247 Courses in London

This course was developed for one of the largest investment institutions in the world, a multi-trillion household name. We explain in detail our tips and tricks to build an accurate and rolling enterprise value, and then review different valuation methodologies, from DCF, through the sum of the parts and football field analyses to LTV/CAC based methods. We conclude with a series of case studies examining the valuation of individual stocks.

Where should management effort be directed? In controlling costs and ensuring proper engineering in live projects? - yes, of course, but true cost control comes by understanding, eliminating and minimising risk prior to a business committing any funds. This course studies the stages required for practical financial and business appraisals of projects and capital expenditure. This course has two primary objectives: To impart the knowledge and skills required to ensure as risk-free as possible expenditure of that scarce resource, cash - the investors', governments' or shareholders' money must not be squandered To improve the quality of the appraisal process in the widest sense - demonstrating how the process of project and capital expenditure appraisal can be used to dramatically improve cost control and deliver as risk-free as possible expenditure As a result of the course, participants will be able to: Understand the economics of appraisal Be in control of their projects from the start Understand the economics of their projects - and devise the most appropriate mode Carry out sensitivity analysis and identify risk Improve their methods of appraisal and approach Focus on the risk areas and take out risk and control costs before they over-run The benefits of attending this course will be demonstrable from day one. Thorough appraisals and risk assessment follow through to success in project management and detailed cost control and project management. 1 Introduction Why appraise? Taking risk out of investment The short- and long-term results of not appraising business expenditure 2 Developing an appraisal process The process - overall and stage-by-stage objectives Understand business and technical risks Manage resources and time Do you invest enough time and effort at this stage? Take out the risks - control costs before you are committed to contracts and action Checklists 3 Appraisal arithmetic Review of the arithmetic of appraisalThe time value of moneyThe effects of different interest or required ratesThe effects of inflation (or deflation) in prices and costs Understanding the economics of appraisal is essential 4 Appraisal measures Meaning and use of appraisal measures Identifying the most appropriate measures for your particular business Payback Discounted cash flow measures - NPV and IRR Other measures - FW, AW, Profitability Index The meaning of the measures and their application in practice 5 Cost benefit analysis The effect on decision-making of more intangible benefits Cost benefit analysis Ensuring costs are genuine Measuring intangible benefits Environmental issues Consideration of intangible benefits in the appraisal decision-making process 6 Developing appropriate models Developing models - examples of spreadsheet models and measures for many different situations Modelling investment opportunities - summarising outcomes Sensitivity analysis - identifying, quantifying and taking out risk 7 Developing an appraisal process The process - managing risk from the outset Using the process in risk management, negotiating and project management Take out risk by thoroughly knowing your project - developing your own process

Budgeting is more than mere vague oversight. Budgeting should deliver the corporate strategy, add shareholder value and lead to a well-run business - for the benefit of all involved in it. Effective budgeting leads to real control - effective day-to-day operational control and more. This course demonstrates what proper budgeting and operational control can do. This course will help ensure that participants: Appreciate the importance of the budgeting process Take ownership of it Use it as a daily working tool - not an annual exercise - to help run their part of the operation Improve their reporting against budget Ensure their delivery against budget 1 Objectives of budgets The budget process Stages - what is the prime aim of a budget? What is forecasting? ObjectivesPlanningImplementation 2 Budget and cost control focus Choosing objectives Links with corporate strategy Links with resource management Can the accounting systems cope? 3 Traditional budgeting and control Benefits and drawbacks The process Control and feedback Reporting - what can be expected? 4 Advanced budgeting and control Understanding the business process Taking out costs Cost awareness ZBB - as valid as ever 5 Reports Reports for action The purpose of a report Content - deliverables and feedback Culture is so important

Overview 2 day applied course in modelling Basel IRB parameters and generating IRB Pillar 1 credit risk capital requirement for a mixed retail and corporate loan book Who the course is for Credit risk management, model validators and quants Loan officers / loan portfolio management ALM staff Bank investors – equity and credit investors Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

