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Fraud Prevention

By Ideas Into Action

Fraud Prevention: A Guide for Small and Medium Sized Enterprises   Course Description   Copyright Ross Maynard 2021   Course Description Business fraud is a significant, and growing problem. Hardly a day goes by without news reports of organisations being hacked or having their data hijacked. Phishing scams and ID theft are also serious threats to businesses. According to data produced by Accenture, 43% of cyber attacks are aimed at small or medium sized organisations, but only 14% of those organisations are well protected. Around 60% of successful internet fraud cases are the result of phishing emails, and  30% of cases result from ID theft. These two approaches are increasingly being combined in business internet fraud. The aim of this course is to help managers in small or medium sized organisations understand the fraud risk that they face, and to take action to mitigate the risk. The course covers frauds risks, creating an anti-fraud culture and developing an fraud risk management strategy. The course comes with a fraud risk mini-audit and sample anti-fraud policies, and related policy documents. The best way to prevent fraud is to have clear anti-fraud policies and procedures which all staff understand, and which are rigorously enforced; coupled with an open, communicative environment, where staff feel safe and supported to question actions and raise concerns. To help your organisation put these elements in place, this course has five parts: Part 1: What is Fraud and Who Commits it? Part 2: Creating an Anti-Fraud Culture Part 3: Fraud Risk Management Part 4: Managing Bribery Risk Part 5: Appendices with sample anti-fraud policies, fraud response plans, a whistleblowing policy and anti-bribery policy.   I hope you find the course helpful.     Key Learning Points  On completion of the course, delegates will be able to: Define meaning and nature of business fraud Appreciate the variable nature of people’s honesty and how that can tip into fraud Understand the personality types of people who commit business fraud Identify the elements of an anti-fraud culture Explain the steps required to guard against internet fraud Understand the elements of a fraud risk management strategy Outline the sanctions available for those committing fraud Develop an Anti-Fraud Policy, Fraud Response Plan, Whistleblowing Policy and Anti-Bribery Policy for their organisation Begin to audit the level of fraud risk and bribery risk in their organisation     Curriculum Part 1: What is Fraud and Who Commits it? L1: What is Fraud? L2: The Variable Nature of Honesty Part 2: Creating an Anti-Fraud Culture L3: Creating an Anti-Fraud Culture L4: Internet Fraud and Cybercrime  Part 3: Fraud Risk Management L5: The Fraud Risk Management Strategy Part 1 L6: The Fraud Risk Management Strategy Part 2 L7: Sanctions for Fraud  L8: Tips to Help Prevent Fraud L9: The Fraud Risk Mini-Audit L10: Fraud Prevention Exercises Part 4: Managing Bribery Risk L11: The Bribery Act 2010 L12: The Bribery Risk Mini-Audit Part 5: Appendices Sample Anti-Fraud Policy 1 Sample Anti-Fraud Policy 2 Sample Fraud Response Plan 1 Sample Fraud Response Plan 2 Sample Whistleblowing Policy Sample Anti-Bribery Policy     Pre-Course Requirements There are no pre-course requirements     Additional Resources PDF copies of the following documents are provided with the course: Sample Anti-Fraud Policy 1 Sample Anti-Fraud Policy 2 Sample Fraud Response Plan 1 Sample Fraud Response Plan 2 Sample Whistleblowing Policy Sample Anti-Bribery Policy Sample Code of Ethics CIMA Fraud Risk Management Guide 2016 The Honesty Questionnaire The Fraud Risk Mini-Audit The Bribery Risk Mini Audit     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel

