Financial Planning & data Analysis: Strategies for Success

Excel-Based Financial Modeling for Effective Planning and Analysis

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The Corporate Financial Planning and Analysis Training Course

Overview

The Financial Planning And Analysis Course is a comprehensive training program designed to equip participants with the essential skills and knowledge required for effective financial planning and analysis. This course covers a wide range of topics, including budgeted balance sheet, net cash flow calculation, types of expenditure, working capital needs, financial statement modeling in Excel, and more. Participants will learn how to analyze and control financial performance, interpret major financial statements, understand the cash flow statement using both direct and indirect methods, and prepare a master budget. The course provides practical insights and real-world examples to enhance learning and application. By the end of this course, participants will have the expertise to excel in financial planning and analysis roles.

Target Audience

Financial Analysts
Budgeting and Forecasting Professionals
Financial Managers
Accounting Professionals
Business Analysts

This course is designed for individuals who want to enhance their financial planning and analysis skills or pursue a career in this field. It addresses the skills gaps in financial statement modeling, budget preparation, cost analysis, and cash flow management. Additionally, it provides a solid foundation for business analysts and data analysts looking to gain a deeper understanding of financial analysis and planning.

Targeted Organizational Departments

Finance Department
Accounting Department
Budgeting and Forecasting Department
Strategic Planning Department

This course is particularly beneficial for departments involved in financial planning and analysis within organizations. It provides employees with the necessary skills to analyze and control financial performance, make informed decisions, and contribute to the overall financial health of the organization. Moreover, it offers valuable insights to business analysts and data analysts, enabling them to effectively analyze financial data and provide strategic recommendations.

Targeted Industries

Banking and Financial Services
Manufacturing and Production
Retail and Consumer Goods
Technology and Software
Healthcare and Pharmaceuticals

Industries across various sectors can benefit from The Financial Planning And Analysis Course. With the increasing need for accurate financial analysis and strategic decision-making, professionals in these industries can leverage the knowledge gained from this course to improve their financial planning processes and drive organizational success. Moreover, business analysts and data analysts in these industries will gain a strong foundation in financial analysis, enhancing their ability to provide valuable insights and support data-driven decision-making.

Course Offerings

Understand and prepare a budgeted balance sheet
Learn how to calculate net cash flow
Identify and analyze different types of expenditure
Develop skills in calculating working capital needs
Master financial statement modeling in Excel
Gain proficiency in financial analysis planning and control
Interpret and utilize the major financial statements effectively
Understand the relationship between cash and profit
Analyze and interpret the cash flow statement using direct and indirect methods
Learn the process of master budget preparation
Explore various approaches to budgeting
Understand the cost of goods sold formula and its significance
Analyze balance sheet items and forecast their impact
Calculate and manage the cash conversion cycle effectively
Evaluate the treatment of working capital in capital budgeting decisions
Prepare a comprehensive budgeted income statement
Apply financial planning and analysis techniques in real-world scenarios

Training Methodology

The Financial Planning And Analysis Course adopts a dynamic and engaging training approach to maximize participant learning and application. The training methodologies include a combination of interactive lectures and presentations, case studies and real-world examples, group discussions and collaborative exercises, hands-on financial statement modeling in Excel, practical exercises and simulations, Q&A sessions and individualized feedback, and reflection and review sessions to reinforce key concepts. This diverse range of training methods ensures a comprehensive learning experience and encourages active participation, knowledge retention, and skill development.

Course Toolbox

Comprehensive course workbook
Financial modeling templates in Excel
Relevant reading materials and reference guides
Online resources and supplementary materials
Budget preparation process checklists
Cost analysis and forecasting templates
Access to a dedicated online learning platform

Participants will receive a comprehensive course workbook containing all the necessary materials and templates to facilitate their learning and practical application. The online learning platform provides additional resources, including readings, exercises, and tools, to enhance the learning experience.

Course Agenda

Day 1: Introduction to Financial Planning and Analysis

Topic 1: Overview of Financial Planning and Analysis
Topic 2: Budgeted Balance Sheet and Its Importance
Topic 3: Calculating Net Cash Flow

Day 2: Understanding Financial Statements

Topic 4: The Major Financial Statements and Their Interrelationships
Topic 5: Cash vs. Profit: Analyzing the Cash Flow Statement

Day 3: Budget Preparation and Control

Topic 6: Master Budget Preparation Process
Topic 7: Approaches to Budgeting and Their Applications

Day 4: Analyzing Costs and Forecasting Balance Sheet Items

Topic 8: Cost of Goods Sold Analysis and Formula
Topic 9: Balance Sheet Items Forecasting and Analysis

Day 5: Working Capital Management and Financial Analysis

Topic 10: Understanding the Cash Conversion Cycle
Topic 11: Treatment of Working Capital in Capital Budgeting
Topic 12: Budgeted Income Statement and Financial Analysis

Reflection & Review: Participants will engage in reflective activities and review key concepts from each day's learnings.

How This Course is Different from Other Financial Planning and Analysis Training Courses

The Financial Planning And Analysis Course stands out from other similar courses due to its comprehensive coverage of financial planning and analysis topics, practical hands-on exercises in financial statement modeling using Excel, and its focus on real-world application. Unlike traditional courses, this training program goes beyond theoretical concepts by providing participants with the necessary tools, templates, and resources to excel in financial planning and analysis roles. Additionally, it offers valuable insights to business analysts and data analysts, enabling them to effectively analyze financial data and provide strategic recommendations. By incorporating interactive learning methods, practical case studies, and collaborative exercises, this course ensures that participants gain the skills and knowledge required to excel in financial planning and analysis.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Location	Dates	Duration	Mode	Price
Johannesburg	Week 44, 2026 1 – 5 November 2026	5 Days	Onsite	€6,000
Cape town	Week 46, 2026 15 – 19 November 2026	5 Days	Onsite	€6,000
Vienna	Week 47, 2026 16 – 20 November 2026	5 Days	Onsite	€5,700
Seoul	Week 49, 2026 30 November – 4 December 2026	5 Days	Onsite	€10,000
Dubai	Week 51, 2026 14 – 18 December 2026	5 Days	Onsite	€4,500
Zoom	Week 52, 2026 21 – 25 December 2026	5 Days	Online	€1,500
London	Week 53, 2026 28 December 2026 – 1 January 2027	5 Days	Onsite	€5,700
Madrid	Week 53, 2026 28 December 2026 – 1 January 2027	5 Days	Onsite	€5,700
Madrid	Week 53, 2026 28 December 2026 – 1 January 2027	5 Days	Onsite	€5,700
Dubai	Week 01, 2027 4 – 8 January 2027	5 Days	Onsite	€4,500
Rome	Week 02, 2027 11 – 15 January 2027	5 Days	Onsite	€5,700
Istanbul	Week 03, 2027 18 – 22 January 2027	5 Days	Onsite	€4,500
Paris	Week 04, 2027 25 – 29 January 2027	5 Days	Onsite	€5,700
Milan	Week 04, 2027 25 – 29 January 2027	5 Days	Onsite	€5,700
Amsterdam	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€5,700
Prague	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€6,000
Barcelona	Week 06, 2027 8 – 12 February 2027	5 Days	Onsite	€5,700
London	Week 08, 2027 22 – 26 February 2027	5 Days	Onsite	€5,700
Kuala Lumpur	Week 09, 2027 1 – 5 March 2027	5 Days	Onsite	€5,200
Madrid	Week 09, 2027 1 – 5 March 2027	5 Days	Onsite	€5,700