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Financial Planning and Budgeting

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COURSE CODE: FPB 01

COURSE HOURS : 15 HOURS

PREREQUISITE : N/A

Target Audience:

All accounting and finance professionals who are currently working, or seeking to work, in the financial planning, analysis, budgeting and forecasting domain within their organizations.

Overview:

Management needs to have confidence in what the financial professionals are presenting in the company’s budgets and forecasts. Now, you have the chance to certify your credentials and expertise in the field of budgeting, forecasting, financial planning and analysis. Strategic Financial Planning is a designation well worth your time and investment. It provides an overview of the main concept of planning and budgeting.

Identify proper sources for gathering information about the company and its industry and apply the basic concepts of macro- economic and strategic planning
Define main financial and micro economic concepts and identify types of budget
Perform financial and variance analysis.

Content:

Reading and interpreting corporate annual reports
Basic macro-economic concepts used in financial planning (e.g., consumer price index, gross domestic product, exchange rates, interest rates, inflation rates, economic indicators, etc.
Risk factors and risk management concepts: Value at risk, Hedging, Insurance, Interest rate risk and Diversification
Types of budgets/forecasts (e.g., zero-based budgets, annual budgets, rolling forecasts, etc.) and their applications
Financial close process, including the resulting financial reporting activities
Build financial projections, evaluate capital expenditures and investments and create what-if analysis

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