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5965 FA courses

Excel - Mastering Formulas and Functions

By Underscore Group

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

Excel - Mastering Formulas and Functions
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Prioritising and Decision Making

By Underscore Group

Learn how to be fully effective in your role without burning yourself out. Course overview Duration: 1 day (6.5 hours) There are only 24 hours in a day, and only so many of those that you want to spend in the office! While many people seem to see working long hours and being highly stressed as a badge of honour you can in fact be more productive and fully effective in your role without burning yourself out. Quite simply in this whirlwind world we need to be great at managing the time and that’s what this interactive one day workshop will teach you. Objectives  By the end of the course you will be able to: Use a selection of tools to set goals, plan and prioritise your time Stop self-sabotaging and create more productive time every day Take control of your day, the time you have available and other people who try to steal your time Hold more effective meetings Manage stress so that you can be at your peak more often Content Getting Started Understanding the need to manage your time effectively Identifying your time stealers Setting goals Getting clarity about what needs to be done Understanding what is urgent and what is important in order to prioritise your tasks Planning your time Using to do lists and other time management tools Stop Self Sabotaging Understanding your time personality and the impact it can have on how you use your time and how others perceive your time management Recognising procrastination and taking action The myth of multitasking Creating focus and clarity in your day Using the time you have to be most productive Taking Control How to assert yourself with others who might be impacting your time management Managing interruptions Saying no and feeling OK about it Negotiating workloads Delegating How to hold productive meetings Managing your meeting attendance effectively Avoiding Burnout Exploring stress and how we respond to it Shifting mindsets Thinking differently Managing overwhelm and panic Tools to manage stress at work

Prioritising and Decision Making
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Outlook - Improving Efficiency

By Underscore Group

We use it everyday but there are so many additional tools to save you time and make your work in Outlook more efficient and less stressful. Course overview Duration: 4 hours People tend to think they know how to use Outlook however there are so many lesser known features that can make working in Outlook so much more efficient. Simply understanding the layouts, how to turn things on and off and customising the environment to your preferences can save time and frustration. You then have search features, things such as conversation clean up and quick steps that can help to tidy up and organise what you do. Objectives  By the end of the course you will be able to: Customise Outlook to your preferences Manage email conversations Setup and use Quick Steps Create folders and organise information Setup rules Search for information Work effectively with calendars Content Customising the user interface Using the Navigation Pane and “To-do Bar” Setting folder pane options Adding favourites Peak preview Customising the quick access bar Setting reading pane and message preview Customizing email mail views Using the field chooser Email options Email conversations Conversation clean up Using Quick Steps Creating folders and organising information Setting email options Setting up rules Searching for information Using the Search bar Setting what to search for Setting where to search Searching for categories Adding more search options Working with calendars Setting what to view Using Schedule View Setting calendar options Weather bar Adding different time zones Adding meetings and appointments Setting up and using categories Opening other people’s calendars Setting calendar permissions Calendar groups Working with Tasks Lists Setting task options Adding and amending tasks Setting dates, deadlines and reminders Adding attachments to tasks Assigning tasks to others Flagging tasks Using and setting Quick Click Recurring tasks Flagging emails to appear on your task list Converting emails to tasks Converting tasks to calendar appointments

Outlook - Improving Efficiency
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Essential Selling Skills

