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677 Money Management Tools courses in Cardiff delivered Online

MS Excel: 50 Tips to Upgrade your Excel Skills

5.0(1)

By Course Gate

Enhance your Excel skills with our comprehensive course covering 50 essential tips and techniques. Perfect for beginners and professionals alike, this course offers CPD accreditation and practical insights to boost your career prospects.

MS Excel: 50 Tips to Upgrade your Excel Skills
Delivered Online On Demand3 hours
£11.99

Microsoft Excel Advanced Diploma

5.0(1)

By Course Gate

Master advanced Excel skills and boost your career with our Microsoft Excel Advanced Diploma Course. Gain proficiency in data analysis, understand advanced features, and develop practical expertise.

Microsoft Excel Advanced Diploma
Delivered Online On Demand4 hours 2 minutes
£11.99

Alteryx for Beginners

By Packt

This course takes you through the concepts of Alteryx from scratch. With the help of interesting case studies, you will learn how to use Alteryx for joining datasets, performing union operations, finding and replacing text, sorting and filtering data, and a lot more.

Alteryx for Beginners
Delivered Online On Demand8 hours 21 minutes
£56.99

Microsoft Excel Course for Everyone - Complete Excel Course

By The Teachers Training

Unlock the full potential of Microsoft Excel with our course for everyone. Learn essential skills and advanced techniques to excel in any data-driven role.

Microsoft Excel Course for Everyone - Complete Excel Course
Delivered Online On Demand7 hours
£15

XLOOKUP and VLOOKUP

By The Teachers Training

Master data retrieval in Excel with our XLOOKUP and VLOOKUP course. Learn to efficiently find and analyze data, enhancing your spreadsheet skills for better decision-making.

