Governance, purpose and risk open workshopDid Covid catch your business off-guard? Was it an unpleasant reminder of the fact that we live in a VUCA world? Or was it the sort of risk that was already on your radar? Were you, in fact, quick to identify it as an opportunity? Or did you just find yourself in fire-fighting mode?Your answers to these questions may indicate the level of your board's governance maturity. The more mature, the easier it will have been rising to the challenge.If you can't say 'yes' to all these questions, you need to do something about it. Our Governance, Purpose and Risk workshop will help you.<section>
 WORKSHOP OUTLINE1 Integrity<ul><li>Governance and law</li><li>What do we need to do? - understanding the legal parameters</li><li>What ought we to be doing? - recognising and applying perceived best-practice codes and guidelines</li><li>Stakeholder thinking</li><li>Who are we doing this for, and what are they expecting?</li></ul>2 Board focus<ul><li>Understanding today</li><li>How balanced is your scorecard? - determining the key in KPIs</li><li>Topical issues in context? - diversity, ESG, remuneration, pandemic, and beyond</li><li>Visioning the future</li><li>There is always more than one option</li></ul>3 Risk and control<ul><li>Systems thinking</li><li>Boundaries, elements and relationships</li><li>Where can it go wrong? - Hazard Analysis and Critical Control Points</li><li>Viability and sustainability</li><li>Building a confident financial literacy</li></ul><ul></ul>4 Communication<ul><li>Internal</li><li>What, when, and why? - keeping the wheels turning</li><li>External</li><li>Who, where, and how? - building and maintaining reputation</li></ul><ul></ul>5 Reporting and information<ul><li>Culture and ethos</li><li>'Tone from the top' v 'The fish rots from the head'</li><li>Maintaining a learning organisation approach</li><li>Future parameters</li><li>Establishing realistic benchmarks</li><li>If not you, who?</li><li>If not now, when?</li></ul>


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Maximum Performance

Governance, Purpose and Risk

<h2>Description</h2>Beauty Therapy DiplomaThe Beauty Therapy Diploma Course by Elearn college offers training that is exceptional in all aspects that is related to making people look their best. Designed with the help of beauty experts and industry professionals, the course reveals hitherto unrevealed secrets and the latest techniques that give you the advantage over many others in the beauty services. Unlimited opportunities are available to the beauty therapists who are well qualified in their profession, and apart from feeling a satisfaction in helping people look and feel better, it is a career that is financially rewarding too. And as you get to meet various customers from all walks of life, your social network too expands.The more people come to understand the importance of investing in a healthy life-style while maintaining physical beauty, the more your opportunities as a beauty therapist grows. This is a fast growing industry and is predicted to grow even more in the future years. So, come, grab the opportunity to become a part of this glamorous and exciting world by enrolling for Elearn College's Beauty Therapy Diploma course.The complete course is conducted through Distance Learning which is the perfect way for you if you have to adapt your schedule around family, work or any other commitments. Distance Learning is also extremely helpful if you are someone who wishes to study according to your convenience or fast track your studies and career.What you will learn1: The Fit Body 
2: Personal Hygiene 
3: The Skin and its Care 
4: Manicure and Pedicure 
5: The Hair 
6: Essential Nutrients 
7: Anti-ageing Therapy 
8: Massage Techniques 
9: Waxing Techniques<h4>Course Outcomes</h4>
After completing the course, you will receive a diploma certificate and an academic transcript from Elearn college.<h4>Assessment</h4>
Each unit concludes with a multiple-choice examination. This exercise will help you recall the major aspects covered in the unit and help you ensure that you have not missed anything important in the unit. The results are readily available, which will help you see your mistakes and look at the topic once again. If the result is satisfactory, it is a green light for you to proceed to the next chapter.<h4>Accreditation</h4>
Elearn College is a registered Ed-tech company under the UK Register of Learning( Ref No:10062668). After completing a course, you will be able to download the certificate and the transcript of the course from the website. For the learners who require a hard copy of the certificate and transcript, we will post it for them for an additional charge.

Elearncollege

Beauty Therapy Course

General Admission

<h2>Description</h2>Infertility Awareness Diploma The Infertility Awareness Diploma course is a gem for those who work in private clinics and practices dealing with fertility treatments. It can also act as the first step for people who want to start a career in this industry. Some emotions, thoughts, and behaviours may negatively impact a person conceiving a baby, increasing depression and anxiety. Psychological and emotional factors can block conception. The key lies in the relationship between partners trying to conceive together. Suppose you harbour any feelings of resentment or anger towards your significant other. In that case, if you do not enjoy your sexual relationship and do not feel a real connection to your partner and are simply partaking in the activities without passion, it can become challenging to conceive together.In the United Kingdom, several clinics are licensed and provide services from investigations to treatments for individuals facing fertility problems. Every clinic must employ an independent infertility counsellor who is a part of the staff at the clinic. Some of these counsellors work outside the clinic's premises as well. Some advertise their services online, while others advertise through local media or the National Health Society job website. If becoming an infertility therapist or counsellor interests you, you should consider enrolling in the Infertility Awareness Diploma course. This is one sector where every kind of experience is a valuable addition.Every person is entitled to enjoy the highest level and standard attainable for physical and psychological health. Individual persons and couples have the right to decide their children's number, spacing, and timing. The problem of infertility is detrimental to realising such essential and fundamental human rights. Thus, addressing infertility is critical to reducing gender disparity. Both men and women can face infertility problems; however, women with male partners are more prone to suffering infertility, whether or not there is actual physical truth. Infertility can significantly impact people's social lives negatively- both the social lives of couples and, particularly, the woman's. Women too often experience divorce, violence, emotional stress, social stigma, anxiety, low self-confidence and esteem, and depression.The Infertility Awareness Diploma programme was designed to help students understand this problem. This condition has been plaguing societies down to its roots and causes and learned how to diagnose and treat it. There are some cases where the fear of infertility leads to men and women being sceptical about using contraception. Some often experience social pressure to prove to others at a young age that they are fertile. This is a result of the high value placed by society on childbearing. These cases show the need for awareness-raising and education on the determinants and prevalence of fertility and infertility. Interventions must be accessible, available, and of high quality to address these issues effectively, a challenge in many nations. The diagnosis and treatment of infertility are sometimes not a priority at the national level. It is also rare to find reproductive health and development strategies and policies that cover whole populations sourced financially by public health plans. There is also an inadequate number of trained people, and some lack the supporting infrastructure and equipment. Currently, medicines for treatment cost a fortune and stand as a significant hurdle even in countries actively fighting for the needs of individuals with fertility issues.The Infertility Awareness Diploma course will prepare you for this sector, whether you are new or working in it. The programme suits healthcare professionals looking for additional training regarding infertility and who want to provide better service to their clients. What you will learn 1: A brief introduction to infertility and the human anatomy 2: Pre-conception and adopting positive behaviours 3: Conceiving techniques and diseases that affect fertility 4: Seeing a doctor and taking supplements for infertility 5: Finding the problem 6: Early pregnancy loss 7: Intrauterine insemination and IVF 8: Embryo transfer and the IVF cycle 9: Challenges in using a third-party reproduction 10: New advances in fertility treatment <h4>Course Outcomes</h4>
After completing the course, you will receive a diploma certificate and an academic transcript from Elearn college.<h4>Assessment</h4>
Each unit concludes with a multiple-choice examination. This exercise will help you recall the major aspects covered in the unit and help you ensure that you have not missed anything important in the unit. The results are readily available, which will help you see your mistakes and look at the topic once again. If the result is satisfactory, it is a green light for you to proceed to the next chapter.<h4>Accreditation</h4>
Elearn College is a registered Ed-tech company under the UK Register of Learning( Ref No:10062668). After completing a course, you will be able to download the certificate and the transcript of the course from the website. For the learners who require a hard copy of the certificate and transcript, we will post it for them for an additional charge.

