Financial Analysis for Business Performance Planning, Budgeting, and Forecasting Course

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

o Explain the key function and purpose of financial planning and budgeting, and how they contribute to various business goals

o Perform and interpret key analyses, creating a set of performance metrics to inform business planning and operations

o Determine the appropriate use case of key analysis tools to provide required business insights

o Explain the key function and purpose of financial planning and budgeting, and how they contribute to various business goals

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

Module 1: Introduction to the course and financial analysis

o Introduction to planning, budgeting and forecasting

o Fundamentals of effective budgeting

Module 2: Financial planning

o Fundamentals of effective forecasting

o Technology driven success

o Effective planning, budgeting and forecasting in the digital age

Module 3: Analysis tools for business insights

o What is financial analysis?

o Types of financial analysis

Module 4: Business planning and operations

o Set financial targets and performance metrics

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: [email protected] Tel: +254 721 331 808

Training Venue

The training will be held at our Upskill Training Centre. We also offer training for a group (at a discount of 10% to 50%) at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Upskill certificate upon completion of this course.