XLOOKUP and VLOOKUP
Delivered Online On Demand2 hours
£15

Xero Accounting and Bookkeeping Online

By IOMH - Institute of Mental Health

Overview of Xero Accounting and Bookkeeping Online The Xero Accounting and Bookkeeping Online course is perfect for anyone who wants to learn how to manage business finances using one of the most popular accounting tools in the UK. Xero is trusted by over 3.5 million users around the world, and more UK businesses are choosing it every day. With many companies moving away from paper-based accounting, learning how to use Xero gives you a real advantage in today’s job market. This Xero Accounting and Bookkeeping Online course teaches you how to use the software from start to finish. You will learn how to set up your account, send sales invoices, match bank transactions, track inventory, handle payroll, and submit VAT returns. The course is designed to be easy to follow, even if you’re new to accounting. By the end, you’ll know how to manage a company’s books in a smart and simple way. With over £3.7 billion spent on accounting services every year in the UK, there is a growing demand for people who can work with cloud accounting tools. The Xero Accounting and Bookkeeping Online course helps you build the skills that many employers are looking for. Whether you want to work in an office or start your own bookkeeping service, this course can help you move forward. This Xero Accounting and Bookkeeping Online Course will help you to learn: Set up and use Xero Accounting and Bookkeeping Online the right way Create and manage invoices and bills with ease Match bank transactions automatically or by hand Track inventory for products, services, and fixed assets Handle payroll tasks and send VAT returns digitally Create useful financial reports to support smart business choices Who Is This Course for? Small business owners and entrepreneurs who want better control over their finances Finance and accounting staff who want to learn Xero Accounting and Bookkeeping Online Bookkeepers who want to update their knowledge with the latest Xero tools Office staff who work with accounts, invoices, or bank records Anyone who wants to build a career in accounting or finance using practical Xero skills Process of Evaluation After studying the Xero Accounting and Bookkeeping Online, your skills and knowledge will be tested with an MCQ exam or assignment. You have to get a score of 60% to pass the test and get your certificate. Certificate of Achievement Certificate of Completion - Digital / PDF Certificate After completing the Xero Accounting and Bookkeeping Online, you can order your CPD Accredited Digital / PDF Certificate for £5.99. (Each) Certificate of Completion - Hard copy Certificate You can get the CPD Accredited Hard Copy Certificate for £12.99. (Each) Shipping Charges: Inside the UK: £3.99 International: £10.99 Requirements You don't need any educational qualification or experience to enrol in the Xero Accounting and Bookkeeping Online course. Career Path Completing the Xero Accounting and Bookkeeping Online course can lead to roles such as: Bookkeeper – £22,000 to £35,000 per year Accounts Assistant – £20,000 to £28,000 per year Financial Administrator – £24,000 to £32,000 per year Accounts Payable/Receivable Clerk – £21,000 to £30,000 per year Xero Certified Advisor – £30,000 to £45,000 per year Course Curriculum Introduction Introduction 00:02:00 Getting Started Introduction - Getting Started 00:01:00 Signing up to Xero 00:04:00 Quick Tour of Xero 00:12:00 Initial Xero Settings 00:13:00 Chart of Accounts 00:14:00 Adding a Bank Account 00:08:00 Demo Company 00:04:00 Tracking Categories 00:07:00 Contacts 00:12:00 Invoices and Sales Introduction - Invoices and Sales 00:01:00 Sales Screens 00:04:00 Invoice Settings 00:13:00 Creating an Invoice 00:18:00 Repeating Invoices 00:07:00 Credit Notes 00:06:00 Quotes Settings 00:03:00 Creating Quotes 00:07:00 Other Invoicing Tasks 00:03:00 Sending Statements 00:03:00 Sales Reporting 00:05:00 Bills and Purchases Introduction - Bills and Purchases 00:01:00 Purchases Screens 00:04:00 Bill Settings 00:02:00 Creating a Bill 00:13:00 Repeating Bills 00:05:00 Credit Notes 00:06:00 Purchase Order Settings 00:02:00 Purchase Orders 00:08:00 Batch Payments 00:12:00 Other Billing Tasks 00:02:00 Sending Remittances 00:03:00 Sending Remittances 00:03:00 Purchases Reporting 00:05:00 Bank Accounts Introduction - Bank Accounts 00:01:00 Bank Accounts Screens 00:07:00 Automatic Matching 00:04:00 Reconciling Invoices 00:06:00 Reconciling Bills 00:03:00 Reconciling Spend Money 00:05:00 Reconciling Receive Money 00:04:00 Find and Match 00:04:00 Bank Rules 00:09:00 Cash Coding 00:03:00 Remove and Redo vs Unreconcile 00:04:00 Uploading Bank Transactions 00:07:00 Automatic Bank Feeds 00:06:00 Products and Services Introduction - Products and Services 00:01:00 Products and Services Screen 00:02:00 Adding Services 00:03:00 Adding Untracked Products 00:03:00 Adding Tracked Products 00:07:00 Fixed Assets Introduction - Fixed Assets 00:01:00 Fixed Assets Settings 00:06:00 Adding Assets from Bank Transactions 00:06:00 Adding Assets from Spend Money 00:05:00 Adding Assets from Bills 00:02:00 Depreciation 00:04:00 Payroll Introduction - Payroll 00:01:00 Payroll Settings 00:15:00 Adding Employees 00:18:00 Paying Employees 00:10:00 Payroll Filing 00:04:00 VAT Returns Introduction - VAT Returns 00:01:00 VAT Settings 00:02:00 VAT Returns - Manual Filing 00:06:00 VAT Returns - Digital Filing 00:06:00 Assignment Assignment - Xero Accounting and Bookkeeping Online 00:00:00 Recommended Materials Workbook - Xero Accounting and Bookkeeping Online 00:00:00

Xero Accounting and Bookkeeping Online
Delivered Online On Demand6 hours 19 minutes
£11

Microsoft Excel for Cash Flow Management

5.0(1)

By Course Gate

Master cash flow management with Microsoft Excel in our comprehensive course. Learn internal controls, cash receipts and disbursements management, bank reconciliations, petty cash handling, and more. Ideal for professionals seeking to enhance their financial management skills using Excel.

