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Online Training Course

An Integrated Approach
to Financial and
Business Planning

Online Training Course Overview

Is long- and short-term planning within your organisation integrated sufficiently to provide effective and meaningful financial and business plans? If we don’t plan effectively it’s like being in a rudderless boat bobbing about on the ocean with no destination and no direction.

Financial and business planning are functions that must be integrated in order to determine where we want to be headed as an organisation and to provide the necessary direction to get there. This online course includes not only the theoretical background but also provides the necessary skills for attendees to build world class standards into their organisations’ planning, budgeting, performance measurement and reporting systems.

This AZTech online training course covers the various approaches to operational budgeting, but also the all-important cash flow budgeting, and capital budgeting for projects and new asset acquisitions. It focuses on use of the appropriate tools and techniques for attendees to become better able to carry out their planning and budgeting tasks and responsibilities.

Online Training Course Objectives

By the end of this AZTech online training course you will be able to:

  • Appreciate the importance of integrated long-term strategic business and financial planning
  • Develop a strategic financial planning model using Excel®
  • Prepare short-term, annual operating budgets and cash budgets for planning purposes
  • Use flexed budgets and variance analysis for budgetary control
  • Consider the range of techniques for capital project appraisal and capital budgeting

Designed For

This AZTech online training course is suitable for a wide range of professionals but will greatly benefit:

  • Professionals who require a more in-depth understanding of integrated planning and budgeting techniques
  • Accountants responsible for budget preparation and management reporting
  • Financial planners and cost analysts
  • Line managers with direct planning and budgeting responsibility
  • Professional advisers, accounting personnel and business consultants.

The Course Content

Among a wide range of valuable topics, the following will be prioritised:

  • Organisational planning frameworks for strategic and tactical approaches to business planning
  • The international business environment
  • Corporate objectives and key value drivers, and development of business and financial plans
  • Operating budgets, zero-based budgets, activity based budgets
  • The cash flow budget
  • Flexed budgets and variance analysis for budgetary control
  • Identification of the various types of capital projects and capital budgeting
  • The time value of money impact on future values of cash flows and capital project evaluation
  • WACC and ROI as benchmarks and the ‘hurdle rate’ for capital projects
  • Capital project evaluation using ARR and payback, and DCF techniques of NPV, IRR, MIRR

The Course Schedule

10:30 - 11:00

:

Welcome, Setup, Registration (Day 1 Only)

11:00 – 12:30

:

First Session

12:30 – 12:45

:

Break (15 minutes)

12:45 – 14:15

:

Second Session

14:15 – 14:30

:

Break (15 minutes)

14:30 – 16:00

:

Third Session

The Certificate

  • An AZTech e-Certificate for delegates who attend and complete the online training course

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© 2021. Material published by Aztech shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.


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© 2021. Material published by Aztech shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.


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© 2021. Material published by Aztech shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.


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