The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. Course Overview The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards. Whether you need a deep, practical understanding of the world of alternative investments, a solid introduction, or data science skills for the future in finance, the CAIA Association offers a program for you. Why CAIA? Distinguish yourself with knowledge, expertise, and a clear career advantage – become a CAIA Charterholder. CAIA® is the globally recognized credential for professionals allocating, managing, analyzing, distributing, or regulating alternative investments. The Level II curriculum takes a top-down approach and provides Candidates with the skills and tools to conduct due diligence, monitor investments, and appropriately construct an investment portfolio. In addition, the Level II curriculum contains Emerging Topic readings; articles written by academics and practitioners designed to further inform and provoke the Candidate’s investment management process. After passing the Level II exam you are eligible, with relevant professional experience, to join the CAIA Association as a Member and receive the CAIA Charter. You will be part of an elite group of more than 13,000 professionals worldwide. Only after joining the Association, you are eligible to add the CAIA designation to your professional profiles. Who will benefit from enrolling in the CAIA program? Professionals who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio should pursue the CAIA Charter including: • Asset Allocators • Risk managers • Analysts • Portfolio managers • Traders • Consultants • Business development/marketing • Operations • Advisors Curriculum Topics: Topic 1: Emerging Topics • Decentralized Finance: On Blockchain- and Smart Contract-Based Financial Markets • Technical Guide for Limited Partners: Responsible Investing in Private Equity • Channels for Exposure to Bitcoin • Assessing Long-Term Investor Performance: Principles, Policies and Metrics • Demystifying Illiquid Assets: Expected Returns for Private Equity • An Introduction to Portfolio Rebalancing Strategies • Longevity and Liabilities: Bridging the Gap • A Short Introduction to the World of Cryptocurrencies Topic 2: Ethics, Regulation and ESG • Asset Manager Code • Recommendations and Guidance • Global Regulation • ESG and Alternative Investments • ESG Analysis and Application Topic 3: Models • Modeling Overview and Interest Rate Models • Credit Risk Models • Multi-Factor Equity Pricing Models • Asset Allocation Processes and the Mean-Variance Model • Other Asset Allocation Approaches Topic 4: Institutional Asset Owners and Investment Policies • Types of Asset Owners and the Investment Policy Statement • Foundations and the Endowment Model • Pension Fund Portfolio Management • Sovereign Wealth Funds • Family Offices and the family office Model Topic 5: Risk and Risk Management • Cases in Tail Risk • Benchmarking and Performance Attribution • Liquidity and Funding Risks • Hedging, Rebalancing, and Monitoring • Risk Measurement, Risk Management, and Risk Systems Topic 6: Methods for Alternative Investing • Valuation and Hedging Using Binomial Trees • Directional Strategies and Methods • Multivariate Empirical Methods and Performance Persistence • Relative Value Methods • Valuation Methods for Private Assets: The Case of Real Estate Topic 7: Accessing Alternative Investments • Hedge Fund Replication • Diversified Access to Hedge Funds • Access to Real Estate and Commodities • Access through Private Structures • The Risk and Performance of Private and Listed Assets Topic 8: Due Diligence and Selecting Managers • Active Management and New Investments • Selection of a Fund Manager • Investment Process Due Diligence • Operational Due Diligence • Due Diligence of Terms and Business Activities Topic 9: Volatility and Complex Strategies • Volatility as a Factor Exposure • Volatility, Correlation, and Dispersion Products and Strategies • Complexity and Structured Products • Insurance-Linked and Hybrid Securities • Complexity and the Case of Cross-Border Real Estate Investing DURATION 200 Hours WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate
Develop true Digital Marketing Strategy expertise with DMI Specialist. Learn digital communications, analytics, marketing automation and budget & strategy formulation from Industry Skills Experts. Course Overview This dynamic online Diploma in Digital Strategy & Planning course covering topics in digital communications, analytics, marketing automation and budget & strategy formulation giving you the skills, know-how, strategy and techniques to be that change. Here is power. The power to influence. To speak to billions of people. Specialization is for when you don’t just want to play the digital marketing game anymore, you want to drive it. To change it. the DMI SPECIALIST online Digital Strategy and Planning certification is perfect for you to become an online digital marketer. Become a member and connect to the industry and white-hot opportunities. Here is power. The power to influence. To speak to