Executive Finance and Strategic Planning Course

Name: Advanced Executive Finance and Strategic Planning Course
Availability: InStock

Connect financial diagnosis, scenarios, capital allocation, risk, budgets, and performance measures for executive decisions.

At a glance

Duration: 1 Week
Format: Classroom
Cities: Tbilisi, San Diego, Toronto, Amsterdam, Singapore, London and more
Next session: 26 – 30 October 2026, Tbilisi
Average fee: 5,750 €

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Advanced Executive Finance and Strategic Planning Course

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Overview

Advanced Executive Finance and Strategic Planning Course is a one-week advanced course for senior executives, finance leaders, business unit heads, strategy managers, and planning professionals, who leave with an Executive Strategic Finance Decision Pack. Participants connect executive financial analysis, strategic scenario planning, value-driver mapping, capital allocation, risk-adjusted plans, and performance governance. The course turns strategic choices into financial assumptions, priorities, measures, and decision routes. Agile Leaders Training Center develops executive finance and strategic planning capability.

Who Should Attend

Executive teams responsible for strategic choices, resource priorities, and organizational performance
Finance teams responsible for analysis, forecasting, investment evaluation, and management reporting
Business unit teams responsible for plans, assumptions, budgets, and performance commitments
Strategy teams responsible for scenario design, option evaluation, and execution tracking
Planning teams responsible for coordinating targets, risks, resources, and decision calendars

The course assumes participants already contribute to financial or strategic decisions at work, and it leaves introductory accounting, routine budget preparation, and securities valuation outside its scope.

Departments and Industries

The course supports departments and industries that convert strategic priorities into financial choices, operating plans, and performance decisions.

Executive management, finance, strategy, planning, and performance
Banking, insurance, investment services, and financial technology
Manufacturing, energy, logistics, and infrastructure
Technology, telecommunications, professional services, and healthcare
Risk, internal audit, transformation, and business operations

Learning Objectives

By the end of this course, participants will be able to:

Analyze strategic position through financial and operational evidence
Build scenario assumptions and risk-adjusted financial outlooks
Evaluate strategic options using value and capital criteria
Prioritize investments through a capital-allocation portfolio
Connect strategy, budgets, forecasts, and performance measures
Design executive decision and reporting governance

Course Agenda

Day 1: Strategic Financial Diagnosis

Strategic-Financial Position Diagnostic
Business Model and Cash-Flow Logic Map
Value-Driver Tree and Sensitivity Map
Financial and Operational Evidence Matrix
Executive Planning Issue Register

Day 2: Scenarios and Strategic Options

Scenario Narrative and Assumption Book
Driver-Based Forecasting Model
Strategic Option Evaluation Matrix
Risk-Opportunity Profile using COSO ERM
Decision Threshold and Trigger Register

Day 3: Capital Allocation and Value

Capital-Allocation Portfolio Map
Investment Appraisal Evidence Sheet
Strategic Cost and Capacity Tradeoff Model
Value-Creation and Cash-Flow Bridge
Funding Constraint and Resource Priority Matrix

Day 4: Strategy-to-Performance Governance

Strategy-to-Budget Alignment Bridge
Rolling Forecast and Reallocation Calendar
Executive Performance Measure Architecture
Management Commentary Decision Narrative
Decision Rights and Escalation Matrix

Day 5: Executive Strategic Finance Practice

Exercise: Diagnose a Strategic-Financial Position
Exercise: Stress-Test Scenario Assumptions
Exercise: Rank a Capital-Allocation Portfolio
Exercise: Align Strategy, Budget, and Measures
Capstone Exercise: Executive Strategic Finance Decision Pack

Practical Exercises

The course uses suggested activities that connect evidence, assumptions, choices, resources, risk, and performance decisions.

Suggested activity: compare strategic-financial positions for manufacturing and technology cases
Suggested activity: construct scenario assumptions and identify decision triggers
Suggested activity: rank investment choices under funding and capacity constraints
Suggested activity: prepare an executive narrative linking plans, risks, measures, and actions

FAQs

Who suits advanced executive finance and strategic planning training?

