566 Money Management courses

Duration 1 Days 6 CPD hours This course is intended for To ensure success, students will need to be familiar with using personal computers and should have experience using a keyboard and mouse. Students should also be comfortable working in the Windows environment and be able to manage information on their computers. Overview Upon successful completion of this course, you will be able to create and develop Excel worksheets and workbooks in order to work with and analyse the data that is critical to the success of your organisation. This course is intended for those who wish to gain the foundational understanding of Excel that is necessary to create and work with electronic spreadsheets. Excel can help you organise, calculate, analyse, revise, update, and present your data. GETTING STARTED WITH EXCEL * Navigate the Excel User Interface * Use Excel Commands * Create and Save a Basic Workbook * Enter and Edit Cell Data * Fill Cells with Series of Data (AutoFill and Flash Fill) * Use Excel Help PERFORMING CALCULATIONS * Create Worksheet Formulas * Insert Functions and use Autocomplete * Reuse Formulas and Functions * Create an Absolute Reference MODIFYING A WORKSHEET * Insert, Delete, and Adjust Cells, Columns, and Rows * Move and Copy Data between Cells * Search for and Replace Data * Use Spellcheck and Proofing FORMATTING A WORKSHEET * Apply Text Formats * Apply Number Formats * Align Cell Contents * Apply and Copy Cell Styles * Apply Basic Conditional Formatting PRINTING WORKBOOKS * Preview and Print a Workbook * Controlling Page Layout * Adding Headers and Footers * Set Print Titles and Print Ranges MANAGING WORKBOOKS * Manage Worksheets * Insert and Delete Worksheets * Manage Workbook and Worksheet Views * Manage Workbook Properties

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

Duration 3 Days 18 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 In this course, you will develop and deploy VBA modules to solve business problems. You will: Identify general components of VBA and their appropriate use in solving business solutions. Record VBA macros to automate repetitive tasks. Use reference tools built into Excel to get help on VBA programming language and objects used in the Excel VBA environment. Write VBA code to create a custom worksheet function. Eliminate, avoid, or handle errors in VBA code, and optimize its performance. Control how and when macros run. Develop UserForm objects to create custom dialog boxes and windows. Use VBA to read and write data from local files and cloud services. Use VBA to clean and transform data. Run programs and commands outside of Excel and share VBA projects with other users VBA (Visual Basic for Applications) enables you to enhance and extend the capabilities of Microsoft© Excel© and other applications in the Microsoft© Office 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 involving the collection, processing, analysis, and visualization of data. This course will give you a good foundation for understanding, creating, and using VBA in your own Excel workbooks, show you how to work with data across different applications, and how to package the macros and functions you create so you can back them up, move them to other computers, and share them with other users 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 * Topic A: Use Macros to Automate Tasks in Excel * Topic B: Identify Components of Macro-Enabled Workbooks * Topic C: Configure the Excel VBA Environment 2 - AUTOMATING REPETITIVE TASKS * Topic A: Use the Macro Recorder to Create a VBA Macro * Topic B: Record a Macro with Relative Addressing * Topic C: Delete Macros and Modules * Topic D: Identify Strategies for Using the Macro Recorder 3 - GETTING HELP ON VBA * Topic A: Use VBA Help * Topic B: Use the Object Browser to Discover Objects You Can Use in VBA * Topic C: Use the Immediate Window to Explore Object Properties and Methods 4 - CREATING CUSTOM WORKSHEET FUNCTIONS * Topic A: Create a Custom Function * Topic B: Make Decisions in Code * Topic C: Work with Variables * Topic D: Perform Repetitive Tasks 5 - IMPROVING YOUR VBA CODE * Topic A: Debug VBA Errors * Topic B: Deal with Errors * Topic C: Improve Macro Performance 6 - CONTROLLING HOW AND WHEN MACROS RUN * Topic A: Prompt the User for Information * Topic B: Configure Macros to Run Automatically 7 - DEVELOPING CUSTOM FORMS * Topic A: Display a Custom Dialog Box * Topic B: Program Form Events 8 - USING VBA TO WORK WITH FILES * Topic A: Use VBA to Get File and Directory Structure * Topic B: Use VBA to Read Text Files * Topic C: Use VBA to Write Text Files 9 - USING VBA TO CLEAN AND TRANSFORM DATA * Topic A: Automate Power Query * Topic B: Transform Data Using VBA and Workbook Functions * Topic C: Use Regular Expressions * Topic D: Manage Errors in Data 10 - EXTENDING THE PROGRAMMING ENVIRONMENT BEYOND THE WORKBOOK * Topic A: Run Other Programs and Commands * Topic B: Share Your VBA Projects

