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 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. A Member-driven organization representing professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards. Whether you need a deep, practical understanding of the world of alternative investments, a solid introduction, or data science skills for the future in finance, the CAIA Association offers a program for you. Why CAIA? Distinguish yourself with knowledge, expertise, and a clear career advantage – become a CAIA Charterholder. CAIA® is the globally recognized credential for professionals allocating, managing, analyzing, distributing, or regulating alternative investments. The Level II curriculum takes a top-down approach and provides Candidates with the skills and tools to conduct due diligence, monitor investments, and appropriately construct an investment portfolio. In addition, the Level II curriculum contains Emerging Topic readings; articles written by academics and practitioners designed to further inform and provoke the Candidate’s investment management process. After passing the Level II exam you are eligible, with relevant professional experience, to join the CAIA Association as a Member and receive the CAIA Charter. You will be part of an elite group of more than 13,000 professionals worldwide. Only after joining the Association, you are eligible to add the CAIA designation to your professional profiles. Who will benefit from enrolling in the CAIA program? Professionals who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio should pursue the CAIA Charter including: • Asset Allocators • Risk managers • Analysts • Portfolio managers • Traders • Consultants • Business development/marketing • Operations • Advisors Curriculum Topics: Topic 1: Emerging Topics • Decentralized Finance: On Blockchain- and Smart Contract-Based Financial Markets • Technical Guide for Limited Partners: Responsible Investing in Private Equity • Channels for Exposure to Bitcoin • Assessing Long-Term Investor Performance: Principles, Policies and Metrics • Demystifying Illiquid Assets: Expected Returns for Private Equity • An Introduction to Portfolio Rebalancing Strategies • Longevity and Liabilities: Bridging the Gap • A Short Introduction to the World of Cryptocurrencies Topic 2: Ethics, Regulation and ESG • Asset Manager Code • Recommendations and Guidance • Global Regulation • ESG and Alternative Investments • ESG Analysis and Application Topic 3: Models • Modeling Overview and Interest Rate Models • Credit Risk Models • Multi-Factor Equity Pricing Models • Asset Allocation Processes and the Mean-Variance Model • Other Asset Allocation Approaches Topic 4: Institutional Asset Owners and Investment Policies • Types of Asset Owners and the Investment Policy Statement • Foundations and the Endowment Model • Pension Fund Portfolio Management • Sovereign Wealth Funds • Family Offices and the family office Model Topic 5: Risk and Risk Management • Cases in Tail Risk • Benchmarking and Performance Attribution • Liquidity and Funding Risks • Hedging, Rebalancing, and Monitoring • Risk Measurement, Risk Management, and Risk Systems Topic 6: Methods for Alternative Investing • Valuation and Hedging Using Binomial Trees • Directional Strategies and Methods • Multivariate Empirical Methods and Performance Persistence • Relative Value Methods • Valuation Methods for Private Assets: The Case of Real Estate Topic 7: Accessing Alternative Investments • Hedge Fund Replication • Diversified Access to Hedge Funds • Access to Real Estate and Commodities • Access through Private Structures • The Risk and Performance of Private and Listed Assets Topic 8: Due Diligence and Selecting Managers • Active Management and New Investments • Selection of a Fund Manager • Investment Process Due Diligence • Operational Due Diligence • Due Diligence of Terms and Business Activities Topic 9: Volatility and Complex Strategies • Volatility as a Factor Exposure • Volatility, Correlation, and Dispersion Products and Strategies • Complexity and Structured Products • Insurance-Linked and Hybrid Securities • Complexity and the Case of Cross-Border Real Estate Investing DURATION 200 Hours WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate
Project Management Office The goal of this course is to equip the participant with the necessary knowledge and skills to establish, improve, and support a project management office (PMO) that is the catalyst for portfolio and delivery management excellence. This course addresses the complexities of both understanding and choosing the correct PMO framework from among several alternatives. Additionally, the typical PMO supporting elements: domains of work, maturity level, and performance metrics, are elaborated. These elements position a PMO to realize and sustain the business value anticipated by the organization. What You Will Learn At the end of this program, you will be able to: Define a PMO and articulate on its benefits to an organization Explain how a PMO facilitates organizational success Differentiate among the varied PMO frameworks Apply to a PMO framework, domains of work, metrics, and organizational maturity Describe the competency frameworks for management functions within a PMO Plan for and implement a PMO to ensure it is of business value Foundation Concepts Definitions and concepts PMO frameworks PMO domains PMO benefits PMO Frameworks Organizational unit PMO Project-specific PMO Project support or services PMO Center of excellence Enterprise PMO PMO Domains I Strategic planning Standards, methodologies, and processes Governance and performance management Organizational change management PMO Domains II Portfolio management Project and program delivery management Administrative support, knowledge, and talent management PMO Metrics and Maturity PMO metrics PMO maturity PMO maturity assessments PMO Implementation Originating and initiating a PMO Developing a PMO implementation plan Implementing a PMO