billions of people. What’s New? Develop true Digital Marketing Strategy expertise with DMI Specialist. Learn digital communications, analytics, marketing automation and budget & strategy formulation from Industry Skills Experts. Learn every aspect of Digital Marketing Strategy across 9 modules of interactive learning to give you a highly relevant and deep knowledge of digital strategy, all wrapped up with the world’s most recognized digital marketing certification on completion. Program learning outcomes and content: WHAT WILL I LEARN? We give you the thinking and tools to become a leading player on the digital stage. Create powerful and dynamic digital strategy. See it manifest into real world, business-changing action. The modules are building blocks – of knowledge, of your vision, of the leading Certified Digital Marketing Specialist – Digital Strategy & Planning that is you. Here is what you need to know. Course Content: Introduction: We bring science to thought. We have created the 3i Framework which is designed to help you select the best digital strategy for your organisation and make it happen. The 3i is smart and rigorous. It’s transformative. And you shall be impressed. This module introduces this nifty piece of brainwork. Later modules expand on it. • The fundamental concepts underpinning the DMI 3i Methodology. • The how-to’s of business strategy development. • Key components in an effective digital strategy. • Strategic management, a long-sighted look at lasting, growing success Traditional Communications: In this model, we explore how the marketing classics still anchor any campaign – yet the contemporary digital campaign is a far more fantastical vessel. We look deep into how our tech is changing the consumer experience, and how we must respond. Digital Communications: We are living through extraordinary times. The opportunities are as big, sprawling and diverse as the World Wide Web. The challenge too is bigger. Markets are sophisticated and fragmented. Now, more than ever, thy most know thy consumer (and thy digital channels). Here we look at: the fundamentals of digital communications planning, improving ROI, understanding your audience. Where can they be found? How to engage them? Budgeting for your digital strategy and effective resources reviewing, measuring, and analysing your digital strategy. Digital Channels: Facebook, Linkedin, Instagram, Twitter, Snapchat and so on. They multiply and they proliferate. Yet in this great distraction and fragmentation, there is also great opportunity. This module covers: inbound and outbound strategies, cross media planning, the digital channel mix, and mobile marketing social media marketing. Content marketing that is relevant, timely and riveting the what, how and why of search engine marketing email marketing, affiliate marketing, and marketing automation display and video advertising best practice. Because we have eyes to see. Marketing Automation: Automation doesn’t beat inspiration but it sure makes a marketeer’s life easier and more exciting. Here is superpower, working quieting and perfectly under your orders, night and day. See how smart businesses are sharpening their edge with CRM software for better sales enablement, lead nurturing and way more. Budget & Resourcing: Money makes marketing go round. But value is where it’s at. This model goes deep on how to hit max ROI for any given budget. Then some consideration for that other precious resource, human talent. Explore: • Key factors to consider when planning a marketing budget. • Setting that marketing budget. • How to monitor and optimize a budget during campaign, execution. • The human element. • Recruit, train and keep top people. Big Data & Analytics: The Big Data & Analytics module will provide you with a broad understanding of Big Data, Advanced Analytics and Artificial Intelligence. You will learn the fundamental frameworks and understand how cutting-edge analytics tools are being used to help businesses succeed wildly. Digital Leadership: We are living in extraordinary times, which call for extraordinary leaders. That means you. You shall lead the transition from the remnants of traditional marketing and into the brave, new digital marketing world which you are helping to invent. And you shall lead with razor-sharp thought and strategy. You shall take your brand and your organisation to places yet undreamed of. Strategy Formulation & Plan: By now, you’ll have come a long way. You are (almost) ready to go forth, carve out new and unexplored neural pathways and digital markets. You are standing on the very edge of the leading-edge, and you are just about ready to spread those new digital super-wings and soar. But first, the ultimate strategy module; the ultimate in strategy. DURATION 8-10 Weeks WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate
Management of Value (MoV®) Foundation This interactive MoV® Foundation course provides a modular and case-study-driven approach to learning Management of Value (MoV). The core knowledge is structured and comprehensive; and well-rounded modules cover the methodology and various techniques. A case study is used to help appreciate the relevance of MoV in its practical application. What you will Learn Upon completion of an MoV course candidates should be able to discuss and explain: The main processes and techniques used within MoV and the reasons for using them How MoV may be applied at portfolio, program, project and operational levels The differences in applying MoV at different stages in a project and the expected outputs from a MoV Study at each stage The circumstances under which MoV should be used The concept of value and how value may be improved The main benefits arising from the use of MoV Approaches for implementing MoV How to respond to external and internal influences The principles of embedding MoV into an organization The key topics in document checklists, the toolbox, health check, organizational maturity and individual competence. Upon successful completion of this course, you will be able to: Organize and contribute constructively to a Management of Value (MoV) Study Demonstrate a knowledge of MoV principles, processes, approach and environment Analyse a company, program or project to establish its organizational value; includes identification and weighting of Value Drivers Pass the AXELOS MoV Foundation Examination Introduction to value management and MoV Value and Value Management Capabilities, Outcomes, Benefits and Disbenefits What is Value? What is Management of Value (MoV)? Why use MoV? Where use MoV? When MoV should be used? What using MoV involve? Selected MoV benefits Relationship with other AXELOS Global Best Practices and Models How MoV fits with other AXELOS Global Best Practice Guides MoV principles Align with organization's objectives Focus on functions and required outcomes Balance the variables to maximise value Apply throughout the investment decision Tailor MoV to suit the subject Learn from experience and improve Assign clear roles and responsibilities and build a supportive culture MoV processes Frame the programme or project Gather information Analyse information Process information Evaluate and select Develop Value Improving Proposals Implement and share outputs MoV techniques Function Analysis Function Analysis System Technique (FAST) Traditional (or classic) FAST Technical FAST Customer FAST Value Trees Measuring value Value profiling (a.k.a. value benchmarking) Simple multi-attribute rating technique (a.k.a. SMART) Value index Value metrics Value for money (VfM) ratio Value Engineering / Analysis Common techniques used in MoV Analysis of information Benchmarking Process Mapping Root Cause Analysis Discounted Cash Flow Analysis Generating Ideas Brainstorming Evaluation and option selection Option Selection Matrix Idea selection Allocation to Categories Idea Selection Matrix Weighting techniques Paired Comparisons Points Distribution Developing VIPs Developing Proposals Cost Benefit Analysis Building Decisions Implementing VIPs Implementation Plans Feedback Following up Tracking Benefits Approach to Implementation Generic approach to MoV implementation Plan the MoV activities Understand and articulate value Prioritize value Improve value Quantify value Monitor improvements in value Learn lessons Environmental factors Portfolio Considerations Programme considerations Project considerations Operational Considerations Embedding MoV into an organization Benefits of Embedding MoV into an organization MoV Policy MoV Policy Composition Embedding MoV into an organisation Key steps Suggested MoV Management Structure Overcoming barriers We do it anyway It takes up too much time We can't afford to make the changes What's in it for me? Don't fix it if it ain't broke Fixed returns on investment MoV products Briefing Meeting Agenda (A.1) Communications Checklist (A.2) Equipment list for an Effective Study/Workshop (A.3) Invitation to join the Study Team (A.4) Option Evaluation Matrix (A.5) Plan the Study (A.6) Recording Idea Selection (A.7) Reporting Study outputs (A.8) Scoping the Study (A.9) Study or Workshop Handbook (A.10) Value-Improvement Proposal Forms (A.11) Value Improvement Tracking Report (A.12) MoV toolbox MoV health check and maturity model P3M3 Maturity Model MoV Maturity Model (aligned with P3M3)
I often buy clothes and accessories spontaneously. This results in a wardrobe full of pieces that don’t pair with anything. “I have nothing to wear….” I hear you say. A handful of treasures just hanging in there before progressing into a charity giveaway bag. Not if you know your true colours that will elevate your look and mood as well as save money and the environment. Based on this colour analysis we can create a capsule wardrobe using your existing pieces and follow your colour chart to purchase matching items in future. Whatever fashion dictates, buying less and more consciously will reduce waste, save money and creates a wonderful wardrobe you can be proud of! The analysis is based on inherited tones as well as personality. Based on 4 seasons: spring and autumn being warm and summer and winter cool in the colour spectrum.