Overview 1 day course covering mechanics, pricing and applications of cross currency swaps (CCS) and cross currency basis swaps (CCBS) Who the course is for Corporate treasurers and financial institution asset-liability management staff Interest rate and FX derivative traders, salespeople and quants Multi-lateral development banks Fixed income asset managers Risk management Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

It is essential that those charged with responsibility for credit control and debt recovery have a full appreciation of the relevant law: no-one can negotiate effectively to recover a debt if they don't understand the ultimate sanctions they can apply. This programme is designed to give them a practical, up-to-date understanding of the law as it applies to your particular organisation. This course will help ensure that participants: Understand the relevant laws Know how and when to invoke legal processes Avoid legal pitfalls in debt collection negotiations Specific, practical learning points include: Definition of 'harassment' How to set up an in-house collection identity Whether cheques in 'full and final settlement' are binding The best steps to trace a 'gone away'... and many, many more. 1 Data protection and debt recovery There are a whole range of things which can be checked on members of the public and which are not affected by the restraints of the Data Protection Act. These will be explained in simple, clear terms so that staff can use this information immediately. 2 County Court suing The expert trainer will show how to sue for money owed, obtain judgment and commence enforcement action without leaving your desk. This module is aimed at showing how to make the Courts work for you instead of the other way around! 3 Enforcement of judgments There are many people who have a County Court Judgment (CCJ) against their debtor but who still remain unpaid. This session explains each of the enforcement methods and how to use them to best effect. Enforcement methods covered include: Warrant of Execution Using the sheriff (now known as High Court Enforcement Officers) Attachment of earnings Third Party Debt Orders Charging Orders (over property and goods) Winding-up companies and making individuals bankrupt 4 Office of Fair Trading rules on debt recovery Surprisingly few people are aware of the Office of Fair Trading rules on debt recovery and many of those that do know think they don't apply to them - but they do. Make sure you know what you need to! 5 New methods to trace elusive, absentee and 'gone away' debtors Why write the money off when you can trace the debtor and collect the money you are owed? 6 Credit checking of new and existing customers It makes sense to credit check would-be, new and existing customers to evaluate the likelihood of payment delays or perhaps not being paid at all. This session shows a range of credit checking steps, many of which can be done completely free of charge, including a sample credit application/ account opening form. 7 Late Payment of Commercial Debts Regulations Do your staff understand this legislation and how to use it to make people pay quicker than ever before? The trainer shows how. 8 The Enterprise Act The Enterprise Act made some startling changes to corporate and personal insolvency. What are the implications for credit control and debt recovery within your organisation?

How to protect your cash flow In the current economic climate more and more companies are finding that their customers are taking longer to pay - or are not even paying at all. As cash flow is key to the survival of any business, effective debt collection tactics are vital for all businesses. This workshop concentrates on the telephone skills and techniques you can use to achieve the most positive outcome in any debt collection situation - payment of money owed, as soon as possible, whilst keeping the collection cost as low as possible. The course will help you: Understand your debtors and communicate with them accordingly Develop a strategy for more effective debt collection Make every call count Handle difficult calls Reduce the amount of time you need to spend on chasing payment Increase your collection rates 1 The debt collection process Understanding the reasons behind payment default Looking at the debt situation from the customer's point of view Developing a strategy for effective debt collection 2 Advanced telephone communication skills Techniques for speaking to the person responsible for paying the debt How to gain the customer's trust when discussing debt Telephone collection skills best practice Key phrases that keep the conversation positive and open 3 Questioning and listening skills for gathering information Different types of question Using high-gain questions to uncover key information Active listening that will help you understand what customers are really saying Leading with examples and high-impact questions Summarising and restating 4 Overcoming objections and excuses Identifying objections Preparing suitable responses Probing objections and ways to overcome them 5 Gaining commitment and ending the call Learn how to negotiate an agreement to suit both parties Summarising actions for you and the customer Ending the call professionally 6 Dealing with difficult and challenging situations Understand different personality types The correct way to respond to an upset customer Ways to calm angry customers (and handle verbal attacks) 7 Action plans Course summary and presentation of action plans

This course is designed specifically to help improve your collection rates. The UK's leading trainer in the subject uses practical examples and case studies to show how to use debt collection techniques that really work. This programme will help participants to: Understand debtors and communicate with them effectively Improve their telephone and writing skills Appreciate the key legal issues Track down 'gone-aways' Improve their collection rates 1 Giving credit and collecting debts The benefits when you get it right The cost of getting it wrong 2 Analysing yourself The importance of making the right 'first impression' Assessing your own personal communication style and how this affects your results How do you (or might you) look in the debtor's eyes? What would you like to change? 3 Analysing your debtors Types of debtorThe delaying debtorThe genuine debtorThe cashflow or hardship problem debtorThe ones who never intended to pay Spot the most common reasons and excuses for non-payment - and learn how to deal with them 4 Understanding debt recovery and the law Data protection issues County Court suing enforcement methods Human rights and debt recovery Retention of title matters 5 Telephone skills for debt recovery A 7-point plan which works every time Learning by example: listening to and analysing some pre-recorded (or live) collection callsWhat was done well?What should have been done differently?Did the collector recognise opportunities?Did the collector create opportunities where seemingly none existed?Did the collector negotiate well or not at all? 6 Writing skills for debt recovery Key phrases to avoid What to include A sample letter which gets results in over 90% of cases 7 Tracking down the 'gone aways' A unique debtor-tracing plan Why spend money on external tracers when you can find those 'gone away' debtors for yourself? 8 Course review The traps to avoid Key personal learning points

