208 Investment courses

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

Develop the commercial awareness, financial knowledge and strategic thinking capabilities, to influence the direction of the business Course overview Duration: 2 days (13 hours) This course is aimed at managers who want to develop their commercial awareness, financial knowledge and strategic thinking capabilities, so that they can influence the direction of their business and deliver to their full potential. Day one of the course provides the skills and insights to make sense of your company’s financial position and performance. Day two helps delegates to consider the strategic thinking tools required to plot the forward course needed to maximise the potential of the business. As well as looking at how to make effective business decisions, this course gives a good grounding in finance and profitability. As a two day programme, day one provides the skills and insights to make sense of the company’s financial position and performance. Day two then considers the strategic thinking tools needed to plot the forward course needed to maximise the potential of the business. Objectives By the end of the course you will be able to: An understanding of the balance sheet, profit and loss account, cash flow and statutory and management accounts Learnt to correctly employment key financial ratios to analyse your business A practical definition of strategy analysis tools to examine the current environment and capabilities Steps to devise a mission and vision statement Recognition of the skills and resources needed to achieve the vision Generation of appropriate strategic and tactical commercial objectives Content What is Strategy Defining Strategy Strategic thinking Strategic models Commercial thinking – what is money? Where are we now STEEPLE analysis SWOT Analysis P&E forces at work Political distortions in capitalist markets Where are we trying to get to Setting the mission and vision Creating a BHAG Strategies for deflation and inflation The role of banks Commercial and investment banking Fractional reserving Securitisation How to get there Skill gap analysis Business Process Re engineering The role of creativity How to get there Getting the team on board Individual and team motivation The power of the brand Overcoming challenges Debt and deleveraging Change management Creating value Discounted Cash Flows Building the business case Asset Valuation techniques Making it happen Turning Strategic Thinking into Strategic Plans Scenario planning for an uncertain future Creating commitments and lock in Discussion and review Time will be set aside during the course for review sessions with time for questions, answers and action learning.

Portfolio Management for Stakeholders This course equips and enables project, program, and functional managers (line managers) to support and contribute to starting, restarting or sustaining the implementation and effectiveness of portfolio management in an organization. Emphasis is on improving collaboration and planning between functional business areas and project/program organizations responsible for delivering investments in business change through successful delivery of projects and programs. Good functional, project, and program managers become 'great' when they understand, advocate, and effectively contribute to achieving 'real' business value through portfolio management. What you Will Learn At the end of this program, you will be able to: Outline the benefits of portfolio management State the importance of linking the strategic objectives to the initiatives in the organization Chart the portfolio governance structure Assist in the inventory of ongoing and new initiatives Identify portfolio and sub-portfolio categories Support the PMO in the prioritization of initiatives using Multi-criteria Analysis and other selection tools Collaborate with the PMO in balancing the portfolio based on the optimal use of resources and priorities Participate in resource forecasting and planning Demonstrate thresholds and variance reporting criteria Describe the purpose of Stage Gate Funding Report status against a portfolio delivery plan Present your initiative in Stage Gate Reviews List the benefits that are being realized by the initiative Foundation Concepts Portfolio Life Cycles Portfolio Governance Prioritizing Initiatives Prioritize Foundation Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic Alignment Balancing the Portfolio Resources, Budgets, and Equipment Communicating Decisions Planning the Portfolio Planning Review Cycles Using Stage Gate Funding Setting Thresholds and Variance Reporting Tool Examples Portfolio Delivery 'Cycle' Project and Program Life Cycles Stage Gate Reviews Interaction with the Portfolio Delivery Board Project, Program, and Functional Managers Roles and Responsibilities

