Introduction to Financial Planning
• Principles of financial planning and control
• Setting financial goals and aligning them with business strategy
• The role of financial planning in business performance and sustainability

Budgeting Frameworks and Techniques
• Overview of budgeting types: operating, capital, and cash budgets
• Traditional vs. modern budgeting approaches
• Zero-based budgeting, activity-based budgeting, and flexible budgeting
• Budgeting for uncertainty and economic volatility

Forecasting and Financial Modeling
• Using historical data for accurate forecasting
• Trend analysis and seasonality adjustments
• Scenario planning and sensitivity analysis
• Building financial models in Excel

Budget Development Process
• Budget cycle stages: planning, development, approval, and implementation
• Stakeholder engagement and data gathering
• Budget consolidation and coordination among departments
• Cost estimation and resource allocation

Monitoring, Evaluation, and Control
• Budget tracking tools and dashboards
• Variance analysis: identifying and addressing gaps
• Key performance indicators (KPIs) for financial performance
• Reporting and communicating budget results

Strategic Decision-Making Using Budget Data
• Connecting financial plans to operational decisions
• Prioritizing investments based on budget insights
• Risk management in financial planning
• Promoting accountability and continuous improvement

The training combines theory, real-world case studies, and interactive sessions to ensure participants gain not only conceptual knowledge but also actionable skills. With expert instructors and a focus on Excel-based financial tools, participants will return to their roles with immediate capabilities to enhance their organization’s budgeting and planning processes.

Financial Planning and Budgeting Training Course in Geneva

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