Starting a small business can be a rewarding journey, but it requires careful planning and the right strategies to succeed. From creating a solid business plan to organizing finances and finding the right support, this guide will help you establish a foundation for a thriving business. For entrepreneurs in Calgary, key resources like reliable bookkeeping services can make a significant difference. Here’s how to start a small business and set it up for lasting success. Developing a business plan A clear, well-researched business plan serves as a roadmap for your business. It outlines your goals, target market, competitive advantage, and financial projections. This plan will also help attract investors or secure loans. To create an effective business plan: Define your mission and vision: Explain why your business exists and what you aim to achieve. Identify your target audience: Determine who your customers are and what problems your business will solve for them. Analyze competitors: Study your competitors to understand what they offer and find ways to differentiate your business. Set realistic financial projections: Estimate costs, revenue, and profits. This will give potential investors confidence in your business. Choosing a business structure Selecting the right business structure is essential, as it affects your taxes, liability, and daily operations. Common options include: Sole proprietorship: Simple to set up, with minimal paperwork, but offers no separation of personal and business liability. Partnership: Ideal for two or more owners, allowing shared responsibilities, but partners share liabilities. Corporation: Provides liability protection, but involves more paperwork and regulatory requirements. LLC (Limited Liability Company): Offers liability protection without the complexity of a corporation. Choose a structure that best suits your needs, and consult a legal professional to ensure compliance with Calgary’s business regulations. Securing funding Most small businesses require some level of funding to get started. Consider various financing options to find the best fit: Personal savings or family support: Often the first source of funding for many entrepreneurs. Business loans: Many banks offer small business loans with varying interest rates. Grants and government programs: Explore government grants and programs specifically designed to support small businesses in Calgary. Angel investors or venture capital: For businesses with high growth potential, attracting investors may be an option. Registering your business To operate legally, you’ll need to register your business. This process involves choosing a unique name, filing the necessary documents, and obtaining a business license in Calgary. You may also need specific permits depending on your industry. Completing these steps ensures that your business complies with all local regulations. Organizing your finances Managing finances effectively is crucial for any small business. Accurate bookkeeping keeps your business organized, tracks income and expenses, and prepares you for tax season. Many small businesses in Calgary choose to hire a bookkeeper in Calgary to handle these responsibilities, allowing owners to focus on growth. Working with one of the best bookkeeping services in Calgary can provide: Accurate financial records: Professional bookkeepers help maintain up-to-date records, which is essential for financial health. Compliance with tax laws: Calgary’s best bookkeeping services are familiar with local tax regulations, ensuring that you file correctly and on time. Insights for decision-making: With accurate records, you can make informed decisions on budgeting, spending, and investments. Creating a strong brand identity Building a brand that resonates with your target audience is essential. Your brand identity includes your business name, logo, colors, and messaging, as well as the experience you offer customers. Developing a consistent brand identity sets you apart from competitors and builds trust with customers. Here are some steps to create a strong brand identity: Design a logo and visual theme: Choose a professional logo, color scheme, and design elements that reflect your brand’s personality. Develop a unique brand voice: Whether it’s friendly, professional, or playful, keep your brand voice consistent in all communications. Focus on customer experience: Aim to provide exceptional service that keeps customers coming back and sharing their positive experiences. Building an online presence In today’s digital world, an online presence is crucial for reaching potential customers. Start by creating a professional website where customers can learn more about your products or services. Next, consider establishing a presence on social media platforms that suit your audience. Key components of a strong online presence include: User-friendly website: Make sure your website is easy to navigate, mobile-friendly, and includes essential information about your business. Social media profiles: Engage with customers and share updates on platforms like Facebook, Instagram, or LinkedIn. Google My Business: Setting up a Google My Business profile helps customers in Calgary find you more easily. Building a support network Running a small business can be challenging, and having a network of support is invaluable. Surround yourself with people who can provide advice, resources, and encouragement. Consider these ways to build a support network: Join local business associations: Groups like the Calgary Chamber of Commerce offer networking opportunities, resources, and workshops. Seek mentorship: Experienced business owners can offer guidance and insights that help you avoid common pitfalls. Hire professionals for specialized tasks: For financial and legal matters, work with professionals like accountants, lawyers, and bookkeepers. Tracking progress and making adjustments As your business grows, it’s essential to review your progress and adjust your strategies. Regularly assessing financial performance, customer feedback, and market trends can help you refine your approach and stay competitive. Working with one of the best bookkeeping services in Calgary can make tracking your financial performance much easier, giving you insight into profit margins, cash flow, and budgeting. Consider these strategies for tracking progress: Set measurable goals: Establish specific goals for growth, such as revenue targets or customer acquisition numbers. Analyze performance data: Use financial statements, sales reports, and customer feedback to assess performance. Stay flexible: Be willing to make changes to products, services, or marketing strategies if they aren’t meeting customer needs. Conclusion Starting a small business takes effort, planning, and ongoing management. By creating a solid business plan, organizing your finances, and developing a strong brand, you can set your business up for success. In Calgary, many new business owners choose to hire a bookkeeper in Calgary to ensure accurate financial management and stay compliant with local regulations. Taking advantage of the best bookkeeping services in Calgary can free up your time, allowing you to focus on growing your business and achieving long-term success. With dedication and the right strategies, your small business can thrive in today’s competitive market.

Overview Interest Rate Options are an essential part of the derivatives marketplace. This 3-Day programme will equip you to use, price, manage and evaluate interest rate options and related instruments. The course starts with a detailed review of option theory, from a practitioner’s viewpoint. Then we cover the key products in the rates world (caps/floors, swaptions, Bermudans) and their applications, plus the related products (such as CMS) that contain significant ’hidden’ optionality. We finish with a detailed look at the volatility surface in rates, and how we model vol dynamics (including a detailed examination of SABR). The programme includes extensive practical exercises using Excel spreadsheets for valuation and risk-management, which participants can take away for immediate implementation Who the course is for This course is designed for anyone who wishes to be able to price, use, market, manage or evaluate interest rate derivatives. Interest-rate sales / traders / structurers / quants IT Bank Treasury ALM Central Bank and Government Treasury Funding managers Insurance Investment managers Fixed Income portfolio managers Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now