Fraud Prevention
Delivered Online On Demand
£12.32

Level 4 Logistics and Supply Chain Management

By Training Tale

Do you want to start a career in Logistics Management? Are you interested in learning the Logistics management skills and knowledge needed for this role but do not know where to start? To expand your professional career, enrol in this Level 4 Logistics Management Course right now. This Level 4 Logistics Management Course is designed to provide you with a solid understanding of logistics, ensuring that you are familiar with the components of a logistics system as well as the many types of logistics management. The course will also introduce you to the topic of business logistics and the goals of logistics management. This Level 4 Logistics Management course comprises a series of easy-to-digest, in-depth lessons that will offer you a deep, expert level of knowledge. This course will provide you with the skills you need to land your dream job. Enrol now and start learning. >> Courses are included in this Level 4 Logistics Management Bundle Course Course 01: Level 4 Logistics Management Course Course 02: Supply Chain Management [ Note: Free PDF certificate as soon as completing the Level 4 Logistics and Supply Chain Management Course] Course Curriculum Level 4 Logistics Management Module 01: An Overview of Logistics Management Module 02: Logistics, the Supply Chain and Competitive Strategy Module 03: Product Design, Cleaner Production and Packaging Module 04: Sustainable Purchasing and Procurement Module 05: Sustainable Warehousing Module 06: Understanding Customer Service Module 07: Basic Inventory Planning and Management Module 08: Freight Transport Management Module 09: Reverse Logistics and Recycling >> --------------------- << Assessment Method After completing each module of the Level 4 Logistics Management 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. Certification After completing the MCQ/Assignment assessment for this Level 4 Logistics Management course, you will be entitled to a Certificate of Completion from Training Tale. Who is this course for? Level 4 Logistics and Supply Chain Management This Logistics and Supply Chain Management is perfect for - Job Seekers Student Fresh Graduate Organisational Manager Company Owner Special Note: Our Course is not a regulated course. If You want to get qualified, you can consider following options: Association of Business Executives (ABE) - Level 5 Diploma in Business Management (Supply Chain Management) Chartered Institute of Logistics and Transport (CILT) - Level 3 Certificate in Logistics and Transport Chartered Institute of Procurement and Supply (CIPS) - Level 3 Advanced Certificate in Procurement and Supply Operations Association of Accounting Technicians (AAT) - Level 3 Advanced Diploma in Accounting (Logistics and Transport) Open College Network West Midlands - Level 3 Certificate in Logistics and Transport AIM Awards - Level 3 Diploma in Logistics and Transport Pearson - Level 5 Diploma in Operations and Supply Chain Management Institute of Supply Chain Management (IoSCM) - Level 3 Certificate in Supply Chain and Operations Management Association of Project Management (APM) - Level 3 Certificate in Project Management for Logistics and Supply Chain The Skills Network - Level 5 Diploma in Operations and Supply Chain Management. Requirements Level 4 Logistics and Supply Chain Management There are no specific requirements for Level 4 Logistics Management Course because it does not require any advanced knowledge or skills. Career path Level 4 Logistics and Supply Chain Management Certificates Certificate of completion Digital certificate - Included

Level 4 Logistics and Supply Chain Management
Delivered Online On Demand28 hours
£12

Mediation Basics for Conflict Management Training

By Compliance Central

***Equip Yourself for Conflict Resolution with Mediation Basics for Conflict Management*** Did you know that according to a recent [CIPD]( Chartered Institute of Personnel and Development) report, 90% of HR professionals believe strong conflict resolution skills are important for a successful workplace? This "Mediation Basics for Conflict Management" course provides a comprehensive foundation for navigating disputes and fostering collaborative solutions. This "Mediation Basics for Conflict Management" course is designed to equip you with the theoretical knowledge and understanding to excel in the field of mediation. Through a series of engaging modules, you'll gain a strong grasp of core concepts, essential skills, and ethical considerations involved in this dynamic process. Learning Outcomes By participating in "Mediation Basics for Conflict Management," you will be able to: Define mediation and explain its role in conflict resolution. Identify the core skills necessary for effective mediation. Describe the different stages of the mediation process. Analyze the ethical principles and professional standards that govern mediation practice. Recognize special considerations that may arise in various mediation contexts. Apply your knowledge of mediation to better manage conflict situations. Delve into the core principles of mediation, starting with an exploration of introductory concepts and gradually advancing to essential skills crucial for effective mediation. Gain insights into the nuances of the mediation process and develop a profound understanding of the ethical standards that guide every mediator's practice. Course curriculum : Module 1: Introduction to Mediation Gain an overview of mediation, including its history, purpose, and significance in conflict management. Module 2: Essential Skills for Mediators Learn about the critical communication and interpersonal skills required for successful mediation. Module 3: The Mediation Process Understand the step-by-step process of mediation, from preparation to resolution. Module 4: Mediation Ethics and Professional Standards Explore the ethical principles and professional standards that guide mediators in their practice. Module 5: Special Considerations in Mediation Examine the unique challenges and considerations in various mediation contexts, such as workplace, family, and community disputes. CPD 10 CPD hours / points Accredited by CPD Quality Standards Introduction to Mediation 15:04 1: Introduction to Mediation 15:04 Essential Skills for Mediators 17:39 2: Essential Skills for Mediators 17:39 The Mediation Process 15:39 3: The Mediation Process 15:39 Mediation Ethics and Professional Standards 19:12 4: Mediation Ethics and Professional Standards 19:12 Special Considerations in Mediation 17:25 5: Special Considerations in Mediation 17:25 Order Your CPD Quality Standard Certificate (Optional) 01:00 6: CPD Certificate (Optional) 01:00 Who is this course for? Mediation Basics for Conflict Management is ideal for anyone interested in: Pursuing a career in mediation Enhancing their conflict resolution skills in the workplace Building stronger relationships through effective communication Developing a deeper understanding of alternative dispute resolution (ADR) processes This course is designed to provide a strong theoretical foundation, and does not require prior experience in mediation. Requirements There are no prerequisites for this course. All participants will have the opportunity to actively engage with the course materials and ask questions to solidify their understanding of mediation principles. Career path Mediation is a growing field with applications in various sectors, including human resources, law, community organizations, and more. By successfully completing "Mediation Basics for Conflict Management," you'll be well-positioned to take the next step in your career path, potentially pursuing further training and certification to become a qualified mediator. Certificates Reed Courses Certificate of Completion Digital certificate - Included Will be downloadable when all lectures have been completed. CPD Quality Standard Certificate Digital certificate - £7.99