Infertility Awareness Course

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					This comprehensive course on AML, KYC &amp; CDD will deepen your understanding on this topic.After successful completion of this course you can acquire the required skills in this sector. This AML, KYC &amp; CDD comes with accredited certification from CPD, which will enhance your CV and make you worthy in the job market.   So enrol in this course today to fast-track your career ladder.					</div>
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					You may have to take a quiz or a written test online during or after the course. After successfully completing the course, you will be eligible for the certificate.					</div>
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					There is no experience or previous qualifications required for enrolment on this AML, KYC &amp; CDD. It is available to all students, of all academic backgrounds.					</div>
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					Our AML, KYC &amp; CDD is fully compatible with PC's, Mac's, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible with tablets and smartphones so you can access your course on Wi-Fi, 3G or 4G.There is no time limit for completing this course, it can be studied in your own time at your own pace.					</div>
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					Learning this new skill will help you to advance in your career. It will diversify your job options and help you develop new techniques to keep up with the fast-changing world. This skillset will help you to-<ul><li>Open doors of opportunities</li><li>Increase your adaptability</li><li>Keep you relevant</li><li>Boost confidence</li></ul>And much more!					</div>
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					</div> <h3>Course Curriculum</h3><div>1 sections • 14 lectures • 04:38:00 total length</div><div><div><div><div><div><div><div>•Module 01: Introduction to Money Laundering: 00:15:00</div><div><div>•Module 02: Proceeds of Crime Act 2002: 00:19:00</div><div><div>•Module 03: Development of Anti-Money Laundering Regulation: 00:18:00</div><div><div>•Module 04: Responsibility of the Money Laundering Reporting Officer: 00:19:00</div><div><div>•Module 05: Risk-based Approach: 00:20:00</div><div><div>•Module 06: Record Keeping: 00:14:00</div><div><div>•Module 07: Suspicious Conduct and Transactions: 00:20:00</div><div><div>•Module 08: Awareness and Training: 00:18:00</div><div><div>•Module 09: Introduction to KYC: 00:31:00</div><div><div>•Module 10: Customer Due Diligence: 00:21:00</div><div><div>•Module 11: AML (Anti-Money Laundering): 00:29:00</div><div><div>•Module 12: KYC, AML, and Data Privacy Regulations for Businesses Operations in the United Kingdom: 00:21:00</div><div><div>•Module 13: Regulations to be Complied by Industries: 00:20:00</div><div><div>•Module 14: Methods for carrying out KYC and AML and the Future of KYC Compliance: 00:13:00</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Apex Learning

Learning & Development

Know Your Customer (KYC)

Certified Cryptocurrency Investigator Course (CCI)

Anti-Money Laundering (AML)

Certification in Cash & Voucher Assistant (CVA)

Trainers Course

AML, KYC & CDD

NextGen Learning

Operations and Warehouse Management with Transport Management Course

<div id="course-pills-1">Duration2 Days12 CPD hoursThis course is intended forStudents should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary.OverviewAfter completing this course, students will be able to: Describe the core capabilities of Dynamics 365 finance and operations apps Describe the capabilities and functionality of Dynamics 365 Finance Describe the capabilities and functionality of Dynamics 365 Supply Chain Management Describe the capabilities and functionality of Dynamics 365 Commerce Describe the capabilities and functionality of Dynamics 365 Human Resources Describe the capabilities and functionality of Dynamics 365 Project Operations (ERP)This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce , Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on-labs. </div><div id="course-pills-2"><h4>Module 1: Explore the core capabilities of Dynamics 365 finance and operations apps</h4><ul><li>Get introduced to the finance and operations apps</li><li>Create reports and integrate finance and operations apps</li></ul><h4>Module 2: Learn the fundamentals of Dynamics 365 Finance</h4><ul><li>Explore Dynamics 365 Finance core capabilities</li><li>Explore general ledger</li><li>Explore accounts payable and accounts receivable</li><li>Explore expense management, fixed asset management, and budgeting</li></ul><h4>Module 3: Learn the fundamentals of Dynamics 365 Supply Chain Management</h4><ul><li>Identify general capabilities of Dynamics 365 Supply Chain Management</li><li>Explore warehouse and inventory capabilities</li><li>Explore manufacturing strategies in Dynamics 365 Supply Chain Management</li></ul><h4>Module 4: Learn the fundamentals of Dynamics 365 Commerce</h4><ul><li>Explore Dynamics 365 Commerce capabilities</li><li>Explore Microsoft Dynamics 365 B2B e-commerce, Store Commerce and Clienteling</li></ul><h4>Module 5: Learn the fundamentals of Dynamics 365 Human Resources</h4><ul><li>Explore Dynamics 365 Human Resources core capabilities</li><li>Explore personnel management capabilities in Dynamics 365 Human Resources</li></ul><h4>Module 6: Learn the fundamentals of Dynamics 365 Project Operations</h4><ul><li>Identify project life cycle management capabilities in Dynamics 365 Project Operations</li><li>Explore the project planning and execution capabilities of 365 Project Operations</li></ul></div>