Are you looking to create the perfect business strategy to put you higher than your competitors? Are you tired of not hitting your strategic objectives? If your answers to above questions are 'yes', this course helps you a lot. What you will learn: To build your own ‘blue ocean strategy’ to avoid fierce competition & price wars. To understand strategy process and strategy mapping. To appropriately position your company in the marketplace. To make the competition irrelevant. How you will benefit from this workshop: You will gain key insights into the strategy articulation process. We help you develop your leadership skills with some practice. You will learn how to use the Balanced scorecard to map your strategy. You will learn how effective your current differentiation is and how to improve that.
Leading SAFe®: In-House Training During this course, attendees gain the knowledge necessary to lead a Lean-Agile enterprise by using the Scaled Agile Framework® (SAFe®) and its underlying principles derived from Lean, systems thinking, Agile development, product development flow, and DevOps. Participants in the class gain insights into mastering business agility to thrive in competitive markets. They discuss how to establish team and technical agility and organize and re-organize around the flow of value. Attendees also learn and practice the skills to support and execute PI Planning events and coordinate multiple Agile Release Trains (ARTs). Class participants will explore the importance of adopting a customer-centric mindset and Design-Thinking approach to Agile Product Delivery. Learners will also understand how to implement a Lean Portfolio Management function within their enterprise. What you will Learn After attending this class, attendees should be able to: Lead the transformation to business agility with SAFe® Become a Lean-Agile leader Understand customer needs Design Thinking Enable Agile Product delivery Implement Lean Portfolio Management Thrive in the digital age with business agility Become a Lean-Agile leader Establish Team and Technical Agility Build solutions with Agile Product Delivery Explore Lean Portfolio Management Lead the change Become a Certified SAFe® Agilist
SAFe® for Government: In-House Training Transitioning to Lean-Agile practices for building technology-based capabilities is especially challenging in the government context. But issues of legacy governance, contracting, and organizational barriers can be overcome with the right information and strategies. During this course, attendees will learn the principles and practices of the Scaled Agile Framework® (SAFe®), how to execute and release value through Agile Release Trains, and what it means to lead a Lean-Agile transformation of a program inside a government agency. Attendees gain an understanding of the Lean-Agile mindset and why it's an essential foundation for transformation. They'll also get practical advice on building high-performing, multi-vendor Agile teams and programs, managing technology investments in Lean flow, acquiring solutions with Agile contracting, launching the program, and planning and delivering value using SAFe®. Attendees also learn how specific leadership behaviors can drive successful organizational change in government. What you will Learn To perform the role of a SAFe® for Government leader, you should be able to: Transition government programs from traditional software and systems development models to Lean-Agile and DevOps mindsets, principles, and practices using SAFe® Adapt technology strategy, budgeting and forecasting, acquisition, compliance, and governance processes to flow-based practices using emerging government guidelines Organize government programs into one or more Agile Release Trains (ARTs) and execute in Program Increments (PIs) Explore Large Solution coordination in a government and multi-vendor environment Identify and internalize the mindset and leader behaviors essential to successful Lean-Agile transformation Follow success patterns for SAFe® implementations adapted to the government context Build a preliminary outline of next steps to begin and / or accelerate the SAFe® implementation in your program or agency Advancing Lean-Agile in government Embracing a Lean-Agile mindset Understanding SAFe® Principles Creating high-performing Agile teams and programs Planning with cadence and synchronization Delivering value in Program Increments Mapping the path to agency and program agility Leading successful change