Mediation Basics for Conflict Management Training
Delivered Online On Demand1 hour 24 minutes
£12

Certificate in Compliance and Risk Management - QLS Endorsed Level 5 Diploma

By Compliance Central

Compliance and risk management are essential for businesses of all sizes in the UK. By complying with regulations and managing risks effectively, businesses can protect themselves from financial and reputational damage. The job market for compliance and risk management professionals in the UK is growing. According to the Chartered Institute of Management Accountants (CIMA), the number of compliance and risk management jobs in the UK is expected to increase by 15% over the next five years. The average salary for a compliance and risk management professional in the UK is £60,000 per year. Compliance and risk management skills are highly valued by employers across all industries. Professionals with these skills are in high demand and can command competitive salaries. They also have the opportunity to work for a wide range of organisations, from small businesses to multinational corporations. Our Compliance and Risk Management course starts with the basics of Compliance and Risk Management and gradually progresses towards advanced topics. Why would you choose the Certificate in Compliance and Risk Management Course: Lifetime access to Certificate in Compliance Compliance and Risk Management course materials Full tutor support is available from Monday to Friday with the Certificate in Compliance Compliance and Risk Management course Learn Compliance and Risk Management skills at your own pace from the comfort of your home Gain a complete understanding of Certificate in Compliance Compliance and Risk Management course Accessible, informative Certificate in Compliance Compliance and Risk Management learning modules designed by expert instructors Curriculum Breakdown of the Compliance and Risk Management Course Module 01: Introduction to Compliance Module 02: Five basic elements of compliance Module 03: Compliance Management System (CMS) Module 04: Compliance Audit Module 05: Compliance and Ethics Module 06: Risk and Types of Risk Module 07: Introduction to Risk Management Module 08: Risk Management Process Certificate in Compliance and Risk Management Learning Outcomes: Define compliance and identify key elements. Understand CMS and compliance audit. Explain importance of compliance and ethics. Define risk and identify different types. Understand risk management process. Apply risk management principles. Certificate of Achievement Endorsed Certificate of Achievement from the Quality Licence Scheme Learners will be able to achieve an endorsed certificate after completing the course as proof of their achievement. You can order the endorsed certificate for only £129 to be delivered to your home by post. For international students, there is an additional postage charge of £10. Endorsement The Quality Licence Scheme (QLS) has endorsed this course for its high-quality, non-regulated provision and training programmes. The QLS is a UK-based organisation that sets standards for non-regulated training and learning. This endorsement means that the course has been reviewed and approved by the QLS and meets the highest quality standards. CPD 150 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Compliance and Risk Management course helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in Compliance and Risk Management. Requirements To enrol in this Compliance and Risk Management course, all you need is a basic understanding of the English Language and an internet connection. Career path The Compliance and Risk Management course will enhance your knowledge and improve your confidence in exploring opportunities in various sectors. Compliance Officer: £30,000 to £45,000 per year Risk Manager: £45,000 to £60,000 per year Internal Auditor: £35,000 to £50,000 per year Forensic Accountant: £40,000 to £60,000 per year Cyber Security Analyst: £35,000 to £50,000 per year Certificates CPD Accredited PDF Certificate Digital certificate - Included CPD Accredited PDF Certificate CPD Accredited Hard Copy Certificate Hard copy certificate - £10.79 CPD Accredited Hard Copy Certificate Delivery Charge: Inside the UK: Free Outside of the UK: £9.99 each QLS Endorsed Hard Copy Certificate Hard copy certificate - £109

