156 Accounting & Finance courses in Horsham

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

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

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

Following on from the Macros course look at how you can write your own Visual Basic code within Excel to fully automate tasks and save time. Course overview Duration: 2 days (13 hours) Our VBA in Excel course is an introduction to using the Visual Basic for Applications language for programming in Excel. It looks at structures, syntax and coding standards. This course is designed for existing experienced users of Excel who can record and run macros and those who have dabbled in VBA but would like some formal training and help to put some structure to their code. Objectives  By the end of the course you will be able to: Write visual basic procedures Create event and general procedures Use commands from the Excel data model Use statements and functions Use a selection of debugging tools Create and use variables and constants Use different types of loops Create an Excel user form Content The VBA environment Project explorer Excel objects Modules Properties window Code window Code structure Code structure Navigating within your code Adding comments Using WITH Steps to creating a VBA procedure Procedures Sub procedures Event procedures Calling procedures The Excel data model Workbook commands Worksheet commands Excel selection methods Data manipulation commands Debugging Using breakpoints Stepping through code The immediate window The watch window The locals window points Variables and Constants Declaring variables Declaring multiple variables Variable data types Concatenation Scope of variables Constants Declaring constants Using constants Scope of constants Looping Do while loops Do until loops For next loops Conditional Statements IF statement SELECT CASE statement Comparison statements Logical operators Creating a User Form Form layout The control toolbox Naming conventions Adding objects Naming objects Captions Displaying the form Object properties Object properties Setting properties at design time Setting properties at run time Interconnectivity between the user form and Excel Comparing values Transferring information Running code

Expand your VBA knowledge further and learn some of the more advanced coding features. Course overview Duration: 2 days (13 hours) This course is aimed at experienced VBA users or those who have attended our Part 1 course and have started to use the language. Part 2 expands on the huge array of commands and elements of the data model that can be used and looks at building more complex VBA models Objectives  By the end of the course you will be able to: Use comparison operators and system functions Use Arrays Work with ranges Work with the worksheets and workbooks collections and objects Use application objects Use the FileSystemObject Create function procedures Import and save text files Connect to other applications Content Comparison operators Using Comparison operators and functions The LIKE function Wildcards Using SELECT Case System functions The VAL function Case functions Trim functions Text functions Date functions Excel worksheet functions Using Excel functions in VBA Arrays Creating arrays Using arrays Ubound and Lbound Single and multi dimensional arrays Static vs dynamic arrays Working with ranges Creating range objects Passing data between range objects and arrays Using Transpose The Excel object model The object browser Working with collections Collections Creating object variables Setting object variables The For Each . . . Next Loo Sheet collections The worksheets collection The worksheet object The sheets collection Using object Grouping worksheets Using Typename The Workbook collection The workbooks collection Setting workbook variables Application objects Excel default information Display/alerts Screen updating Status bar On Time Using Wait Systems dialog boxes Showing dialog boxes Using dialog boxes Working with files Searching for files and folders The DIR function The FileSystemObject Function procedures Creating functions Adding arguments Calling functions Working with text files Searching for files and folders The DIR function The FileSystemObject Using the FILE and FOLDER collections Sharing data with other applications Early vs Late Binding Setting references to other applications Creating application variables Setting application variables

Use some of the hidden statistical analysis tools within Excel to build complex data models. Course overview Duration: 1 day (6.5 hours) This advanced Excel course looks at some of the statistical analysis tools available and gives examples of when they might be used. This course is aimed at advanced users of Excel who work with statistical data often and have a good knowledge of Maths. Objectives By the end of the course you will be able to: Use Goal Seek Create and view scenarios Use Forecast Sheet Create single and double input data tables Create models using the solver Install and use the Analysis Toolpak Create and use array formulas Use a range of advanced Financial and Statistical Excel functions Content Using what if analysis options Using Goal Seek Creating, saving and viewing scenarios Generating a Forecast sheet Solver Creating models Projecting scenarios with Solver Using data tables Creating single input data tables Creating double input data tables Projecting with data tables Financial functions PMT FV NPV Analysing data with Analysis ToolPak Installing the Analysis Toolpak Generating statistical analysis Visualising data using Histograms Array formulas Using embedded Excel Array formulas Create an Array formula Multi and single cell Array formula Using TRANSPOSE to flip rows or columns Use the FREQUENCY Function Use an array to count unique entries in a range Dynamic arrays Spilling data Using the new dynamic array functions Advance functions in formulas Statistical functions:MEAN, MEDIAN and MODERANKLARGE and SMALLMODPERCENTILE Use the AGGREGATE function to sum data in ranges with errors