About this Training Course To the non-geologist, working with Petroleum Geologists can be confusing. Petroleum geology has specific terminology and many concepts and data sources unfamiliar to the uninitiated. This course has been designed to introduce these terms and provide an insight into how oil and gas are formed, how they are found and how they are extracted. Using a holistic combination of lectures, experiments, case study and practical exercises, the course involves an introduction to fundamental geological concepts, to exploration techniques, prospecting, drilling, well logs and recovery methods. The course will also demystify the terminology surrounding petroleum geology, demonstrate the use of geological information to show the value and weakness of different datasets, and lead to better communication and decision-making between the geologists and non-geologists. It will feature world-class virtual reality field trips that incorporate activities and features unavailable in the physical field, and provide for a more integrated and flexible learning resource (also see the trainer's article on page 4 which was first published in GEO ExPro Magazine, the upstream oil and gas industry's favourite magazine). Course Highlights: Course facilitator has delivered petroleum geology training to many companies over the years Facilitator is also a professionally trained teacher and former university lecturer who is experienced in communicating with people at all levels of technical knowledge Practical exercises, experiments, examination of real rocks, a virtual reality field trip and case study are used to clarify and reinforce important concepts Training Objectives By attending this training, you will be able to acquire the following: Understand the geological methods and principles used in hydrocarbon exploration, development and production. Understand the key elements of a petroleum system, from hydrocarbon source to reservoir and seal Appreciate basin analysis, regional geology and play based exploration techniques Be aware of the different sorts of hydrocarbon trap from structural to stratigraphic Understand the technical terminology, tools and methods used in exploration geology Learn about unconventional Understand and evaluate the sources and reliability of various types of geological information Understand acquisition, processing and interpretation of seismic data Learn the technical processes and terminology involved in exploration Understand how a prospect is defined and risked Understand how seismic, existing well information and outcrop geology can be used for exploration Gain an understanding of the methods used for petroleum geology to allow a discovery to be appraised and then developed Target Audience The course is suitable to all personnel, but those that benefit most include: This course will benefit Petroleum Engineers (reservoir, drilling, production) who work with geological data, Geophysicists with little or no geological background, Project managers whose teams include petroleum geologists, Finance, Procurement, Marketing and Communications staff, and government Data Managers who handle petroleum geological data and need to understand the sources of different types of data. Trainer Your expert course leader is the Geosciences Technical Director for PetroEdge. She was previously, the manager of Robertson Petroleum Training Centre and a Senior Project Scientist at Robertson CGG. She has over 20 years of experience in teaching geology and leading field trips. Prior to her 8 years at Robertson, she was in academia as a lecturer for 6 years and a Research Fellow for 3 years. She has conducted fieldwork and led field trips in the US and many areas in the UK. In addition, she has led university regional geology day schools and has comprehensive experience in course and study programme writing. She has extensive experience in delivering courses and in Clastic and Carbonate Reservoir Geology, Deepwater Turbidites, Sandstone Reservoirs, Wireline Log Interpretation, Integrated Sequence Stratigraphy, Basin Analysis and Exploration & Appraisal workshops globally. In delivering the Exploration Team Management Workshop, she has project managed and taught key principles and modules on project planning, data collection/collation, geophysical assessment, stratigraphy and facies mapping, source rock facies and hydrocarbon generation, play fairway mapping, risking and prospect evaluation. Her knowledge and enthusiasm for instructing is reflected in consistently being rated as excellent by trainees, and clients specifically requesting her participation in courses. POST TRAINING COACHING SUPPORT (OPTIONAL) To further optimise your learning experience from our courses, we also offer individualized 'One to One' coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster. Request for further information post training support and fees applicable Accreditions And Affliations
This course shows you how to apply various approaches and algorithms to solve business problems through AI and ML, follow a methodical workflow to develop sound solutions, use open-source, off-the-shelf tools to develop, test, and deploy those solutions, and ensure that they protect the privacy of users. This course includes hands-on activities for each topic area.