707 Money Management courses

This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.

This week long CPD accredited training is ideal for those Real Estate professionals, who are looking to bolster the DCF modelling skills. This course covers Real Estate Investment, Development, Finance & Risk.

Bayfield Training and the University of Cambridge Department of Land Economy This prestigious eight-week online Real Estate course is suitable for modellers new to Real Estate and experienced Real Estate Analysts looking to formalise their skill set. This course will equip you with skills to start building your own financial models and the certificate will give your employers and colleagues reassurance of your expertise. If you want to enhance your financial modelling skills over an extended period, the Real Estate Financial Modelling Certificate is the course for you. This online real estate course has been put together exclusively for the Real Estate Financial Modelling certificate, using state of the art digital resources such as animations, video-steps, digital whiteboard and video-interactions as well as the spreadsheets, text based resources and tutor contact you would expect from any of Bayfield Training’s classroom based courses.  Assessment is in the form of a guided model build exercise and written model appraisal. Participants benefit from an additional months access to the course platform after submission of the assessment. On this course you will: Become a competent model builder, building Real Estate Financial Models from scratch Learn tricks and concepts from financial modelling experts with decades of experience in practice and academia Learn how to use Real Estate Financial Models to make informed investment decisions Learn at a consistent pace over 8 weeks allowing you to take the time to fully grasp this important skill This course is suitable for: Chartered Surveyors Asset Managers Financial Controllers Financial Analysts Investment Managers Property Managers Real Estate Students/Recent Graduates Course Outline: Module 1 - Economic Context Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. Why Real Estate Asset Modelling is important Understanding the occupier, asset and development markets and the relevant modelling approaches for each Real Estate Sub-Sector Key Performance Indicators Introduction to conventional valuations and financial mathematics Understanding and minimising errors in Financial Models Module 2 - Cash Flow Fundamentals Constructing a financial model from first principles. Understanding all the components of a basic cash flow model Understand why Corporate Finance Models and Real Estate Models are different Financial Model Design Making the link between valuations, income mathematics and discounted cash flows Internal Rate of Return, Net Present Value,Worth and other metrics Features and techniques to aid fast model building Module 3 - Developing the Cash Flow Adapting financial models for different periodicities and building rent functions for different rent behaviour. Understanding how leases vary with respect to rent over time: Rent Reviews, Break Clauses, Rent Free Periods, Lease Expiries etc. Developing the concept of a Rent Function in Excel Logic mathematics and Logic functions Projecting rent to adapt to different lease contracts and growth patterns Alternative solutions to Logic functions Comparative analysis of lease structures in different jurisdictions and adapting financial models Module 4 - Real Estate Data Understanding the different sources of data, constructing basic time series models and recognising basic patterns. Key Property market indicators Characteristics and application of key input metrics for Real Estate Appraisals Understanding the eight components of Real Estate Price Dynamics Awareness of the different sources of data Reading and using general property market reports Constructing basic time series models and recognising basic patterns Module 5 - Development Appraisals Constructing a development appraisal from first principles and understanding development return metrics. Understanding the key components of a development project Understanding the difference between development and investment appraisals Residual Appraisals and Profit Calculations Cost orientated cash flows and phased sales Cumulative construction cost patterns: incidental, fixed, loaded and S-curve Development return metrics and Modified IRRs Module 6 - Multi-let Cash Flows Constructing an advanced multi-let cash flow model and learn different techniques to build flexible rent functions. Multi-let and portfolio model design principles Building complex date functions and date series The three multi-let rent projection techniques Perpendicular Rent Functions Incorporate advanced rent adjustments into the Rent Function Incorporate sector and period varying rental growth rates Simplifying OPEX and CAPEX projections Discounting techniques on complex and volatile cash flows Module 7 - Project Finance Constructing a flexible Real Estate Debt Finance model. Revision of the Mathematics of amortisation and debt finance Basic senior debt models and geared net cash flow LTV, IRR and Interest Rate Dynamics Flexible term, repayment options and deferred interest Loan covenant tests Understanding different tranches of debt Understanding how complex debt structures impact the returns to different parties Module 8 - Model Interpretation and Risk Analysis Learn how to read, analyse and report on real estate financial models. Understand how to read models and develop an investment narrative Visualise model outputs using graph functions, conditional formatting, dynamic symbols and dashboards Learn how to use built-in Sensitivity, Scenario Analysis tools and third-party add-ins Learn how to construct varied project scenarios in a systematic way Introduction to Monte Carlo Analysis and VBA Optimising sale dates and other parameters Create well written, attractive and persuasive reports Included in the Course Bayfield Training and University of Cambridge Accredited Certificate & LinkedIn Proficiency Badge 64 CPD Hours 1 Month Post-Course Access to the Digital Platform - 12 Months Post-Course Access to the Platform can be purchased for an additional fee Course Files Q&A Webinars and Guest Speaker Webinars Further Learning Resources (Reading, Files and Videos) Post Course Support - Two Months of Questions & Answers 2024 Cohort Dates Include: 3rd June to 29th July 5th August to 25th September 2024 30th September to 25th November For more information, please contact Sam on the Bayfield Training Sales team: E - s.musgrave@bayfieldtraining.com T - 01223 517851 W - www.bayfieldtraining.com

The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.

