This qualification from our partner organisation CLTI will enable you to develop your knowledge of fund operations, across both accounting and administration and creates a training and education path for fund administrators where there have traditionally been limited training opportunities to evidence knowledge and support career development. Demonstrate a detailed understanding of the functions of key parties in a fund and how they meet the needs of stakeholders. Understand the lifecycle of different fund structures, including the processes involved in their closure, winding down and/or liquidation. Demonstrate awareness of the topical issues surrounding alternative investment funds, fund of funds and debt funds. Present a detailed knowledge of fund regulation and be able to interpret and apply Principal Documents, Scheme Particulars and investment restrictions. Understand the fundamentals of fund accounting and how to account for specific fund transactions. Carry out a range of advanced calculations in relation to a fund, including NAV, GAV, performance fees, and entry and exit charges. Calculate earnings per share and the total expense ratio, and use ratios to analyse a set of financial statements. Determine the impact of taxation on different fund structures and be able to carry out relevant tax calculations. This qualification covers the following topics: Fund structures, strategies and regulation Advanced find accounting and analysis
Microsoft Project Orange Belt® 2013: Virtual In-House Training This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2013, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2013, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop provides the eBook Dynamic Scheduling with Microsoft® Project 2013, and is kept up to date with the framework of knowledge outlined by the Project Management Institute's PMBOK® Guide and the Practice Standard for Scheduling. What you Will Learn You'll learn how to: Understand what's new in Project 2013 Explain where Project 2013 fits in the Microsoft® EPM solution Initialize Project 2013 to start project planning Create a well-formed project schedule Understand task types and the schedule formula Assign resources and costs to tasks Analyze resource utilization and optimize the schedule Set a baseline and track progress Create and manage project reports Customize views and fields Apply Earned Value Management Understand the basics of managing multiple projects Getting Started Introductions Course structure Course goals and objectives Enterprise Project Management Concepts and Framework Getting Started with Project 2013 Project 2013: What's New and General Overview Setting Up a New Project Schedule (templates, options, save, etc.) Setting the Project Calendar Entering Tasks The Planning Processes Importing Tasks (Word, Excel, SharePoint) Synchronizing with SharePoint Tasks List Creating and managing the WBS (include tasks, manually scheduled tasks, summary tasks and milestones, as well as custom WBS coding) Entering Estimates Tendencies in Estimating The Rolling Wave Approach Entering Duration and Work Estimates Types of Tasks Entering Dependencies The Principle of Dynamic Scheduling Choosing the Right Type of Dependency Entering Dependencies in Project 2013 Different Applications of Dependencies Entering Deadlines, Constraints, and Task Calendars Use of Deadlines and Constraints Entering Deadlines and Constraints in Project 2013 Entering Resources and Costs Types of Resources Entering Resources in Project 2013 Calendars and Resources Entering Costs in Project 2013 Entering Assignments Assignments in a Schedule Assignments and Task Types Entering Assignments in Project 2013 Assignments, Budgets, and Costs Optimizing the Schedule The Critical Path Method and the Resource Critical Path Resource Leveling Optimizing Time, Cost, and Resources in Project 2013 Updating the Schedule The Baseline Updating Strategies and Situations Prepare the Status and Forecast Report in Project 2013 Reporting Using Reports Using Visual Reports Formatting and Printing in Project 2013 Customizing Fields in Project 2013 Earned Value Management (EVM) Overview of EVM Applying EVM with Project 2013 Evaluating the Project Evaluating the Project Performance Project Benefits and Results Templates for Future Projects Summary Tools and Checklist Best Practices Checklist Consolidated Schedules Creating Consolidated Schedules Using a Resource Pool Links across Projects Solving common problems Analyzing the Critical Path across Projects
5-day intensive data protection course, delivered by a specialist.
