3191 Accounting & Finance courses delivered Online

Microsoft Office Foundation with Minute Taking Masterclass Unlock your potential in office management with the Microsoft Office 7 courses bundle Foundation with Minute Taking Masterclass. Sharpen your Microsoft Office skills with this bundle and become a minute-taking pro. Equip yourself with the Microsoft Office expertise every employer values. Learning Outcomes: Navigate the Excel Interface 2023 using Microsoft Office features. Apply formatting to modern documents through Microsoft Office tools. Develop presentations using Microsoft Office Power Point. Operate Microsoft Access & Database proficiently. Prepare for minute-taking using Microsoft Office utilities. Record meeting decisions and actions effectively. More Benefits: LIFETIME access Device Compatibility Free Workplace Management Toolkit Key Modules from Microsoft Office Foundation with Minute Taking Masterclass: Excel Interface 2023: Master the intricacies of Excel 2023 to elevate your Microsoft Office proficiency. Formatting Text of a Modern Document: Learn advanced text formatting techniques using Microsoft Office features. Setting up and Managing Presentations: Set up and manage compelling presentations leveraging Microsoft Office tools. Microsoft Access & Database: Gain hands-on experience in Microsoft Access & Database as part of your Microsoft Office skillset. Preparation for Minute Taking: Prepare for efficient minute-taking through the utilisation of Microsoft Office features. Minute Meeting, Decision and Action: Execute accurate minute meeting documentation, decision-making, and action-planning.

Microsoft Office skills are in high demand across industries, and proficiency in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Microsoft Office 365 opens up numerous career opportunities. In the UK, administrative roles, data analysis positions, office management, project coordination, and marketing support roles are just a few examples of job prospects. With average salaries ranging from £20,000 to £45,000 per year, individuals with comprehensive Microsoft Office skills can secure stable employment and contribute to the success of various organisations. Enrol in the Ultimate Microsoft Office Skills Training course today and equip yourself with the knowledge and expertise needed to thrive in the ever-evolving workplace. You Will Learn Following Things: Develop a solid foundation in Microsoft Office applications, including Word, Excel, PowerPoint, and Office 365. Acquire essential skills to efficiently navigate and manipulate data in Microsoft Excel, such as organising, sorting, filtering, and writing formulas. Gain proficiency in creating professional presentations in Microsoft PowerPoint, utilising features like multimedia, transitions, animations, and smart graphics. Master the art of document creation and formatting in Microsoft Word, including tables, styles, page layouts, envelopes, labels, and mail merges. Understand advanced features like pivot tables, charts, and data analysis tools in Microsoft Excel, enabling effective data visualisation and decision-making. This course covers everything you must know to stand against the tough competition. The future is truly yours to seize with this Mastering Microsoft Office: Word, Excel, PowerPoint, and 365. Enrol today and complete the course to achieve a certificate that can change your career forever. Details Perks of Learning with IOMH One-to-one support from a dedicated tutor throughout your course. Study online - whenever and wherever you want. Instant Digital/ PDF certificate 100% money back guarantee 12 months access This course covers everything you must know to stand against the tough competition. The future is truly yours to seize with this Mastering Microsoft Office: Word, Excel, PowerPoint, and 365. Enrol today and complete the course to achieve a certificate that can change your career forever. Process of Evaluation After studying the course, your skills and knowledge will be tested with an MCQ exam or assignment. You have to get a score of 60% to pass the test and get your certificate. Certificate of Achievement After completing the Mastering Microsoft Office: Word, Excel, PowerPoint, and 365 course, you will receive your CPD-accredited Digital/PDF Certificate