The Real Estate Investor course primarily focuses on financial modelling and commercial considerations in the real estate industry across various sectors, geographies, and project types.

Learn how to become financially stable or help someone become one in this very comprehensive course! Description: To be able to discipline yourself with your finances, you have to understand the cause on why you are spending too much or why spend carelessly. This course will be providing the guidelines in money management. You will learn how to start to care about your finances and know the perspective of professionals and advisers on how they discipline themselves with their finances. You will also be able to teach children how to manage their money as early as possible for them to get used to money management. Who is the course for? Businessmen or professionals who are in the financial industry. People who have an interest in managing their finances. Entry Requirement: This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Assessment:  At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. PDF certificate's turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognized accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path: The Complete Money Management course is a useful qualification to possess, and would be beneficial for: Accounting Officer Analyst Businessmen Financial Advisers Financial Consultant Financial Manager. The Complete Money Management Course Beginning Early to Do Better - The Lemonade Way 00:30:00 How To Teach Kids to Manage Money 00:30:00 Money Management Tips For Teenagers 00:30:00 Money Management Tips for Families 00:15:00 How To Manage Money for Home Business Ventures 00:15:00 Ways To Motivate Yourself when the Chips are Down 00:30:00 Protecting Yourself from Illegal Money Management Schemes 00:30:00 Where Should You Invest Money 00:30:00 Money Management Strategies 00:30:00 The Future Of Money Management 00:15:00 Mock Exam Mock Exam - The Complete Money Management Course 00:20:00 Final Exam Final Exam - The Complete Money Management Course 00:20:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

Are you still looking for your dream job? Have you ever consider becoming a money manager in the stock exchange? Have you ever been curious about how money works in stock and exchanges? If these descriptions are about you, then this course will be perfect for you. Description: In this course, you will be learning how to choose the perfect investment option for you. If you have chosen stock exchange as means of investing then, this course will also help you in managing your money, budget, and savings to be able to know how to manage it. You will also understand how money management in stock exchange works. You will be able to know if you have chosen the right option for investment and know that your money will be safe and growing through these. In this course you will learn the necessary skills, knowledge and information of money management in the stock exchange.  Who is the course for? Professionals and inventory managers who are interested in improving their money management skills. People who have an interest in getting and investing money through stocks and exchanges. Entry Requirement: This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Assessment:  At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hardcopy at a cost of £39 or in PDF format at a cost of £24. PDF certificate's turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognised accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path: The Money Management in Stock Exchange course is a useful qualification to possess, and would be beneficial for the following careers: Financial Advisers Inventory Manager Investors Stock Managers Stock Investors Stock Market Researchers. Money Management in Stock Exchange Introduction To Stocks Basics 00:30:00 Introduction To Shares Basics 00:30:00 Differences Between Stocks And Shares 00:30:00 Trading Fundamentals Of The Stock Market 00:30:00 How Exactly Do Stock's Price Get Determined 00:30:00 Benefits Of Using Stocks And Shares 01:00:00 When To Get Out Of The Market 01:00:00 Wrapping Up 00:15:00 Additional Supporting Material Step by Step Trading 00:00:00 Mock Exam Mock Exam-Money Management in Stock Exchange 00:20:00 Final Exam Final Exam-Money Management in Stock Exchange 00:20:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

This course is intended to the most ambitious modellers in the property industry who would like to be fully proficient in building complex real estate models.