Leading Cross-Cultural Virtual Teams: In-House Training High-performing teams are a must in this world of intense competition and higher expectations. Global virtual teaming has become a necessity as organizations become increasingly distributed and suppliers and clients actively engage in joint projects. Teams work across geographical and organizational boundaries to deliver solutions and services to global users where distance and differences, both geographic and cultural, amplify the effect of issues and factors that are relatively straightforward when managing a team of people in the same location. This course delivers practical concepts and techniques that participants will start using immediately on their global projects. What you will Learn At the end of this program, you will be able to: Define relationships among foundational concepts (leadership and three dimensions of diversity) and explain their potential impacts on project performance Describe key components of successful project leadership and build selected Transformational Leadership skills Prepare to convert project challenges stemming from personal or cultural diversity into potential competitive advantage Implement selected best practices to meet key challenges facing virtual project teams Foster and grow an environment that supports continued success for CCVTs Foundation Concepts Basic definitions Critical success factors for leading cross-cultural virtual teams (CCVTs) A roadmap to success for leading CCVTs Leadership Excellence in Any Project Environment Leading effectively in a global environment Transformational leadership The four components of Transformational Leadership Leveraging Personal Diversity Overview of personal diversity Mind styles The theory of multiple intelligences Connecting Transformational Leadership and personal diversity Embracing Cultural Diversity Introduction to cultural intelligence The impact of culture Cultural Dimensions Theory The Culture Map Managing Virtual Diversity Overview of virtual diversity Virtual time management Virtual processes and technology Virtual leadership Creating an Environment for Success Supporting a cross-cultural virtual-team (CCVT-) friendly environment Building a foundation of trust Developing a team charter Recap and review Summary and Next Steps Personal action plan
Virtual Agile Teams: In-House Training Agile teams are a must in this world of intense competition, marketing demands, and changing expectations. Global virtual teaming has become a necessity as organizations become increasingly distributed, with suppliers and clients actively engaged in joint projects. Agile Teams now work across geographical, organizational, and cultural boundaries to deliver solutions and services to global users. Distance and differences may amplify the effect of issues and factors that are relatively straightforward for co-located Agile teams. This workshop delivers practical concepts and techniques that participants will start using immediately with their virtual Agile teams. The goal of the course is to enable you to successfully execute your preferred Agile or Scrum methods in a virtual project team environment. What you will Learn At the end of this program, you will be able to: Explain the characteristics of a virtual team and how they differ from a co-located team Build an effective virtual Agile team using a Team Charter approach Develop Release Plans, including prioritizing user stories, with a virtual Agile Team Construct a Sprint plan, including effective user story estimates, virtually Execute a Sprint, including essential Agile or Scrum ceremonies, virtually Conduct effective virtual meetings in an environment supportive of Agile and Scrum methods Foundation Concepts Agile Mindset and Values Agile Benefits and Methods Scrum Overview Co-located vs. Virtual Teams Forming Virtual Agile Teams Exploring Virtual Leadership Focusing on Virtual Agile Leaders Developing a Virtual Agile Team Charter Meeting Team Challenges in a Virtual Environment Planning Releases with a Virtual Agile Team Planning releases overview Estimating user stories Prioritizing user stories Setting release parameters Getting consensus on the release plan Planning a Sprint for a Virtual Project Sprint Planning Overview Confirming Sprint Scope with Virtual Agile Teams Developing a Sprint Delivery Plan for Virtual Agile Teams Running a Sprint in a Virtual Environment Self-organizing a Sprint for a Virtual Agile Team Using Scrum tools in a Virtual Environment Conducting End of Sprint Meetings in a Virtual Environment Iterating as a Virtual Agile Team Creating an Environment for Success Piloting a virtual Agile team Creating an Agile-friendly virtual environment
Emotional Intelligence: In-House Training Emotional Intelligence is a set of emotional and social skills that collectively establish how well we: Perceive and express ourselves Develop and maintain social relationships Cope with challenges Use emotional information in an effective and meaningful way It is a skill set that transfers across all categories of relationships. It is also a predictor of success - both in life and at work. This highly-interactive course delivers a practical approach to developing, improving, and sustaining effective and mutually beneficial relationships. The design of the course involves individual reflection and paired activities, interwoven with small and large group interactions. The EQ-i 2.0® assessment reports will be debriefed over the course of the two days. In addition, participants will delve into their personal strengths and blind spots, and will explore topics including: the neuroscience of emotion, the connection between empathy and performance, and how communication styles impact our perceptions of self and other. Role-play activities give participants the opportunity to try out new behaviors and techniques. The program includes: A personal behavioral profile, the results of which you will bring to your training 2-day highly interactive workshop and experiential learning Optional professional coaching activities initiated in class that can continue over the four months after class ends What you will Learn Recognize your interpersonal strengths and potential blind spots regarding Emotional Intelligence Identify the five domains within the EQ-i 2.0 assessment model Summarize what neuroscience research has discovered about emotions and actions Recognize ways that human beings are physiologically impacted by stress Articulate ways to develop and maintain strong working relationships Describe how emotional intelligence translates into high performance Make use of the EI model and associated competencies Employ strategies for enhancing leadership through Emotional Intelligence Foundation Concepts The biology of emotion Why Emotional Intelligence matters The impact of EI on performance The EQ-I 2.0 Model Overview of the EQ-i 2.0 framework Exploring your report Balancing your EI domains Self: Awareness and Sensitivity Self-awareness and empathy Perception vs. reality Acting by choice, not impulse Other: Communication and Relationship-Building Elements of effective communication Communication styles Communication techniques Neuroscience and Behavioral Change Insights from social neuroscience Making a change
Elevate your expertise in clean hydrogen derivatives - ammonia, methanol, and synthetic hydrocarbon with EnergyEdge's course. Enroll now for virtual instructor-led training!