for £5.99. To get the hardcopy certificate for £12.99, you must also pay the shipping charge of just £3.99 (UK) and £10.99 (International). Who Is This Course for? This course is designed for individuals who want to enhance their Microsoft Office skills for personal or skilled purposes. Whether you are a student, an experienced entrepreneur, or anyone who regularly works with Microsoft Word, Excel, PowerPoint, and Office 365, this Microsoft Office skills course will provide you with a solid foundation and advanced techniques to maximise your productivity and efficiency. No prior experience is required, making it suitable for beginners and intermediate users looking to expand their knowledge and capabilities in the Microsoft Office suite. On the other hand, anyone who wants to establish their career as: like MS Office User Microsoft Office 2019 User Touch Typing Worker Audio Typist Can take this Ultimate Microsoft Office Skills Training (Word, Excel, PowerPoint, and 365) course. Requirements There is no prerequisite to enrol in this course. You don't need any educational qualification or experience to enrol in the Mastering Microsoft Office: Word, Excel, PowerPoint, and 365 course. Do note: you must be at least 16 years old to enrol. Any internet-connected device, such as a computer, tablet, or smartphone, can access this online course. Career path Administrative Assistant - £20K to £30K/year Data Analyst - £25K to £45K/year Office Manager - £25K to £40K/year Project Coordinator - £25K to £35K/year Marketing Assistant - £20K to £30K/year Course Curriculum Section 01: Getting Started Introduction 00:03:00 Getting started on Windows, macOS, and Linux 00:01:00 How to ask great questions 00:01:00 FAQ's 00:01:00 Section 02: Excel 2021: Basics Excel Overview 00:05:00 Start Excel Spreadsheet 00:04:00 Enter Text and Numbers 00:07:00 Relative References 00:04:00 Working with ranges 00:07:00 Save and Save as Actions 00:08:00 File Extensions, Share, Export, and Publish files 00:06:00 Section 03: Excel 2021: Rows, Columns, and Cells Adding Rows and Columns 00:03:00 Modifying Rows and Column lengths 00:05:00 Section 04: Excel 2021: Data Handling Copy, Cut, and Paste 00:07:00 Copying Formulas 00:03:00 Section 05: Excel 2021: Page Setting Up and Print Page setup options 00:06:00 Fit to print on One Page 00:03:00 Print Workbooks 00:03:00 Section 06: Excel 2021: Sorting and Filtering Sorting Data Ascending Order 00:04:00 Sorting Data Descending Order 00:02:00 Filter Data 00:04:00 Section 07: Excel 2021: Writing Formulas Creating Basic Formulas 00:06:00 Datetime Formulas 00:06:00 Mathematical formulas phase1 00:20:00 Mathematical formulas phase2 00:12:00 Section 08: Excel 2021: Advanced Formulas VLOOKUP formula 00:12:00 HLOOKUP formula 00:04:00 Section 09: Excel 2021: XLOOKUP only for 2021 and Office 365 XLOOKUP 00:08:00 Handling #NA and Approximates match in XLOOKUP 00:11:00 Section 10: Excel 2021: Data and Tools Split Text into columns 00:07:00 Flash Fill 00:07:00 Data Validation 00:07:00 Remove Duplicates 00:08:00 Import Data from Text files 00:06:00 Import Data from .CSV files 00:03:00 Section 11: Excel 2021: Formatting data and tables Formatting Font 00:04:00 Formatting Alignment 00:06:00 Formatting Numbers 00:05:00 Formatting Date 00:03:00 Formatting Tables 00:05:00 Section 12: Excel 2021: Pivot Tables Pivot Tables 00:07:00 Pivot Charts 00:02:00 Section 13: Excel 2021: Charts Excel Charts - Categories 00:03:00 Elements of a chart 00:04:00 Creating Charts 00:02:00 Column or Bar charts 00:04:00 Formatting charts 00:04:00 Line Charts 00:02:00 Pie and Doughnut charts 00:04:00 Section 14: PowerPoint 2021: Course Introduction Overview 00:04:00 Start PowerPoint Presentation 00:05:00 Screen setting and Views 00:05:00 Section 15: PowerPoint 2021: Basics Presentation Tips and Guidelines 00:06:00 Creating a New Presentation 00:04:00 Working with Slides 00:04:00 Save a Presentation 00:04:00 Print Slides 00:03:00 Section 16: PowerPoint 2021: Text and Bullet Options Formatting Text 00:05:00 Slide Text Alignments 00:03:00 Multi-Column Text Alignments 00:02:00 Adding Bullets and Numbered List Items 00:03:00 Section 17: PowerPoint 2021: Adding Graphic Assets Insert Shapes 00:03:00 Insert Icons 00:03:00 Insert Graphics 00:04:00 Add 3D Models 00:03:00 Insert Pictures 