221 Finance courses in Ashtead

Students will learn and develop skills needed for a range of financial processes, including maintaining cost accounting records, advanced bookkeeping and the preparation of financial reports and returns.  Course Overview This qualification covers a range of essential and higher-level accounting techniques and disciplines. Students will learn and develop skills needed for a range of financial processes, including maintaining cost accounting records, advanced bookkeeping and the preparation of financial reports and returns. Study the Level 3 Diploma to learn higher accounting techniques and disciplines and qualify for AAT bookkeeping membership (AATQB). The jobs it can lead to: • Accounts assistant • Accounts payable clerk • Audit trainee • Credit controller • Payroll administrator/supervisor • Practice bookkeeper • Finance assistant • Tax assistant • Accounts payable and expenses supervisor Entry requirements: Students can start with any qualification depending on existing skills and experience. For the best chance of success we recommend that students begin their studies with a good standard of English and maths. Course Content: Business Awareness: This unit provides students with an understanding of the business, its environment and the influences that this has on an organisation’s structure, the role of its accounting function and its performance. Students will examine the purpose and types for businesses that exist and the rights and responsibilities of the key stakeholders, as well as gain an understanding of the importance of professional ethics and ethical management within the finance function. Learning outcomes: • Understand business types, structure and governance and the legal framework in which they operate. • Understand the impact of the external and internal environments on business, their performance and decisions. • Understand how businesses and accounts comply with principles of professional ethics. • Understand the impact of new technologies in accounting and the risks associated with data security. • Communicate information to stakeholders. Financial Accounting: Preparing Financial Statements: This unit provides students with the skills required to produce statements of profit or loss and statements for financial position for sole traders and partnerships, using a trial balance. Students will gain the double-entry bookkeeping skills needed to record financial transactions into an organisation’s accounts using a manual bookkeeping system. Learning outcomes: • Understand the accounting principles underlaying final accounts preparation. • Understand the principles of advanced double-entry bookkeeping. • Implement procedures for the acquisition and disposal of non-current assets. • Prepare and record depreciation calculations. • Record period end adjustments. • Produce and extend the trial balance. • Produce financial statements for sole traders and partnerships. • Interpret financial statements using profitability ratios. • Prepare accounting records from incomplete information. Management Accounting Techniques: This unit provides students with the knowledge and skills needed to understand the role of management accounting in an organisation, and how organisations use such information to aid decision making. Students will learn the principles that underpin management accounting methodology and techniques, how costs are handled in organisations and why organisations treat costs in different ways. Learning outcomes: • Understand the purpose and use of management accounting within organisations. • Use techniques required for dealing with costs. • Attribute costs according to organisational requirements. • Investigate deviations from budgets. • Use spreadsheet techniques to provide management accounting information. • Use management accounting techniques to support short-term decision making. • Understand principles of cash management. Tax Processes for Businesses: This unit explores tax processes that influence the daily operations of businesses and is designed to develop students’ skills in understanding, preparing and submitting Value Added Tax (VAT) returns to HM Revenue and Customs (HMRC). The unit provides students with the knowledge and skills that are needed to keep businesses, employers and clients compliant with laws and practices that apply to VAT and payroll. Learning outcomes: • Understand legislation requirements relating to VAT. • Calculate VAT. • Review and verify VAT returns. • Understand principles of payroll. • Report information within the organisation. DURATION 250-300 Hours WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate

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

This half day course is designed for new treasurers, general trustees and management committee members or staff who work in smaller organisations to understand the basics of how to manage the finances within a voluntary or community organisation. It covers all the essential issues ranging from drawing up a budget to ensuring that the organisation has sound financial procedures.

About this training course This 3-day introductory-level course provides a comprehensive overview of international accounting and finance practices in the E&P industry. It is particularly suitable for finance personnel who are new to the oil and gas industry, or want to gain a broader understanding of oil and gas financial policy, joint venture and cost-control topic areas. Training Objectives After the completion of this training course, participants will be able to: Comprehend an overview of accounting policies and practices in the oil and gas industry Manage project development and operating costs Understand the accounting and financial management implications of exploring for and producing oil and gas Review the background to financial issues like joint ventures that are unique to the E&P industry, and their accounting treatment Target Audience This training course is suitable and will greatly benefit the following specific groups: Finance staff new to the industry who require a grounding in the various specialist discipline areas that typically comprise an oil and gas company finance function Finance personnel who are being developed for broader accounting and financial management responsibilities Audit and information systems staff who have frequent dealings with financial controls and systems Treasury and tax specialists who require a better understanding of E&P finance and accounting Course Level Basic or Foundation Training Methods The training instructor relies on a highly interactive training method to enhance the learning process. This method ensures that all participants gain a complete understanding of all the topics covered. The training environment is highly stimulating, challenging, and effective because the participants will learn by case studies which will allow them to apply the material taught in their own organization. Course Duration: 3 days in total (21 hours). Training Schedule 0830 - Registration 0900 - Start of training 1030 - Morning Break 1045 - Training recommences 1230 - Lunch Break 1330 - Training recommences 1515 - Evening break 1530 - Training recommences 1700 - End of Training The maximum number of participants allowed for this training course is 25. This course is also available through our Virtual Instructor Led Training (VILT) format. Trainer Your expert course leader has more than 30 years of experience in the international oil and gas industry, covering all areas of Finance and Audit, including involvement in Commercial roles. During her 19 years with ENI she worked in Italy, Netherlands, Egypt and UK and was CFO for 2 major ENI subsidiaries. She has delivered training courses in Accounting, Audit, Economics and Commercial topics in many Countries. She has a Degree in Economics & Accounting and is a Certified Chartered Accountant. She is also a Chartered Auditor and an International Petroleum Negotiator. Outside of work, she is inspired by the beauty of nature and art, helping disadvantaged people, sports (football, golf) and her cat. Courses Delivered Internationally: E&P Accounting, Auditing in the Oil & Gas Industry Cost Control & Budgeting Introduction to the Oil & Gas Industry Petroleum Project Economics Contracts Strategy International O&G Exploitation Contracts 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