Course Information This course aims to empower you with the expertise to proficiently navigate process mapping and master the art of crafting Standard Operating Procedures (SOPs) within regulated environments. Whether you're engaged in activities that demand process improvement, continual enhancement, or SOP creation, this course offers invaluable insights tailored to your needs. It caters to individuals tasked with managing, documenting, and implementing processes and SOPs, irrespective of prior experience or skills. Our curriculum does not focus on specific software or approaches, focusing instead on fundamental principles and adaptable concepts applicable across diverse organisational landscapes. Benefits include: Hands-on experience in mapping processes An understanding of how process maps can be used to define, communicate and continually improve complex processes An understanding of best practice for SOPs using of process maps/process flow diagrams and process mind maps to complement text An insight into the preparation of concise and user friendly SOPs. This course is structured to encourage delegates to: Discuss and develop ideas Develop a practical approach for creating process maps and writing SOPs Understand how to use process maps in SOPs effectively Discuss how process mapping for preparing SOPs can be applied to process improvement for SOPs. Is this course for you? The course is designed for all those with responsibility for managing, documenting and implementing processes and SOPs. It assumes no prior experience or skills. The course does not recommend any specific software or approach, but explores the principles and ideas that can be applied in any organisation. What will you learn? Hands-on experience in mapping processes An understanding of how process maps can be used to define, communicate and continually improve complex processes An understanding of best practice for SOPs using of process maps/process flow diagrams and process mind maps to complement text An insight into the preparation of concise and user friendly SOPs. By the end of the course you will be able to: Create process maps and write clearer more concise SOPs Understand how to use process maps in SOPs effectively Understand how process mapping can be applied to process improvement and better SOPs. Tutors Tutors will be comprised of (click the photos for biographies): Laura Brown Director, Laura Brown Training and Development David Butler VP of Quality, Resolian Programme Please note timings may be subject to alteration. Day 1 09:00 Welcome, Introductions and Course Objectives Why Companies manage by process. 10:00 Exercise 1 - First Steps Mechanisms for process mapping, levels at which it can be applied, and the roles and responsibilities of process owners. 10:30 Exercise 1 - Feedback 10:45 Break 11:00 Mapping Processes The stages involved in mapping processes including how to construct a SIPOC chart. 11:45 Exercise 2 - Mapping A Process A first opportunity to practice your new process mapping skills. 12:30 Exercise 2 - Feedback 13:00 Lunch 14:00 Exercise 3 - Discussion of Options for Format, Structure and Layout What Makes A Good SOP? Discussion of options for format, structure, level of detail of SOPs and the use of process maps for SOP writing. A case study example of a good SOP which uses a flow chart/process map. 14:45 Exercise 3 - Feedback 15:00 Break 15:15 A Case Study example of a good SOP that uses a flow chart / process map 15:30 Exercise 4 Discussion of the content of an SOP using a Process Map 15:35 Exercise 4 - Feedback 15:45 Key Writing Considerations 16:15 Exercise 5 16:45 Exercise 5 - Feedback 17:00 Close of Day Day 2 09:00 Review of Day 1 09:15 Using Metrics Selecting and using metrics to monitor and improve processes. 10:00 Exercise 6 - Practice in Process Mapping Creating Process Maps from multi-source information. 11:00 Break 11:15 Exercise 6 - Feedback 11:45 Common Pitfalls Common problems and tips for good Process Mapping. 12:15 Demonstration of Process Mapping on a PC 12:45 Lunch 13:30 Exercise 7 - Mind Mapping 14:30 Exercise 7 - Feedback 15:00 Break 15:15 Exercise 8 - Using Process Maps to Write an SOP Applying your process mapping skills as part of writing an SOP 15:30 Exercise 8 - Feedback 15:45 Course Review and Follow-up 16:00 Close of Course Extra Information Face-to-face course Course Material Course material will be available in PDF format for delegates attending this course. The advantages of this include: Ability for delegates to keep material on a mobile device Ability to review material at any time pre and post course Environmental benefits – less paper being used per course. The material will be emailed in advance of the course and RQA will not be providing any printed copies of the course notes during the training itself. Delegates wishing to have a hard copy of the notes should print these