Project Accounting and Finance Skills: In-House Training Do you manage both project schedules and budgets, but do not have insight into how actual results relate to the approved budget? Do you desire to have more clarity about the relationship between your project's performance with the accounting and financial systems in your organization? Do you need to understand financial and accounting terminology to bridge the gap between the 'world of finance' and the 'world of project management? Organizations have a need to manage-by-projects, because projects are the means to deliver on strategic goals and objectives. Therefore, the project manager must have an understanding of the financial world of investments to ensure the organization will realize expected business value. This requires a foundation in the principles of accounting and finance to comprehend how the project's contribution provides an organization with a competitive advantage. Learn what you must do to give your organization the assurance it needs that its investment in your project will realize business value. Learn what you must do to give your organization the assurance it needs to know that its investment in your project will realize business value. What You Will Learn At the end of this program, you will be able to: Explain the aspects of classical corporate accounting and finance effects on managing projects Determine how your project fits into the corporate income statement, balance sheet, and cash flow statement Analyze the financial aspects of managing projects Use earned value management as the basis for decision making throughout the project life Recognize the importance of the project manager's financial responsibilities Focus on what PMs do and should be doing, in support of accounting and finance Use financial information within a project environment to meet financial results Track and analyze the project's financial status and forecast with the goal of realizing benefits Generate work performance data to ensure a project's outcome aligns with financial metrics Foundation Concepts Accounting and Finance Terms and Concepts Accounting and Finance Essentials Financial Terms and Concepts Projects as Financial Investments Overview of 'Two Worlds' Project as Investments Accounting and Finance World: Standards, Principles and Practices Accounting and Finance Standards and Principles Accounting and Finance Practices Capital Budgeting Corporate Budgeting Accounting and Finance World: Economic Project Selection Methods Economic Project Selection Methods Economic Project Selection and the Business Case Project Management World Project Management and Financial Controls Project Management and Work Performance Data Project Management and Earned Value Management Project Management and Work Performance Reporting
Project Accounting and Finance Skills Do you manage both project schedules and budgets, but do not have insight into how actual results relate to the approved budget? Do you desire to have more clarity about the relationship between your project's performance with the accounting and financial systems in your organization? Do you need to understand financial and accounting terminology to bridge the gap between the 'world of finance' and the 'world of project management? Organizations have a need to manage-by-projects, because projects are the means to deliver on strategic goals and objectives. Therefore, the project manager must have an understanding of the financial world of investments to ensure the organization will realize expected business value. This requires a foundation in the principles of accounting and finance to comprehend how the project's contribution provides an organization with a competitive advantage. Learn what you must do to give your organization the assurance it needs that its investment in your project will realize business value. Learn what you must do to give your organization the assurance it needs to know that its investment in your project will realize business value. What You Will Learn At the end of this program, you will be able to: Explain the aspects of classical corporate accounting and finance effects on managing projects Determine how your project fits into the corporate income statement, balance sheet, and cash flow statement Analyze the financial aspects of managing projects Use earned value management as the basis for decision making throughout the project life Recognize the importance of the project manager's financial responsibilities Focus on what PMs do and should be doing, in support of accounting and finance Use financial information within a project environment to meet financial results Track and analyze the project's financial status and forecast with the goal of realizing benefits Generate work performance data to ensure a project's outcome aligns with financial metrics Foundation Concepts Accounting and Finance Terms and Concepts Accounting and Finance Essentials Financial Terms and Concepts Projects as Financial Investments Overview of 'Two Worlds' Project as Investments Accounting and Finance World: Standards, Principles and Practices Accounting and Finance Standards and Principles Accounting and Finance Practices Capital Budgeting Corporate Budgeting Accounting and Finance World: Economic Project Selection Methods Economic Project Selection Methods Economic Project Selection and the Business Case Project Management World Project Management and Financial Controls Project Management and Work Performance Data Project Management and Earned Value Management Project Management and Work Performance Reporting
The customer journey is changing faster than ever before. Can you keep up? Our brand-new Search Marketing course is here to get you ready – with the chance to learn directly from top SEO expert Neil Patel and his team. Course Overview The customer journey is changing faster than ever before. Can you keep up? Our brand-new Search Marketing course is here to get you ready – with the chance to learn directly from top SEO expert Neil Patel and his team. Did you know that search marketing is currently one of the most in-demand roles? And that growth isn’t going to stop anytime soon. Develop true Search Marketing expertise for where search is now and where it’s going Program learning outcomes and content: What Will I Learn? Develop the skills to work in search right now. Learn about search engine optimization, paid search, and digital display advertising, along with the latest platforms including Google Ads, Microsoft Ads (Bing Ads), and Google Analytics 4. Study using a dynamic mix of interactive lessons, videos, and downloadable tools, along with live sessions on the latest trends and channels. You’ll be awarded with a DMI search marketing certification that’s recognized globally, along with a completion badge from Neil Patel. Course Content: Introduction to Search Marketing: Being found in the right place at the right time may look effortless but it’s an art. You’re going