242 Investment courses in Cardiff delivered Live Online

Master the Formulas For Entrepreneurial Success Course Overview This course offers a comprehensive guide to mastering the essential strategies for entrepreneurial and business success. Learners will explore fifteen proven approaches that cover financial understanding, leadership development, competitive advantage creation, and effective execution. The course emphasises the importance of value-based pricing, recurring revenue streams, and strategic partnerships, while also addressing company culture, talent retention, and marketing excellence. By engaging with this course, learners will gain clarity on how to synchronise key business initiatives to drive sustainable growth. It is designed to empower aspiring entrepreneurs and established professionals alike with actionable insights that foster confident decision-making and strategic business growth. Upon completion, learners will be equipped to navigate complex business environments and implement effective strategies that align with their goals. Course Description This detailed course delves into the core strategies that underpin entrepreneurial success, covering a wide array of business fundamentals and leadership principles. Participants will engage with topics such as financial literacy, problem-solving, competitive positioning, and the development of a unique value proposition. The curriculum highlights critical aspects including building recurring revenue, value-based pricing, marketing and sales leadership, and strategic alliances. It further addresses the importance of talent attraction and retention, organisational culture, and managing priority initiatives effectively. The learning experience is designed to enhance strategic thinking and business acumen, preparing learners to lead with confidence and vision. By the end of the course, participants will have gained a robust framework to build, scale, and sustain a successful business enterprise in a competitive marketplace. Master the Formulas For Entrepreneurial Success Curriculum Module 01: Introduction – 15 Strategies for Entrepreneurial & Business Success Module 02: Strategy #1 – Know Your Numbers Module 03: Strategy #2 – Know the Problem You Are Trying to Solve Module 04: Strategy #3 – Become a Leader in Your Industry Module 05: Strategy #4 – Have a Clear and Distinct Unique Competitive Advantage Module 06: Strategy #5 – Execution is Everything Module 07: Strategy #6 – Always Be Investing and Building Assets Module 08: Strategy #7 – Build Reoccurring Revenue Module 09: Strategy #8 – Price Based on Value Delivered Module 10: Strategy #9 – Build a Cohesive Messaging Strategy Module 11: Strategy #10 – Be a Sales and Marketing Driven Company Module 12: Strategy #11 – Leverage Partners to Build Your Business Module 13: Strategy #12 – Become a Thought Leader In Your Industry Module 14: Strategy #13 – Attract and Retain Your Top Talent Module 15: Strategy #14 – Build an Incredible Culture Module 16: Strategy #15 – Manage your Top 5 Key Initiatives Module 17: Bonus Strategy #1 – Create a Compelling Event Module 18: Bonus Strategy #2 – Stairstep Your Investment Module 19: Bonus Strategy #3 – Make All Strategies Sync Up (See full curriculum) Who Is This Course For? Individuals seeking to launch or grow their own business ventures. Professionals aiming to develop strategic leadership and business management skills. Beginners with an interest in entrepreneurship and business strategy. Business owners wanting to refine their competitive advantage and growth tactics. Career Path Entrepreneur / Business Owner Business Development Manager Strategic Planner or Consultant Marketing and Sales Manager Leadership and Team Development Specialist

Overview This 2 day course focuses on best practice bank ALM in today’s environment of a multiplicity of regulatory constraints on the balance sheet Who the course is for Asset Liability Committee (ALCO) members Treasury Risk Finance and internal audit capital management Funding management Liquidity buffer investment team Derivative structurers and salespeople; IT software providers Regulators 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

Overview This is a 1 Day Product course and as such is designed for participants who wish to improve the depth of their technical knowledge surrounding Exotic Options. Who the course is for Equity and Derivative sales Equity and Derivative traders Equity & Derivatives structurers Quants IT Equity portfolio managers Insurance Company investment managers Risk managers 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

Learn how to create effective videos that boost visibility and drive donations for your charity in our free webinar. Discover strategies to maximize ROI using video marketing.

This course will move a manager’s focus away from simply reviewing last year’s financial performance, toward the development of an interactive approach, designed to really understand financial performance and the consequence of inaction. PARTICIPANTS WILL LEARN HOW TO: • The confidence to use budgeting tools and techniques • An understanding of the demands of financial management • The ability to analyse and challenge financial and accounting • Information • An understanding of fixed and variable costs and how these affect the sales price and profitability • Understanding the challenges of overhead allocation • Understanding the P&L • Developing awareness of fundamental investment appraisal techniques COURSE TOPICS INCLUDE: • Budget Definitions & Planning • Designing and developing a budget • Performance reporting systems & cost control • Zero-based budgeting systems • Understanding business costs (FC & VC) • Understanding variance analysis • Profit and Loss & Balance Sheet

Book 1-2-1 video call coaching and support. Set an agenda, book an hour with a property expert, they'll arrive ready to bring value to your business

One On One Personalised Presentation & Communication Skills Coaching for Senior Executives

Overview The first half of the course will cover all the essential tools of the currency markets – spot FX, forwards, FX swaps and NDFs. We look both at the pricing of these products and also how customers use them. The afternoon session will cover a range of important topics beyond the scope of an elementary course on currency options. We start with a quick review of the key concepts and terminology, and then we look at the key exotics (barriers and digitals) and how they are used to create the most popular customer combinations. We move on to look at the currently most-popular 2nd generation exotics, such as Accumulators, Faders and Target Redemption structures. Who the course is for FX Sales, traders, structurers, quants Financial engineers Risk Managers IT Bank Treasury ALM Central Bank and Government Treasury Funding managers Insurance Investment managers Fixed Income portfolio managers Regulators 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

The course helps participants understand the role of demand and inventory planning in the wider context of supply chain management. It aims to demonstrate how to improve the alignment between supply and demand to maintain good levels of customer service and on-shelf availability whilst eliminating excess stock and reducing inventory investment. PARTICIPANTS WILL LEARN HOW TO: • Understand the role of demand management and its benefits • Identify the key demand characteristics and patterns; learn how to use them to improve forecast accuracy • Develop an understanding of key qualitative and quantitative forecasting methods • Learn how to conduct fundamental inventory analyses with a view to achieving the appropriate trade-off between stock and service level COURSE TOPICS INCLUDE: The role of Demand Management • The end-to-end view of Supply Chain Management • Demand Characteristics and the Product Life Cycle • Demand patterns • Push and pull systems Background to forecasting • The forecasting Process • Time-series methods of forecasting • Calculating forecast errors Inventory Analysis • Categorisation of stock • ABC Analysis • Economic order quantity and minimum order quantity • Safety stock and stock cover Inventory Management • Materials requirements planning (MRP) • Stock replenishment systems • Practical inventory management • The cost of managing stock

Overview A comprehensive and practical 3 days workshop on pricing, using and managing structured interest rate derivatives. What used to be called exotic interest rate derivatives are now commonplace and an essential part of the financial marketplace either as legacy transactions or embedded in new structures. This intensive course is for anyone who wishes to be able to use, price, manage, market or evaluate standard interest rate derivatives such as Constant Maturity Swaps, Range Accruals and Quantos. We also look in detail at such important products as CMS spread-linked structures and volatility/variance swaps, always from a pragmatic practitioner’s perspective. 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 IPV professionals 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