Overview This is particularly important for PPP projects where long-term commitments are made now based on bankability, value for money and risk allocation. During the course, participants will gain knowledge and skills on the frameworks, tools, and methodologies necessary to build quantitative models for financial decision-making in order to improve the financial viability and bankability of PPP projects. Participants will master modelling frameworks on capital budgeting, risk measurement, regression analysis and Monte Carlo Simulation among others.

This qualification will develop complex skills and knowledge necessary to work in a bookkeeping role or to progress to higher level accountancy roles or study.  Course Overview This qualification will develop complex skills and knowledge necessary to work in a bookkeeping role or to progress to higher level accountancy roles or study. Students completing this qualification will become competent in financial processes including accounting principles and concepts, advanced bookkeeping and preparing financial statements. They will also be introduced to business issues regarding payroll and value added tax (VAT). Learn enhanced skills and expertise in bookkeeping activities, critical for the smooth and efficient running of all finance departments. The jobs it can lead to: • Professional bookkeeper • Senior bookkeeper • Accounts manager • Ledger manager Entry requirements Students can start with any qualification depending on existing skills and experience. For the best chance of success, we recommend that students begin their studies with a good standard of English and maths. Course Content: Financial Accounting: Preparing Financial Statements: This unit provides students with the skills required to produce statements of profit or loss and statements for financial position for sole traders and partnerships, using a trial balance. Students will gain the double-entry bookkeeping skills needed to record financial transactions into an organisation’s accounts using a manual bookkeeping system. Learning outcomes: • Understand the accounting principles underlaying final accounts preparation. • Understand the principles of advanced double-entry bookkeeping. • Implement procedures for the acquisition and disposal of non-current assets. • Prepare and record depreciation calculations. • Record period end adjustments. • Produce and extend the trial balance. • Produce financial statements for sole traders and partnerships. • Interpret financial statements using profitability ratios. • Prepare accounting records from incomplete information Tax Processes for Businesses: This unit explores tax processes that influence the daily operations of businesses and is designed to develop students’ skills in understanding, preparing and submitting Value Added Tax (VAT) returns to HM Revenue & Customs. The unit provides students with the knowledge and skills needed to keep businesses, employers and clients compliant with laws and practices that apply to VAT and payroll. Learning outcomes: • Understand legislation requirements relating to VAT. • Calculate VAT. • Review and verify VAT returns. • Understand principals of payroll. • Report information within the organisation.

Develop a deep understanding of electricity pricing and marginal cost analysis with EnergyEdge's virtual instructor-led training course. Enroll now for a rewarding learning journey!

About this training Carbon Capture and Storage (CCS) is an upcoming new technology that has a vital place within global efforts to decarbonise. It has a unique set of challenges, opportunities and risks to be understood and accommodated within appropriate legal, regulatory, and social and public license frameworks. The course has a strong international and global south emphasis with case studies on CCS projects and will touch on the role of CCS in developing country energy transition. The course satisfies a part of the market that is not currently catered for - the wider science, risks, financing, regulation, planning and social license aspects of CCS. These are issues that are as important as the technical issues in the sense that any of them can be a show-stopper for CCS. Training Objectives Upon completion of this course, participants will be able to: Place CCS within the context of the global geological carbon cycle and the contribution to could make to carbon abatement Explore the basic engineering and other challenges and solutions of CO2 transport and capture Recognize the geological challenges and solutions of CO2 storage Learn the methods of geological and environmental monitoring of CCS sites and why monitoring is important Understand the policy and finance challenges and solutions of CCS projects Know the importance of social license to operate and how to gain a social license to operate Target Audience This course will cater for in-company legal specialists, finance, project managers, marketing and communications specialists; as well as geologists, planners and environmental scientists in regulatory or government roles in regions considering the development of CCS. The course will provide up to date and relevant information to help in understanding opportunities and in managing risk. Geoscientists Government energy regulators and policy makers Financiers and investors Government natural resource and planning department Environmental scientists Finance professionals Marketing and communication professionals Legal specialists Project managers Course Level Basic or Foundation Trainer Your expert course leader is one of the most influential figures in British geoscience. He has 25 years' experience in geological, energy, and palaeontological science and research, including 8 years national level science leadership as the UK's chief geologist (Executive Chief Scientist and Director of Science and Technology of the British Geological Survey). He has been providing geoscience advice to Government for almost 15 years and has an excellent overview of Government policy, industrial activity and funding landscape in applied and energy geoscience, including CCUS and shale gas. He is a well-known communicator of science and has published three single-author popular science books (one award-winning), including the best introductory book on CCS 'Returning Carbon to Nature' Elsevier 2013. 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