00:03:00 Section 18: PowerPoint 2021: Picture Formatting Picture Options 00:04:00 Picture Cropping 00:03:00 Applying Built-in Picture Styles 00:04:00 Section 19: PowerPoint 2021: SmartArt Graphics Add SmartArt Graphic 00:03:00 Modifying SmartArt 00:03:00 Creating a Target Chart using SmartArt 00:03:00 Section 20: PowerPoint 2021: Working with Tables Create a Table on Slide 00:04:00 Formatting Tables 00:02:00 Inserting Tables 00:02:00 Table Layouts 00:01:00 Section 21: PowerPoint 2021: Working with Charts Add a Chart 00:02:00 Formatting Charts 00:02:00 Insert Chart from Microsoft Excel 00:03:00 Section 22: PowerPoint 2021: Adding Multimedia Adding Video to a Presentation 00:03:00 Adding Audio to a Presentation 00:02:00 Screen Recording and Adding 00:02:00 Section 23: PowerPoint 2021: Working with Transition Applying Transitions to Presentation 00:04:00 Section 24: PowerPoint 2021: Animation Object Animation 00:03:00 Effect Options 00:02:00 Advanced Animation 00:02:00 Triggers to control animation 00:02:00 Section 25: PowerPoint 2021: Slideshow Effects Onscreen Presentation 00:02:00 Hiding Slides 00:02:00 Changing Order of Slides 00:02:00 Copying Slides 00:02:00 Section 26: Word 2021: Introduction Overview of MS Word 00:04:00 Start MS Word 2021 00:05:00 Section 27: Word 2021: Basics Create a new blank document 00:04:00 Creating a paragraph text 00:05:00 Non-printing characters 00:03:00 Save a document 00:03:00 Open a document 00:01:00 Find and replace 00:04:00 Section 28: Word 2021: Word Formatting AutoCorrect options 00:03:00 Formatting text 00:04:00 Copy cut and paste 00:04:00 Character formatting 00:02:00 Format painter 00:04:00 Work with numbers 00:02:00 Add bullets 00:03:00 Outline creation 00:04:00 Section 29: Word 2021: Tables Creating a table 00:03:00 Adding rows and columns to a table 00:02:00 Formatting table data 00:02:00 Borders and shading 00:02:00 Sorting in a table 00:04:00 Draw a table 00:04:00 Convert text to table 00:03:00 Convert table to text 00:02:00 Insert a spreadsheet 00:02:00 Quick tables - readily available formats 00:02:00 Section 30: Word 2021: Styles Working with styles 00:02:00 Creating styles 00:02:00 Clear formatting 00:01:00 Section 31: Word 2021: Page Layout Margins 00:02:00 Orientation 00:01:00 Page size setting 00:01:00 Adding columns 00:03:00 Page break - section break 00:02:00 Adding watermark 00:03:00 Headers and footers 00:03:00 Section 32: Word 2021: Envelops and Lables Create envelops 00:02:00 Creating labels 00:02:00 Section 33: Word 2021: Mail Merges Creating a mail merge document 00:03:00 Section 34: Word 2021: Review and Printing Thesaurus and spell check 00:01:00 Word count 00:01:00 Speech - read aloud 00:01:00 Language - translate 00:01:00 Tracking 00:01:00

Duration 2 Days 12 CPD hours This course is intended for This course is intended for those who need to use Tableau Desktop to build complex visuals and dashboards to present information or to monitor data about their organization. Overview Upon completion of this course, participants will be able to:Select the best method to work with multiple data sourcesCreate complex visuals using calculations and parametersApply best practices to improve the layout and aesthetics of dashboards This course enables participants to create complex visualizations and to combine them into interactive dashboards to share with others using Tableau Desktop. The Data Data Interpreter Data Joins Same Database Cross Databases Spatial Join New! Data Blending New Union Custom SQL Tableau Extract TDE Hyper Clipboard Database Changes Automatic Updates Calculations Regular Calculations Quick Table Calculations Table Calculations Level of Detail (LOD) Expressions Complex Visualizations Custom Background Map Web Map Servers Dual Maps Bar in Bar Graph Bullet Graph Pareto Chart Sparkline Report Top N Within a Category Report Waterfall Chart Funnel Chart Pattern Analysis using the Path Shelf Building Better Dashboards Best Practices for Design Best Practices for Performance Creating a Template Workbook Using Layout Containers Dashboard Extenders New! Generating A Performance Summary Additional course details: Nexus Humans Tableau Advanced v10.3 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 Advanced v10.3 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.