Duration 2 Days 12 CPD hours This course is intended for This course is intended for business users who have been using Power BI to build analytic solutions and are ready to take advantage of the power and flexibility that DAX provides. Learning DAX is a very common 'next step' for experienced Power BI users. Overview At course completion, you should be able to describe DAX syntax, data types, and errors use DAX to create calculated columns, measures, and tables explain how DAX calculations are evaluated, along with the differences between row context and filter context configure and use Time Intelligence to perform common time-based calculations, for example to-date calculations, year-over-year analysis, moving averages, etc. create calculated columns and measures that use data from multiple tables in the data model write measures that handle error conditions gracefully use DAX to enhance the Power BI user experience use DAX Studio to connect to a Power BI data model and execute simple queries Welcome to Introduction to DAX for Power BI. This two-day instructor-led course is intended for business users who have been using Power BI and want to use DAX to create custom calculations in their data models. In this class, you will be introduced to using Data Analysis Expressions (DAX), which is the expression language that is used to create custom calculations in the Power BI Data model. The course covers some of the theoretical underpinnings of the data model and the DAX language, but the emphasis is on using DAX to solve common business problems. You will learn how to write your own calculated columns, measures, and tables, how to visualize the way Power BI computes DAX calculations, and how to troubleshoot custom code. MODULE 1: GETTING STARTED WITH DAX * INTRODUCTION TODAX * CREATING OBJECTS WITHDAX * CONTEXT AND RULES OF EVALUATION * VARIABLES,COMMENTS,AND TESTING MODULE 2: PERFORMING BASIC CALCULATIONS * GETTING STARTED * IMPLICIT MEASURES * ADDING QUICK MEASURES * WORKING WITH DAX DATA TYPES . * DOING BASIC MATH * USING LOGIC IN YOUR CALCULATIONS * USING THE IF() FUNCTION * NESTED IF() * USING THE SWITCH() FUNCTION * ADVANCED SWITCH() * LOGICAL OPERATORS & FUNCTIONS: ||, OR(), &&, AND(), NOT() * AGGREGATING AND SUMMARIZING DATA * THE SUM() FUNCTION MODULE 3: WORKING WITH CONTEXT IN THE DATA MODEL * CONTEXT DEFINED * DATA MODELING BASICS * INTRODUCTION TO DIMENSIONAL MODELING * RELATIONSHIPS AND THEIR EFFECT ON THE EVALUATION CONTEXT * GETTING DATA FROM OTHER TABLES USING RELATED() AND RELATEDTABLE * LOOKING UP DATA WITHOUT USING RELATIONSHIPS * MODIFYING THE CONTEXT USING CALCULATE() MODULE 4: PERFORMING MORE ADVANCED CALCULATIONS * THE DAX ITERATOR FUNCTIONS * USING TABLE MANIPULATION FUNCTIONS MODULE 5: WORKING WITH TIME * PERFORMING DATE CALCULATIONS * WORKING WITH DATE TABLES * GENERATING A DATE TABLE WITH THE CALENDAR() FUNCTION * DEFINING CUSTOM OPERATING PERIODS * YTD, QTD, AND MTD CALCULATIONS * CUSTOM TO-DATE CALCULATIONS * FINDING YEAR-OVER-YEAR CHANGE * FINDING MOVING AVERAGES MODULE 6: ENHANCING THE USER EXPERIENCE * CONTROLLING VISIBILITYOF YOUR MEASURES * USING WHAT-IF PARAMETERS * ADDING BANDING * USING DAX TO PROVIDE ROW-LEVEL SECURITY

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.

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.

This course provides basic introductory guidance to FinTech. You will be using an easy programming language R to learn some basic statistics in money management. You will also understand how to time the stock market and build tradeable factor-based algorithms from scratch. This course provides some of the most basic rules of thumb and intuition that every successful trader should know.

A six-week self study finance course brought to you by award-winning Financial Adviser and Money Coach Claire Sweet