About this training course This 3-day training will provide a comprehensive understanding on the nature of costs and cost drivers in the E&P industry providing in-depth understanding on the budgeting process, proactive management, effective control and optimization of costs together with focused and relevant performance reporting. Training Objectives After the completion of this training course, participants will learn: Understand the nature of costs and cost drivers in the E&P industry through the Field Life Cycle Purpose of the Budget. Planning and Budgeting models. The Strategic and Medium-term plan Using budgets to make effective decisions. Prepare and understand costs in planning, budgeting & forecasting processes e.g. fixed / variable, capex / opex and routine / non-routine. Cost Accounting. Importance of timely cost capture and accurate recording e.g. VOWD / accruals, consistency of coding and clarity on accountability Strategic solutions in delivering cost optimization - 'do more for less' Management of costs in PSC and JV environments. Avoiding cost leakage and ensuring audit preparedness Cost Control Framework - budgets, AFEs, progress reports and variance analysis. Understanding key components and ensuring seamless interaction Cost Performance Reporting - use of KPI's, variance analysis and trend analysis. Tracking and monitoring cost optimization initiatives and targets Target Audience This training course is suitable and will greatly benefit the following specific groups: Finance staff with accounting and financial management responsibilities Those responsible for devising budgets, managing and controlling budgets Professionals engaged in planning, budgeting and management reporting Finance & Audit staff engaged on cost and financial controls Business unit managers and personnel whose responsibilities include cost management, controlling budgets and performance reporting Course Level Basic or Foundation Training Methods The training instructor relies on a highly interactive training method to enhance the learning process. This method ensures that all participants gain a complete understanding of all the topics covered. The training environment is highly stimulating, challenging, and effective because the participants will learn by case studies which will allow them to apply the material taught in their own organization. Course Duration: 3 days in total (21 hours). Training Schedule 0830 - Registration 0900 - Start of training 1030 - Morning Break 1045 - Training recommences 1230 - Lunch Break 1330 - Training recommences 1515 - Evening break 1530 - Training recommences 1700 - End of Training The maximum number of participants allowed for this training course is 25. This course is also available through our Virtual Instructor Led Training (VILT) format. Trainer Your expert course leader has more than 30 years of experience in the international oil and gas industry, covering all areas of Finance and Audit, including involvement in Commercial roles. During her 19 years with ENI she worked in Italy, Netherlands, Egypt and UK and was CFO for 2 major ENI subsidiaries. She has delivered training courses in Accounting, Audit, Economics and Commercial topics in many Countries. She has a Degree in Economics & Accounting and is a Certified Chartered Accountant. She is also a Chartered Auditor and an International Petroleum Negotiator. Outside of work, she is inspired by the beauty of nature and art, helping disadvantaged people, sports (football, golf) and her cat. Courses Delivered Internationally: E&P Accounting, Auditing in the Oil & Gas Industry Cost Control & Budgeting Introduction to the Oil & Gas Industry Petroleum Project Economics Contracts Strategy International O&G Exploitation Contracts 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

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. For Level I, the curriculum takes a bottom-up approach to the alternative investments industry. The readings offer detailed insights into the variety of institutional-quality strategies spanning the alternatives universe. Upon completing Level I, Candidates should have working knowledge of the relevant strategies available for investment, along with the basic tools to evaluate them. The CAIA Charter is granted upon completion of two levels of qualifying exams, combined with relevant professional experience. 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: Professional Standards and Ethics • Professionalism • Integrity of Capital Markets • Duties to Clients • Duties to Employers • Investment Analysis, Recommendations, and Actions • Conflicts of Interest Topic 2: Introduction to Alternative Investments • What is an Alternative Investment? • The Environment of Alternative Investment • Quantitative Foundations • Statistical Foundations • Foundations of Financial Economics • Derivatives and Risk-Neutral Valuation • Measures of Risk and Performance • Alpha, Beta, and Hypothesis Testing Topic 3: Real Assets • Natural Resources and Land • Commodities • Other Real Assets • Real Estate and Debt • Real Estate Equity Topic 4: Private Securities • Private Equity Assets • Private Equity Funds • Private Equity Funds of Funds • Evolution of Investing in Private Equity • Private Credit and Distressed Debt Topic 5: Hedge Funds • Structure of Hedge Funds • Macro and Managed Future Funds • Event-Driven and Relative Value Hedge Funds • Equity Hedge Funds • Funds of Hedge Funds Topic 6: Structured Products • Introduction to Structuring • Credit Risk and Credit Derivatives • CDO Structuring of Credit Risk • Equity-Linked Structured Products DURATION 200 Hours WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate