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Provided by: Serebra Learning Corporation Financial Management - Financial Planning and Forecasting |
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Training
Provided by Serebra Learning Corporation
This course will provide a basic introduction to financial planning and forecasting and how this process is important in the firm meeting its financial goals. We will describe the planning process (also known as budgeting) and how the plan once established is implemented.
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Financial Management - Financial Planning and Forecasting
Identify key aspects of strategic and business plans.
Identify guidelines for creating a financial plan.
Identify basic steps of the financial planning process.
Identify key aspects of financial forecasting.
Identify key aspects of financial ratios.
Identify reasons for monitoring a financial plan.
Serebra Learning Corporation 119 - 7565 132nd Street Surrey BC V3W 1K5 Canada
Audience
Non-financial professionals including managers department heads and others in the firm who wish to develop a better understanding of financial and accounting concepts and terminology.
Objective
Upon completion of this course the student will be able to:
Topics Include
Unit 1: Introduction to Financial Planning
- Match the elements of a financial plan with their features.
- Identify the importance of developing a financial plan.
- Match different users with their purposes for using a financial plan.
- Identify key inputs for formulating a financial plan.
- Identify guidelines for creating a financial plan.
Unit 2: Financial Planning Process
- Identify basic steps of the financial planning process.
- Identify key aspects of financial forecasting.
- Identify features of various forecasting techniques.
- Identify various steps used in the Percent of Sales method.
- Identify key aspects of financial ratios.
- Identify important aspects of ratio analysis.
Unit 3: Monitoring and Updating a Financial Plan
- Identify key aspects of pro forma financial statements.
- Identify reasons for monitoring a financial plan.
- Identify reasons for revising and updating a financial plan.
Duration
4 Hours
Minimum Requirements
(Currently no course requirements information)
Media
CDROM
Serebra Learning Corporation 119 - 7565 132nd Street Surrey BC V3W 1K5 Canada
About The Training Provider: Serebra Learning Corporation
Serebra Learning Corporation - Serebra Learning Corporation provides technology-based training solutions through a combination of Cortex, its proprietary learning management system (LMS), and a curriculum catalog with over 1,825 current courseware titles. Founded in 1987 (as FirstClass Systems, with a name change to Serebra in 2001), Serebra has over sixteen years" experience delivering e-learning solutions to both...
