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
***Accounting & Finance - Level 5*** Accounting and finance assist businesses in measuring, monitoring, and planning their operations. This Accounting & Finance - Level 5 course has been designed to provide a thorough introduction to business Accounting and Finance as both an idea and a profession. This Accounting & Finance - Level 5 course will equip you with in-demand accounting and finance skills as well as the ability to complete practicable processes while working in an organisation. This could be tricky, especially if this is your first consignment in the accounting and finance sector. Our Accounting & Finance - Level 5 course provides a solid understanding of accounting and financial methods, concepts, and duties to properly prepare you for a career in the accounting and finance sector. ***Others Benefits of this Accounting & Finance - Level 5 Course Free One PDF Certificate Lifetime Access Unlimited Retake Exam Tutor Support [ Note: Free PDF certificate as soon as completing the course ] ***Accounting & Finance - Level 5*** Detailed Course Curriculum of this Accounting & Finance - Level 5 Course: Module 1: Essentials of Accounting and Finance Identify the Non-Financial Manager's Concern with Finance The Importance of Finance Financial and Operating Environment Module 2: Types of Cost Data and Cost Analysis The Importance of Cost Data Types of Costs How Do Your Costs Behave? Segregating Fixed Cost and Variable Cost Cost Allocation Cost Analysis What You Can Learn from the Japanese? Module 3: Contribution Analysis Should You Accept a Special Order? How Do You Determine a Bid Price? Determining Profit from Year to Year Are You Utilising Capacity? Module 4: Break-Even and Cost-Volume-Profit Analysis What is Cost-Volume-Profit Analysis? What and Why of Break-Even Sales? What is the Margin of Safety? Cash Break-Even Point What is Operating Leverage? Sales Mix Analysis Module 5: Relevant Cost and Making Short-Term Decisions What Costs Are Relevant to You? Accepting or Rejecting a Special Order Pricing Standard Products Determining Whether to Sell or Process Further Adding or Dropping a Product Line Utilising Scarce Resources Don't Forget the Qualitative Factors Module 6: Forecasting Cash Needs and Budgeting Forecasts Using Forecasts Preparing Financial Forecasts Budgets The Sales Budget The Production Budget The Direct Material Budget The Direct Labour Budget The Factory Overhead Budget The Ending Inventory The Selling and Administrative Expense Budget The Cash Budget The Budgeted Income Statement The Budgeted Balance Sheet A Shortcut Approach to Formulating the Budget Module 7: Cost Control and Variance Analysis Defining a Standard The Usefulness of Variance Analysis Setting Standards Determining and Evaluating Sales Variances Cost Variances Labour Variances Overhead Variances The Use of Flexible Budgets in Performance Reports Standards and Variances in Marketing Sales Standards Variances in Warehousing Costs Module 8: Managing Financial Assets Working Capital Financing Assets Managing Cash Properly Getting Money Faster Delaying Cash Payments Opportunity Cost of Foregoing a Cash Discount Volume Discounts Module 9: Managing Accounts Receivable and Credit Credit References Credit Policy Analysing Accounts Receivable Module 10: Managing Inventory Inventory Management Considerations Inventory Analysis Determining the Carrying and Ordering Costs The Economic Order Quantity (EOQ) Avoiding Stock Outs Determining the Reorder Point or Economic Order Point (EOP) The ABC Inventory Control Method Supply Chain Management Module 11: The Time Value of Money Future Values - How Money Grows Future Value of an Annuity Present Value - How Much Money is Worth Now? Present Value of Mixed Streams of Cash Flows Present Value of an Annuity Perpetuities Applications of Future Values and Present Values Module 12: Capital Budgeting Decisions Types of Investment Projects What Are the Features of Investment Projects? Selecting the Best Mix of Projects With a Limited Budget Income Taxes and Investment Decisions Types of Depreciation Methods How Does MACRS Affect Investment Decisions? The Cost of Capital Module 13: Improving Managerial Performance What is Return on Investment (ROI)? What Does ROI Consist of? - Du Pont Formula ROI and Profit Objective ROI and Profit Planning ROI and Return on Equity (ROE) Module 14: Sources of Short-Term Financing Trade Credit Cash Discount When are Bank Loans Advisable? Working with a Bank Issuing Commercial Paper Using Receivables for Financing Using Inventories for Financing Module 15: Considering Term Loans and Leasing Intermediate-Term Bank Loans Using Revolving Credit Insurance Company Term Loans Financing with Equipment Leasing Module 16: Long-Term Debt and Equity Financing Types of Long-Term Debt Equity Securities How Should You Finance? Module 17: Accounting Conventions and Recording Financial Data Double Entry and the Accounting Equation Assessment Method After completing each module of the Accounting & Finance - Level 5 course, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Once you complete all the modules in this manner, you will be qualified to request your certification. Certification After completing the MCQ/Assignment assessment for this Accounting & Finance - Level 5 course, you will be entitled to a Certificate of Completion from Training Tale. It will act as proof of your extensive professional development. The certificate is in PDF format, which is completely free to download. A printed version is also available upon request. It will also be sent to you through a courier for £13.99. Who is this course for? Accounting & Finance - Level 5 This Accounting & Finance - Level 5 course is ideal for: Candidates interested to start a career in accountancy Business owners seeking to look after their own accounts Existing accountancy workers in seeking higher positions or promotion Accountancy workers with no formal