Nexus Human

Microsoft 365

Microsoft AZ-900

Microsoft AZ-104

Microsoft AZ-303

Microsoft AZ-700

Microsoft Dynamics

MB-920T00 Microsoft Dynamics 365 Fundamentals (ERP)

A diploma in Bookkeeping is one of our best-selling and most popular courses.The Diploma in Bookkeeping is organised into 4 modules and includes everything you need to become successful in this profession.To make this course more accessible for you, we have designed it for both part-time and full-time students. You can study at your own pace or become an expert in just 1 hour!If you require support, our experienced tutors are always available to help you throughout the comprehensive syllabus of this course and answer all your queries through email.Why choose this course<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Earn an e-certificate upon successful completion.</li><li fr-original-style="" style="box-sizing: border-box;">Accessible, informative modules taught by expert instructors</li><li fr-original-style="" style="box-sizing: border-box;">Study in your own time, at your own pace, through your computer tablet or mobile device</li><li fr-original-style="" style="box-sizing: border-box;">Benefit from instant feedback through mock exams and multiple-choice assessments</li><li fr-original-style="" style="box-sizing: border-box;">Get 24/7 help or advice from our email and live chat teams</li><li fr-original-style="" style="box-sizing: border-box;">Full Tutor Support on Weekdays</li></ul>Course DesignThe course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.You are taught through a combination of<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Video Lessons</li><li fr-original-style="" style="box-sizing: border-box;">Online study materials</li><li fr-original-style="" style="box-sizing: border-box;">Mock exams</li><li fr-original-style="" style="box-sizing: border-box;">Multiple-choice assessment</li></ul>CertificationAfter the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for &pound;9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for &pound;15.99, which will reach your doorsteps by post.Who is this course for?A diploma in Bookkeeping is suitable for anyone who wants to gain extensive knowledge, potential experience and professional skills in the related field. This is a great opportunity for all students from any academic background to learn more about this subject.Course ContentsIntroduction to the course<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Introduction&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li></ul>Bookkeeping systems<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Manual System&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Computerised Systems&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">How it Fits Together&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li></ul>The functionality of bookkeeping<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Ledgers&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Trial Balance and Coding&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">PNL Account and Balance Sheet</li></ul>On a personal note<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">AILE Personal&nbsp; &nbsp;&nbsp;</li></ul>

Janets

Bookkeeping

Accounting & Bookkeeping

Gain essential bookkeeping skills with our Diploma in Bookkeeping. Master the fundamentals of financial recording, ledgers, and accounting software. Start your journey to becoming a proficient bookkeeper with our comprehensive program, designed for practical application and career success.

Diploma In Bookkeeping

Boost your expert development and explore the strategies of effective human resources management with this endowing body certificate course.This HR Management course covers critical topics and fundamental practices and procedures, including strategic leadership, human capital, organisational culture and induction, training and development. You will also gain in-depth knowledge of the employment cycle, recruitment and selection processes through instructor-led practical exercises for real-world performance.&nbsp;This management training program is ideal for human resources experts who already have experience in this field and wish to take their careers to the next level. There are no entry requirements for this course, and on completion, learners will be able to apply their practical skills to effectively direct and manage employees within an organisation.Learning Objectives<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Understand the fundamentals required to work in this dynamic sector</li><li fr-original-style="" style="box-sizing: border-box;">Determine the value of human resources and their management within organisations</li><li fr-original-style="" style="box-sizing: border-box;">Succeed in an HR management or business-related role</li><li fr-original-style="" style="box-sizing: border-box;">Recognise the importance of good employee relations</li><li fr-original-style="" style="box-sizing: border-box;">Develop an awareness of HR Management disciplines in working practice</li><li fr-original-style="" style="box-sizing: border-box;">Examine the general value and benefit of providing the workforce with the highest quality training on a regular basis</li><li fr-original-style="" style="box-sizing: border-box;">Plan and implement strategic solutions and drive HR improvements to your workplace immediately</li><li fr-original-style="" style="box-sizing: border-box;">Explore expert strategies for measuring the effectiveness of employee training</li><li fr-original-style="" style="box-sizing: border-box;">Gain the opportunity to demonstrate your strengths in a number of ways</li></ul>Who is this Course for?This endorsed HR Management Course is ideal for those who have prior experience and practical knowledge in this field and would like to build on their skills to work their way up to a senior-level role. Those who are new to HR and want to expand their knowledge of fundamental principles and procedures will also find this course beneficial. This course is a complete introduction to the fundamentals of HR management and will benefit newcomers in this industry who are looking to add new skills to their CV.Entry Requirement<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">This course is available to all learners, of all academic backgrounds.</li><li fr-original-style="" style="box-sizing: border-box;">Learners should be aged 16 or over to undertake the lesson.</li><li fr-original-style="" style="box-sizing: border-box;">Good understanding of English language, numeracy and ICT are required to attend this course.</li></ul>Career pathThis acknowledged course is a stepping stone for HR expert to prepare for senior-level roles, and is also suited to those who are pursuing a career as an:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Human Resources Manager</li><li fr-original-style="" style="box-sizing: border-box;">Head of Talent</li><li fr-original-style="" style="box-sizing: border-box;">HR Director</li><li fr-original-style="" style="box-sizing: border-box;">HR Executive</li><li fr-original-style="" style="box-sizing: border-box;">HR Officer</li></ul>Certificate of AchievementEndorsed Certificate of Achievement from the Quality Licence SchemeOnce the course has been completed and the assessment has been passed, all students are entitled to receive an endorsed certificate. This will provide proof that you have completed your training objectives, and each endorsed certificate can be ordered and delivered to your address for only &pound;99.00. Please note that overseas students may be charged an additional &pound;10 for postage.CPD Certificate of Achievement from JanetsUpon successful completion of the course, you will be able to obtain your course completion e-certificate. Print copy by post is also available at an additional cost of &pound;9.99 and PDF Certificate at &pound;4.99.EndorsementThis course and/or training programme has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course and/or training programme is not regulated by Ofqual and is not an accredited qualification. Your training provider will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.Method of AssessmentTo successfully complete the course, students will have to take an automated multiple-choice exam. This exam will be online and you will need to score 60% or above to pass the course. After successfully passing the exam, you will be able to apply for Quality Licence Scheme endorsed certificate of achievement.To verify your enhanced skills in the subject, we recommend that you also complete the assignment questions. These can be completed at any time which is convenient for yourself and will be assessed by our in-house specialised tutors. Full feedback will then be given on your current performance, along with any further advice or support.Course Contents<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Introduction to Human Resources&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Employee Recruitment and Selection Procedure&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Employee Training and Development Process&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Performance Appraisal Management&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Employee Relations&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Motivation and Counselling&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Ensuring Health and safety at the Workplace&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Employee Termination&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Employer Records and Statistics&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Essential UK Employment Law</li></ul>