Senior executives, finance leaders, business unit heads, strategy managers, and planning professionals suit the training. The course assumes practical responsibility for analysis, plans, investments, forecasts, performance, or executive decisions.

How does executive finance and strategic planning training differ from general corporate finance training?

Executive finance and strategic planning training integrates strategic diagnosis, scenarios, option evaluation, resource allocation, risk, budgets, forecasts, measures, and governance. General corporate finance training typically concentrates more on financing, valuation, and financial techniques.

How are strategic scenarios converted into financial plans?

Strategic scenarios become financial plans through explicit drivers, assumptions, sensitivities, resource implications, risks, triggers, forecasts, and decision points. Each scenario links operational choices to cash flows, capacity, funding, and performance measures.

How should executives prioritize capital allocation?

Executives prioritize capital allocation by comparing strategic fit, value drivers, cash-flow effects, risk, timing, resource constraints, dependencies, and portfolio balance. The decision record also states assumptions, evidence, ownership, and review triggers.

How are strategy, budgets, and performance measures kept aligned?

Strategy, budgets, and performance measures stay aligned through a common driver model, planning assumptions, resource priorities, rolling forecasts, target ownership, exception thresholds, review cycles, and documented reallocation decisions.

Conclusion

Participants take back an Executive Strategic Finance Decision Pack containing the diagnosis, value-driver map, scenario book, option matrix, capital portfolio, risk-adjusted plan, strategy-to-budget bridge, scorecard architecture, and decision-rights matrix. It makes assumptions, choices, resources, and measures traceable. Leadership teams can use it to coordinate planning and review decisions across finance, strategy, and operations.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 21-40 of 75 events

Location	Dates	Duration	Mode	Price
Muscat	Week 07, 2027 21 – 25 February 2027	1 Week	Onsite	€5,700
Cairo	Week 08, 2027 22 – 26 February 2027	1 Week	Onsite	€4,100
Geneva	Week 08, 2027 28 February – 4 March 2027	1 Week	Onsite	€6,200
Dubai	Week 10, 2027 8 – 12 March 2027	1 Week	Onsite	€4,500
Barcelona	Week 11, 2027 15 – 19 March 2027	1 Week	Onsite	€5,700
Istanbul	Week 12, 2027 22 – 26 March 2027	1 Week	Onsite	€4,500
Seoul	Week 12, 2027 22 – 26 March 2027	1 Week	Onsite	€10,000
Manama	Week 12, 2027 28 March – 1 April 2027	1 Week	Onsite	€4,700
Tokyo	Week 13, 2027 29 March – 2 April 2027	1 Week	Onsite	€10,000
Marbella	Week 13, 2027 4 – 8 April 2027	1 Week	Onsite	€5,700
Kuala Lumpur	Week 15, 2027 12 – 16 April 2027	1 Week	Onsite	€5,200
Amsterdam	Week 16, 2027 19 – 23 April 2027	1 Week	Onsite	€5,700
Rome	Week 17, 2027 26 – 30 April 2027	1 Week	Onsite	€5,700
Jakarta	Week 17, 2027 26 – 30 April 2027	1 Week	Onsite	€5,700
Amman	Week 17, 2027 2 – 6 May 2027	1 Week	Onsite	€4,100
Dubai	Week 18, 2027 3 – 7 May 2027	1 Week	Onsite	€4,500
Abu Dhabi	Week 19, 2027 10 – 14 May 2027	1 Week	Onsite	€4,700
Trabzon	Week 19, 2027 16 – 20 May 2027	1 Week	Onsite	€6,800
Cairo	Week 20, 2027 17 – 21 May 2027	1 Week	Onsite	€4,100
London	Week 21, 2027 24 – 28 May 2027	1 Week	Onsite	€5,700

Frequently asked questions

What does this course cover?

OverviewAdvanced Executive Finance and Strategic Planning Course is a one-week advanced course for senior executives, finance leaders, business unit heads, strategy managers, and planning professionals, who leave with an Executive Strategic Finance Decision Pack. Participants connect executive financial analysis, strategic scenario planning, value-driver…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Executive Finance and Strategic Planning Course