Duration 2.5 Days 15 CPD hours This course is intended for This course is intended for those with a basic understanding of Tableau who want to pursue mastery of the advanced features. Overview The goal of this course is to present essential Tableau concepts and its advanced functionalities to help better prepare and analyze data. This course will use Tableau Hyper, Tableau Prep and more. Getting Up to Speed ? a Review of the Basics Connecting Tableau to your data Connecting to Tableau Server Connecting to saved data sources Measure Names and Measure Values Three essential Tableau concepts Exporting data to other devices Summary All About Data ? Getting Your Data Ready Data mining and knowledge discovery process models CRISP?DM All About Data ? Joins, Blends, and Data Structures All About Data - Joins, Blends, and Data Structures Introduction to joins Introduction to complex joins Exercise: observing join culling Introduction to join calculations Introduction to spatial joins Introduction to unions Understanding data blending Order of operations No dimensions from a secondary source Introduction to scaffolding Introduction to data structures Exercise: adjusting the data structure for different questions Summary Table Calculations Table Calculations A definition and two questions Introduction to functions Directional and non-directional table calculations Application of functions Summary Level of Detail Calculations Level of Detail Calculations Building playgrounds Playground I: FIXED and EXCLUDE Playground II: INCLUDE Practical application Exercise: practical FIXED Exercise: practical INCLUDE Exercise: practical EXCLUDE Summary Beyond the Basic Chart Types Beyond the Basic Chart Types Improving popular visualizations Custom background images Tableau extensions Summary Mapping Mapping Extending Tableau's mapping capabilities without leaving Tableau Extending Tableau mapping with other technology Exercise: connecting to a WMS server Exploring the TMS file Exploring Mapbox Accessing different maps with a dashboard Creating custom polygons Converting shape files for Tableau Exercise: polygons for Texas Heatmaps Summary Tableau for Presentations Tableau for Presentations Getting the best images out of Tableau From Tableau to PowerPoint Embedding Tableau in PowerPoint Animating Tableau Story points and dashboards for Presentations Summary Visualization Best Practices and Dashboard Design Visualization Best Practices and Dashboard Design Visualization design theory Formatting rules Color rules Visualization type rules Compromises Keeping visualizations simple Dashboard design Dashboard layout Sheet selection Summary Advanced Analytics Advanced Analytics Self-service Analytics Use case ? Self-service Analytics Use case ? Geo-spatial Analytics Summary Improving Performance Improving Performance Understanding the performance-recording dashboard Exercise: exploring performance recording in Tableau desktop Performance-recording dashboard events Behind the scenes of the performance- recording dashboard Hardware and on-the-fly techniques Hardware considerations On-the-fly-techniques Single Data Source > Joining > Blending Three ways Tableau connects to data Using referential integrity when joining Advantages of blending Efficiently working with data sources Tuning data sources Working efficiently with large data sources Intelligent extracts Understanding the Tableau data extract Constructing an extract for optimal performance Exercise: summary aggregates for improved performance Optimizing extracts Exercise: materialized calculations Using filters wisely Extract filter performance Data source filter performance Context filters Dimension and measure filters Table-calculation filters Efficient calculations Boolean/Numbers > Date > String Additional performance considerations Avoid overcrowding a dashboard Fixing dashboard sizing Setting expectations Summary Additional course details: Nexus Humans Advanced Tableau 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 Advanced Tableau 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.

