Strategic Financial Planning and Analysis

Course Code: FNBN 116

506 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

Geneva, Switzerland

$5,950

01 - 05 Dec 2025

0 Days

Dubai, UAE

$4,250

Introduction

Training course introducion / brief

Given the current ever-revolving business environment, financial planning and analysis have been given more importance. Professionals are expected by top management to strategically provide proper information and analysis for decision making and to be equipped with the proper tools to do so. Management needs to have confidence in what the financial professionals are presenting in the company’s budgets and forecasts. This training course is designed to provide participants with the relevant concepts of key financial concepts and identification of budgets. This course focuses on topics such as gathering and interpreting information, finance principles and processes, analyzing information, and building financial projections

Gain a comprehensive understanding of the main financial and micro economic concepts and identify types of budgets
Make financial projections, evaluate capital expenditures and investments and create what-if analysis
Identify proper sources for gathering information about the company and its industry and apply the basic concepts of macroeconomics and strategic planning
Perform financial analysis and variance analysis and draw conclusions
Utilize advanced spreadsheet functions, e.g. value lookup, pivot tables, macros.

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

Gathering and interpreting information

Sources of historical information and historical financial data and corporate structure and functions
Sources of information about a company’s business environment
Reading and interpreting corporate annual reports
Determining peer groups and competitors
Basic macro-economic concepts used in financial planning
Implications of tax policies on projections
Risk factors and risk management concepts
Financial and non-financial key performance indicators
Strategic planning concepts and frameworks
Determining information needs of and gather information from internal/external stakeholders and business partners
Tools for information gathering

Understanding financial concepts and communicating/coordinating work with other professionals

Finance principles and processes
General financial concepts and common financial formulas
Financial accounting concepts, principles, and practices
Interactions/interrelationships of common financial statements
Basic micro-economics
Managerial accounting/reporting and cost accounting concepts
Types of budgets/forecasts
Financial close process, including the resulting financial reporting activities, and the role of the FP&A function in the close/reporting process.
General business terminology, practices, and processes
Defining, coordinating, and communicating project/work flow elements
Effective communication and presentation techniques

Analyzing information

Determining the applicability/acceptability of tools, processes, models, etc.
Testing and validating a model (e.g., cross-footing, consistency testing, reasonableness assessment, etc.)
Identifying outliers in data and determining the causes
Developing assumptions, drawing conclusions, assessing the reasonableness of assumptions/conclusions, and testing conclusions against various scenarios
Financial ratio analysis
Variance analysis and reporting
Competitive analysis
Determining and assessing the seasonality of an industry or business
Common statistical concepts

Building financial projections

Financial statement projections
Capital expenditure/investment analysis
Sales volume/revenue projections
Expense and head count (staffing) projections
Specific customer/deal/product projections
“What-if” scenarios, sensitivity analysis and risk analysis

Using technology/software

Basic and advanced spreadsheet functions
Documenting and maintaining models
Common database structures, common database functions, and structure/ functions of common financial software/systems

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: Strategic Financial Planning and Analysis