Instructor Led Financial Planning Training

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Financial Planning Training Seminars and Classes
From Meirc Training and Consulting
Certified Fixed Assets Professional - Finance and Accounting instructor led traininggroup study and discussioncoursewarebook Learn up-to-date rules covering the managing and accounting for fixed assets. Gain knowledge of depreciation management techniques and how they affect their operations. Be able to correctly recognize and measure fixed assets. Report fixed assets accurately by adhering to internationally recognized conventions. Understand how to manage disposals, impairment, sales, and exchange of assets.  more...
Financial Accounting and Reporting - Finance and Accounting instructor led traininggroup study and discussioncoursewarebookworkshop / seminar Understand important financial accounting topics and how to report them on the financial statements. Properly account for assets, liabilities, revenues and expenses. Understand the annual report, management responsibilities for financial statements and auditors opinion. Fully understand the structure, presentation and disclosure of the financial statements. Interpret and report income and  more...
Advanced Business and Financial Modeling Using Excel - Finance and Accounting instructor led traininggroup study and discussioncoursewarebookworkshop / seminar Improve their modeling skills using excel 2007. Boost productivity by practicing hands-on advanced Excel tools. Become skilled at VBA and MACROS to automate and manage tasks efficiently. Develop dynamic and interactive business models. Enhance business reporting and charting skills.  more...
Certified Corporate Financial Manager - Finance and Accounting By the end of the program, participants will be able to: Advance their knowledge of corporate financial management. Leverage their understanding in financial management to deliver positive bottom line results. Understand Investment banking and the public sale of equity securities. Develop dynamic strategic financial planning models. Gain knowledge of mergers, acquisitions, takeovers, and corporate  more...
Financial Management Certificate instructor led traininggroup study and discussioncourseware Advance their knowledge of corporate financial management. Leverage their understanding in financial management to deliver positive bottom line results. Gain knowledge of investment banking and the public sale of equity securities. Develop dynamic strategic financial planning models. Demonstrate understanding of mergers, acquisitions, takeovers, and corporate control. Manage their working  more...
From SETTEC
Budgeting & Financial Control group study and discussioncourseware Budgeting & Financial Planning Cost Accounting as a Management Tool The Use of Standard Costing as a Control Tool  more...
Integrated Strategic Planning group study and discussioncourseware The workshop aims at providing participant with the management process and the basic required skills to develop their managerial level.  more...
From WWP Training Ltd
Financial Modelling with Microsoft Excel Build professional models to improve financial performance The widespread availability of computer spreadsheets has revolutionised budgeting, forecasting and planning. In the past, financial modelling was something done exclusively by accountants and as a result they had almost total control of financial information. Nowadays many managers are expected to have a much closer control and  more...
Introduction to Strategic Financial Management ...n active role in your organisationa ™s strategic and financial planning process This programme provides grounding in the understanding and use of financial information for strategic management of the organisation. It will help you to understand the financial significance of strategic decisions and to communicate effectively on financial matters with accountants and other specialists  more...
From Amplios Academy
Financial Modeling Workshop 2 Day instructor led traininggroup study and discussioncoursewareworkshop / seminar Course Overview Financial Modeling and Corporate Planning skills are now essential for both finance and non-finance professionals. The powerful functions available in Excel and other spreadsheets improve the quality of the decision support process far beyond those available from other methods. The Visual Basic (VBA) programming language built into Excel provides tools for simplifying the user  more...
Business Planning Workshop 2 Day instructor led traininggroup study and discussioncoursewareworkshop / seminar Training objectives The purpose of this seminar is to: > Communicate the concepts of Business Planning (BP) > Equip the participants with fundamental BP development skills > Explain how to assess the best approach to BP design and implementation in different organizations Training method The training method involves: > Description of the theory > Reinforcement of the theory by case  more...
From Sarathi Consultants
Mission MDRT instructor led trainingstudy at homegroup study and discussioncoursewareworkshop / seminarRole Plays This is a comprehensive workshop that has been designed to suit the needs of Insurance Advisors. It is one of the most innovative and most sought after insurance training program. It increases the motivation level and gives practical tips to improve performance. This training program is instructor led and various activities like role play, group discussions and games are undertaken to make it  more...
From Neoedge Pte Ltd
Rolling Forecasts Budgeting Master Class This 3-day Master Class will guide you to use rolling forecasts in practice to improve financial performance. You will discover how to: - Make and implement strategic planning in today's rapidly changing world - Identify and use business drivers in the rolling forecast - Align your rolling forecast to your strategic plan in order to effectively meet your long-term goals - Master the key steps  more...
From Advanced Concepts
Personal Finance Training ...se discusses some of the options. The final theme is financial planning. This is a crucial element of personal finance and you will explore the financial planning process, working through the three stages of assessing your financial position: deciding upon a financial plan; acting upon this plan; and reviewing the plan. You will also learn about (and practice using) all the main tools used  more...
From Learn Accounting Fast
Essential Finance and Accounting Knowledge and Skills instructor led trainingon-line e-learning cbt (computer based)study at homeself directedworkshop / seminar Essential Finance and Accounting Knowledge and Skills: Gain the financial literacy skills to run your business or department with clarity and confidence. This course is for you if you want to: Confidently maximize your profit and your financial position. Know the right questions to ask your accountant or bank manager Understand Financial Reports to evaluate your business and  more...
From Smile Consultants
The Art Of Selling coursewarecd romworkshop / seminar A Course that will change the Course of your Career... Objective of the Course: To empower & enable sales professionals to excel in their businesses through Coaching them into the Right Attitude, a Systematic Approach to sales and the Required Skill-sets. Who should join the course? All sales personnel. The freshers to acquire skill-sets & shape up their Attitude. Veterans to get a new  more...
From Ambar Hamid Training
Wealth Workout Malaysia and Singapore 2007 instructor led traininggroup study and discussionworkshop / seminar Look, if you're anything like most people you'll have wondered at some point why some people get wealthy when others spend most of their lives struggling to pay their bills ... RIGHT? I can tell you right now there is a secret to wealth. I can tell you this as well ... you probably know what it is. I can even tell you this... you may know it ... but unless you're shown, you'll never in a million  more...
From RPD UK Limited
Effective budgeting instructor led traininggroup study and discussionworkshop / seminar ...financial planning and control. It is absolutely vital. The budget is a plan that estimates how an organisation might perform financially over a given period - normally 12 months. Drawing up a budget is an opportunity to see what combinations of resources such as finance, people, equipment, technology etc. will produce an acceptable financial result. Once the budget is in place, it plays an  more...
From Cox Training UK
CF5 - Certificate in Financial Planning CII Qualifcation This 2 day workshop is a must for anybody who wants to pass the CF5 exam first time. The workshop is specifically designed to provide the technique of how to construct different types of investment portfolios as well as increasing product knowledge. The workshop provides you with the opportunity of practicing the exam technique with CF5 case study questions and a full mock exam. The  more...
From ABM Consult
Spreadsheet Finance ...ble trainees to learn operating excel software to conduct financial planning and analysis. Yes it is a two in one program and it takes only 2 week end programs tailored especially for young executives. The course contents are as follows:- Cost volume profit analysis Working capital Fixed asset decisions Equity and the financial leverage The ROE objectives ROE Du Pont Structure  more...
From MasterSkills Learning Solutions
Mutual Fund Training ...ary as a "Financial Planner" a Helping Investors with Financial Planning using Mutual Funds a SIP (Systematic Investment Plan) & developing model portfolio using product mix. a Risk Management Associated with MF Industry. a Marketing, Distribution, Sales & Investor Services related to MFs. a AMFI Code of Conduct - Ethics and Best Practices. Course Duration : 15 Hours with  more...
From Traineeship Management Australia Pty Ltd
Diploma of Financial Services (Financial Planning) group study and discussion Diploma of Financial Services (Financial Planning) provides ps146/rg146 compliance in 8 days. This course is listed on the ASIC training register. Subjects covered include Financial Planning, Life Insurance, Superannuation, Managed Investments & Securities.  more...
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