Description: Budgets help organizations make financial plans and understand where money needs to be spent. It is a necessary skill all managers must possess in today's business world. Now with the help of this Budgets and Money Management Diploma Level 3 course, you can develop said skills. Through this course, you will be able to understand the fundamentals of finance and build a strong base. This is achieved by studying financial terminology, budgets of different types and sizes, budget approval process, ratio analysis and financial decisions. So get this course to learn all of these and keep your team out of the red. Learning Outcomes: Provide a definition of financial terminology Make a budget of any kind or size Have your budget approved Execute fundamental ratio analysis Take smarter financial decisions Assessment: At the end of the course, you will be required to sit for an online MCQ test. Your test will be assessed automatically and immediately. You will instantly know whether you have been successful or not. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After completing and passing the course successfully, you will be able to obtain an Accredited Certificate of Achievement. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. Who is this Course for? Budgets and Money Management Diploma Level 3 is certified by CPD Qualifications Standards and CiQ. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic background. Requirements Our Budgets and Money Management Diploma Level 3 is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. Career Path After completing this course you will be able to build up accurate knowledge and skills with proper confidence to enrich yourself and brighten up your career in the relevant job market. Modules Course Overview 00:15:00 Finance Jeopardy 00:15:00 The Fundamentals of Finance 00:15:00 The Basics of Budgeting 00:15:00 Parts of a Budget 00:15:00 The Budgeting Process 00:30:00 Budgeting Tips and Tricks 00:15:00 Monitoring and Managing Budgets 00:15:00 Crunching the Numbers 00:15:00 Getting Your Budget Approved 00:15:00 Comparing Investment Opportunities 00:15:00 ISO 9001:2008 00:15:00 Directing the Peerless Data Corporation 00:30:00 Mock Exam Mock Exam- Budgets and Money Management Diploma Level 3 00:20:00 Final Exam Final Exam- Budgets and Money Management Diploma Level 3 00:20:00 Order Your Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

The Managing Budget: Financial Statements and Money Management course provides comprehensive knowledge of budgeting fundamentals, financial statements, and budget monitoring. Participants will learn to create, manage, and analyze budgets, gaining valuable insights into financial decision-making processes and investment opportunities. Learning Outcomes: Understand the fundamentals of finance and budgeting principles. Identify the components and structure of financial statements. Master the budgeting process, including budget creation and approval. Acquire budgeting tips and tricks for efficient money management. Learn techniques for monitoring and managing budgets effectively. Develop the skills to crunch numbers and analyze financial data. Compare and evaluate investment opportunities for decision-making. Gain knowledge of ISO 9001:2008 quality management standards. Why buy this Managing Budget: Financial Statements and Money Management? Unlimited access to the course for forever Digital Certificate, Transcript, student ID all included in the price Absolutely no hidden fees Directly receive CPD accredited qualifications after course completion Receive one to one assistance on every weekday from professionals Immediately receive the PDF certificate after passing Receive the original copies of your certificate and transcript on the next working day Easily learn the skills and knowledge from the comfort of your home Certification After studying the course materials of the Managing Budget: Financial Statements and Money Management there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £5.99. Original Hard Copy certificates need to be ordered at an additional cost of £9.60. Who is this course for? Aspiring finance professionals looking to enhance their budgeting skills. Managers and team leaders involved in financial decision-making. Small business owners seeking to improve their money management abilities. Professionals in non-financial roles aiming to understand budgeting and financial statements. Prerequisites This Managing Budget: Financial Statements and Money Management does not require you to have any prior qualifications or experience. You can just enrol and start learning.This Managing Budget: Financial Statements and Money Management was made by professionals and it is compatible with all PC's, Mac's, tablets and smartphones. You will be able to access the course from anywhere at any time as long as you have a good enough internet connection. Career path Financial Analyst: Analyze financial data and provide insights to support decision-making. Budget Analyst: Create, manage, and review budgets for organizations. Financial Manager: Oversee financial operations and develop long-term financial strategies. Business Consultant: Advise clients on financial management, budgeting, and investment. Entrepreneur: Apply budgeting skills to manage financial resources and optimize profitability. Course Curriculum Budgets and Financial Reports Module One - Getting Started 00:15:00 Module Two - Glossary 00:30:00 Module Three - Understanding Financial Statements 00:30:00 Module Four - Analyzing Financial Statements (I) 01:00:00 Module Five - Analyzing Financial Statements (II) 00:30:00 Module Six - Understanding Budgets 00:30:00 Module Seven - Budgeting Made Easy 00:30:00 Module Eight - Advanced Forecasting Techniques 00:30:00 Module Nine - Managing the Budget 00:30:00 Module Ten - Making Smart Purchasing Decisions 01:00:00 Module Eleven - A Glimpse into the Legal World 01:00:00 Module Twelve - Wrapping Up 00:15:00 Budgets and Money Management Finance Jeopardy 00:15:00 The Fundamentals of Finance 00:15:00 The Basics of Budgeting 00:15:00 Parts of a Budget 00:15:00 The Budgeting Process 00:30:00 Budgeting Tips and Tricks 00:15:00 Monitoring and Managing Budgets 00:15:00 Crunching the Numbers 00:15:00 Getting Your Budget Approved 00:15:00 Comparing Investment Opportunities 00:15:00 ISO 9001:2008 00:15:00 Directing the Peerless Data Corporation 00:30:00 Recommended Reading Recommended Reading : Finance and Budgeting Diploma 00:00:00 Assignment Assignment - Managing Budget: Financial Statements and Money Management 00:00:00