HR Management

HR (Human Resources)

HR Administrator

HR Manager

Discover the fundamentals of Basic Bookkeeping: From essential principles to practical techniques, learn how to manage finances effectively. Explore key concepts, tools, and strategies for maintaining accurate records and fostering financial stability in your business or personal finances.

Welcome to Transaction Monitoring Masterclass: Detect Fraud &amp; Protect Your Business. In this course, you&#39;ll learn: <ol style="color: rgb(209, 213, 219); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(209, 213, 219);"><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Introduction to Transaction Monitoring:<ul style="color: initial; box-sizing: border-box;" fr-original-style="color: initial;"><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Overview of transaction monitoring and its significance in modern business.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Understanding the impact of fraud on businesses and the economy.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Case studies illustrating the consequences of inadequate transaction monitoring.</li></ul></li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Regulatory Framework and Risk-Based Approach:<ul style="color: initial; box-sizing: border-box;" fr-original-style="color: initial;"><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Examination of global regulatory frameworks governing transaction monitoring.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Introduction to risk-based approaches for effective compliance.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Best practices in aligning transaction monitoring strategies with regulatory requirements.</li></ul></li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Transaction Monitoring Systems and False Positives Reduction:<ul style="color: initial; box-sizing: border-box;" fr-original-style="color: initial;"><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">In-depth exploration of transaction monitoring systems and technologies.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Strategies to enhance the efficiency of monitoring systems.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Techniques for reducing false positives and optimizing alert investigations.</li></ul></li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Red Flags and SAR (Suspicious Activity Reports):<ul style="color: initial; box-sizing: border-box;" fr-original-style="color: initial;"><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Identification of red flags indicating potential fraudulent activities.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Hands-on exercises to recognize and analyze suspicious transactions.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Comprehensive guidance on preparing and filing Suspicious Activity Reports (SARs).</li></ul></li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Terrorism Financing, Name Screening, and Record-Keeping:<ul style="color: initial; box-sizing: border-box;" fr-original-style="color: initial;"><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Analysis of the role of transaction monitoring in detecting terrorism financing.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Best practices for name screening to prevent transactions with high-risk entities.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Importance of meticulous record-keeping for regulatory compliance and investigations.</li></ul></li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Future of Transaction Monitoring:<ul style="color: initial; box-sizing: border-box;" fr-original-style="color: initial;"><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Exploration of emerging technologies in transaction monitoring.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Predictive analytics and artificial intelligence in fraud detection.</li><li style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);">Adapting to evolving regulatory landscapes and emerging threats.</li></ul></li></ol>

John Academy

Master the art of safeguarding your business with our Transaction Monitoring Masterclass. Detect and prevent fraud effectively through in-depth exploration of regulatory frameworks, risk-based approaches, advanced monitoring systems, and the future of transaction security. Join us to acquire essential skills, reduce false positives, and stay ahead in the ever-evolving landscape of financial security. Protect your business with confidence. 