By Dickson Training Ltd

Some people naturally possess an ability to sell and others over time develop their own style. We have created a highly practical course to give you the confidence and ability to sell over the phone or face to face. We focus the exercises, theory and discussion on your own job role and experiences to ensure you can return to the workplace to deliver tangible results. This 2-day course is designed for individuals who are new to selling, those in a sales role but have not received any formal training, or professionals who would like to brush up and enhance their current selling skills and learn some new techniques. Course Syllabus The syllabus of the Essential Selling Skills course is comprised of seven modules, covering the following: Module One Understanding the Customer The importance of good customer care Selling vs. selling attitude The reasons people buy Adopting a positive approach Module Two Self-Awareness Understanding your selling style Adapting your selling style to your customer Understanding your customers buying style Module Three Effective Communication and Rapport Building Why does communication need to be effective? Actively listening to your customers' needs Right question at the right time The impact of positive and emotive language Module Four Taking a Consultative Approach Different styles of selling Taking a consultative approach to selling Preparation techniques Buyer behaviour and motivation A selling approach to match the buyers mind Module Five Presenting the Solution Selling the benefits Sales tool kit Unique sales points Advanced questioning techniques Module Six Gaining Commitment Recognising and acting upon buying signals Dealing with customers concerns No means no? How to cope in stressful situations Module Seven Confirming the Sale Confirming or closing? Effective confirming techniques Going the extra mile Benefits For you as an individual This course will increase your confidence and ability to sell, having provided you with tools and techniques to achieve maximum results. Delegates always leave with fresh ideas, energy and motivation to succeed. For an employer The attitude of the delegates and the results they deliver will speak for themselves. All techniques are easy to apply back into the workplace for an immediate impact. What will I learn? By the end of the course, participants will be able to: Appreciate the need for preparation before a sales appointment Effectively identify and meet needs with advanced questioning techniques Identify verbal and non-verbal buying signals Construct professional answers to questions and possible objections Present your products and/or services with the buyer in mind Identify and use a selling style appropriate to capture the buyer's attention Recognise and overcome major objection types How to apply effective confirmation techniques with the buyer in mind Real Play Option We offer an innovative solution to engage the learners and bring real negotiation and closing scenarios to life. We use actors who improvise scenarios which have been specified by the group. The group is split the group into 2 sub-groups, one with the actor, the other with the trainer. Each group has a brief and has to instruct their trainer/actor on how to approach the scenario supplied. The actor and trainer perform the role play(s) as instructed by their respective teams; however during the action they can be paused for further recommendations or direction. The outcome is the responsibility of the team(s) - not the performers. Scheduled Courses This course is not one that is currently scheduled as an open course, and is only available on an in-house basis. For more information please contact us.

Essential Selling Skills
Delivered in Bardsey + 3 more or UK Wide or OnlineFlexible Dates
Price on Enquiry

Intercultural management

By Underscore Group

Why cultural differences exist, what you can do to understand and respect these differences and then implement strategies to build effective intercultural relationships.Learn the skills, knowledge and have the confidence to tackle difficult conversations in a productive way. Course overview Duration: 1 day (6.5 hours) This workshop is designed for those who deal on a regular basis with fellow employees, suppliers or customers from different cultural backgrounds. The workshop will focus on understanding why cultural differences exist, what you can do to understand and respect these differences and then implement strategies to build effective intercultural relationships. The one day session will use professional actors in the afternoon so that you can practice real-life situations involving intercultural challenges. Objectives  By the end of the course you will be able to: Understand what makes us different from people from other cultures Appreciate why we form impressions of other cultures Use strategies to communicate effectively with those from different cultural backgrounds Build trust with those we work with from a different cultural background Content Intercultural Challenges What challenges do you face with dealing with people from different cultures? Why do these challenges exist? Understanding Culture What is culture? Trompenaars’ Model of Culture – what determines our understanding of different cultures Cultural theories Hall and Hall:Three Systems of TimeThe Importance of Context – Data vs Dialogue Hofstede – 6 Cultural Dimensions Trompenaars – 7 Cultural Dimensions Chart your intercultural business relationships against these dimensions Strategies and Intercultural Management Trompenaar’s 3 step approach – Recognise, Respect, Reconcile How to foster and maintain trust Effective intercultural communication strategies Practical Activities Professional actors will work with you in small groups in the afternoon to practice real-life challenging conversations.