in advance to bring with them. Alternatively delegates are welcome to bring along their own portable devices to view the material during the training sessions. Remote course Course Material This course will be run completely online. You will receive an email with a link to our online system, which will house your licensed course materials and access to the remote event. Please note this course will run in UK timezone. The advantages of this include: Ability for delegates to keep material on a mobile device Ability to review material at any time pre and post course Environmental benefits – less paper being used per course Access to an online course group to enhance networking. You will need a stable internet connection, a microphone and a webcam. Development Level Learn
Duration 3 Days 18 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 In this course, you will develop and deploy VBA modules to solve business problems. You will: Identify general components of VBA and their appropriate use in solving business solutions. Record VBA macros to automate repetitive tasks. Use reference tools built into Excel to get help on VBA programming language and objects used in the Excel VBA environment. Write VBA code to create a custom worksheet function. Eliminate, avoid, or handle errors in VBA code, and optimize its performance. Control how and when macros run. Develop UserForm objects to create custom dialog boxes and windows. Use VBA to read and write data from local files and cloud services. Use VBA to clean and transform data. Run programs and commands outside of Excel and share VBA projects with other users VBA (Visual Basic for Applications) enables you to enhance and extend the capabilities of Microsoft© Excel© and other applications in the Microsoft© Office 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 involving the collection, processing, analysis, and visualization of data. This course will give you a good foundation for understanding, creating, and using VBA in your own Excel workbooks, show you how to work with data across different applications, and how to package the macros and functions you create so you can back them up, move them to other computers, and share them with other users 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 Topic A: Use Macros to Automate Tasks in Excel Topic B: Identify Components of Macro-Enabled Workbooks Topic C: Configure the Excel VBA Environment 2 - Automating Repetitive Tasks Topic A: Use the Macro Recorder to Create a VBA Macro Topic B: Record a Macro with Relative Addressing Topic C: Delete Macros and Modules Topic D: Identify Strategies for Using the Macro Recorder 3 - Getting Help on VBA Topic A: Use VBA Help Topic B: Use the Object Browser to Discover Objects You Can Use in VBA Topic C: Use the Immediate Window to Explore Object Properties and Methods 4 - Creating Custom Worksheet Functions Topic A: Create a Custom Function Topic B: Make Decisions in Code Topic C: Work with Variables Topic D: Perform Repetitive Tasks 5 - Improving Your VBA Code Topic A: Debug VBA Errors Topic B: Deal with Errors Topic C: Improve Macro Performance 6 - Controlling How and When Macros Run Topic A: Prompt the User for Information Topic B: Configure Macros to Run Automatically 7 - Developing Custom Forms Topic A: Display a Custom Dialog Box Topic B: Program Form Events 8 - Using VBA to Work with Files Topic A: Use VBA to Get File and Directory Structure Topic B: Use VBA to Read Text Files Topic C: Use VBA to Write Text Files 9 - Using VBA to Clean and Transform Data Topic A: Automate Power Query Topic B: Transform Data Using VBA and Workbook Functions Topic C: Use Regular Expressions Topic D: Manage Errors in Data 10 - Extending the Programming Environment Beyond the Workbook Topic A: Run Other Programs and Commands Topic B: Share Your VBA Projects
Course Information Join us for a two-day immersive course crafted to equip participants with an in-depth understanding of remote audit methodologies. Delve into the nuances between remote and face-to-face audits, dissecting their respective strengths and limitations. Through practical scenarios tailored for remote audit conduct, this course stands as an essential counterpart to our on-site audits course The Auditing Course. Who Should Attend: Applicable across various domains of regulated research and development, this course proves invaluable in contexts requiring a quality system for audit. Participants with firsthand audit experience stand to gain the most benefit from this programme. Expanding on Previous Learning: This course extends its relevance to all forms of audits and further amplifies concepts explored in RQA's suite of research quality assurance courses, including: 'Research Quality Assurance for Good Laboratory Practice,' 'Good Clinical Practice Auditing – Principles and Practice,' and 'Good Manufacturing Practice for