Finance Training in Porto

In this live, instructor-led training session at Porto, participants will learn to configure cost centres and calculate BOM and product costs. The curriculum covers standard and activity-based costing, overhead allocation, and variance analysis to ensure accurate period-end valuations and compliance.

This extensive 21-hour live training in Porto delivers a thorough analysis of institutional due diligence frameworks for financial institutions. It unifies the regulatory, financial, and ethical aspects of compliance, weaving CRS requirements into broader management and governance structures.

This instructor-led CRS training in Porto explores OECD standards for tax-residency due diligence and the automatic exchange of information. Participants will learn to identify reportable accounts, streamline KYC workflows, and establish strong reporting controls. Interactive labs provide the opportunity to apply these compliance strategies in a practical setting.

This instructor-led, live training in Porto (online or onsite) is aimed at beginner-level non-finance professionals who wish to have a foundational understanding of financial and accounting principles that are essential for effective decision-making in business.

By the end of this training, participants will be able to:

• Understand basic financial and accounting concepts that are essential for business decision-making.
• Interpret and analyze financial statements such as income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.

This instructor-led, live training in Porto (online or onsite) is aimed at intermediate-level professionals who wish to utilize QuickBooks to optimize accounts payable, receivable, payroll, and financial reporting tailored to their specific industry needs.

By the end of this training, participants will be able to:

• Navigate QuickBooks features relevant to financial and administrative tasks.
• Manage accounts payable and receivable efficiently.
• Generate and track invoices for various client and vendor workflows.
• Automate payroll processes and manage employee benefits.
• Create customized financial reports for analysis and decision-making.
• Optimize QuickBooks features to improve organizational efficiency.

This instructor-led, live training in Porto (online or onsite) targets intermediate-level legal professionals seeking a comprehensive understanding of the FATF recommendations, combining theoretical knowledge with practical applications.

By the end of this training, participants will be able to:

• Comprehend the history, purpose, and structure of the FATF and its recommendations.
• Identify and articulate the core concepts of money laundering and terrorist financing.
• Analyze and interpret the 40 FATF recommendations alongside their implications.
• Design and implement effective compliance programmes and risk assessments.
• Navigate the complexities of international cooperation and compliance monitoring.

This instructor-led, live training in Porto (online or onsite) targets advanced cloud financial management professionals who wish to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Gain the advanced knowledge required for the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimization, budget management, and reporting.
• Develop practical skills in applying FinOps strategies in real-world scenarios.
• Prepare for a successful completion of the FinOps Certified Professional exam.

This instructor-led, live training in Porto (online or onsite) targets intermediate-level legal professionals who wish to gain a deep understanding of the mutual evaluation process, from preparation to follow-up, with practical applications and real-world case studies.

By the end of this training, participants will be able to:

• Gain an in-depth understanding of the FATF Recommendations, including technical compliance and effectiveness criteria.
• Learn how to effectively prepare for a mutual evaluation, including organizing national efforts, gathering documentation, and engaging stakeholders.
• Develop skills to conduct thorough and accurate on-site evaluations, including interview techniques, data collection, and stakeholder engagement.
• Utilize advanced analytical techniques and tools to support the mutual evaluation process.

This instructor-led, live training in Porto (online or onsite) is aimed at intermediate-level finance professionals who wish to gain a comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimization strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate between finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimization.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in Porto (online or onsite) is designed for beginner-level banking professionals who wish to acquire in-depth knowledge and skills in using the SWIFT network for handling international bank transfers.

By the end of this training, participants will be able to:

• Understand the SWIFT network and decode SWIFT codes.
• Navigate SWIFT messages and execute international transfers.
• Learn about the potential risks associated with international transfers and how to mitigate these risks.
• Explore advanced SWIFT services and understand how they improve the speed, transparency, and traceability of cross-border payments.

This instructor-led live training in Porto (online or onsite) is designed for finance and legal professionals seeking to understand the principles and practices of extrajudicial and judicial collection, enabling them to effectively manage and resolve debt recovery issues.

By the end of this training, participants will be able to:

• Understand the advantages and disadvantages of extrajudicial and judicial collection.
• Apply the main methods and techniques of extrajudicial and judicial collection.
• Evaluate the effectiveness and efficiency of extrajudicial and judicial collection.
• Deal with the legal and ethical issues involved in extrajudicial and judicial collection.
• Integrate extrajudicial and judicial collection in a comprehensive and coherent way.

This instructor-led, live training in Porto (online or onsite) is aimed at beginner-level financial analysts who wish to learn how to use OneStream for financial analysis, reporting, and data-driven decision-making, and prepare for relevant OneStream certifications.

By the end of this training, participants will be able to:

• Understand the core functionalities of OneStream XF.
• Navigate the OneStream interface and workspace.
• Load, transform, and validate financial data.
• Build and analyze financial reports and dashboards.
• Use OneStream’s workflow automation features for financial planning and consolidation.
• Prepare for OneStream certification exams (e.g., OneStream Certified Professional - Financial Modeler (OCP-FM), OneStream Implementation Consultant, etc.).