Intercultural management
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Assertiveness and Influencing Techniques

By Underscore Group

Learn the skills of being more confident and assertive in the workplace plus be able to influence people to do the things you would like them to do. Course overview Duration: 1 day (6.5 hours) This ‘Assertiveness and Influencing Techniques’ workshop is interactive and practical and facilitated by a subject matter expert via a virtual platform. Exercises and breakout rooms will be used during this training. Delegates are encouraged to login from a location where they feel safe to turn on their camera, use their microphones and engage in conversations as required. Objectives  The aim of this course is to introduce delegates to a variety of influencing skills and techniques to deal with aggression and challenging situations. These skills and techniques will improve confidence and personal effectiveness when working in groups / meetings. By the end of the course delegates will be able to recognise and define what assertive behaviour is and its benefits, the impact of non-verbal communication and how to use it to enhance influencing behaviours. Content What is influencing and assertiveness? Sources of power Influencing skills and choosing the right approach When to be assertive and alternative behaviours Assertive behaviour Behavioural styles and their impact on working relationships Identifying different behaviour types; assertive, aggressive, passive Building confidence and negotiating a win/win result Developing Skills Communication skills – the language of influence and communication dynamics Different influencing techniques and when to use them The art of saying ‘No’ - having the confidence to challenge Receiving criticism assertively and assertiveness behaviour analysis The language of assertion Meeting skills Giving and receiving feedback Dealing with confrontation, aggression and challenges in a confident manner Practical Exercises and Action Planning Practical exercises will be used throughout the training and the training will culminate with the creation of a personal action plan

Assertiveness and Influencing Techniques
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Nodes and Links Project Insights and Managing Risk

By Underscore Group

Learn how to use this innovative tool to analyse and validate your schedule, to add and model uncertainty and risk and to work with updated plans to compare project progress. Course overview Duration: 1 day (6.5 hours) This course looks at the powerful features of Nodes and Links. It looks at analysing and validating your schedule, adding uncertainty and risk and working with updated plans to compare project progress. Hands on practice will be gained throughout the course to ensure you can confidentially put your new skills into practice back in the workplace. This course is designed for new users of Nodes and links, no previous experience is required. You should however be familiar with risk management processes and terminology. Objectives  By the end of the course you will be able to: Import and validate plans Analyse and review plans Add and model uncertainty Add and model risk Load updated schedules Re run analysis on updated schedules Content Validating your plan Importing a baseline plan Running a health check Analysing the results Reviewing the plan Analysing critical paths Reviewing activities Reviewing resources Adding Uncertainty Setting uncertainty templates Distributions Adding uncertainty Using Inherit Using AI Reviewing activity distributions Modelling Uncertainty Running the Analysis Reviewing the results Reviewing activity results Risk Drivers Filtering for activities Setting up the Risk Register Setting Risk Templates Adding Risks to the Risk Register Independent vs Dependant Events Setting Probability and Impact Modelling Uncertainty and Risk Mapping risks to activities Running the Analysis Reviewing the results Updated Plans Importing a new plan version Comparing plans Tracking progress Trend analysis Analysing Updated Plans Using updated plans Synchronising uncertainly and risk Rerunning analysis

Nodes and Links Project Insights and Managing Risk
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Emotional Intelligence

By Underscore Group

Understand what Emotional Intelligence is and how it impacts you and others around you. Course overview Duration: 1 day (6.5 hours) Emotional intelligence (EI) is increasingly being regarded as a major key to personal success. IQ measures our ability to problem solve and is pretty difficult if not impossible to change. Our emotional intelligence is our ability to problem solve about emotions and like any other skill can be developed and honed. Some of the most successful people in life today are those who are regarded as having a high level of emotional intelligence whatever their level of IQ. Being able to manage themselves and others successfully is often a crucial factor in their success. With a growing emphasis on ‘soft skills’, leaders and managers need to be able to sensitively handle other people, both within and outside the organisation. Emotions are important in work life. They drive motivation and commitment; they are an inherent part of what we do whatever our job role. Effective individuals are proficient at recognising, using, understanding, and managing emotions in themselves and others. This one day course will help participants improve their understanding and skill in these areas. Objectives  By the end of the course you will be able to: Identify the aspects of your role where emotions are important Recognise the four key elements of Emotional Intelligence Use a range of skills to build and maintain key relationships Develop an emotionally intelligent ‘culture’ in your part of the organisation Create a personal action plan to continue to enhance and monitor your Emotional Intelligence Content Emotional Intelligence (EI) What is Emotional Intelligence? Where does it sit in the “whole person model” IQ, Personality Traits, Skills and Knowledge and EI Dispelling the myths and legends about EI The RUUM Model of EI Recognising emotions in self and others Using emotions Understanding emotions Managing emotions Developing Skills in each of the 4 areas of EI Short and long-term strategies to develop EI Developing compensating strategies where needed Practical application of EI Leveraging EI strengths Practice using RUUM Model Case studies and scenarios Video analysis Examples in the public eye we can all relate to Incorporating EI into your day to day role Practical steps Peer coaching Action planning Optional Follow-up After completing this course, you have an opportunity to complete a psychometric to understand more about emotional motional drivers and derailers. If you would like to do this, you will be invited to complete a psychometric questionnaire called Lumina Emotion.It can be done online and takes between 30-60 minutes. The results are compiled into a report which one of our trained and accredited coaches will go through with the participant individually to work up an action plan to leverage their EI strengths and develop strength where needed.This can be very powerful in building EI into your people and your organisation.