Transaction Monitoring Masterclass: Detect Fraud & Protect Your Business

London

<h2 fr-original-style="" style="box-sizing: border-box;">Sage Line 50 Accounting / Bookkeeping Training - Fast Track</h2>
If you&#39;re looking to gain competency in the world&#39;s most popular bookkeeping software, the Sage 50 Computerised Accounting course will teach everything you need to know, while helping you gain a recognised qualification. This Course is designed to provide individuals from beginner to advanced knowledge of bookkeeping and Sage 50 accounts. It is intended for individuals who aim to improve career prospects and to be able to better financial management and control of business. This course covers Level 1-3 of Sage 50 Bookkeeping/Accounting Training.
Every business, no matter how large or small, is required by law to &#39;keep books&#39;. Therefore, Bookkeepers play a vital role within organisations; ensuring records of individual financial transactions are accurate, orderly, up to date and comprehensive.
If you are organised and methodical, like working through documents and enjoy seeing a set of figures add up properly, then bookkeeping is the career for you.<h3 fr-original-style="" style="box-sizing: border-box;">What qualification will I gain?</h3>
You have the choice to gain certification from one of the following awarding bodies.
CERTIFICATION FROM SAGE (UK)
As Osborne Training is a Sage (UK) Approved training provider, you could gain the following qualifications provided that you book and register for exams and pass the exams successfully:
<ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">Sage 50c Computerised Accounting Course (Level 1)</li>
<li fr-original-style="" style="box-sizing: border-box;">Sage 50c Computerised Accounting Course (Level 2)</li>
<li fr-original-style="" style="box-sizing: border-box;">Sage 50c Computerised Accounting Course (Level 3)</li>
</ul><section fr-original-style="" style="box-sizing: border-box;">
 <h3 fr-original-style="" style="box-sizing: border-box;">Level 1</h3><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Working with Sage 50 Accounts Program Basics.</li><li fr-original-style="" style="box-sizing: border-box;">Creating Account names, Numbers &amp; Bank Payments</li><li fr-original-style="" style="box-sizing: border-box;">Financials</li><li fr-original-style="" style="box-sizing: border-box;">Bank Reconciliations</li><li fr-original-style="" style="box-sizing: border-box;">Generating Customers Invoices</li><li fr-original-style="" style="box-sizing: border-box;">Monitoring Customer Activity</li><li fr-original-style="" style="box-sizing: border-box;">Generating Product Invoices &amp; Credit Notes</li><li fr-original-style="" style="box-sizing: border-box;">Compiling &amp; Sending Customer Statements</li><li fr-original-style="" style="box-sizing: border-box;">Creating Customer Receipts &amp; Purchase Invoices</li><li fr-original-style="" style="box-sizing: border-box;">Supplier Payments</li><li fr-original-style="" style="box-sizing: border-box;">Managing Recurring Entries</li><li fr-original-style="" style="box-sizing: border-box;">Generating Reports &amp; Information</li><li fr-original-style="" style="box-sizing: border-box;">The Active Set-Up Wizard</li><li fr-original-style="" style="box-sizing: border-box;">VAT Changes.</li></ul><h2 fr-original-style="" style="box-sizing: border-box;">Level 2</h2><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">An overview of the Sage program</li><li fr-original-style="" style="box-sizing: border-box;">Entering opening balances, preparing and printing a trial balance</li><li fr-original-style="" style="box-sizing: border-box;">Creating customer records</li><li fr-original-style="" style="box-sizing: border-box;">Creating supplier records</li><li fr-original-style="" style="box-sizing: border-box;">Setting up opening assets, liabilities and capital balances,</li><li fr-original-style="" style="box-sizing: border-box;">Producing routine reports</li><li fr-original-style="" style="box-sizing: border-box;">Checking data,</li><li fr-original-style="" style="box-sizing: border-box;">Entering supplier invoices</li><li fr-original-style="" style="box-sizing: border-box;">Posting error corrections, amending records</li><li fr-original-style="" style="box-sizing: border-box;">Invoicing, generating customer letters, entering new products, checking communication history</li><li fr-original-style="" style="box-sizing: border-box;">Banking and payments, producing statements, petty cash</li><li fr-original-style="" style="box-sizing: border-box;">Audit trails, correcting basic entry errors, reconciling debtors and creditors</li><li fr-original-style="" style="box-sizing: border-box;">Creating sales credit notes,</li><li fr-original-style="" style="box-sizing: border-box;">Processing purchase credit notes</li><li fr-original-style="" style="box-sizing: border-box;">Preparing journals</li><li fr-original-style="" style="box-sizing: border-box;">Verifying Audit Trail</li><li fr-original-style="" style="box-sizing: border-box;">Purchase orders, processing sales orders</li><li fr-original-style="" style="box-sizing: border-box;">Processing Trial Balance</li><li fr-original-style="" style="box-sizing: border-box;">Creating Backups</li><li fr-original-style="" style="box-sizing: border-box;">Restoring data</li><li fr-original-style="" style="box-sizing: border-box;">Writing-off bad debts</li></ul><h3 fr-original-style="" style="box-sizing: border-box;">Level 3</h3><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Creating a Chart of Accounts to Suit Company Requirements</li><li fr-original-style="" style="box-sizing: border-box;">Sole Trader Accounts preparation</li><li fr-original-style="" style="box-sizing: border-box;">The Trial Balance preparation</li><li fr-original-style="" style="box-sizing: border-box;">Errors in the Trial Balance</li><li fr-original-style="" style="box-sizing: border-box;">Disputed Items</li><li fr-original-style="" style="box-sizing: border-box;">Use of the Journal</li><li fr-original-style="" style="box-sizing: border-box;">Prepare and Process Month End Routine</li><li fr-original-style="" style="box-sizing: border-box;">Contra Entries</li><li fr-original-style="" style="box-sizing: border-box;">The Government Gateway and VAT Returns</li><li fr-original-style="" style="box-sizing: border-box;">Bad Debts and Provision for Doubtful Debts</li><li fr-original-style="" style="box-sizing: border-box;">Prepare and Produce Final Accounts</li><li fr-original-style="" style="box-sizing: border-box;">Management Information Reports</li><li fr-original-style="" style="box-sizing: border-box;">Making Decisions with Reports Using Sage</li><li fr-original-style="" style="box-sizing: border-box;">The Fixed Asset Register and Depreciation</li><li fr-original-style="" style="box-sizing: border-box;">Accruals and Prepayments</li><li fr-original-style="" style="box-sizing: border-box;">Cash Flow and Forecast Reports</li><li fr-original-style="" style="box-sizing: border-box;">Advanced Credit Control</li></ul>


 </section>

Osborne Training

Sage Line 50 Accounting / Bookkeeping Training - Fast Track

This course is taught using a set of principles and methodologies developed by us to give participants a system they can always refer to any time they get stuck trying to interpret financial information.&nbsp;We have developed a 4-box model for teaching accounting which makes the process of breaking down any transaction natural for the nonaccountant. The system works without the need to learn any double-entry accounting, participants apply the system and instinctively know what to do.&nbsp;This is followed up with another 4-box model we developed to completely break down financial analysis and ratios into the most fundamental metrics required of every role in an organization. &nbsp;Our approach is to teach financial analysis by making each participant aware of how their role and actions directly impact the company&#39;s bottom line.&nbsp;Participants will also be able to interpret the financial statement in a natural way using a third model (the 5 Box Balance Sheet) to analyze business performance effectively.&nbsp;This instructor-led course includes:&nbsp;&bull; &nbsp; &nbsp;2 weeks of self-paced essential learning content that you are to complete before the instructor-led live virtual sessions begin.&nbsp;&bull; &nbsp; &nbsp;4 instructor-led virtual sessions of 2 hours each. Each Session will have a 15-minute break.&nbsp;&bull; &nbsp; &nbsp;Intersession Assignments that you are expected to complete and discuss in your preassigned groups during the session.&nbsp;&bull; &nbsp; &nbsp;1 Capstone Project&nbsp;&bull; Lifetime access to our LMS where you will have free access to the trainer, other participants, and resources including knowledge videos.&nbsp;&bull; &nbsp; &nbsp;Access to our community of life-long learners.&nbsp;&bull; &nbsp; &nbsp;Downloadable Certificate you can link to your LinkedIn Page&nbsp;We look forward to seeing you in Class!!!

dbrownconsulting

Financial Intelligence

Finance For Non Finance Managers

Finance Fundamentals

Elevate your role as a non-finance manager by learning to interpret financial information and analysis and learn how your actions directly impact the company's bottom line. 

