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282 Educators providing Money Management Tools courses

Peace Together Money Coaching

peace together money coaching

Canterbury

Claire Sweet is an award-winning Financial Adviser and Money Coach who helps gin-loving business owners to organise their finances and create a wealth plan to grow their assets to £500k or more in the next 3-5 years. Alongside Peace Together Money Coaching, Claire has worked for fifteen years as a Financial Adviser and a Mortgage and Protection Adviser helping hundreds of clients to plan for their future retirement, protect their families and buy their dream homes. Building on her successful career primarily helping high-achieving female coaches and consultants, Claire now supports them on their financial independence journey by coaching them to maximise their future wealth, without needing to go without holidays and things that make life fun. She has been featured in a range of publications including The Telegraph, The Guardian, Moneywise and Sheerluxe and as a guest panelist on the Work in Progress podcast and at Courier Live 2019. She was a presenter at Womanifest in 2020, a keynote speaker at Bee Inspired in 2022 and is regularly asked to speak on BBC Radio Kent as an expert in her field. She is the creator of the ROCK Solid®️ system and the author of the best-selling book – Have life YOUR way ~living your wealthy life forever, without the money running out - and in 2023 was awarded Financial Adviser of the Year in the Women's Recognition Awards. Claire lives in the Kent countryside with her husband Phil and enjoys spending time outside with her small herd of 8 alpacas. When she’s not working she loves travelling all over the world, meeting new people and sharing in new adventures. Claire is available for public speaking events and seminars, as well as 1-2-1 Money Coaching and Regulated Financial Advice.

Progression Accountancy

progression accountancy

5.0(4)

Chesterfield

Xero can be an absolute time-draining stress for so many businesses. It can feel complicated, overwhelming and a bit intimidating. That's why we're on a mission: to simplify the accounting, so you can gain confidence whilst using Xero, save oodles of time to do more important things, and get clarity about the business performance! We know how it feels when “doing the books” is time consuming & not much fun. Yes, there was a time when we didn’t use Xero for our own business! Our “work hours” were spent helping clients. So our own book-keeping was done evenings & weekends. It was taking us away from all the important things, like growing our business & having time together as a family with our children. Does this sound familiar? Our bespoke Xero Training sessions are designed to get your Xero working properly & showing you the correct information, and to save you time for the important things... ✅ Get your Xero set up properly ✅ Fix all of your Xero errors & issues, once & for all ✅ Learn how to deal with your transactions correctly ✅ Use reporting to understand your business ✅ Save oodles of time on your accounting, each & every day! So, where would you like to start? 🚀 Get your Xero set up the right way, with our free "Get Xero Set Up" guide 🚀 Bespoke Xero Training 🚀 Xero Consulting 🚀 Xero Accounting All available at https://www.progressionaccountancy.co.uk [https://www.progressionaccountancy.co.uk/]

Courses matching "Money Management Tools"

Show all 691

Real Estate Financial Modelling School

4.3(5)

By Bayfield Training

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.

Real Estate Financial Modelling School
Delivered in person or Online + more
£4,600

Introduction to DAX for Power BI

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for This course is intended for business users who have been using Power BI to build analytic solutions and are ready to take advantage of the power and flexibility that DAX provides. Learning DAX is a very common 'next step' for experienced Power BI users. Overview At course completion, you should be able to describe DAX syntax, data types, and errors use DAX to create calculated columns, measures, and tables explain how DAX calculations are evaluated, along with the differences between row context and filter context configure and use Time Intelligence to perform common time-based calculations, for example to-date calculations, year-over-year analysis, moving averages, etc. create calculated columns and measures that use data from multiple tables in the data model write measures that handle error conditions gracefully use DAX to enhance the Power BI user experience use DAX Studio to connect to a Power BI data model and execute simple queries Welcome to Introduction to DAX for Power BI. This two-day instructor-led course is intended for business users who have been using Power BI and want to use DAX to create custom calculations in their data models. In this class, you will be introduced to using Data Analysis Expressions (DAX), which is the expression language that is used to create custom calculations in the Power BI Data model. The course covers some of the theoretical underpinnings of the data model and the DAX language, but the emphasis is on using DAX to solve common business problems. You will learn how to write your own calculated columns, measures, and tables, how to visualize the way Power BI computes DAX calculations, and how to troubleshoot custom code. MODULE 1: GETTING STARTED WITH DAX INTRODUCTION TODAX CREATING OBJECTS WITHDAX CONTEXT AND RULES OF EVALUATION VARIABLES,COMMENTS,AND TESTING MODULE 2: PERFORMING BASIC CALCULATIONS GETTING STARTED IMPLICIT MEASURES ADDING QUICK MEASURES WORKING WITH DAX DATA TYPES . DOING BASIC MATH USING LOGIC IN YOUR CALCULATIONS USING THE IF() FUNCTION NESTED IF() USING THE SWITCH() FUNCTION ADVANCED SWITCH() LOGICAL OPERATORS & FUNCTIONS: ||, OR(), &&, AND(), NOT() AGGREGATING AND SUMMARIZING DATA THE SUM() FUNCTION MODULE 3: WORKING WITH CONTEXT IN THE DATA MODEL CONTEXT DEFINED DATA MODELING BASICS INTRODUCTION TO DIMENSIONAL MODELING RELATIONSHIPS AND THEIR EFFECT ON THE EVALUATION CONTEXT GETTING DATA FROM OTHER TABLES USING RELATED() AND RELATEDTABLE LOOKING UP DATA WITHOUT USING RELATIONSHIPS MODIFYING THE CONTEXT USING CALCULATE() MODULE 4: PERFORMING MORE ADVANCED CALCULATIONS THE DAX ITERATOR FUNCTIONS USING TABLE MANIPULATION FUNCTIONS MODULE 5: WORKING WITH TIME PERFORMING DATE CALCULATIONS WORKING WITH DATE TABLES GENERATING A DATE TABLE WITH THE CALENDAR() FUNCTION DEFINING CUSTOM OPERATING PERIODS YTD, QTD, AND MTD CALCULATIONS CUSTOM TO-DATE CALCULATIONS FINDING YEAR-OVER-YEAR CHANGE FINDING MOVING AVERAGES MODULE 6: ENHANCING THE USER EXPERIENCE CONTROLLING VISIBILITYOF YOUR MEASURES USING WHAT-IF PARAMETERS ADDING BANDING USING DAX TO PROVIDE ROW-LEVEL SECURITY

