What does the Financial Planning and Analysis course cover?
Financial Planning and Analysis is covered here in 8 modules: Financial Planning Fundamentals: Key concepts and terminology, Financial Statement Analysis: Ratio analysis and trend analysis, Budgeting and Forecasting: Using to inform business decisions and 5 more. The outline lists 40 specific topics, opening with defining financial planning and analysis and closing with professional development in financial planning and analysis.
How do you approach Financial Planning and Analysis step by step?
The work is sequenced in 8 stages. It starts with Financial Planning Fundamentals: Key concepts and terminology, moves through Financial Statement Analysis: Ratio analysis and trend analysis and Budgeting and Forecasting: Using to inform business decisions, and ends at Financial Planning and Analysis in Practice: Case studies in financial planning and analysis.
What is in Module 1 of the Financial Planning and Analysis course?
Module 1 is Financial Planning Fundamentals: Key concepts and terminology. It works through defining financial planning and analysis, understanding the role of financial planning in business, key concepts and terminology and 2 more. It sets the vocabulary the remaining 7 modules build on.
How is the Financial Planning and Analysis course delivered?
The Financial Planning and Analysis course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Financial Planning and Analysis course cost?
The Financial Planning and Analysis course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Financial Planning and Analysis Toolkit, Financial Planning & Analysis Automation Toolkit, Financial Planning & Analysis Efficiency Playbook, Financial Planning & Analysis Automation Playbook.
More answers: what you get with every course, refund policy, all help answers.
Financial Planning and Analysis: A Complete Guide
Course Overview
This comprehensive course is designed to equip participants with the knowledge and skills required to excel in financial planning and analysis. Upon completion, participants will receive a certificate issued by The Art of Service.Course Features
- Interactive and engaging learning experience
- Comprehensive and personalized curriculum
- Up-to-date and practical content with real-world applications
- High-quality content delivered by expert instructors
- Certificate issued upon completion
- Flexible learning options with lifetime access
- User-friendly and mobile-accessible platform
- Community-driven with actionable insights and hands-on projects
- Bite-sized lessons with gamification and progress tracking
Course Outline
Module 1. Financial Planning Fundamentals: Key concepts and terminology
- Defining financial planning and analysis
- Understanding the role of financial planning in business
- Key concepts and terminology
- Financial planning frameworks and models
- Best practices in financial planning
Module 2. Financial Statement Analysis: Ratio analysis and trend analysis
- Understanding financial statements (balance sheet, income statement, cash flow statement)
- Ratio analysis and trend analysis
- Financial statement forecasting and modeling
- Identifying and analyzing financial risks
- Using financial statements to inform business decisions
Module 3. Budgeting and Forecasting: Using to inform business decisions
- Understanding the budgeting process
- Types of budgets (operational, capital, cash)
- Budgeting techniques (zero-based, incremental)
- Forecasting methods (qualitative, quantitative)
- Using budgeting and forecasting to inform business decisions
Module 4. Cost Management: techniques (ABC, target costing), Using to inform business decisions
- Understanding cost concepts (fixed, variable, semi-variable)
- Cost accounting systems (absorption, marginal)
- Cost management techniques (ABC, target costing)
- Cost-benefit analysis and decision-making
- Using cost management to inform business decisions
Module 5. Financial Modeling: Best practices in, Using financial models to inform business decisions
- Understanding financial modeling concepts
- Building a financial model (inputs, assumptions, outputs)
- Financial modeling techniques (scenario planning, sensitivity analysis)
- Using financial models to inform business decisions
- Best practices in financial modeling
Module 6. Capital Budgeting: Best practices in, techniques (NPV, IRR, payback)
- Understanding capital budgeting concepts
- Capital budgeting techniques (NPV, IRR, payback)
- Evaluating capital projects (sensitivity analysis, scenario planning)
- Using capital budgeting to inform business decisions
- Best practices in capital budgeting
Module 7. Risk Management: Best practices in, Using to inform business decisions
- Understanding risk management concepts
- Identifying and assessing financial risks
- Risk management techniques (hedging, diversification)
- Using risk management to inform business decisions
- Best practices in risk management
Module 8. Financial Planning and Analysis in Practice: Case studies in financial planning and analysis
- Case studies in financial planning and analysis
- Real-world applications of financial planning and analysis
- Best practices in financial planning and analysis
- Future trends in financial planning and analysis
- Professional development in financial planning and analysis