Finance for Non-Finance Managers

Real Estate AnalystThe 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&hellip;<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> Who will benefit from this course?<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> Day OneKnow how to build a property asset cash flow, analyse geared, and un-geared IRRs.<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> Day TwoKnow how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.<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> Included in the Course<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> 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.comT - 01223 517851W - <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>



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

Bayfield Training

Financial Modelling & Analysis

Financial Modelling

Professional Development

Property & Real Estate Photography

Continuous Professional Development (CPD)

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



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

Property Investment

Financial Analysis

Microsoft Excel

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)

In this course, you&rsquo;ll gain a basic understanding of finance and accounting concepts to drive the success of your business.This course aims to demystify the accounting language over three hours so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.Date: Wednesday 25th September 2024Time: 9:30am - 12:30pmLocation: OnlineFor: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)Cost: FreeMore about the courseEven if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This webinar will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.What it covers:Part 1<ul fr-original-style="" style="box-sizing: border-box;"><li id="isPasted" fr-original-style="" style="box-sizing: border-box;">Historical business finance measurement</li><li fr-original-style="" style="box-sizing: border-box;">The main performance measure - Profit &amp; Loss</li><li fr-original-style="" style="box-sizing: border-box;">The main valuation measure - Balance Sheet</li><li fr-original-style="" style="box-sizing: border-box;"> The importance of cash management and working capital</li></ul>Part 2<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">How to apply this knowledge to business planning and targeting</li><li fr-original-style="" style="box-sizing: border-box;">Using the above measurement tools to help plan and forecast business performance, particularly Profit &amp; Loss and Cashflow and the key differences between them</li><li fr-original-style="" style="box-sizing: border-box;">Break even</li><li fr-original-style="" style="box-sizing: border-box;">Pricing methods</li></ul>Who it is for:The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates, and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to North Essex (either Braintree, Chelmsford, Colchester, Maldon, or Tendring).Who should attend:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Entrepreneurs</li><li fr-original-style="" style="box-sizing: border-box;">Micro business owners</li><li fr-original-style="" style="box-sizing: border-box;">Small business owners</li><li fr-original-style="" style="box-sizing: border-box;">Middle managers</li><li fr-original-style="" style="box-sizing: border-box;">Consultants</li><li fr-original-style="" style="box-sizing: border-box;">Coaches</li><li fr-original-style="" style="box-sizing: border-box;">E-commerce businesses</li><li fr-original-style="" style="box-sizing: border-box;">Digital marketers</li><li fr-original-style="" style="box-sizing: border-box;">Service based business owners</li></ul>Skills gained:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Understand basic financial documents used in business</li><li fr-original-style="" style="box-sizing: border-box;">Interpret the information in these documents, and use it to manage day-to-day business activity</li><li fr-original-style="" style="box-sizing: border-box;">Be more effective in their role</li></ul>About the host:Jim Fletcher ACMA GCMAJim is a business manager with Let&#39;s Do Business Group and a dedicated business coach with 40 years&rsquo; commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales &amp; marketing and operations functions.<hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;">This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let&#39;s Do Business Group.Let&#39;s Do Business Group is undertaking this project jointly with the&nbsp;<a href="https://neeb.org.uk/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://neeb.org.uk/" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">North Essex Economic Board (NEEB)</a>. The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.This project is funded by the UK Government through the UK Shared Prosperity Fund.The UK Shared Prosperity Fund is a central pillar of the UK government&#39;s Levelling Up agenda and provides &pound;2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit&nbsp;<a href="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus</a>Please click here to see our&nbsp;<a href="https://backingessexbusiness.co.uk/privacy-policy" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://backingessexbusiness.co.uk/privacy-policy" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">Privacy Policy</a>. Please note that your details may be shared with the North Essex Economic Board who are funding this project.

In this course, you’ll gain a basic understanding of finance and accounting concepts to drive the success of your business.
This course aims to demystify the accounting language over three hours so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.
Date: Wednesday 25th September 2024
Time: 9:30am - 12:30pm
Location: Online
For: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)
Cost: Free
More about the course
Even if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This webinar will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.
What it covers:
Part 1
Historical business finance measurement
The main performance measure - Profit & Loss
The main valuation measure - Balance Sheet
The importance of cash management and working capital
Part 2
How to apply this knowledge to business planning and targeting
Using the above measurement tools to help plan and forecast business performance, particularly Profit & Loss and Cashflow and the key differences between them
Break even
Pricing methods
Who it is for:
The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates, and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to North Essex (either Braintree, Chelmsford, Colchester, Maldon, or Tendring).
Who should attend:
Entrepreneurs
Micro business owners
Small business owners
Middle managers
Consultants
Coaches
E-commerce businesses
Digital marketers
Service based business owners
Skills gained:
Understand basic financial documents used in business
Interpret the information in these documents, and use it to manage day-to-day business activity
Be more effective in their role
About the host:
Jim Fletcher ACMA GCMA
Jim is a business manager with Let's Do Business Group and a dedicated business coach with 40 years’ commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales & marketing and operations functions.



This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let's Do Business Group.
Let's Do Business Group is undertaking this project jointly with the North Essex Economic Board (NEEB). The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.
This project is funded by the UK Government through the UK Shared Prosperity Fund.
The UK Shared Prosperity Fund is a central pillar of the UK government's Levelling Up agenda and provides £2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus
Please click here to see our Privacy Policy. Please note that your details may be shared with the North Essex Economic Board who are funding this project.

Let’s Do Business Group

This course aims to demystify the accounting language so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.

