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In today's competitive business world firms are under unprecedented pressure to deliver value to their shareholders and other key stakeholders. Senior executives are finding that they need some financial know-how to cope with the responsibility placed on them as decision-makers. Key financial skills are not as difficult to learn as many people believe and in the hands of an experienced senior executive can provide a formidable competitive advantage.   This one-day workshop is not intended to take you from a managerial position to that of a Chief Financial Officer. However, these topics will familiarise you with the most common terms and practices in terms of working with finance.   This course is suitable for managers and others in finance related roles: * with some or no financial knowledge * who need to understand the financial implications of every day decision making? * who need to increase profitability and performance of their business? This one-day workshop will help you teach participants how to: • Understand fundamental business finance concepts • Understand the vital difference between profit and cash flow • Evaluate pricing decisions • Use powerful analytical tools to measure performance of their own company and competitors • Understand the role of business finance in formulating and implementing competitive strategy   Course Overview You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.   Business and finance fundamentals The objectives of the firm: delivering value to shareholders and key stakeholders, leading to a better understanding the drivers of shareholder return and who uses financial statements and why.   Basic principles Understanding business funds flow, using the balance sheet the profit statement. This would help to recognise the vital difference between profit and cashflow and what financial statements can and cannot tell us.   Managing and improving Budgets and Forecasting We will look at why you need to set budgets and what is known as ‘the bottom line’. We will also explore the purpose of forecasting over a period of monthly, quarterly and also annually.   Managing and improving profit Understanding how profits generate cashflow. The fundamental nature of costs: fixed and variable business costs and realising gross margin and break-even   Managing business performance We will explore the business planning cycle, by using budgets to support business strategy and monitoring and managing financial performance. We will look at a ‘Pyramid of Ratios’ to manage business performance that will help us understand and use key performance indicators   Measuring and managing business performance We will understand Return on investment (ROI): the ultimate measure of business performance and how profit margin and net asset turnover drive return on net assets. We shall do a case study on why some companies are more profitable than others.   Workshop Wrap-Up At the end of the course, students will have an opportunity to ask questions and fill out an action plan.

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 in depth look at Pivot Tables and their powerful features to summarise and visualize your data. -------------------------------------------------------------------------------- COURSE OVERVIEW Duration: 1 day (6.5 hours) Our Excel – Pivot Table Specialist course is a comprehensive guide to working with Pivot Tables for those who need to learn more about the use of Pivot Tables to summarise and analyse information. This course is designed for existing experienced users of Excel. You should be a confident Excel user and be able to create and edit worksheets and write basic formulas. OBJECTIVES By the end of the course you will be able to: * Build and customise Pivot Tables * Group and sort information * Filter information * Use slicers and the timeline filter * Add different summary calculations * Create Pivot Charts * Add calculated fields and items CONTENT THE ANATOMY OF A PIVOT TABLE  * Using a Pivot Cache * Building a Pivot Table * The Pivot Table interface * Refreshing the Pivot Table * Adding column, row, page and data fields * Changing data orientation * Showing data fields in columns or rows * Drilling down to underlying data SETTING PIVOT TABLE OPTIONS   * Format options * Totals and filters options * Display and printing options * Data options CUSTOMISING PIVOT TABLES  * Modifying field names * Data formatting * Changing field layout options * Changing summary calculations * Working with subtotals FILTERING AND SORTING  * Filtering items * Sorting data * Value and label filters * Creating top 10 reports * Using the Search filter * Using the Slicer tool * Use the Timeline filter GROUPING  * Grouping date fields * Grouping numeric fields * Adding your own groups SUMMARY CALCULATIONS  * Running totals * Differences year on year, month on month * % Differences year on year, month on month * % of Row, Column, Total and other fields PIVOT CHARTS * Pivot Chart rules * Creating a Pivot Chart * Working with your Pivot Chart CREATING CALCULATIONS * Adding calculated fields * Adding calculated items