Instructor-led training in Porto focused on linking Trello, QuickBooks, and Google Workspace. Master workflow automation, WhatsApp API notification integration, and security controls. Practical exercises enable teams to centralize data and boost operational efficiency.

This live, instructor-led training in Porto is tailored for intermediate-level managers, Product Owners and specialists who aim to adopt Agile working methods in banks, financial institutions and the public sector without undermining regulatory compliance.

By the conclusion of this training, participants will be able to:

• Embed regulatory and compliance requirements into the product backlog at the outset.
• Determine the specific governance and documentation needs essential for compliance.
• Partner with risk, compliance and IT security teams to ensure alignment.
• Plan product modifications in regulated contexts using Agile methodologies.

This five-day programme offers participants a hands-on understanding of corporate cash management, liquidity planning, and short-term treasury operations. Focusing on real-world business applications, the course equips participants to effectively monitor cash positions, create reliable cash-flow forecasts, optimize working capital, manage banking relationships, strengthen payment controls, and make informed funding and investment decisions.

Through practical exercises, case studies, and business scenarios, participants will acquire the knowledge and tools needed to improve liquidity visibility, enhance financial control, and establish a structured cash management framework within their organizations.

Finance / Management

This instructor-led, live training in (online or onsite) is aimed at manufacturing managers and engineers who wish to strengthen their ability to evaluate investments, build robust business cases, and present compelling narratives for capital projects.

By the end of this training, participants will be able to: calculate and apply core investment appraisal metrics to manufacturing scenarios, build a complete CAPEX investment case including cash flow projections and sensitivity analysis, use templates and Capex Cards to streamline the approval process, and prepare clear executive-level narratives to justify capital expenditure requests.

Targeted at intermediate-level managers and specialists, this instructor-led live training in Porto (online or onsite) provides insights into the factors driving digital change in financial services and offers practical guidance on implementing these changes within your own organization.

Upon completion, participants will be able to:

• Explain the forces driving digital transformation in banking and financial services.
• Identify value creation opportunities in digital channels, lending, and SME banking.
• Understand the role of Agile and product thinking in supporting transformation.
• Learn from the outcomes of both successful and failed transformation efforts.

This instructor-led, live training in Porto (online or onsite) is aimed at financial professionals in US and non-US institutions who wish to understand the legal, compliance and enforcement aspects of FATCA so as to maintain compliance with US tax authorities (IRS).

By the end of this training, participants will be able to understand:

• FATCA's impact on global tax compliance and financial transparency.
• FATCA's due diligence and reporting requirements.
• FATCA's most important legal aspects and how to ensure compliance.

The CGMA Finance Leadership Programme (FLP) is an innovative online learning pathway designed to help finance and business professionals develop the technical, business, leadership, and digital skills necessary to thrive in today's dynamic business environment.

Developed by the Chartered Institute of Management Accountants (CIMA), this programme combines interactive learning, real-world business simulations, and competency-based assessments to prepare participants for the CIMA Professional Qualification and the prestigious CGMA (Chartered Global Management Accountant) designation.

Unlike traditional classroom-based qualifications, the FLP offers the flexibility to study anytime and anywhere, allowing professionals to balance their learning with career and personal commitments.

Whether you aim to strengthen your finance expertise, transition into a business partnering role, or prepare for senior leadership positions such as Finance Director or CFO, the CGMA Finance Leadership Programme provides a practical and engaging learning experience aligned with the needs of modern businesses.

This instructor-led, live training in Porto (online or onsite) is aimed at cloud administrators, cloud architects, technology heads, and financial analysts who wish to record, manage, monitor, and process financial assets of an organization in the cloud.

By the end of this training, participants will be able to use FinOps practices in an organization to forecast costs, optimize processes, and perform financial management operations in the cloud.

This instructor-led live training (onsite or remote) is targeted at accountants and bookkeepers who intend to use Xero for their bookkeeping requirements.

By the end of this training, participants will be able to:

• Obtain a real-time perspective on cash flow.
• Link bank accounts to Xero to support bank reconciliation.
• Prepare and validate VAT (Value Added Tax) returns in Xero.
• Create reports suitable for distribution among team members.

Your engineers serve as the architects guiding your clients through their digital transformation journey. This proposal presents a 3-Day Technical Deep Dive tailored specifically for developers and technical architects. We shift focus from the 'why' to the 'how': detailing how to design decentralized ledgers, write secure Smart Contracts for Supply Chain Finance (SCF) logic, and integrate these decentralized layers with existing enterprise ERPs.

Upon completion of this training, participants will be able to:

• Architect DLT Solutions: Differentiate between and select the most suitable Layer-1/Layer-2 solutions (such as Ethereum, Hyperledger Fabric, or Polygon) for enterprise SCF use cases.
• Develop Smart Contracts: Write, compile, and deploy Smart Contracts (e.g., using Solidity or Chaincode) to automate processes like factoring, invoice approval, and settlement.
• Implement Tokenization: Engineer ERC-20/ERC-721/ERC-1155 token standards to represent real-world assets (such as invoices/inventory) on-chain.
• Bridge Web2 & Web3: Design the integration layer using Oracles (e.g., Chainlink) to retrieve off-chain data (logistics APIs) and trigger on-chain payments.