Finance for Non-Financial Entrepreneurs - North Essex

<h2 id="isPasted" fr-original-style="" style="box-sizing: border-box;"> </h2>This advanced financial modelling course will benefit Real Estate Professionals looking to develop their financial modelling skills to the next level. 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. On this course you will...<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Understand how the application and use of Structured Finance products in Real Estate</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Learn how to introduce several tranches of debt in a development project</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Understand how to model different parties to a project</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Create Joint Venture structures between Developers, Lenders and Equity Partners</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Learn advanced modelling techniques to analyse underlying asset risk</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Understand how underlying asset risk impacts return to all parties to a project</li></ul> Who will benefit from this course?<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals from a mid to senior level with exposure to Real Estate financial models</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Mid-level to senior Real Estate Analysts who would like to advance their financial modelling skills in areas such as development, portfolio analysis, and risk analysis</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Real Estate Investors who would like to expand their knowledge and understanding of Real Estate cash flow models to an advanced level</li></ul> Course Outline:<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Mezzanine debt modelling</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Joint Venture structures between developers and lender/equity partners</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Promote and profit share structure calculations</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Advanced project cash flows with mezzanine debts</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Key Real Estate and investment risks, risk adjustment of exit yields</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Sensitivity and Scenario Analysis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Monte Carlo Analysis</li></ul> Included in the Course<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> For more information about the Real Estate Modelling Masterclass such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <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>



This advanced financial modelling course will benefit Real Estate Professionals looking to develop their financial modelling skills to the next level. 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.


On this course you will...
Understand how the application and use of Structured Finance products in Real Estate
Learn how to introduce several tranches of debt in a development project
Understand how to model different parties to a project
Create Joint Venture structures between Developers, Lenders and Equity Partners
Learn advanced modelling techniques to analyse underlying asset risk
Understand how underlying asset risk impacts return to all parties to a project


Who will benefit from this course?
Real Estate professionals from a mid to senior level with exposure to Real Estate financial models
Mid-level to senior Real Estate Analysts who would like to advance their financial modelling skills in areas such as development, portfolio analysis, and risk analysis
Real Estate Investors who would like to expand their knowledge and understanding of Real Estate cash flow models to an advanced level


Course Outline:
Mezzanine debt modelling
Joint Venture structures between developers and lender/equity partners
Promote and profit share structure calculations
Advanced project cash flows with mezzanine debts
Key Real Estate and investment risks, risk adjustment of exit yields
Sensitivity and Scenario Analysis
Monte Carlo Analysis


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 Modelling Masterclass 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

Investment Management

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)

Real Estate Investments are unique in that they generate both rental income and capital appreciation, making cash flow modelling an essential tool for Real Estate Investors, Lenders, and Analysts.On this course, we will use case studies to enhance the delegates understanding of Real Estate financial appraisals, and help them fully appreciate the theory behind the numbers. We will cover topics such as discounting, compounding, forecasting rental income and expenses, calculating net operating income (NOI), factoring in capital expenditures, modelling debt service, and determining the internal rate of return (IRR).This course will provide you with a solid foundation for understanding and analysing real estate cash flows. On this course you will...<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Study the financial concepts of compounding, discounting and in-perpetuity</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Consider the importance of the timing and uncertainty of both fixed and growing income streams</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Contrast different property yield metrics</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Build-up risk premiums for discount rates, discuss the importance of liquidity, transparency and volatility</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Compare and contrast time and money-weighted measures of return</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Learn about valuation principles</li><li value="7" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Contrast value and worth</li><li value="8" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Discuss the importance and sourcing of inputs and outputs</li></ul> Who will benefit from this course?<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Professional Real Estate Transaction Managers</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Asset Managers</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Portfolio Managers</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Recent graduates with exposure to real estate financial modelling</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">New employees with exposure to real estate financial modelling</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">People working in Argus, Anaplan or any commercial real estate software and would like to understand financial modelling key principles.</li></ul> Course Outline:MorningReal Estate Financial Mathematics<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Time Value of Money</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Net Present Value (NPV)</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Internal Rate of Return (IRR)</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Growth</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">What Discount Rate?</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Certainty of a cash flow</li><li value="7" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Liquidity</li></ul>Price, Value and Worth<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Comparing Price, Value and Worth</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Conventional Valuation Methods</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Term and Reversion, Layer Method</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Property Yields and Capitalisation Method</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Exit calculations across Europe</li></ul> AfternoonDiscounted Cash Flow Models<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Investment Appraisal Models</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Cash flow inputs: Rents, Yields, Growth Rates, Target Returns</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Cash-on-Cash and Equity Multiple</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Discount Rates &amp; Exit Cap Rate</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Operating Assumptions</li><li value="6" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Adding borrowing and analysing geared returns</li></ul>Model Interpretation and Analysis<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Sensitivity analysis and scenario analysis</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Growth and inflation</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Performance measures</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Contemporary issues for analysis (such as the rise in interest rates)</li></ul> Quizzes | Q&amp;A Included in the Course<ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">A Bayfield Training Certificate &amp; 7.5 CPD Hours</li><li value="2" style="font-size: 16px; box-sizing: border-box;" id="isPasted" fr-original-style="font-size: 16px;">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="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Course Files</li><li value="4" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul> For more information about the Understanding Key Principles of Real Estate Financial Modelling such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:E - s.musgrave@bayfieldtraining.comT - 01223 517851W - <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>



Real Estate Investments are unique in that they generate both rental income and capital appreciation, making cash flow modelling an essential tool for Real Estate Investors, Lenders, and Analysts.
On this course, we will use case studies to enhance the delegates understanding of Real Estate financial appraisals, and help them fully appreciate the theory behind the numbers. We will cover topics such as discounting, compounding, forecasting rental income and expenses, calculating net operating income (NOI), factoring in capital expenditures, modelling debt service, and determining the internal rate of return (IRR).
This course will provide you with a solid foundation for understanding and analysing real estate cash flows.


On this course you will...
Study the financial concepts of compounding, discounting and in-perpetuity
Consider the importance of the timing and uncertainty of both fixed and growing income streams
Contrast different property yield metrics
Build-up risk premiums for discount rates, discuss the importance of liquidity, transparency and volatility
Compare and contrast time and money-weighted measures of return
Learn about valuation principles
Contrast value and worth
Discuss the importance and sourcing of inputs and outputs


Who will benefit from this course?
Professional Real Estate Transaction Managers
Asset Managers
Portfolio Managers
Recent graduates with exposure to real estate financial modelling
New employees with exposure to real estate financial modelling
People working in Argus, Anaplan or any commercial real estate software and would like to understand financial modelling key principles.


