Corporate Financial Planning and Analysis


Course overview

In today’s world, there is more importance given to financial planning and analysis.
Professionals are expected by top management to 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 organisations’’ budgets and forecasts. This training will enhance your
credentials and expertise in the field of budgeting, forecasting, financial planning and analysis. This course
provides an overview of the main concepts as go through the practical side of building models using Excel. It
equips you with the latest financial planning and analysis tools so that youu stand out from the rest of the

Who should attend the course?

This course is primarily designed for the following target group in mind

  • This intensive course is ideal for managers with financial responsibility or seeking a
    refresher in analysis; including Financial Analysts, Accountants, Project Managers, Budget Analysts,
    Financial Directors, Controllers and Treasurers.

Course objectives

At the end of this course, Participants will be able:

  • Identifying proper sources for gathering information about the organisation and its
    industry and apply the basic concepts of macro-economic and strategic planning
  • Identifying types of budgets
  • Performing financial analysis and variance analysis and draw conclusions
  • Building financial projections, evaluate capital expenditures and investments and
    create what-if analysis
  • Utilising advanced spreadsheet functions

The Learning Model

The trainer uses up-to-date training techniques and a variety of training methods, to give all participants the
best opportunities for learning including:

  • Class session
  • Group discussions
  • Simulations exercises
  • Case studies and problem solving exercises
  • Individual assignments
  • Templates and tools

Course Contents

  • Gathering and interpreting information
  • Understanding financial concepts and communicating/coordinating work with other
  • Analysing Information
  • Building Financial Projections
  • Using Technology/Software

Course Calendar

18 – 29 Mar

15 – 26 Apr

13 – 24 May

17 – 28 June

15 – 26 July

19 – 30 Aug

16 – 27 Sept

21 Oct – 01 Nov

19 – 29 Nov

03 – 13 Dec

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Cost: $ 2 800


Interested in a custom programme?
Beginning with the content of our existing offerings, we’ll work with you
to create a program tailored to address the challenges of your organization.

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Let us follow up about more details about this program.