One of our greatest strengths is our ability to tailor any of our open management courses to the needs and requirements of different businesses in different industries. We understand that whilst our open management training courses provide a wealth of knowledge in their particular area of focus, not all of it may be relevant for your business and the particular industry you operate in.Rather than making delegates sit through management training that is irrelevant to their job role, we offer bespoke management training where we tailor the course to cover the specific needs of your organisation, ultimately relieving the inevitable boredom and "switching off" that would come with having to sit through training that a person knew they would not need. Why choose us for your bespoke management training needs? We have provided tailored, bespoke management training courses to some of the largest organisations in the UK. Using our acquired experience and knowledge of running these courses, we will be able to work with you to create a bepoke management training programme that delivers a significant return on investment, both in terms of tangible and intangible results. ILM accredited management training courses Because we charge a daily training rate rather than a per delegate fee, if you have a number of delegates requiring management training, a bespoke management training course can often be less expensive than putting them all on an open course. A number of courses have been accredited by the ILM, which means you can be assured as to the standard of the course content and delivery. For more information on these, please see our page on ILM Management Training. All of our ILM Programmes are provided in partnership with BCF Group Limited, which is the ILM Approved Centre we deliver under. Interested in finding out more about bespoke management training? Between us, we can come up with a training plan which will provide relevant, bespoke management training for your delegates which will maximise the return on both your time and cost. We are happy to come to your premises or arrange training facilities nearer to your location if this would be more convenient. Feedback Below is a small selection of past feedback for our management training and development courses and programmes: "Excellent instructor. I looked forward to our monthly lectures knowing that I would have a good laugh but also that I would learn more about the subject and myself. He has been very helpful to me and the rest of the students, not just during the lectures but often in his own time. His enthusiasm for all of the subjects covered during the course was evident throughout, which again helped me to enjoy and understand the subjects and lectures.  If I get the chance in future to attend a further course with you, I would jump at the chance."Senior Acquisitions SurveyorGalliford Try "A very accomplished trainer and someone who I would very much like to be involved in our business training going forward. The feedback I have had from all levels of our team structure is excellent."Group HR OperationsEADS Personnel Services UK "Phil has a lot of energy which he throws into the course. This visably broke down resistance and attendees entered into the exercises wholeheartedly."Senior QSBullock Construction Scheduled Courses Unfortunately this course is not one that is currently scheduled as an open course, and is only available on an in-house basis. Please contact us for more information.

Our Economic and Financial Modelling courses are suitable for economists, researchers and regulators in policy making institutions such as central banks, ministries of finance, trade and investment, economic planning authorities, regional/international policy institutions, think tanks, petroleum industry and other business/economic sectors that make use of statistical and econometric modelling techniques.

Our banking and risk management courses are aimed at empowering finance professionals with the knowledge and skills needed in banking, risk management, financial services and regulation. Our courses are suitable for a wide range of audience including bank executives/directors, senior managers, financial risk managers, credit officers, relationship managers, bank operational staff, treasury/asset managers, compliance officers, investment bankers, and financial services regulators and supervisors.

EA/PA Excellence Workshop Live from London on the 25th of April 2024. Featuring Keynote speaker Reggie Love, former Special Assistant to 44th President of the USA, Barrack Obama. Panel featuring Sophie Chapman, assistant to Steven Bartlett entrepreneur, author, host of the diary of a CEO and youngest ever dragon on BBC's Dragon's Den, Victoria Wratten, CEO of the Executive & Personal Assistants Association. The workshop contains, panel talk, keynote talk and facilitation over key topics from Kate Wood over the course of the day.

Overview This 3-day course focuses on covering the foundations of equity markets, including practical experience with equity swaps and options. During this course you will learn: How to use equity swaps, dividend swaps, equity index options and single name options. Applications of these products are shown across a variety of strategies across volatility trading, corporate finance and investment management. Key issues in pricing and risk management. Who the course is for Equity and Derivative sales, traders, structurers, quants and relevant IT personnel Asset allocation managers and equity portfolio managers Company finance executives, corporate treasurers and investment bankers Risk managers, finance, IPV professionals, auditors and accountants Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