Overview 1 day course on IFRS 9 expected credit loss modelling, both for financial statement and capital stress testing purposes Who the course is for Credit risk management Quants ALM staff Finance Internal audit External auditors Bank investors – equity and credit investors Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

This Diploma in Accounting and Finance at QLS Level 4 course is endorsed by The Quality Licence Scheme and accredited by CPDQS (with 120 CPD points) to make your skill development & career progression more accessible than ever! Are you looking to improve your current abilities or make a career move? If yes, our unique Accounting and Finance at QLS Level 4 course might help you get there! It is an expertly designed Accounting and Finance course which ensures you learn everything about the topic thoroughly. Expand your expertise with high-quality training from the Accounting and Finance at QLS Level 4 course. Due to Accounting and Finance at QLS Level 4's massive demand in the competitive market, you can use our comprehensive course as a weapon to strengthen your knowledge and boost your career development. Learn Accounting and Finance at QLS Level 4 from industry professionals and quickly equip yourself with the specific knowledge and skills you need to excel in your chosen career. The Accounting and Finance at QLS Level 4 course is broken down into several in-depth modules to provide you with the most convenient and rich learning experience possible. Upon successful completion of the Accounting and Finance at QLS Level 4 course, an instant e-certificate will be exhibited in your profile that you can order as proof of your skills and knowledge. Add these amazing new skills to your resume and boost your employability by simply enrolling in this Accounting and Finance at QLS Level 4 course. This Accounting and Finance at QLS Level 4 training can help you to accomplish your ambitions and prepare you for a meaningful career. So, join us today and gear up for excellence! Why Prefer This Accounting and Finance at QLS Level 4 Course? Opportunity to earn a certificate endorsed by the Quality Licence Scheme & another accredited by CPDQS which is completely free. Get a free student ID card! (£10 postal charge will be applicable for international delivery) Innovative and engaging content. Free assessments 24/7 tutor support. Take a step toward a brighter future! *** Course Curriculum *** Here is the curriculum breakdown of the Accounting and Finance at QLS Level 4 course: Module 01: Introduction Module 02: The Role of an Accountant Module 03: Accounting Concepts and Standards Module 04: Double-Entry Bookkeeping Module 05: Balance Sheet Module 06: Income statement Module 07: Financial statements Module 08: Cash Flow Statements Module 09: Understanding Profit and Loss Statement Module 10: Financial Budgeting and Planning Module 11: Auditing Assessment Process You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass each exam. Our expert trainers will assess your assignment and give you feedback after you submit the assignment. You will be entitled to claim a certificate endorsed by the Quality Licence Scheme after you have completed all of the Diploma in Accounting and Finance at QLS Level 4 exams. CPD 120 CPD hours / points Accredited by CPD Quality Standards Who is this course for? This Accounting and Finance at QLS Level 4 course is perfect for highly motivated people who want to improve their technical skills and prepare for the career they want! Requirements No prior background or expertise is required. Career path The Accounting and Finance at QLS Level 4 course will boost your CV and aims to help you get the job or even the long-awaited promotion of your dreams. Certificates CPDQS Accredited Certificate Digital certificate - Included Diploma in Accounting and Finance at QLS Level 4 Hard copy certificate - Included Show off Your New Skills with a Certificate of Completion After successfully completing the Diploma in Accounting and Finance at QLS Level 4, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme andalso you can order CPDQSAccredited Certificate that is recognised all over the UK and also internationally. The certificates will be home-delivered, completely free of cost.

