Budgeting and Forecasting

$147.00
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Intermediate level

Approx 7.0 to complete

100% online and self-paced

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Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Accounting Fundamentals
  2. Excel Crash Course


Financial budgeting course description

This financial budgeting course will teach you about the entire budgeting process from start to finish, including how to create a disciplined culture of budgeting in your organization, the various methods for building budgets, techniques to analyze results, and how to increase the chances of organizational performance improvements.

This interactive and applied budgeting course enables participants to:

  1. Adopt a disciplined approach to developing budgets
  2. Forecast results with quantitative and qualitative methods
  3. Effectively use variance analysis to track performance
  4. Present results with charts and graphs


budgeting course - how to develop a budget


Who should take this budgeting class?

This online budgeting class is designed for those who are responsible for financial management, budgeting, and forecasting within their organizations.  This may include professionals working in financial planning and analysis (FP&A), accounting, treasury, financial reporting, corporate development, etc.


What you will learn in this budgeting 101 course

By the end of this budgeting 101 class, participants are able to:

  • Understand the principles behind best practice financial management
  • Explain the importance of budgeting within a strategic framework
  • Build a robust budgeting process within their organization
  • Know when and where to use various budgeting approaches such as zero-based budgeting
  • Forecast future performance by better analyzing revenue and cost drivers
  • Use effective variance reporting to track organizational performance
  • Make use of Excel functions and tools that are particularly suited to the budgeting process.


Types of budgets - budgeting 101 course example


Financial budgeting class content

Topics covered will include:

  • Budgeting within a strategic framework
  • Building a robust budgeting process
  • Managing budget psychology
  • A practical guide to developing budgets
  • Common budgeting approaches (e.g. Incremental, value-based, zero-based, etc.)
  • Forecasting techniques (moving average, regression analysis, etc.)
  • Tracking budget performance with variance analysis (waterfall charts, etc.)
  • Applied budgeting tools and techniques (Excel, solver, pivot tables, etc.)


screenshot of scorecard from budgeting class


CPE Information

For further CPE information, please read before purchasing: 

https://corporatefinanceinstitute.com/about/cpe-information/


Publish Date: Sep 06, 2017

Last Revision: Jan 18, 2018


Budgeting 101 class screenshots

variance analysis in budgeting class example


Budget Template Excel Model


Variance analysis in Excel - financial budgeting class



What You'll Learn

Lesson
Multimedia
Exams
Files

Get the course in a bundle

Budgeting and Forecasting

Financial Modeling & Valuation Analyst (FMVA)® Certification
Starts at $497
Learn More
  • All 32 FMVA® courses
  • Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
  • Career Prep Investment Banking and Equity Research, FP&A, Corporate Development
Starts at $497
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Path To Certification

Prerequisite Courses

8 courses from beginner to intermediate level.

01Optional

Core Courses

12 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 13 courses at an advanced level.

03Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

Reviews

Learned so much!
When you thought you already knew how to forecast - think again; you'll improve way more after this course, from the presentation to the various things you can put into consideration. It also feels like I'm taking this course in a classroom, or a live setup. The instructor made me feel like he was really trying to talk/teach me all throughout.

Jeanne Kathleen Amoroso-Peña

Yearly routine differently explained
I liked the approach to look at budgeting from the point of view of actually supporting the long term strategy of a business instead of just being a useless pain, justifying the pre-determined limits to the operations.

Steffen Beil


The Budgeting and Forecasting course provided by CFI is very well organized and delivered and it is delivered in a professional manner that is easy to understand. I am very excited about what I have learned.

Paul Henderson

no time to waste
I am giving five stars because the course is direct to the point no wasting of time

Richard Anumah

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Frequently Asked Questions

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