Certificate in Compliance and Risk Management - QLS Endorsed Level 5 Diploma
Delivered Online On Demand3 hours
£12

An Introduction to Payroll Accounting

By Ideas Into Action

An Introduction to Payroll Accounting   Course Description   Copyright Ross Maynard 2021   Course Description Welcome to an Introduction to Payroll Accounting.   This course provides an overview of payroll accounting. It is aimed at accountants and business managers and owners new to payroll accounting and looking for straightforward coverage of the key elements and features of payroll. In this course we will cover the core elements of payroll; how gross pay is calculated; and issues when dealing with tips and benefits in kind. We’ll also look at tax-exempt deductions and the statutory deductions from pay. We’ll review the main elements of payroll taxation and social security contributions including the terminology used in the United States, Canada and the United Kingdom. And we’ll cover the calculation of Net Pay – that is the amount that the employee actually receives in their bank account. Finally we’ll explore the main journal entries required in the accounts. The principles and structure of payroll accounting are common across many jurisdictions, and the learning in this course applies in many countries of the world. For this reason, the course does not go into the detail of any country-specific legislation or regulations, and does not cover the particular tax rates, tax bands or deduction rates that apply in different jurisdictions. This course provides a grounding in the principles and structure of payroll accounting whatever your country of operation. I hope you enjoy it.     Key Learning Points  On completion of the course, delegates will be able to: Describe the main components of payroll including allowances, taxes and deductions. Explain the terms Gross Pay, Taxable Pay and Net Pay Identify the statutory taxes and deductions applicable in the United States, Canada and the United Kingdom Complete the main Journal Entries required to process payroll Describe the elements recorded in a Payroll Register     Curriculum Lesson 1: First Principles in Payroll Accounting Lesson 2: Getting to Gross Pay Lesson 3: Allowances and Deductions Lesson 4: Income Taxes and Social Security Contributions Lesson 5: The Calculation of Net Pay Lesson 6: Specific Payroll Terminology for the United States, Canada and the United Kingdom Lesson 7: Payroll Journal Entries Lesson 8: Final Thoughts on Payroll Accounting Appendix: The Payroll Register     Pre-Course Requirements There are no pre-course requirements     Additional Resources None     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel

An Introduction to Payroll Accounting
Delivered Online On Demand
£9.42

Sales Administration Skills

By Compliance Central

Did you know that according to a recent study by the Chartered Institute of Marketing, businesses with a strong focus on Sales Administration Skills achieve a 15% higher sales growth compared to those who don't?Sales Administration Skills are the backbone of any successful sales operation, ensuring smooth processes and maximizing sales potential. Our extensive Sales Administration Skills course is designed to equip you with the theoretical knowledge and understanding to excel in a Sales Administration role. Through a series of engaging modules, you'll gain valuable insights into the world of sales, marketing, and customer interaction, all specifically tailored to the Sales Administration function. Learning Outcomes By the end of this Sales Administration Skills course, you will be able to: Demonstrate a strong understanding of the sales cycle and its various stages. Effectively manage customer inquiries and interactions. Utilize marketing principles to support sales efforts. Develop and maintain accurate sales records and data. Apply effective communication and negotiation skills in a Sales Administration setting. Contribute to the overall success of the sales team through strong administrative support. Why would you choose the Sales Administration Skills course from Compliance Central: Lifetime access to Sales Administration Skills course materials Full tutor support is available from Monday to Friday with the Sales Administration Skills course Learn Sales Administration Skills skills at your own pace from the comfort of your home Gain a complete understanding of Sales Administration Skills course Accessible, informative Sales Administration Skills learning modules designed by experts Get 24/7 help or advice from our email and live chat teams with the Sales Administration Skills Study in your own time through your computer, tablet or mobile device. A 100% learning satisfaction guarantee with your course This Sales Administration Skills course delves into 17 modules, each packed with valuable knowledge to enhance your Sales Administration Skills. Module 01: Introduction to Sales This module establishes the foundation of Sales Administration Skills by exploring the core concepts of sales, its role within a business, and the various career paths available. Module 02: Sales Growth Delve into the strategies and techniques employed to achieve sustainable sales growth. This module explores market analysis, lead generation, and effective sales pipeline management. Module 03: Sales Hypnosis Learn the fundamentals of ethical persuasion techniques used in sales. This module explores the psychology of influence and how to build rapport with potential customers. Module 04: Sales Presentation Master the art of crafting compelling sales presentations. This module equips you with the skills to present product features, address customer needs, and deliver a persuasive closing argument. Module 05: Basics of Marketing Gain a solid understanding of marketing principles and their impact on sales success. This module explores market segmentation, branding strategies, and the elements of the marketing mix. Module 06: The Marketing Process Uncover the various stages involved in the marketing process, from market research and product development to promotion and distribution. Module 07: Strategic Marketing Explore the development and implementation of strategic marketing plans. This module delves into competitor analysis, target market identification, and the creation of a winning marketing strategy. Module 08: Marketing Environment Gain insights into the internal and external factors influencing the marketing environment. This module explores economic, social, technological, legal, and environmental factors impacting marketing strategies. Module 09: Market Segmentation Learn how to effectively segment markets to identify and target specific customer groups. This module explores various segmentation methods and their application in sales administration. Module 10: Consumer Buying Behaviour Unravel the mysteries of consumer buying behavior. This module explores the psychological, social, and cultural factors that influence purchasing decisions. Module 11: Business Markets and Buying Behaviour Gain a deeper understanding of business-to-business (B2B) markets and buyer behavior. This module explores the unique characteristics of B2B sales and the decision-making process involved. Module 12: Marketing Research Discover the importance of market research in developing effective sales and marketing strategies. This module explores various research methodologies and data analysis techniques. Module 13: Sales and Marketing Explore the vital link between sales and marketing functions within a business. This module emphasizes collaboration and communication to achieve organizational goals. Module 14: Leverage and Limitations Gain insights into the leverage and limitations of various Sales Administration Skills techniques. This module explores ethical considerations and responsible sales practices. Module 15: Sales Negotiations Develop your negotiation skills to effectively close deals and secure favorable outcomes. This module explores negotiation strategies, tactics, and effective communication techniques. Module 16: Dealing with Customers Master the art of exceptional customer service in a sales environment. This module explores communication techniques, building rapport, and handling customer objections. Module 17: Communication Skills Develop strong communication skills that are essential for success in Sales Administration. This module emphasizes active listening, clear and concise communication, and persuasive writing techniques. CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? This Sales Administration Skills course is ideal for: Individuals seeking a career in sales administration. Those looking to enhance their existing Sales Administration Skills. Business professionals seeking to understand the sales process. Anyone interested in developing strong communication and negotiation skills. Those who want to gain a competitive advantage in the job market. Individuals seeking to contribute to a successful sales and marketing team. Requirements To enrol in this Sales Administration Skills course, all you need is a basic understanding of the English Language and an internet connection. Career path A strong foundation in Sales Administration Skills can open doors to a variety of exciting career paths, including: Sales Administrator Sales Operations Specialist Customer Service Representative Account Manager Business Development Representative Marketing Coordinator Sales Manager (with further experience and qualifications) Certificates CPD Accredited PDF Certificate Digital certificate - Included CPD Accredited PDF Certificate CPD Accredited Hard Copy Certificate Hard copy certificate - £10.79 CPD Accredited Hard Copy Certificate Delivery Charge: Inside the UK: Free Outside of the UK: £9.99 each