Emotional Intelligence
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Turning conflict into collaboration

By Underscore Group

Understand how to effectively manage conflict and learn that conflict can be healthy and need not damage relationships. Course overview Duration: 1 day (6.5 hours) Conflict and differences of opinion are inevitable in the today’s fast moving, complex business world, some would argue they are even necessary. This highly interactive and practical course addresses the many aspects of effectively managing conflict and will help you ensure that conflict can be healthy and need not damage the relationship. This workshop has been specifically designed to give you an opportunity to learn and test a range of influencing and conflict handling models and techniques. The course is aimed at anyone who interacts with others on a regular basis. Objectives  By the end of the course you will be able to: Utilise influencing skills to pre-empt and defuse conflict Resolve conflict by choosing the right approach Recognise the impact of non-verbal communication in managing conflict Use language skills necessary to get you message across in the ‘right’ way Present your case in a reasonable and responsible manner Identify behaviours that can help or hinder interactions with others Apply different techniques for managing conflict positively and for dealing with aggression Content Developing Influence Networking Sources of influence Influencing techniques Effective Behaviour Choosing the right approach Techniques to pre-empt or defuse conflict Behavioural styles and their impact on working relationships Triggers to aggressive behaviour Managing conflict flash points Dealing with different behaviour types Developing Skills Communication skills in conflict situations Using the right language Verbal and non verbal communications Managing our body language Your conflict management style analysis Thomas Killman Conflict Handling Instrument Working in groups Practical exercises and case studies The language of mediation Transactional Analysis Practical Practical exercises Case studies Personal action planning

Turning conflict into collaboration
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Finance for Non Financial Managers

By Underscore Group

Learn the basics of financial awareness and better understand the language used by accountants and how financial statements fit together within organisations. Course overview Duration: 2 days (13 hours)  This workshop will provide participants with a grasp of basic financial awareness, to help them to better understand the language used by accountants and how financial statements fit together. Training is done in a jargon-free way that is aimed building attendees’ confidence in using financial terms and concepts within their organisation.  Competent financial management has many aspects, it is wide reaching and requires multiple skills but if participants work to become organised and effective in planning, these skills can be easily acquired. There is a misconception that to be a good operational manager dealing with financial decisions people must be accounting or numerical geniuses. There are basic skills that attendees can easily learn that will support them in those areas.  Objectives  By the end of the course you will be able to: Identify the importance of financial management and its impact Identify the link between financial information and decision making Set, manage, monitor and review budgets Analyse financial statements Demonstrate the link between the statements, budgets and decision making. Content Financial Management Budgeting process (generic / client specific if possible) Forecasting and re forecasting process The need for accurate forecasting Accrual v cash accounting revisited Financial Objectives of the business Users of the accounts Financial Tools Depreciation and Amortisation Accruals and Prepayments Deferred and Accrued Income Costs, Opex and Capex Financial Statements The Income Statement The Balance Sheet Understanding capital employed The relationship between balance sheet and income statement The cash flow statement Profitability: gross, operating and net margins Review of client’s management information reports Building the Business Case Break even analysis Discounted Cash Flow Discount factors Net Present Value (NPV) Internal Rate of Return (IRR)

Finance for Non Financial Managers
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry