601 Finance courses in Cardiff delivered Live Online

Learn Excel tricks of the trade and some quick easy wins, to make time spent on spreadsheets efficient, effective and painless!

An in depth look at Pivot Tables and their powerful features to summarise and visualize your data. Course overview Duration: 1 day (6.5 hours) Our Excel – Pivot Table Specialist course is a comprehensive guide to working with Pivot Tables for those who need to learn more about the use of Pivot Tables to summarise and analyse information. This course is designed for existing experienced users of Excel. You should be a confident Excel user and be able to create and edit worksheets and write basic formulas. Objectives By the end of the course you will be able to: Build and customise Pivot Tables Group and sort information Filter information Use slicers and the timeline filter Add different summary calculations Create Pivot Charts Add calculated fields and items Content The anatomy of a Pivot Table Using a Pivot Cache Building a Pivot Table The Pivot Table interface Refreshing the Pivot Table Adding column, row, page and data fields Changing data orientation Showing data fields in columns or rows Drilling down to underlying data Setting Pivot Table options Format options Totals and filters options Display and printing options Data options Customising Pivot Tables Modifying field names Data formatting Changing field layout options Changing summary calculations Working with subtotals Filtering and sorting Filtering items Sorting data Value and label filters Creating top 10 reports Using the Search filter Using the Slicer tool Use the Timeline filter Grouping Grouping date fields Grouping numeric fields Adding your own groups Summary calculations Running totals Differences year on year, month on month % Differences year on year, month on month % of Row, Column, Total and other fields Pivot charts Pivot Chart rules Creating a Pivot Chart Working with your Pivot Chart Creating calculations Adding calculated fields Adding calculated items

Learn how to use Macros in Excel to automate your work and start to see the power these can give you. Course overview Duration: 1 day (6.5 hours) Our Excel – Working with Macros course aims to show how macros can be used to automate commonly used commands and processes. This course is designed for existing experienced users of Excel. You should be confident creating and manipulating Excel spreadsheets and creating formulas before attending this course. Objectives By the end of the course you will be able to: Record and run macros Navigate within the Visual Basic Environment Edit pre-recorded macros Create your own functions Content Recording macros Accessing the Developer Tab Naming conventions and storage locations Recording macros Absolute and relative cell addressing Running macros Assigning macros to the Quick Access Toolbar Assigning macros to objects Creating new tabs Workbook macros Recording macros in a specific workbook Saving the workbook as an Excel Macro-Enabled Workbook Creating quick access items specific to workbooks Importing and manipulating data Importing Delimited Text Files Importing Fixed Width Text Files The Visual Basic environment Project explorer Code window Properties window Renaming modules Deleting modules Working with code Code structure Adding comments Navigating within your code Editing macro code Getting help with syntax Debugging Errors Using debug Function procedures Creating function macros

Financial Analysis Course Overview The "Financial Analysis" course provides a comprehensive introduction to financial analysis, equipping learners with the knowledge and skills needed to interpret and evaluate financial statements. Covering key areas such as balance sheets, income statements, and cash flow analysis, this course enables learners to assess financial performance and make informed decisions. Whether you are starting your career in finance or aiming to enhance your existing knowledge, this course offers essential tools for financial analysis. Upon completion, learners will be able to analyse financial data effectively, understand the key financial indicators of businesses, and contribute to strategic financial decision-making. Course Description This course covers the fundamentals of financial analysis, providing in-depth insights into financial statements, including balance sheets, income statements, and cash flow statements. Learners will explore various financial reporting techniques, evaluate profitability, and develop the ability to conduct ratio and equity analysis. The course also delves into the applications and limitations of EBITDA and teaches learners to assess credit risks. By the end of the course, participants will have gained valuable skills in financial data interpretation, enabling them to assess financial health and contribute to strategic financial decisions in organisations. The learning experience combines theoretical knowledge with practical analytical skills to prepare learners for roles in finance and accounting. Financial Analysis Curriculum: Module 01: Introduction to Financial Analysis Module 02: The Balance Sheet Module 03: The Income Statement Module 04: The Cash Flow Statement Module 05: Financial Reporting Module 06: Analysing Profitability Module 07: The Applications and Limitations of EBITDA Module 08: Credit Analysis Module 09: Equity Analysis Module 10: Ratio Analysis (See full curriculum) Who is this course for? Individuals seeking to understand financial analysis Professionals aiming to enhance their financial reporting and decision-making skills Beginners with an interest in finance or accounting Business owners looking to improve their financial literacy Career Path Financial Analyst Accountant Credit Analyst Financial Consultant Corporate Finance Manager Business Intelligence Analyst Investment Analyst

Start from the ground up and learn tips, tricks, shortcuts and build confidence in using Excel.