Sales Administration Skills
Delivered Online On Demand10 hours
£12

Power Query and Power Pivot in Microsoft Excel: A Quickstart Guide

By Ideas Into Action

Power Query and Power Pivot in Microsoft Excel:  A Quickstart Guide   Course Description   Copyright Ross Maynard 2022   Course Description Power Query and Power Pivot are two tools available in Microsoft Excel. If you are serious about data analysis, then you need to know how to use these tools. This Quickstart guide will give you the skills you need to get started with these powerful features. The Power Query tool allows you to import external data and then modify it to meet your needs, before loading it into Excel. These editing tasks are all things you can do manually in Excel, but Power Query greatly speeds things up when you have a large volume of data. The Power Pivot tool allows you to connect multiple data tables in an extended pivot table. Power Pivot also introduces new analysis and query tools to further enhance data analysis. If data analysis is your thing, then this course will help you get up to speed with these feature-filled tools. Through screen-capture video, the course provides a step-by-step guide to the foundation skills needed to use both Power Query and Power Pivot effectively. The course is designed to make your first steps into Power Query easy and to build your confidence to use them on your own. Both Power Query and Power Pivot are also available in Microsoft Power BI – the data visualisation suite. Once you have learned how to use Power Query and Power Pivot in Excel with this course, you’ll have a head start in getting to grips with Power BI Get up to speed with Power Query and Power Pivot in Microsoft Excel with this Quickstart guide.     Key Learning Points  On completion of the course, delegates will be able to: Use Power Query to load data from an external source into Microsoft Excel Clean and manipulate external data before loading it into Excel Consolidate separate files with Power Query Update Excel tables with new data in the same format Use Power Query to “unpivot” report tables to prepare the data for analysis Explain the core functionality of Power Pivot Link data tables together in the Power Pivot data model Create pivot tables that draw data from several source data tables Create performance measures and new analysis in the Power Pivot data model Use the most popular DAX query language functions in Power Pivot     Curriculum Lesson 1: Power Query Quickstart Lesson 2: Consolidating Files with Power Query Lesson 3: Unpivoting a Table Lesson 4: Power Pivot Quickstart Lesson 5: Power Pivot – Adding Data and Functionality Lesson 6: Key DAX Functions for Power Pivot Lesson 7: The DAX CALCULATE Function Lesson 8: Key Learning Points     Pre-Course Requirements There are no pre-course requirements     Additional Resources Starter spreadsheets for each lesson are provided so that learners can follow the steps presented.     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel     Questions What is the main feature of Power Query? The ability to link data tables together to create pivot tables that allow data to be drawn from any and all of the source tables The ability to clean and manipulate large volumes of external data efficiently and to load the result into Microsoft Excel The removal of Microsoft Excel’s restrictions on file sizes and the number of rows of data allowed The ability to visualise data in dashboards and management reports     What is the main feature of Power Pivot? The ability to link data tables together to create pivot tables that allow data to be drawn from any and all of the source tables The ability to clean and manipulate large volumes of external data efficiently and to load the result into Microsoft Excel The removal of Microsoft Excel’s restrictions on file sizes and the number of rows of data allowed The ability to visualise data in dashboards and management reports     Which of the following actions cannot be performed within Power Query? Split text into multiple columns Trimming text and removing spaces Creating calculated columns using DAX functions Make date based calculations   Which of the following statements is true? You can use Power Query to combine files that have the same format and open them all in the same spreadsheet You can use Power Query to link data tables and create pivot tables that pull data items from all the linked tables You can use Power Query to create interactive dashboard reports You can use Power Query to export data files to Microsoft Access and other databases     Which of the following provides a compelling case to use Power Pivot in Microsoft Excel? The data visualisation and presentation features of Power Pivot are much more powerful than those in Excel Power Pivot offers the ability to clean large files of data imported from other systems quickly Existing reports and tables can be “reverse engineered” (unpivoted) to create data tables for more advanced analysis Files sizes in Power Pivot are smaller than in Excel and there is no limit on the number of rows of data that can be stored. This makes it much faster and more efficient to use Power Pivot for large data sets     Power Pivot uses analysis functions from the DAX formula language. What does “DAX” stand for? Digital Architecture Extraction Data Arbitrage Extrapolation Display Analytics Extension Data Analysis Expressions Deeply Annoying Exercise   The DAX CALCULATE function is one of the most powerful and useful functions available in Power Pivot. Which statement best describes it? It performs row by row calculations defined by the user and adds the total of them all together for a specified table It performs row by row calculations defined by the user and displays the maximum result for a specified table It performs a defined calculation and then applies filters specified by the user It filters the data in a specified table according to criteria set by the user   As well as in Power Pivot in Microsoft Excel, in what application are DAX functions also available? Microsoft PowerPoint Microsoft Forms Microsoft Teams Microsoft Power BI   How do DAX functions differ from Microsoft Excel functions? DAX functions are designed specifically for use with SQL based data sources DAX functions are completely new and provide additional functionality within Microsoft Excel DAX functions never take a cell reference or a range as reference, but instead take a column or table as reference DAX date and time functions return a date as a serial number, whereas Excel date and time functions return a datetime data type  