This Tableau Desktop Training course is a jumpstart to getting report writers and analysts with little or no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in two days of your time. For Private options, online or in-person, please send us details of your requirements: This Tableau Desktop Training course is a jumpstart to getting report writers and analysts with little or no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in two days of your time. Having a quick turnaround from starting to use Tableau, to getting real, actionable insights means that you get a swift return on your investment of time and money. This accelerated approach is key to getting engagement from within your organisation so everyone can immediately see and feel the impact of the data and insights you create. This course is aimed at someone who has not used Tableau in earnest and may be in a functional role, eg. in sales, marketing, finance, operations, business intelligence etc. The course is split into 3 phases and 9 modules: PHASE 1: GET READY MODULE 1: LAUNCH TABLEAU Check Install & Setup Why is Visual Analytics Important MODULE 2: GET FAMILIAR What is possible How does Tableau deal with data Know your way around How do we format charts Dashboard Basics – My First Dashboard MODULE 3: DATA DISCOVERY Connecting to and setting up data in Tableau How Do I Explore my Data – Filters & Sorting How Do I Structure my Data – Groups & Hierarchies, Visual Groups How Tableau Deals with Dates – Using Discrete and Continuous Dates, Custom Dates Phase 2: GET SET MODULE 4: MAKE CALCULATIONS How Do I Create Calculated Fields & Why MODULE 5: MAKE CHARTS Charts that Compare Multiple Measures – Measure Names and Measure Values, Shared Axis Charts, Dual Axis Charts, Scatter Plots Showing Relational & Proportional Data – Pie Charts, Donut Charts, Tree Maps MODULE 6: MAKE TABLES Creating Tables – Creating Tables, Highlight Tables, Heat Maps Phase 3: GO MODULE 7: ADD CONTEXT Reference Lines and Bands MODULE 8: MAKE MAPS Answering Spatial Questions – Mapping, Creating a Choropleth (Filled) Map MODULE 9: MAKE DASHBOARDS Using the Dashboard Interface Dashboard Actions This training course includes over 25 hands-on exercises and quizzes to help participants “learn by doing” and to assist group discussions around real-life use cases. Each attendee receives a login to our extensive training portal which covers the theory, practical applications and use cases, exercises, solutions and quizzes in both written and video format. Students must use their own laptop with an active version of Tableau Desktop 2018.2 (or later) pre-installed. What People Are Saying About This Course “Excellent Trainer – knows his stuff, has done it all in the real world, not just the class room.”Richard L., Intelliflo “Tableau is a complicated and powerful tool. After taking this course, I am confident in what I can do, and how it can help improve my work.”Trevor B., Morrison Utility Services “I would highly recommend this course for Tableau beginners, really easy to follow and keep up with as you are hands on during the course. Trainer really helpful too.”Chelsey H., QVC “He is a natural trainer, patient and very good at explaining in simple terms. He has an excellent knowledge base of the system and an obvious enthusiasm for Tableau, data analysis and the best way to convey results. We had been having difficulties in the business in building financial reports from a data cube and he had solutions for these which have proved to be very useful.”Matthew H., ISS Group

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 At the start of any career, gaining a solid understanding of key business skills is extremely valuable. These qualifications and courses are designed to blend core skills with key finance knowledge, to give you essential business skills. This Level 1 qualification covers a range of skills and relevant supporting knowledge to help prepare students for applying numbers in business and working in a business environment. It will give students an understanding of: • How different organisations operate • How to contribute effectively in the workplace • How businesses process sales and purchases, and the documents and procedures associated with this. Students will also be equipped with the basic numerical skills needed in the workplace, such as decimals, percentages and fractions, and applying proportions and ratios. The jobs it can lead to: • Data entry clerk • Accounts administrator • Administrative assistant 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: Working in the business environment: This unit introduces students to the skills needed in the workplace, including the importance of teamwork, communication, effective time management and professional behaviour. They’ll also learn about some of the core finance processes linked to sales and purchase orders. Learning outcomes: • Develop skills for the workplace. • Understand how organisations operate. • Understand how sales and purchases support businesses. • Apply business procedures to sales and purchases. Using numbers in business: Numeracy is an essential business skill. This unit will introduce students to the basic skills needed when working with numbers in a business environment, developing confidence and skills to use and apply numbers to a wide range of situations. Learning outcomes: • Perform simple business calculations. • Calculate decimals, fractions, percentage, proportions and ratios. • Use tools and techniques to present numerical data.