Bayfield Training and the University of Cambridge Department of Land Economy This prestigious eight-week online Real Estate course is suitable for modellers new to Real Estate and experienced Real Estate Analysts looking to formalise their skill set. This course will equip you with skills to start building your own financial models and the certificate will give your employers and colleagues reassurance of your expertise. If you want to enhance your financial modelling skills over an extended period, the Real Estate Financial Modelling Certificate is the course for you. This online real estate course has been put together exclusively for the Real Estate Financial Modelling certificate, using state of the art digital resources such as animations, video-steps, digital whiteboard and video-interactions as well as the spreadsheets, text based resources and tutor contact you would expect from any of Bayfield Training’s classroom based courses.  Assessment is in the form of a guided model build exercise and written model appraisal. Participants benefit from an additional months access to the course platform after submission of the assessment. ON THIS COURSE YOU WILL: * Become a competent model builder, building Real Estate Financial Models from scratch * Learn tricks and concepts from financial modelling experts with decades of experience in practice and academia * Learn how to use Real Estate Financial Models to make informed investment decisions * Learn at a consistent pace over 8 weeks allowing you to take the time to fully grasp this important skill THIS COURSE IS SUITABLE FOR: * Chartered Surveyors * Asset Managers * Financial Controllers * Financial Analysts * Investment Managers * Property Managers * Real Estate Students/Recent Graduates Course Outline: Module 1 - Economic Context Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. * Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. * Why Real Estate Asset Modelling is important * Understanding the occupier, asset and development markets and the relevant modelling approaches for each * Real Estate Sub-Sector Key Performance Indicators * Introduction to conventional valuations and financial mathematics * Understanding and minimising errors in Financial Models Module 2 - Cash Flow Fundamentals Constructing a financial model from first principles. * Understanding all the components of a basic cash flow model * Understand why Corporate Finance Models and Real Estate Models are different * Financial Model Design * Making the link between valuations, income mathematics and discounted cash flows * Internal Rate of Return, Net Present Value,Worth and other metrics * Features and techniques to aid fast model building Module 3 - Developing the Cash Flow Adapting financial models for different periodicities and building rent functions for different rent behaviour. * Understanding how leases vary with respect to rent over time: Rent Reviews, Break Clauses, Rent Free Periods, Lease Expiries etc. * Developing the concept of a Rent Function in Excel * Logic mathematics and Logic functions * Projecting rent to adapt to different lease contracts and growth patterns * Alternative solutions to Logic functions * Comparative analysis of lease structures in different jurisdictions and adapting financial models Module 4 - Real Estate Data Understanding the different sources of data, constructing basic time series models and recognising basic patterns. * Key Property market indicators * Characteristics and application of key input metrics for Real Estate Appraisals * Understanding the eight components of Real Estate Price Dynamics * Awareness of the different sources of data * Reading and using general property market reports * Constructing basic time series models and recognising basic patterns Module 5 - Development Appraisals Constructing a development appraisal from first principles and understanding development return metrics. * Understanding the key components of a development project * Understanding the difference between development and investment appraisals * Residual Appraisals and Profit Calculations * Cost orientated cash flows and phased sales * Cumulative construction cost patterns: incidental, fixed, loaded and S-curve * Development return metrics and Modified IRRs Module 6 - Multi-let Cash Flows Constructing an advanced multi-let cash flow model and learn different techniques to build flexible rent functions. * Multi-let and portfolio model design principles * Building complex date functions and date series * The three multi-let rent projection techniques * Perpendicular Rent Functions * Incorporate advanced rent adjustments into the Rent Function * Incorporate sector and period varying rental growth rates * Simplifying OPEX and CAPEX projections * Discounting techniques on complex and volatile cash flows Module 7 - Project Finance Constructing a flexible Real Estate Debt Finance model. * Revision of the Mathematics of amortisation and debt finance * Basic senior debt models and geared net cash flow * LTV, IRR and Interest Rate Dynamics * Flexible term, repayment options and deferred interest * Loan covenant tests * Understanding different tranches of debt * Understanding how complex debt structures impact the returns to different parties Module 8 - Model Interpretation and Risk Analysis Learn how to read, analyse and report on real estate financial models. * Understand how to read models and develop an investment narrative * Visualise model outputs using graph functions, conditional formatting, dynamic symbols and dashboards * Learn how to use built-in Sensitivity, Scenario Analysis tools and third-party add-ins * Learn how to construct varied project scenarios in a systematic way * Introduction to Monte Carlo Analysis and VBA * Optimising sale dates and other parameters * Create well written, attractive and persuasive reports Included in the Course * Bayfield Training and University of Cambridge Accredited Certificate & LinkedIn Proficiency Badge * 64 CPD Hours * 1 Month Post-Course Access to the Digital Platform - 12 Months Post-Course Access to the Platform can be purchased for an additional fee * Course Files * Q&A Webinars and Guest Speaker Webinars * Further Learning Resources (Reading, Files and Videos) * Post Course Support - Two Months of Questions & Answers 2024 Cohort Dates Include: * 3rd June to 29th July * 5th August to 25th September 2024 * 30th September to 25th November For more information, please contact Sam on the Bayfield Training Sales team: E - s.musgrave@bayfieldtraining.com T - 01223 517851 W - www.bayfieldtraining.com [https://www.bayfieldtraining.com/]

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