Duration 1 Days 6 CPD hours This course is intended for Report authors wanting to develop interactive report content, or content disconnected from IBM Cognos servers. In this course, participants increase their IBM Cognos Analytics experience by building interactive reports using Active Report controls, which can be distributed to and consumed by users in a disconnected environment, including mobile devices. Introduction to IBM Cognos Active Reports Examine IBM Cognos Active Reports Convert an existing report into an Active Report Add interactions in Active Reports using Active Report connections Create a basic Active Report Examine interactive behavior of Active Report controls Save a report in the IBM Cognos Analytics portal Save an Active Report to an MHT file Save an Active Report as a report template Use an Active Report as a prompt page Understand Active Report security Use Active Report Connections Examine Active Report connections Filter and select in controls using Active Report connections Examine variables Use a single variable to control multiple controls Use multiple variables to show different data in different controls Use Active Report controls to support mobile device usage Active Report Charts & Decks Add charts to active reports Understand and optimize chart behavior Examine decks and data decks Optimize use of decks Review Master Detail relationships Examine RAVE visualizations

Duration 3 Days 18 CPD hours This course is intended for The primary audience for this course are Application Consultants, Business Analysts, and Business Process Owners/Team Leads/Power Users. In this course, students are enabled to transform Excel workbooks into captivating dashboards for executives and business users. Introduction to Dashboards Creating Interactive Dashboards Using an Embedded Excel Workbook in the Dashboard Data Visualizations with Charts Using Data in a Range Using Data in a Series Preparing Future Data by Ignoring End Blanks Dashboard Distribution Distributing a Dashboard Single Value Components Using Single Value Components Alerts Setting Up Alerts Selectors Using Selectors Setting Default Values for Selectors Selecting Multiple Items Common Components Using Images in a Dashboard Using Tables in a Dashboard Using an Interactive Calendar in a Dashboard Adding a URL to a Dashboard Components Used as Selectors Using the Chart Component as a Selector Using the Map Component as a Selector Format Options Configuring Proportional Size and Position Using Themes to Apply Formats Using Templates to Apply Formats Applying Globalization Dynamic Visability Adding Dynamic Visibility Using Formulas to Create Dynamic Visibility Creating Multi-Layer Dashboards Dashboard Design Optimization Optimizing Dashboard Design Dashboard Connection to Live Data Using Live Data Sources Setting Up an XML Connection Using Web Services to Connect to Data Using the Query Browser to Connect to Data Using the Portal Data Connection to Connect to Data Additional course details: Nexus Humans BOX310 SAP BusinessObjects Dashboards 4.1 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 BOX310 SAP BusinessObjects Dashboards 4.1 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.

An insightful, enjoyable and experiential programme to help you analyse data and information and make a balanced decision based upon sound commercial reasoning. It will enable you to identify options, make decisions and take actions based on a thorough analysis combined with instinct and intuition to make a positive effect on profitability. This programme will help you: Identify ways to analyse data and sort relevant from irrelevant information Develop analytical and numerate thinking, and consider the financial implications of a decision Make decisions based on sound commercial reasoning - a mix of intuition and analysis Select from a range of tools to analyse a situation and apply these effectively Understand how costs and profits are calculated Use tried-and-tested techniques to manage and control your budgets Appreciate the fundamentals of financial analysis Focus on the bottom line Identify the basics of capital investment appraisal for your business Evaluate results and seek opportunities for improvement to your business 1 The commercial environment What do shareholders and investors want? What do managers want? Profit v non-profit organisations Investor expectations 2 Financial and non-financial information Risk and reward considerations Drivers of commercial decisions 3 Running a business A practical exercise to bring financial statements to life Different stakeholder interests in a business The impact and consequences of decisions on financial statements 4 Where do I make a difference to the organisation? How can I contribute to an improved business performance? Key performance indicators - measuring the right things A 'balanced scorecard' approach - it's not all about money! 5 A 'balanced scorecard' approach Analysing and reviewing my contribution to the business direction What is the current focus of my commercial decisions? Developing the business in the right way - getting the balance right! Where should/could it be in the future? Do my decisions support the overall vision and strategy? 6 Making commercial decisions Left-brain and right-brain thinking Convergent and divergent thinking Analysis and instinct Interactive case study exercise - emotional and rational decisions Reflection - what is my style of making decisions 7 Let's consider the customer! Identifying target markets Differentiating propositions and products Customer service considerations Marketing considerations and initiatives Pricing strategies and considerations 8 Strategic analysis The external environment The internal environment LEPEST analysis SWOT analysis Forecasting Group activity - analysing markets and the competition How do these improve your decisions? 