Investigational Medicinal Products.' Benefits include improved: Understand the processes of planning, conducting, reporting and follow-up of audits Recognising the importance of personal approach in developing positive audit outcomes Ability to analyse evidence and present logical audit findings Appreciate the importance of audit in continuing improvement. This course is structured to encourage delegates to: Discuss and develop ideas Solve problems Exchange information. Tutors Tutors will be comprised of (click the photos for biographies): Andrew Waddell Founder Director, Tower Mains Ltd Rosemary Ichaba Senior QA Associate, Tower Mains Ltd Cate Ovington Director, The Knowlogy Group Ltd Jean McWilliam Associate Director, Alexion Programme Please note timings may be subject to alteration. Day 1 09:00 Course Registration 09:15 Welcome and Introductions 09:35 Introduction to Audits Delegates explore the range of audits which they have experienced, define the purpose of each audit type and establish which of those audits are performed to meet regulatory requirements. 10:05 Introduction to Remote Audits Presentation to introduce the major differences between face-to-face audits and remote audits. The major elements of audits will be examined to determine where there may be differences. 10:30 Break 10:45 Workshop 1 - Remote Audits This workshop will examine participants experience or understanding of the differences between face-to-face and remote audits. 11:15 Workshop 1 - Feedback 11:35 Audit Preparation The essential steps in preparation for audits will be discussed with emphasis on remote audits. 12:05 Workshop 2 - Remote Audit Preparation Factors relating to the preparation for remote audits will be considered in discussion groups. 12:35 Workshop 2 - Feedback 12:50 Lunch 13:30 Audit Logistics Preparation for the audit includes many arrangements other than the audit content. 14:00 Workshop 3 - Audit Logistics Delegates will discuss some of the issues that may occur during the set up and conduct of remote audits and how to resolve them. 14:30 Workshop 3 - Feedback 14:45 Break 15:00 The Opening Meeting Presentation regarding the importance and content of the opening meeting. 15:20 Workshop 4 - Opening Meeting Delegates will consider the practicalities of arranging and conducting an opening meeting. 15:45 Workshop 4 - Feedback 16:10 Audit Conduct Tools Practical advice on preparation of some of the tools that will be valuable in the conduct of audits. 16:40 Questions and Answers An overview of the first day and a chance to ask questions 17:00 Close of Day Day 2 09:00 Reflections on Day 1 Recap on the topics covered and a chance for delegates to raise points. 09:15 Gathering Evidence Presentation on challenges of gathering evidence and conducting interviews during remote audits. 09:45 Workshop 5 - Remote Interviews Scenarios of different remote interviews will be played and delegates assess the strengths and weaknesses of each approach. 10:15 Break 10:30 Creating Audit Findings Ideas regarding how to create good audit findings will be discussed during this short presentation. 10:50 Workshop 6 - Creating Audit Findings Delegates will be provided with examples of evidence from an audit. They will discuss these and create their audit findings for presentation at the closing meeting. 11:35 The Closing Meeting The content and conduct of the closing meeting will be discussed. 11:55 Workshop 7(a) - Preparing for the Closing Meeting The findings from workshop 6 will be reviewed and a Lead Auditor selected to provide feedback in workshop 7(b) 12:15 Workshop 7(b) - The Closing Meeting The Lead Auditor from each group will hold a meeting to present the results (role play). 12:45 Lunch 13:30 The Audit Report This presentation will cover not only the essential contents of the audit report but also how to write the report in a manner that will generate the most positive reaction. 14:00 Workshop 8 - The Audit Report Delegates will be provided with an audit report from an audit conducted remotely and will conduct a peer review of the report in their breakout groups. 15:00 Workshop 8 - Feedback 15:20 Break 15:35 Audit Closure Presentation on how to conclude the audit with reference to post-audit activities. 15:55 Open Forum 16:30 Close of Course Extra Information Course material This course will be run completely online. You will receive an email with a link to our online system, which will house your licensed course materials and access to the remote event. Please note this course will run in UK timezone. The advantages of this include: Ability for delegates to keep material on a mobile device Ability to review material at any time pre and post course Environmental benefits – less paper being used per course Access to an online course group to enhance networking You will need a stable internet connection, a microphone and a webcam.