Look at the in depth features of charts and some specialist tools to make your charts come to life. Course overview Duration: 1 day (6.5 hours) Our Excel Charting Specialist course examines how to unlock the full potential of Charts in Excel. It investigates the useful tools needed for creating bespoke Charts, allowing you to creatively present data more visually. By the end of the course, you will have an awareness of the tools used for creating more advanced Charts and will be able to create your own Dynamic Charts. The course is designed for existing users of Excel who are looking at more advanced ways to visualise data in Excel using Charts. Objectives By the end of the course you will be able to: Create and Amend Charts Format multiple areas of a Chart Use a Combo Chart Apply Conditional Formatting to a Chart Create Dynamic Charts Work with Custom Formatting Create an Advanced Dynamic Chart Content Creating and amending charts Creating Simple Charts Using the Chart Design tab Adding Chart Elements Changing the type of Chart Formatting charts Format Chart Area Format Data Series Format Data Point Format Axis Working with combo charts Adding additional data to a Chart Customising Chart types Creating Clustered Column/line Charts Applying conditional formatting on charts Using IF Statements Highlighting Max/Min Data points in Charts Using Series Overlap Dynamic charts Creating dynamic Target vs Actual Charts Introducing the NA function Hiding data used for Charts Custom formatting charts Formatting Data Labels Customising number formats Using Trend Arrows to show changes Editing Format Code Advanced dynamic charts Pivot Chart rules Creating a Pivot Chart Working with your Pivot Chart Creating calculations Combining all elements to create an Advanced Chart Using Error Bars to create a line Adding a scroll bar and linking with data

Learn how to work with and connect multiple data sets to effectively analyse and report on data. Course overview Duration: 1 day (6.5 hours) Within Excel you have some powerful features to enable you to connect and analyse multiple data sources. Power Query enables you to import and manipulate your data, Power Pivot enables you to connect multiple data sources and create pivot tables and pivot charts from them. This course is an introduction to Power Query and Power Pivot in Excel to get you started on creating a powerful reporting capability. Knowledge of working with Excel workbooks and relational databases would be an advantage. Objectives By the end of the course you will be able to: Import data from multiple data sources Edit and transform data before importing Add extra columns of data Append data Merge data from other tables Create data models Build data relationships Build Pivot Tables Build Pivot Charts Use Slicers and Timeline Filters Content Importing data Data sources Importing data Transforming data Editing your data Setting data types Removing columns/rows Choosing columns to keep Setting header rows Splitting columns Appending queries Appending data from other tables Adding text Columns from example Custom columns Conditional columns Merge queries Setting up and using merge queries Merging in columns of data Creating a data model The data model Multiple data tables Connecting tables Building relationships Relationship types Building visuals from multiple tables Analysing information using pivot tables Creating and modifying a Pivot Table Recalculating the Pivot Table Filtering the Pivot Table Searching the Pivot Table Drilling down to underlying data Customising field names Changing field formatting Pivot charts, slices and timelines Creating Pivot Charts Adding and using Slicers

Ideal for those already using Excel but who really want to get to grips with formulas and functions. Course overview Duration: 1 day (6.5 hours) Our Excel Mastering Formulas and Functions course looks at how to confidently use formulas and functions within Excel. It looks at how to correctly construct formulas and explains how to build common formulas such as working with percentages. It investigates a range of built in Excel functions and shows you how to use the formula auditing tools to help when things go wrong.  This course is aimed at existing users of Excel who want to further their skills. Participants should be able to confidently create and amend worksheets. Objectives By the end of the course you will be able to: Construct Formulas Use a range of common Functions Work with absolute and relative references in formulas Create percentage calculations Use named ranges in formulas Use the XLOOKUP command Create formulas with date and use date functions Use formulas in conditional formatting Use a range of Count functions Use the formula auditing tools Content Formulas vs Functions Constructing formulas Using functions Common Excel functions Using the function wizard vs the formula bar Formulas in tables Absolute vs relative references in formulas Using absolute references in formulas Using partial absolute referencing Range Naming Naming ranges Using range names in formulas Single and multi-cell ranges Working with percentages Creating formulas with percentages Percentage breakdowns Percentage increases Formatting as a percentage Using Lookups Using XLOOKUP to insert information from other spreadsheets Calculating with dates Calculating with dates Using date functions Using formulas in conditional formatting Using conditional formulas Using functions in conditional formatting Count functions COUNT COUNTA COUNTBLANK Formula auditing Using the auditing facility Tracing how formulas are made up Tracing precedents and dependants Evaluating formulas Error checking Showing formulas on a sheet

Standard or Custom Excel courses at Introduction, Intermediate, Advanced and Super User level. Click on the link below for full details: Excel 365 courses