Your company’s ability to plan, achieve, and adapt to disruptions and market changes is essential to long-term business success. Developing accurate financial models using spreadsheets can help you to support your planning, budgeting, and forecasting activities.
This course provides a comprehensive guide to developing spreadsheet models to create forecasts, which can then be used to generate business plans and operating budgets. You will learn to apply advanced spreadsheet features to build realistic forecasts and improve planning efficiency and control. In addition to reviewing the fundamentals of strategic planning, forecasting, and budgeting, you will acquire hands-on skills in building various practical financial models.
Upon completion of this course, participants will be able to:
This course is intended for
This course uses a variety of adult learning styles to aid full understanding and comprehension. Participants will review case studies to highlight key areas of importance and possible areas for faults. They will be supplied with the best tools required for learning exercises to improve their skills. Participants will analyse the examples to thoroughly understand how these skills, techniques and methods apply in the workplace.
Section 1: Business Planning Fundamentals
Section 2: Using spreadsheets to communicate financial data
Section 3: Planning and Budgeting
Spreadsheet Skills:
Section 4: Business Forecasting
Spreadsheet skills:
Section 5: Forecasting and Budgeting
Spreadsheet skills:
Section 6: Integrating risk management into planning and forecasting
Spreadsheet skills:
Upon successful completion of this training course, delegates will be awarded a Holistique Training Certificate of Completion. For those who attend and complete the online training course, a Holistique Training e-Certificate will be provided.
Holistique Training Certificates are accredited by the British Accreditation Council (BAC) and The CPD Certification Service (CPD), and are certified under ISO 9001, ISO 21001, and ISO 29993 standards.
CPD credits for this course are granted by our Certificates and will be reflected on the Holistique Training Certificate of Completion. In accordance with the standards of The CPD Certification Service, one CPD credit is awarded per hour of course attendance. A maximum of 50 CPD credits can be claimed for any single course we currently offer.