Financial Planning and Analysis

£1,790

4 days (9.30am-5.30pm)

Buchanan House, 30 Holborn, London, EC1N 2LX

This course explores how financial planning and analysis can be applied by companies to gain a competitive edge by identifying cost patterns, uncovering savings, and maintaining cash flow. Start in November 2019!

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You will come to understand how financial planning and analysis can be used by companies to gain an advantage, by identifying cost patterns and maintaining cash flow. You will focus on the practical application of financial models to assess strategic and operational positions.

Course Overview

The Financial Planning and Analysis programme will help you understand how to use various financial planning skills to improve cash flow, reduce costs, and create additional value for companies. You will learn how to develop budgets, engage in strategic review, and identify business related KPI’s.

By the end of this course you will be able to

Develop financial models and analytical tools
Support senior management with in-depth analysis of financial information
Analyse the financial implications of operational decisions
Create and drive business intelligence
Conduct financial modelling, analysis and valuation exercises
Present reports to a senior management team with confidence

Who is it for?

This programme is most suited to aspiring financial professionals, or those seeking to improve their working knowledge and skills in relation to financial planning.

Course content

Introduction
Using financial statements to analyse performance
Using financial statements to plan for the future
Short term decisions and performance management
Strategic cost management
The balanced scorecard and strategy
Capital budgeting and investment appraisal
Dealing with business risk and financial risk

Core reading

Lee Cheng-Few Et Al (2009) Financial Analysis, Planning and Forecasting: Theory and Application
Sue Nugus (2005), Financial Planning using Excel: Forecasting, Planning and Budgeting Techniques

Entry requirements

Education - Undergraduate degree or equivalent Higher Education qualification, or relevant work experience
English language - Common European Framework (CEF) Level B2* or equivalent (all teaching and learning materials are provided in English only)

*Please note those with a B1 level of English and relevant proof of further study will be considered.

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