to need lots of key concepts, tools and tricks. Explore how the core search elements work together to drive targeted traffic that converts into sales. • Search Marketing • SEO & Paid Search principles • Demand generation • Analytics & reporting • Data visualization SEO Setup & Content: The search engine can feel all seeing, all knowing but it can be won over. SEO is the way to come out on top. Understanding the algorithms and ranking factors puts you in the driver’s seat. But that’s not all. What does it take to really engage people? Content that speaks to them. Find out what your audiences are looking for, create the content they care about, and then serve it to them where they are. The key to a big, visionary content strategy that works. • Setting SEO objectives • Keyword research • Creating content • On-page optimization • Content scheduling Optimizing SEO: Everyone wants to get their website in front of more people. The right people. That’s where search engine optimization comes in. There’s a lot to get a handle on with SEO, all working together to make your content more visible. Pick the quick wins, gather momentum, or optimize for a better return-on-investment. • SEO for eCommerce • Backlinking for authority • Local & international optimization • Off-page optimization Paid Search Fundamentals: So you know how to grow those organic searches and it’s going well. But you want to succeed faster. Cut right to the chase with paid search. Learn the fundamentals of PPC advertising and how it can work to promote your business. • Paid search concepts • Ads & landing pages • Keywords • Creating a paid search campaign Paid Search Campaigns: Now that you know the basics, it’s time to start running your campaigns. Use PPC advertising to boost your visibility. Discover how to measure and optimize your campaigns to get the best out of every single click. • Managing the campaign budget • Optimizing campaigns • Reporting on paid search Demand Generation: Capture interest wherever people are in their journey. Whether they’re a first time visitor, just getting to know you or coming back again and again. Demand generation gives you the tactics to drive awareness and long-term engagement. Sure, it takes time but it’s worth the payoff. • Demand generation campaigns • Outbound channels & ad formats • Campaign targeting & bidding • Optimizing your campaign • Involving display & video advertising Search Analytics: Search analytics can feel a bit like having a superpower. There’s so much you can know about what your target market is doing, what they want, how they speak. All of this data is at your fingertips, you just need to know how to use it. So let’s dive in. Plus with the shift to Google Analytics 4 daunting many businesses, we’ll get you set for success on the new interface. • Analytics fundamentals • Monitoring campaigns • Introduction to GA4 • Configuring Google Analytics • Conversion rate optimization Data& Data Visualization: Data gives us so many new insights and opportunities to work with. But we’re always looking for ways to make data more engaging, especially in a digital world where we have so much of it. Tell the story of what you’ve discovered with data visualization. It helps to communicate more effectively and bring everyone along for the journey. • Turning data into actions • Ways of visualizing data • Forecasting search performance Search Strategy - Research & Planning: So you have tools, techniques, and practiced skills. You’ve learned all of the stepping stones behind making search work hard. Now is your chance to get an action plan together. A strategic, focused plan that really delivers. One backed up by research and structured by set objectives. • Planning a search strategy • Research for search campaigns • Setting objectives for search Search Strategy 2 - Execution & Optimization It’s time to put everything you’ve learned into practice with a high-performing search marketing strategy. You have the skills, you’ve done the research, your action plan is prepared. Let’s execute the strategy and make it a reality. Exciting, isn’t it? • Omnichannel search approach • Adapting to change • Evaluating search strategies • Long term performance DURATION 8-10 Weeks WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate
This one-day course introduces the field of user experience and provides an excellent entry point to our other specialised training courses. UX processes and practices have become a central component of product design, service design and web design.
Designed for professional B2B salespeople to develop a modern approach to winning business
Designed for professional B2B salespeople to develop a modern approach to winning business
Effecting Business Process Improvement: In-House Training Business analysts facilitate the solution of business problems. The solutions are put into practice as changes to the way people perform in their organizations and the tools they use. The business analyst is a change agent who must understand the basic principles of quality management. This course covers the key role that business analysts play in organizational change management. What you will Learn You will learn how to: Define and document a business process Work with various business modeling techniques Perform an enterprise analysis in preparation for determining requirements Analyze business processes to discern problems Foundation Concepts Overview of business analysis and process improvement Defining the business process Introducing the proactive business analyst Focusing on business process improvement for business analysts Launching a Successful Business Process Improvement Project Overview of the launch phase Understanding and creating organizational strategy Selecting the target process Aligning the business process improvement project's goals and objectives with organizational strategy Defining the Current Process Overview of current process phase Documenting the business process Business modeling options: work-flow models Business modeling options: Unified Modeling Language (UML) model adaptations for business processes Analyzing the Current Process Process analysis overview Evaluation: establishing the control group Opportunity techniques: multi-discipline problem-solving Opportunity techniques: matrices Building and Sustaining a Recommended Process Overview of the recommended process and beyond Impact analysis Recommended process Transition to the business case Return to proactive state