Power Query and Power Pivot in Microsoft Excel: 
A Quickstart Guide
Delivered Online On Demand
£9.99

Business Communication Skills

By Ideas Into Action

Business Communication Skills: Communicating effectively in the workplace   Course Description   Course Description Poor communication and presentation of business information breeds poor decisions. We may be masters of the spreadsheet and wizards with a project plan, but we are not always brilliant at communicating or presenting the results of our work Management meetings can, sometimes, be tedious and uninspiring, where managers compete for excuses to avoid attending! A good manager is someone who understands performance and can present information in a way that enables others to understand what the issues are and make correct decisions. A good manager can cut through the fog of numbers to make a clear point and assist others to make effective decisions. In “Business Communication Skills” we present tools and structures that will help you plan and deliver your message effectively and facilitate group meetings to achieve a useful outcome. Topics covered include the principles of good communication; planning your communication; structuring your message; and facilitating business meetings, including online meetings. We hope you enjoy it.   Key Learning Participants in this course will learn: The principles of effective communication Planning your communication – message, audience, medium, structure, call to action. How to structure your communication Language patterns to help get your message across How to facilitate Business Meetings The Skills of a good facilitator The rules for a well-structured meeting Planning your meeting agenda How to facilitate an online meeting What to look for when facilitating a session Tools you can use in facilitation. Evaluating your Facilitation   Curriculum L1 Effective Communication L2 Planning your Communication 1 L3 Planning your Communication 2 L4 Planning your Communication 3 L5 Exercise: Stakeholder Analysis L6 Facilitating Business Meetings L7 Planning your Meeting Agenda L8 As a facilitator what should I look for? L9 Tools you can use in facilitation L10 Facilitation Tools L11 Exercise: Planning your Agenda Resource: Tools to help you communicate and facilitate     Pre-Course Requirements None     Additional Resources None     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel

Business Communication Skills
Delivered Online On Demand
£9.42

Selling Skills for Professionals - Part 1

By Ideas Into Action

Selling Skills for Professionals: Part 1 Prospecting   Course Description   Copyright Ross Maynard 2021   Course Description Welcome to Selling Skills for Professionals: Part 1 Prospecting. If you are an accountant, a lawyer, a consulting engineer, a surveyor, an actuary, a management consultant, an events organiser, an HR professional or any other form of professional businessperson, and you need to identify and develop new clients, then this course is for you This is part 1 of a two-part course on selling skills for professionals. In Part 1 I cover prospecting, that is identifying potential future clients and making the initial approach. In Part 2 of Selling Skills for Professionals I cover the sales process once you have a make contact with a potential client. Selling Skills for Professionals covers high involvement purchases where the commitment is a significant one for the purchaser. This covers relatively expensive business investments, but also purchase agreements which the purchaser feels will have a significant impact on their business – for example engaging an accountant or a lawyer, or a management consultant, and so on. With a high involvement purchase, the client typically will consider a range of alternatives; will review a variety of information sources; and will evaluate product and service attributes in detail. This means that there is a relatively high barrier to surmount to get the potential client’s attention. A solid approach to prospecting and a well-structured sales process can increase that conversion rate and enhance your success in securing clients who will remain with you for the long term. That is the purpose of this course.   I hope you enjoy the course.     Key Learning Points  On completion of the course, delegates will be able to: Describe the scope and purpose of sales prospecting for professional services Understand the five rules of selling professional services Develop a branding statement for themselves and their organisation Define the criteria for the clients they wish to target Appreciate the importance of client pain points and how to identify them Prepare materials for prospecting Create a cold calling script for prospecting Write a cold email or LinkedIn message to prospects including a strong subject line Understand the sorts of questions they can use to stimulate client engagement in a discussion Move prospects onto the next stage of the selling process     Curriculum Module 1: First Principles in Selling Professional Services Lesson 1: The Five Rules of Selling Professional Services Lesson 2: The Five Rules of Selling Professional Services Lesson 3: Branding   Module 2: Getting Ready to Prospect Lesson 4: Identifying Prospects Lesson 5: Client Pain Points and the Purpose of Prospecting Lesson 6: Preparing to Prospect   Module 3: Making the Approach Lesson 7: Seven Seconds to make an Impact Lesson 8: Crafting the Message: Cold Calling Lesson 9: Crafting the Message: Cold Email Lesson 10: Sample Scripts for Cold Email  Lesson 11: Trigger Questions Lesson 12: Getting Ready to Sell: The Next Stage  Lesson 13: Key Learning Points in Prospecting     Pre-Course Requirements There are no pre-course requirements     Additional Resources None     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel

Selling Skills for Professionals - Part 1
Delivered Online On Demand
£9.42

Selling Skills for Professionals: Part 2 - Making the Sale

By Ideas Into Action

Selling Skills for Professionals: Part 2 Making the Sale   Course Description   Copyright Ross Maynard 2021   Course Description Welcome to Selling Skills for Professionals: Part 2 Making the Sale.   In Part 1 of Selling Skills for Professionals I covered prospecting, that is identifying potential future clients and making the initial approach. In this course, Part 2 of Selling Skills for Professionals, I cover the sales process – converting a prospect into a client. In Selling Skills for Professionals: Part 2 Making the Sale, I look at the skills you need for selling professional services and how to create a series of webinars to build prospects’ interest. I then cover a five-step sales process in detail: Understand the current situation Surface the pain points Exploring the impacts of the pain points Shape the future state Close the sale   The course also covers why people buy professional services, and why they might not buy; and it shows how to deal with objections.   Selling professional services is not like selling a car, or solar panels. It’s about building a relationship with a prospect as a professional advisor; coaching them through the challenges facing them; and offering services tailored to their needs which will help the prospect make tangible improvements.   If you want to know how to sell professional services successfully, this is the course for you.   I hope you enjoy the course.     Key Learning Points  On completion of the course, delegates will be able to: Describe a five-stage sales process for professional services Identify the core skillset needed for selling professional services Deploy best practice when creating webinars to engage prospects Explore a prospect’s current situation on an online video call Identify a prospect’s pain points and explore their root causes and impacts Coach a prospect to visualise the future state they would like to get to be resolving the problems identified Handle objections surfaced as the prospect moves towards closing the sale Understand why people buy professional services, and why they don’t buy Reduce buyer’s remorse and plan to develop the client relationship after the sale     Curriculum Module 1: The Foundations for Selling Professional Services Lesson 1: The Purpose of Prospecting Lesson 2: The Selling Professional Services Skillset Lesson 3: Moving Beyond Prospecting Lesson 4: Script for the Webinar Follow-Up Call   Module 2: Building a Case for the Sale Lesson 5: No Pain No Gain Lesson 6: Building a Case: Initial Diagnosis Lesson 7: Building a Case: Root Causes Lesson 8: Building a Case: Impacts Lesson 9: Building a Case: Shaping the Future State Lesson 10: Building a Case: The Gap   Module 3: Closing the Sale Lesson 11: Selling is about Change Lesson 12: A Time to Close  Lesson 13: Closing (At Last)   Module 4: Evasion and Objections Lesson 14: Evasion Lesson 15: Handling Objections Lesson 16: Specific Example of Objections Part 1 Lesson 17: Specific Example of Objections Part 2   Module 5: After the Sale Lesson 18: Aftercare Lesson 19: Key Learning Points     Pre-Course Requirements There are no pre-course requirements     Additional Resources None     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel

Selling Skills for Professionals: Part 2 - Making the Sale
Delivered Online On Demand
£9.42