Potential Outcomes * Use Goal Seek to Calculate Outcomes * Forecast Data Trends Using Solver

Excel - Automating Excel with Macros and Analysis Tools
Delivered OnlineTwo days, Jun 27th, 08:30 + 5 more
£197

Educators matching "Money Management"

Show all 291
Walsall Studio School

walsall studio school

4.2(74)

West Midlands,

Walsall Studio School is a specialist studio school with a bespoke curriculum and pedagogy designed to engage, enable and extend students to catch up (where required), step up and then reach for greatness within a 4-year transformational journey from school student (at the start of Y10) to young creative professional (at the end of sixth form study). Students at the end of KS5 achieve the highest possible grades and progress to some of the best universities, conservatoires and drama schools in the country and directly into work in both local and flagship national employers including the BBC and IBM. Walsall Studio School is one of the top-performing 14-19 academies in the country (headline KS5 APS average grades and progress VA for all KS5 performance measures). Like white water rafting enthusiasts, staff at Walsall Studio School have become adept at navigating turbulent waters as they take students (from their individual starting points) on an accelerated journey into their future at university and in employment. TRANSFORMING FUTURES The work of the studio school is best encapsulated by leaders’ commitment to social mobility; the school has an excellent track record in enabling disadvantaged and vulnerable students to engage with education and the community around them. As a result of the tenacious dedication of well-qualified, experienced and highly skilled staff in the school, students take positive strides forward; making a positive contribution to their families, local community and wider society.

Peace Together Money Coaching

peace together money coaching

Canterbury

Claire Sweet is an award-winning Financial Adviser and Money Coach who helps gin-loving business owners to organise their finances and create a wealth plan to grow their assets to £500k or more in the next 3-5 years. Alongside Peace Together Money Coaching, Claire has worked for fifteen years as a Financial Adviser and a Mortgage and Protection Adviser helping hundreds of clients to plan for their future retirement, protect their families and buy their dream homes. Building on her successful career primarily helping high-achieving female coaches and consultants, Claire now supports them on their financial independence journey by coaching them to maximise their future wealth, without needing to go without holidays and things that make life fun. She has been featured in a range of publications including The Telegraph, The Guardian, Moneywise and Sheerluxe and as a guest panelist on the Work in Progress podcast and at Courier Live 2019. She was a presenter at Womanifest in 2020, a keynote speaker at Bee Inspired in 2022 and is regularly asked to speak on BBC Radio Kent as an expert in her field. She is the creator of the ROCK Solid®️ system and the author of the best-selling book – Have life YOUR way ~living your wealthy life forever, without the money running out. Claire lives in the Kent countryside with her husband Phil and enjoys spending time outside with her small herd of 8 alpacas. When she’s not working she loves travelling all over the world, meeting new people and sharing in new adventures. Claire is available for public speaking events and seminars, as well as 1-2-1 Money Coaching and Regulated Financial Advice.

The Vulnerability Registration Service

the vulnerability registration service

Coventry

The Vulnerability Registration Service (VRS) gives vulnerable people a single place to register their status, helping them avoid repeating the same difficult conversations every time they engage with organisations like lenders and creditors. It is a “Not for Profit Company Limited by Guarantee” whose aim is to help vulnerable consumers protect themselves against the financial, social and very personal hardship suffered as a result of debt and financial problems. The stakeholders in the VRS all have experience working in Consumer Credit markets. There are regulatory, compliance, consumer affairs and IT expertise and acknowledged experts on our management team and Board. The VRS has a separate and independent Advisory Board of experts that meets regularly and feeds into the VRS appropriate advice and innovation to help drive the VRS forward. There has been considerable interest shown in the initiative since its launch from consumers and businesses alike. The VRS continues to grow as awareness expands among creditors and service providers of all sectors. Debt advice and mental health organisations are also supportive of the work the VRS does, and using the register to load consenting vulnerable consumers who wish to refer or auto decline lending and credit applications. The VRS provides businesses with instant API decisions and access to upload your consenting vulnerable consumers onto the VRS register. They are also able to upload consenting consumers on the VRS register via Secure File Transfer Protocol (SFTP) and retrieve data from the SFTP.