The COLP role goes beyond just ensuring your firm follows the rules in the SRA Standards and Regulations, it also comes with a personal accountability factor that demands your attention. Fear not! This 3 hour course will usher you through the intricacies of being a COLP, ensuring you not only meet but excel in your regulatory obligations.    The course will cover: * Navigating the Regulatory Landscape: Understanding the Framework for COLPs Dive into the intricate regulatory framework that Compliance Officers for Legal Practice (COLPs) operate under. * Shouldering the Responsibility: Unpacking the Duties of a COLP Explore the multifaceted responsibilities that come with the role of a COLP. * Choosing the Right Leader: Identifying the Ideal COLP Candidate Learn the criteria for selecting the most suitable individual to take on the crucial role of COLP. * Cracking the Codes: Key Elements of Codes and SRA Principles Delve into the essential components of the Codes and SRA Principles that form the backbone of legal compliance. * Building a Robust Foundation: Understanding Compliance Systems for All Firms Explore the concept of compliance systems, what they entail, and why every firm should have one in place. * Reporting Matters: Recognising 'Serious' Issues, SRA Enforcement Strategy, and Reporting Protocols Uncover the definition of 'serious' matters, grasp the SRA Enforcement Strategy, and gain practical insights on making effective reports to the SRA. * Paper Trails Matter: Effective Record Keeping, Including Non-material Breaches Master the art of comprehensive record-keeping, including strategies for recording non-material breaches, and understand why it's integral to compliance. * Personal Liability: Understanding and Mitigating Risks Navigate the landscape of personal liability for COLPs and develop strategies to mitigate associated risks. * Staying Ahead: Keeping Abreast of Regulatory Changes and Guidance Develop effective strategies for staying up to date with dynamic regulatory changes and evolving guidance. * Planning for Compliance: Crafting a Robust Strategy, Assessing Risk, and File Reviewing Formulate a comprehensive plan for tackling compliance, including risk assessment, maintaining risk registers, and implementing effective file reviewing. * Across the Board: Legal and Regulatory Compliance Areas Every COLP Must Master Gain a high-level overview of crucial legal and regulatory compliance areas, including AML, transparency rules, and other pivotal aspects that demand the attention of all COLPs. TARGET AUDIENCE This online course is suitable for those new to the COLP role, or those supporting the COLP and for those that would like a refresher of the role and their responsibilities. RESOURCES Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. SPEAKER HELEN TORRESI, CONSULTANT, DG LEGAL [https://dglegal.co.uk/the-team/helen-torresi/] Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services. Helen’s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).

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

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.

ICA INTERNATIONAL DIPLOMA IN GOVERNANCE, RISK AND COMPLIANCE New technologies are changing the role of a compliance professional. Fintech and Regtech are now embedded in compliance lexicon, but what do the terms mean, and what are the practical impacts, both positive and negative, that we need to understand and manage? The ICA International Diploma in Governance, Risk and Compliance helps you to answer these questions and apply the answers directly within your organisation. Gain a broad understanding of the regulatory environment as well as the specialist skills and knowledge to be able to identify and manage key regulatory risks today and in the future. * Get to grips with the nuances of the regulatory environment and the impact to your organisation. * Understand why promoting a positive compliance culture is not just good for compliance but good for business. * Explore how to maximise the benefits of emerging technologies. * Develop your inter-personal skills so you can be the best Compliance Manager. * Learn from the experiences of compliance professionals from other firms and sectors and share ideas. This governance, risk and compliance course is awarded in association with Alliance Manchester Business School, the University of Manchester. Benefits of studying with ICA: * Flexible learning solutions that are suited to you * Our learner-centric approach means that you will gain relevant practical and academic skills and knowledge that can be used in your current role * Improve your career options by undertaking a globally recognised qualification that hiring managers look for as part of their hiring criteria * Many students have stated that they have received a promotion and/or pay rise as a direct result of gaining their qualification * The qualifications ensure that you are enabled to develop strategies to help manage and prevent risk within your firm, thus making you an invaluable asset within the current climate Completion of this training course will provide participants with the following professional qualification: ICA Diploma in Governance, Risk and Compliance. In addition, participants will be entitled to use the following designation 'Dip (Comp).' These qualifications are awarded in association with Alliance Manchester Business School, the University of Manchester. What will you learn? * Understanding governance, risk and regulatory compliance * Why we need to understand the regulated environment * Why are governance and culture essential for effective regulatory compliance risk management? * The role of the compliance department and the compliance professional * Risk management as the key to effective compliance * Case Studies

Sustainable Finance refers to any form of financial service integrating Environmental, Social and Governance (ESG) criteria into the business or investment decisions for the lasting benefit of both clients and society at large. This course offers an overview of ESG Regulations, Sustainable Finance Disclosure Regulation (SFDR) Taxonomy, and other ESG Initiatives.

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

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