9 Comparing performance Analysing key financial ratios Ways to compare performance and results Break-even analysis 10 Profit and loss accounts and budgeting Managing income and expenditure The budgeting process How does this link to the profit and loss account? Managing and controlling a cost centre/budget The role of the finance department Different ways of budgeting Incremental budgeting Zero-based budgeting 11 Understanding the balance sheet Purpose of balance sheets Understanding and navigating the content What does a balance sheet tell you? How do you affect your balance sheet? Links to the profit and loss account A practical team exercise that brings financial statements to life 12 Business decisions exercise How does this improve your decisions? A practical exercise to apply new knowledge and bring commercial thinking to to life The impact and consequences of decisions on financial statements 13 Working capital Why is this important? The importance of keeping cash flowing Business decisions that affect cash Calculating profit 14 Capital investment appraisal Capex v Opex Payback Return on investment The future value of money The concept of hurdle rate 15 Lessons learned and action planning So what? Recap and consolidation of learning The decisions that I need to consider Actions to achieve my plan

Businesses that don't control their costs don't stay in business. How well are you doing? Is everyone in your organisation sufficiently aware of costs, managing them effectively and maximising opportunities to reduce them? If there is scope for improvement, this course will help get you back on track. It will demonstrate that cost reduction is so much more than cost control and cost cutting. True cost management is about being aware of costs, seeking to reduce them through good design and efficient operating practices whilst taking continuing action on overspending. This course will develop the participants' skills in: Being aware of costs at all times Seeking cost reduction from the start (including life-cycle costing) Appraising projects / production to identify and take out risk Understanding real budgeting Using techniques such as ZBB and ABC where appropriate Ensuring cost reports lead to action Managing a cost reduction process that delivers Benefits to the organisation will include: Identification of cost reduction and business improvement opportunities Better reporting and ownership of costs Greater awareness and control of everyday costs 1 Introduction - the cost management process The risks of poor cost control Capital and revenue costs The importance of cost awareness The importance of cost reduction Cost management - the key aspects How to build a cost management and control process checklist for your areas of responsibility 2 Cost removal - taking out costs Cost awareness Costs of poor design / poor processes Value engineering Removing redundant costs 3 The need for commercial, technical and financial appraisals Understand the problems before cash is committed and costs incurred Making the effort to identify commercial and technical risk The time value of money - DCF techniques for long term projects Cost models for production processes and projects Costing models - project appraisals The use of spreadsheets to identify sensitivity and risk How to focus on risk management 4 Budgeting - proper budgeting challenges costs The philosophy of the business - are costs an issue? The importance of having the right culture The need for detailed business objectives Budgetary control measures Designing budget reports - for action 5 Zero-based budgeting (ZBB) - the principles Much more than starting with a clean sheet of paper What ZBB can achieve The concept of decision packages - to challenge business methods and costs Only necessary costs should be incurred A review of an operating budget - demonstrating what ZBB challenges and the costs it may lead to being taken out 6 Awareness of overheads and other costs Definitions of cost - direct and indirect Dealing with overheads - what is meant by allocation, absorption or apportionment? The apparent and real problems with overheads Different ways of dealing with overheads Review of overhead allocation methods and accounting and reporting issues 7 Overheads and product costing Activity-based costing (ABC) - the principles Where and how the ABC approach may be helpful Know the 'true' cost of a product or a project Should you be in business? Will you stay in business? Identifying weaknesses in a traditional overhead allocation How ABC will help improve product or service costing Identifying which products and activities should be developed and which abandoned 8 Cost reduction culture The need for cost reports What measures can be used to identify over-spends as early as possible Cost control performance measures and ratios 9 Design of cost control reports Reports should lead to action and deliver Selecting cost control measures which can be acted upon Practice in designing action reports 10 Course summary - developing your own cost action plan Group and individual action plans will be prepared with a view to participants identifying their cost risks areas and the techniques which can be immediately applied to improve costing and reduce costs