Microsoft Excel for Cash Flow Management
Delivered Online On Demand8 hours 8 minutes
£11.99

The Magic of Macros

By IIL Europe Ltd

The Magic of Macros The Magic of Macros Learn how Excel's Macros (a.k.a. VBA), can create incredible results in the blink of an eye! We'll start with a few basics, then move to more advanced topics and work through an example. Watch Excel create multiple totals in basically one line of code! This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

The Magic of Macros
Delivered Online On Demand30 minutes
£15

Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines

4.3(43)

By John Academy

Course overview Gain the skills to summaries large amounts of data into meaningful information with the Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines course. In this course, you will develop a comprehensive understanding of the PivotTable and PivotChart and explore how they work. In this Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines course, you will learn the steps to create your Pivot table and Pivot chart. We'll show you how to use Pivot tables to summarize large amounts of data. You'll also learn how to use PivotChart to provide visual representation to your summarized data. We will then take you through adding sorts, filters, timelines and slicers to create dynamic dashboards. You will also learn how to use the slicer to slice and dice your data the way you want. Learning outcomes Learn how to summaries data with Pivot Table Be able to add graphical representation to your summarized data with PivotChart Learn how to update the Pivot Table with new data Deepen your understanding of sorting and filtering Be able to import data from various sources with Power Query Gain an excellent understanding of Power Pivot Who is this course for? Professionals who want to learn how to summaries large sums of data into meaningful information using Excel Pivot and Charts can take this course. The program will provide learners with in-demand knowledge and skills, allowing them to take advantage of outstanding employment opportunities. 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. Certification After you have successfully completed the course, 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 the cost of £39 or in PDF format at the 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 Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines course provides essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as: Data Analyst Accountants Financial Analyst Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines Getting started with your Pivot Table 00:04:00 Drill Down 00:01:00 Managing the Field List 00:02:00 Changing the Calculation type with Value Field Settings 00:06:00 Growing your Pivot Table with Multiple Fields 00:04:00 Formatting the Pivot Table 00:05:00 Sorting and Filtering the Pivot Table 00:03:00 Creating a Dashboard with Slicers, Timelines and Pivot Charts 00:09:00 Reporting by day, month, qtr, or year within the Pivot Table 00:04:00 Refreshing the Pivot Data with new data 00:03:00 Adding your own calculations into the Pivot Table 00:03:00 The power of the Filter Section in the Pivot Table 00:04:00 PowerQuery 00:12:00 PowerPivot 00:21:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines
Delivered Online On Demand1 hour 21 minutes
£18

Excel Data Analysis Diploma

4.3(43)

By John Academy

Course overview Take your data analysis skills to the next level with this Excel Data Analysis Diploma course. This course ensures you're practiced in the data analysis tools to analyze data effortlessly and effectively.  Data analysis is imperative to get meaningful information from data. It helps businesses and organizations make informed decisions. This Excel Data Analysis Diploma course will introduce you to the built-in tools in Excel through which you can analyze data and get your desired results to make better business decisions. It will give you real insights into tracing formulas, Excel scenario manager and data tables. You will learn how to use the forecast sheet to better forecast and identify the advantages of Excel solver and goal seek. You will also discover the most used Excel formulas, such as SUMIF, COUNTIF and Nested IF.  Learning outcomes Familiarize yourself with the data analysis tools Learn about tracing formulas in Excel Deepen your understanding of Excel goal seek Learn how to use the scenario manager in Excel Understand solver add-in and how to use it Have a better grasp of the most used Excel formulas Who is this course for? The comprehensive Excel Data Analysis Diploma course is incredibly beneficial for aspiring professionals who want to learn how to use the built-in tools in Excel for effective data analysis. The program will provide learners with in-demand knowledge and skills, allowing them to take advantage of outstanding employment opportunities. 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. Certification After you have successfully completed the course, 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 the cost of £39 or in PDF format at the 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 Excel Data Analysis Diploma course provides essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as: Data Analyst Accountants Financial Analyst Excel Data Analysis Diploma Excel data analysis - 1 00:04:00 Excel data analysis - 2 00:07:00 Excel data analysis - 3 00:03:00 Excel data analysis - 4 00:03:00 Excel data analysis - 5 00:11:00 Excel data analysis - 6 00:16:00 Excel data analysis - 7 00:02:00 Excel data analysis - 8 00:09:00 Excel data analysis - 9 00:16:00 Resource Resource - Excel Data Analysis Diploma 00:00:00 Assignment Assignment - Excel Data Analysis for Beginner 03:00:00 Order Your Certificates and Transcripts Order Your Certificates and Transcripts 00:00:00

Excel Data Analysis Diploma
Delivered Online On Demand4 hours 11 minutes
£18