Enhance your skills and learn how to use a range of advanced formulas and functions to manage and extract data more efficiently. There are some great ones here that will save a lot of time. Course overview Duration: 1 day (6.5 hours) Our Excel Module 4 – Advanced Formulas and Functions course looks at some of the more advanced functions of Excel that can be used to manipulate and extract data. This is an intensive one-day course and designed for experienced users of Excel. Participants should be confident in creating and using Excel and be able to build simple formula before attending. Objectives By the end of the course you will be able to: Use a range of Text functions to manage text data Create and use different types of date and time functions Work with rounding functions Use logical statements Build nested formula Use SUMIF, COUNTIF and AVERAGEIF Cross reference data from other worksheets using LOOKUP, INDEX and MATCH functions Use IS functions and IFERROR to test cell values Content Working with text Splitting text into multiple cells Merging data into one cell Extracting data using text functions Tidying data Working with dates and times Formatting dates and times Date and time functions Calculating date and time differences Using functions to round numbers up and down ROUND ROUNDUP ROUNDDOWN CEILING FLOOR Use lookup functions Lookup functions Creating a lookup table Range naming Using VLOOKUP Using HLOOKUP Using INDEX and MATCH Working with logical statements Creating an IF statement Using the AND plus OR functions Nesting functions Calculating values based on given criteria SUMIF(S) COUNTIF(S) AVERAGEIF(S) Using IS and IFERROR and test cell values ISBLANK ISNUMBER ISTEXT ISERROR IFERROR

Learn how to use Xero, Sage, or Quickbooks Onlines, whilst understanding the bookkeeping prinicples behind it.

Root Cause Analysis (RCA) is used to analyse the root causes of focus events with both positive and negative outcomes, but it is most commonly used for the analysis of failures and incidents. Causes for such events can be varied in nature, including design processes and techniques, organizational characteristics, human aspects and external events. RCA can be used for investigating the causes of non-conformances in quality (and other) management systems as well as for failure analysis, for example in maintenance or equipment testing.

Financial Wellness: Managing Personal Cash Flow Course Overview This course provides a comprehensive guide to managing personal cash flow effectively, empowering learners to take control of their finances with confidence. Covering essential concepts such as budgeting, borrowing, credit management, and tax strategies, it equips participants with the knowledge to plan and optimise their financial wellbeing. Learners will develop a clear understanding of personal money management, insurance, and the relationship between mental health and finances. By the end of this course, individuals will be able to create and maintain a realistic budget, manage debts responsibly, and make informed financial decisions to enhance their overall financial stability and security. Course Description Delving deeper into the foundations of personal finance, this course explores key topics including cash flow planning, accounting principles for personal use, and effective money management strategies. Learners will gain insight into borrowing options, credit systems, and how to manage debt wisely. The course also covers personal insurance, tax considerations, and the design of tailored financial strategies. Emphasising the connection between financial health and mental wellbeing, it offers a well-rounded approach to managing money. Throughout the learning experience, participants will build critical skills to plan budgets, evaluate financial choices, and implement strategies that support long-term financial security in a clear and structured manner. Financial Wellness: Managing Personal Cash Flow Curriculum: Module 01: Introduction To Personal Cash Flow Module 02: Understanding The Importance Of Personal Finance Module 03: Accounting And Personal Finances Module 04: Cash Flow Planning Module 05: Understanding Personal Money Management Module 06: Borrowing, Credit And Debt Module 07: Managing Personal Insurance Module 08: Understanding Tax And Financial Strategies Module 09: Designing A Personal Budget Module 10: Money And Mental Health (See full curriculum) Who is this course for? Individuals seeking to improve their personal financial management skills. Professionals aiming to enhance their understanding of personal cash flow. Beginners with an interest in personal finance and budgeting. Anyone wishing to gain confidence in managing debt and credit. Career Path Financial Planning Assistant Personal Finance Advisor Budget Analyst Credit Management Officer Insurance Consultant Tax Support Specialist

Take things a step further and improve your knowledge of some of the more niche Excel techniques to help manage your data