Financial Analysis for Planning, Budgeting and Forecasting Course

Overview

Introduction

Strong skills in budgeting and planning are in demand for a variety of roles - whether you’re interested in starting a career as an accountant, business analyst, or consultant, or even if you want to start your own business and need to manage these areas yourself.

This course provides an introduction to financial analysis, showing you the main tools that you have in order to start analysing and optimising for business performance. You will learn to find your way around a balance sheet, understand financial performance analysis, and determine which analysis tools to use for each.

Financial analysis includes interpretation of a business’ financial statements to diagnose profitability, helping the business to make sound decisions with full knowledge of its performance, expected revenue, and margins. You’ll learn to differentiate and deploy different analysis tools to provide business insights.

Course Objectives

By the end of the course, you will be able to

• Explain the key function and purpose of financial planning and budgeting, and how they contribute to various business goals
• Perform and interpret key analyses, creating a set of performance metrics to inform business planning and operations
• Determine the appropriate use case of key analysis tools to provide required business insights

Course Duration

5 Days

Who should attend?

This course is designed to support learners who need to engage with large volumes of financial data. This includes entry-level finance or accounting professionals who would like to progress to higher-skill positions, and current finance professionals. It would also be useful for new managers and leaders, as well as business workers and entrepreneurs.

Course Outline

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What you will learn

Learning Objectives

By the end of the course, you will be able to

• Explain the key function and purpose of financial planning and budgeting, and how they contribute to various business goals
• Perform and interpret key analyses, creating a set of performance metrics to inform business planning and operations
• Determine the appropriate use case of key analysis tools to provide required business insights