Planning, Budgeting and Forecasting

Course Code: FNBN 114

2001 Course Visits

Course Sector:

Finance, Accounting and Banking

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Course Dates and Locations

Choose a date and location to book your seat

No.

Date

Days

Location

Fees

Enrollment

07 - 11 Jul 2025

5 Days

Cape Town, South Africa

$4,950

17 - 21 Nov 2025

5 Days

Dubai, UAE

$4,250

Introduction

Training course introducion / brief

This is a professional and comprehensive course that covers both qualitative and quantitative aspects such as the planning process and forecasting techniques. It provides participants with a number of scenarios and common practice methodologies usually being developed to project the firm's cash flows and the resulting financial position within the boundaries of favorable and unfavorable scenarios.

Identify the probable effects of the major risks and be better able to assess debt-servicing ability and to structure any proposed loan to protect against loss.
Apply the techniques that relate to the key principles of financial management: shareholder wealth maximization; cash flow; time value of money; risk
Appreciate the behavior of costs and identify the costing methods that may best be used in financial planning, budgeting and budgetary control
Use best practices to develop operating budgets, capital expenditure budgets, and cash flow budgets and forecasts in line with organizational strategic objectives
Identify the Processes and analysis that needed – inputs and outputs
Using forecasts effectively to make business decisions
Create long-term strategy and capacity planning for organization’s resources.
Enhance skills in management of the manpower budget.
Exercise methods to forecast efficiently.

Executives who have strategic financial oversight of their unit or organization
Finance-related roles
Accounting-related roles
Marketing Managers
Financial managers
Affiliate marketing leaders
Career Enhancers
Digital Innovators
Business owner / Entrepreneur
General / Senior Accountant
Business Project Manager
Bank Branch Manager
Structured Finance Senior Relationship Manager
Finance Transformation Manager
Risk Manager
Investment Analyst

Strategic Management and Financing

Strategic Analysis, Strategic choices and evaluation, and Strategic implementation
The Links between Strategy, Forecasting, Planning, Budgeting, Performance Measurement
Strategic capability and avoiding the Spiral of Death
Shareholder Wealth maximization, Corporate and Shareholder value creation
Financial Strategy, Dividend Policy, the Agency Problem and Corporate Governance
Long-term Financing
Debt and Equity; Cost of Equity using Dividend Growth and Capital Asset Pricing Model (CAPM); Cost of Debt; Weighted Average Cost of Capital (WACC)
Capital Structure Optimization Models to minimize WACC
Using Strategy Maps to link strategies to Performance Measurement: The Balanced Scorecard

Financial Planning, Forecasting, and Risk Analysis

Porter’s generic strategy of cost leadership and differentiation; Bowman’s strategy clock; full cost pricing; marginal cost pricing; target cost pricing; life-cycle costing; kaizen costing; value-based pricing
Using Excel for Optimum Product mix decisions
Short-term Financing, Working Capital, and the Cash Operating Cycle
Direct and Indirect Cash Flow Analysis and Cash Flow Forecasting using Excel
Uncertainty and Risk
Business Risk
Financial Risk
Systematic Risk
Unsystematic Risk
The Choices available to minimize and mitigate risk

Budgeting, Budgetary Control and Performance Improvement

To Budget or Not – Purposes and Reasons for Budgets
Stages in the Budget Preparation Process
Preparation of the Master Budget
Activity Based Budgeting (ABB)

Responsibility Accounting and Variance Analysis

Standard costing; flexed budgets; budgetary control to measure organisational and management performance
Advantages, Disadvantages and Behavioural Aspects of Budgeting
The Conflict between Performance Improvement and the Costing System
Lean thinking and integrating continuous performance improvement into the Budget Process

Forecasting Financial Statements

Quantitative and qualitative Forecasting Tools and Techniques
Time series; moving averages; exponential smoothing; Pareto Analysis; trend progression; linear regression; correlation
Forecasting long- and short-term sales revenues, and sales pricing

Boost certificate of completion

BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.

ENDORSED EDUCATION PROVIDER

Flexible deadlines

Customized dates accordance to your schedule

Shareable Certificate

Earn certificate upon completion

COURSE METHODOLOGY

Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).

At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.

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TRAINING COURSE: Planning, Budgeting and Forecasting