qualifications Anyone wishing to boost their career prospects. Requirements Accounting & Finance - Level 5 There are no specific requirements for Accounting & Finance - Level 5 course because it does not require any advanced knowledge or skills. Students who intend to enrol in this Accounting & Finance - Level 5 course must meet the following requirements: Good command of the English language Must be vivacious and self-driven Basic computer knowledge A minimum of 16 years of age is required Career path Accounting & Finance - Level 5 This Accounting & Finance - Level 5 course may lead you to a variety of career opportunities. Accounts Assistant Accounts Payable & Expenses Supervisor Accounts Payable Clerk Audit Trainee Payroll Administrator / Supervisor Tax Assistant / Accountant. Accounting Clerk Auditing Clerk Accounts Receivable Clerk Certificates Certificate of completion Digital certificate - Included
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This MLRO (Money Laundering Reporting Officer Training) training is suitable for - Students Recent graduates Job Seekers Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise in MLRO (Money Laundering Reporting Officer Training) Requirements To participate in this MLRO (Money Laundering Reporting Officer Training) course, all you need is - A smart device A secure internet connection And a keen interest in MLRO (Money Laundering Reporting Officer Training) Career path You will be able to kickstart your MLRO (Money Laundering Reporting Officer Training) career because this course includes various courses as a bonus. This MLRO (Money Laundering Reporting Officer Training) is an excellent opportunity for you to learn multiple skills from the convenience of your own home and explore MLRO (Money Laundering Reporting Officer Training) career opportunities. Certificates CPD Accredited Certificate Digital certificate - Included CPD Accredited e-Certificate - Free CPD Accredited Hardcopy Certificate - Free Enrolment Letter - Free Student ID Card - Free
Dive into the world of financial proficiency with our comprehensive 'Purchase Ledger Training' course, designed to cultivate mastery in managing the pulse of your business's outgoings. Imagine the doors that could open when you can expertly navigate the complexities of purchase ledgers, a skill that lies at the heart of successful financial management. The initial module serves as your gateway into the realm of purchase ledger fundamentals, setting the stage for an enlightening exploration into why this component is pivotal for a well-oiled financial system. As the journey unfolds, learners will absorb the critical competencies required to manage purchase ledgers effectively, from controlling accounts to fostering the acumen necessary for precise reconciliation. The curriculum culminates in a futuristic vision of a paperless ledger environment, arming learners with the know-how to innovate and streamline financial processes within any organisation. This course is meticulously designed to transform learners into proficient stewards of financial data, capable of contributing to the financial health and strategic decision-making in their professional spheres. Learning Outcomes Grasp the foundational elements of purchase ledger functions. Recognise the critical significance of purchase ledgers in overall financial health. Hone competencies essential for effective ledger management. Execute accurate reconciliation processes. Transition towards innovative, paperless ledger management systems. Why choose this Purchase Ledger Training course? Unlimited access to the course for a lifetime. Opportunity to earn a certificate accredited by the CPD Quality Standards after completing this course. Structured lesson planning in line with industry standards. Immerse yourself in innovative and captivating course materials and activities. Assessments are designed to evaluate advanced cognitive abilities and skill proficiency. Flexibility to complete the Purchase Ledger Training Course at your own pace, on your own schedule. Receive full tutor support throughout the week, from Monday to Friday, to enhance your learning experience. Who is this Purchase Ledger Training course for? Individuals aspiring to enter the field of financial administration. Current finance staff looking to bolster their ledger management expertise. Small business owners needing to manage their financial affairs with more precision. Accounting students seeking a focused understanding of purchase ledgers. Finance professionals aiming to adopt paperless systems for environmental and efficiency gains. Career path Accounts Assistant: £18,000 - £25,000 Purchase Ledger Clerk: £20,000 - £28,000 Finance Officer: £23,000 - £35,000 Accounts Payable Manager: £25,000 - £40,000 Financial Controller: £40,000 - £60,000 Finance Director: £50,000 - £100,000 Prerequisites This Purchase Ledger Training does not require you to have any prior qualifications or experience. You can just enrol and start learning.This Purchase Ledger Training 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. Certification After studying the course materials, there will be a written assignment test which you can take at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £4.99 Original Hard Copy certificates need to be ordered at an additional cost of £8. Course Curriculum Purchase Ledger Training Module 01: Introduction to Purchase Ledger 00:14:00 Module 02: Importance of Purchase Ledger 00:15:00 Module 03: Skills for Purchase Ledger Management 00:16:00 Module 04: Purchase Ledger Control Account 00:16:00 Module 05: Managing Purchase Ledger Successfully 00:31:00 Module 06: Reconciliation 00:21:00 Module 07: The Key to a Paperless Purchase Ledger World 00:21:00 Assignment Assignment - Purchase Ledger Training 00:00:00
Accounting Level 5- Two Endorsed Diploma | QLS Hard Copy Certificate Included | Plus 5 CPD Courses | Lifetime Access
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