Course Outline:
Morning
Real Estate Financial Mathematics
Time Value of Money
Net Present Value (NPV)
Internal Rate of Return (IRR)
Growth
What Discount Rate?
Certainty of a cash flow
Liquidity
Price, Value and Worth
Comparing Price, Value and Worth
Conventional Valuation Methods
Term and Reversion, Layer Method
Property Yields and Capitalisation Method
Exit calculations across Europe


Afternoon
Discounted 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)


Quizzes | Q&A


Included in the Course
A Bayfield Training Certificate & 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 Understanding Key Principles of Real Estate Financial Modelling 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

Risk Management

Investment

Financial Risk Management

On this course, we will use case studies to enhance the delegates understanding of Real Estate financial appraisals, and help them fully appreciate the theory behind the numbers. 

Understanding Key Principles of Real Estate Modelling (Advanced Theoretical Course)



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

University of Cambridge & Bayfield Training - Real Estate Financial Modelling Certificate (Online Self-Study)

Reading

Nottingham

Dickson Training Ltd

First Line Management Course

Classroom Course

Online Course

Southend-On-Sea

In this 2-day course, you&rsquo;ll gain a basic understanding of finance and accounting concepts to drive the success of your business.This workshop aims to demystify the accounting language so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.Dates: Tuesday 1st &amp; Wednesday 2nd October 2024Time: 9:30am - 4:30pmLocation: Launchpad Southend, Airport Business Park, Launchpad, Rochford SS4 1YHCost: FreeFor: Businesses based in or shortly moving to Southend-On-SeaEven if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This course will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.You&rsquo;ll learn about double-entry bookkeeping, trial balances, profit and loss statements, and other must-have accounting topics, and in further sessions, you&rsquo;ll learn how to apply these techniques to manage your business better, which will give you confidence and control when making financial decisions.**The course will be run in person over two days, in 7 hour sessions (with 1 hour lunch breaks) on 1st October &amp; 2nd October.&nbsp;Please note: lunch is not provided however, there is a refreshments area for drinks and snacks**<h3 fr-original-style="" style="box-sizing: border-box;">What it covers:</h3><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Double-entry bookkeeping</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Preparation of profit and loss accounts, balance sheets, and cash-flow statements</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Analysis of accounting reports</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Controlling cash</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Sources of funding</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Business planning, budgets, cash flow forecasting, and variance analysis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Break-even analysis</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Capital appraisal</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Product costing</li></ul><h3 fr-original-style="" style="box-sizing: border-box;">Who should attend:</h3>The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to Southend-On-Sea.<h3 fr-original-style="" style="box-sizing: border-box;">Who should attend:</h3><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Entrepreneurs</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Micro business owners</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Small business owners</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Middle managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Consultants</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Coaches</li><li value="7" fr-original-style="" style="box-sizing: border-box;">E-commerce businesses</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Digital marketers</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Service based business owners</li></ul><h3 fr-original-style="" style="box-sizing: border-box;">Skills gained:</h3>The full value from this course is only be gained by full participation in both days. After completing the course, delegates will be able to:<ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Understand basic financial documents used in business</li><li fr-original-style="" style="box-sizing: border-box;">Interpret the information in these documents, and use it to manage day-to-day business activity</li><li fr-original-style="" style="box-sizing: border-box;">Be more effective in their role</li></ul>About the host:Jim Fletcher ACMA GCMAJim is a dedicated business coach with 40 years&rsquo; commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales &amp; marketing and operations functions.<hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;">This workshop is organised by Let&#39;s Do Business Group on behalf of Southend-On-Sea City Council and is funded by the UK Government through the <a href="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" data-airgap-id="106" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">UK Shared Prosperity Fund</a>.The UK Shared Prosperity Fund is a central pillar of the UK government&#39;s Levelling Up agenda and provides &pound;2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills.View our&nbsp;<a href="https://backingessexbusiness.co.uk/privacy-policy" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://backingessexbusiness.co.uk/privacy-policy" data-airgap-id="107" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">privacy policy</a>

In this course, you’ll gain a basic understanding of finance and accounting concepts to drive the success of your business.
This workshop aims to demystify the accounting language so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.
Dates: Tuesday 1st October 2024
Time: 9:30am - 12:30pm
Location: Online (ZOOM)
Cost: Free
For: Businesses based in or shortly moving to Southend-On-Sea
Even if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This course will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.
You’ll learn about double-entry bookkeeping, trial balances, profit and loss statements, and other must-have accounting topics, and in further sessions, you’ll learn how to apply these techniques to manage your business better, which will give you confidence and control when making financial decisions.
What it covers:
Double-entry bookkeeping
Preparation of profit and loss accounts, balance sheets, and cash-flow statements
Analysis of accounting reports
Controlling cash
Sources of funding
Business planning, budgets, cash flow forecasting, and variance analysis
Break-even analysis
Capital appraisal
Product costing
Who should attend:
The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to Southend-On-Sea.
Who should attend:
Entrepreneurs
Micro business owners
Small business owners
Middle managers
Consultants
Coaches
E-commerce businesses
Digital marketers
Service based business owners
Skills gained:
The full value from this course is only be gained by full participation in both days. After completing the course, delegates will be able to:
Understand basic financial documents used in business
Interpret the information in these documents, and use it to manage day-to-day business activity
Be more effective in their role
About the host:
Jim Fletcher ACMA GCMA
Jim is a dedicated business coach with 40 years’ commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales & marketing and operations functions.



This workshop is organised by Let's Do Business Group on behalf of Southend-On-Sea City Council and is funded by the UK Government through the UK Shared Prosperity Fund.
The UK Shared Prosperity Fund is a central pillar of the UK government's Levelling Up agenda and provides £2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills.
View our privacy policy

In this 3-hour course, you’ll gain a basic understanding of finance and accounting concepts to drive the success of your business.

Finance for Non-Financial Entrepreneurs - Southend-On-Sea

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&rsquo;re a recent graduate or a mid/senior professional. On this course, you will&hellip;<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> Who will benefit from this course?<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> Day One: Conventional Valuations<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> Real Estate Cash Flow Models (Single-Let)<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;">&ldquo;What If&rdquo;&nbsp;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> Additional topics:<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> Other Excel tips and tricks, including navigation and presentation:<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;"> </div>Included in the Course<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> 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.comT - 01223 517851W - <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>



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.

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