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552 Money Management Tools courses

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Fundamentals of Excel

4.9(9)

By Sterling Training

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

Fundamentals of Excel
Delivered Online2 hours, Jun 11th, 08:30 + 3 more
£275

Excel - Excel Essentials and Formulas

By Nexus Human

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

Excel - Excel Essentials and Formulas
Delivered OnlineTwo days, Jun 11th, 08:30 + 6 more
£197

VBA with Microsoft Excel

By Nexus Human

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

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

Real Estate Financial Modelling School

4.3(5)

By Bayfield Training

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

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

Real Estate Analyst (Investment Cash Flow Modelling in Excel)

4.3(5)

By Bayfield Training

The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.

Real Estate Analyst (Investment Cash Flow Modelling in Excel)
Delivered Online or in personTwo days, Jun 17th, 09:00 + 6 more
£1750

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

4.3(5)

By Bayfield Training

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

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

Tableau Desktop - Part 2

By Nexus Human

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

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

Real Estate Modelling Masterclass (Advanced Cash Flow Modelling)

4.3(5)

By Bayfield Training

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

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

Mastering Excel

4.9(9)

By Sterling Training

Performance and efficiency-enhancing Excel skills for everyday users.

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

Excel - Automating Excel with Macros and Analysis Tools

By Nexus Human

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

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

Educators matching "Money Management Tools"

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Peace Together Money Coaching

peace together money coaching

Canterbury

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

Progression Accountancy

progression accountancy

5.0(4)

Chesterfield

Xero can be an absolute time-draining stress for so many businesses. It can feel complicated, overwhelming and a bit intimidating. That's why we're on a mission: to simplify the accounting, so you can gain confidence whilst using Xero, save oodles of time to do more important things, and get clarity about the business performance! We know how it feels when “doing the books” is time consuming & not much fun. Yes, there was a time when we didn’t use Xero for our own business! Our “work hours” were spent helping clients. So our own book-keeping was done evenings & weekends. It was taking us away from all the important things, like growing our business & having time together as a family with our children. Does this sound familiar? Our bespoke Xero Training sessions are designed to get your Xero working properly & showing you the correct information, and to save you time for the important things... ✅ Get your Xero set up properly ✅ Fix all of your Xero errors & issues, once & for all ✅ Learn how to deal with your transactions correctly ✅ Use reporting to understand your business ✅ Save oodles of time on your accounting, each & every day! So, where would you like to start? 🚀 Get your Xero set up the right way, with our free "Get Xero Set Up" guide 🚀 Bespoke Xero Training 🚀 Xero Consulting 🚀 Xero Accounting All available at https://www.progressionaccountancy.co.uk [https://www.progressionaccountancy.co.uk/]