Introduction to DAX for Power BI
Delivered Online
£900

Real Estate Analyst (Investment Cash Flow Modelling in Excel)

4.3(5)

By Bayfield Training

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.

Real Estate Analyst (Investment Cash Flow Modelling in Excel)
Delivered in person or Online + more
£1,750

Excel Beginners Course, 1-Day

4.6(12)

By PCWorkshops

This Excel Introduction course is a very good introduction to essential fundamental programming concepts using Excel as programming language. These concepts are daily used by professionals and are essential in most jobs. By the end, you'll be comfortable with Excel concepts, ribbons, formulas, and the Functions Wizard. You will gain hands-on practical experience creating a spreadsheet from scratch on your own.

Excel Beginners Course, 1-Day
Delivered Online & In-Person in London
FREE

Excel Course for Data Analysis, 1-Day

4.6(12)

By PCWorkshops

This course covers the essential Excel data skills. Our course is interactive, instructor-led. This Excel Data course is on offered on intermediate level of Excel and concentrates on the Data Analytical capabilities of Excel. These concepts are daily used by data analysts and is a basic essential skill for data professionals. By the end, you'll be able to use Excel for analytics, data summaries, trends and statistics. You will create Excel data analytical spreadsheets and samples that you can use as examples at work.

Excel Course for Data Analysis, 1-Day
Delivered Online & In-Person in London
FREE

Real Estate Investor (Advanced Development Cash Flow Modelling in Excel)

4.3(5)

By Bayfield Training

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.

Real Estate Investor (Advanced Development Cash Flow Modelling in Excel)
Delivered in person or Online + more
£2,000

Excel - Automating Excel with Macros and Analysis Tools

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for To ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience. Overview Upon successful completion of this course, students will be able to enhance productivity and efficiency by streamlining workflow, collaborate with others, and audit and analyse data. This course is designed for students desiring to gain skills necessary to create macros, collaborate with others, audit and analyse data, incorporate multiple data sources, and import data. Working with Multiple Worksheets and Workbooks Working with Named Ranges Link Cells Across Worksheets and Workbooks Use 3D References to Calculate Across Worksheets Consolidate Data Use Formula Auditing and Error Checking Reveal Formulas Trace Cell Precedents and Dependents Locate Errors in Formulas Watch and Evaluate Formulas Reviewing and Protecting Workbooks Control Data Entry via Data Validation Protect Workbook Access Protect Worksheets and Cell Content Add and Edit Comments Prepare a Workbook for Distribution Modify Excel's Default Settings Using Macros to Automate Workbook Functionality Create Macros via Recording Run Macros via Buttons and Shortcuts Assign Macros to the Quick Access Toolbar and Ribbon Assign Macros to Objects View Macro Code Forecasting and Analysis Data Use Conditional Formatting to Highlight, Sort and Filter Key Data Advanced Conditional Formatting using Formulas Create Sparklines to Visualise Data Add Trendlines to Charts to Visualise and Forecast Trends Use Data Tables and Scenarios to Project Potential Outcomes Use Goal Seek to Calculate Outcomes Forecast Data Trends Using Solver

Excel - Automating Excel with Macros and Analysis Tools
Delivered Online
£197

Real Estate Modelling Masterclass (Advanced Cash Flow Modelling)

4.3(5)

By Bayfield Training

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.

Real Estate Modelling Masterclass (Advanced Cash Flow Modelling)
Delivered in person or Online + more
£1,500

Excel Dashboards Course, 1-Day

4.6(12)

By PCWorkshops

Dashboards will summarize and present the key indications of large data in an attractive visual display, hightlighting the most important trends so the most imporatnf aspects of data could could be seen in a snap second by glancing at attractive, colourful charts. PowerPivot helps analyze the data and brings new capabilities to business users to analyse, explore and gain new insight into business and marketing data. Power Pivot help analyze and understand the growing quantities of data that are created on a daily basis.

Excel Dashboards Course, 1-Day
Delivered Online & In-Person in London
£100

Excel Macros and VBA Course

4.6(12)

By PCWorkshops

For Excel users. Extend the capabilities of Excel with Macros and VBA code.

Excel Macros and VBA Course
Delivered Online & In-Person in London
FREE