Financial Analysis - Budgeting, Planning & Forecasting

Note: The Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca.

Overview:

Does part of your role or those you supervise involve financial analysis? In today's fast-paced corporate world, financial analysis can mean many things but inevitably, forecasting and planning may be part of your responsibilities. This course will help analysts further their career by providing meaningful information to those around them. 

Planning, budgeting, and forecasting is key is any organization. Most organizations are involved in an annual plan and then reforecast quarterly, monthly, or as the need arises. However, in many organizations, over time, the planning process has lost its true focus and doesn’t necessarily provide the organization with the tools to compete effectively in the marketplace. This course reviews traditional methods of planning and forecasting and then explores some of the newer methodologies which are becoming more and more popular in today’s marketplace.  

This course is highly interactive. You will deal with exercises to learn through doing. It is highly recommended that you bring a calculator to obtain maximum benefit.

Note: that this course will overlap with the Powerful Financial Analysis course

Course Content:

This course will review the key concepts behind budgeting, planning, and forecasting analysis. It will cover both the traditional manner in performing the analysis as well as several new, emerging practices which have arisen as companies face increasing competition and rely more and more on financial professionals to help them plan in order to compete effectively in the marketplace.

Who Will Benefit: 

This course will benefit financial professionals working as analysts within an accounting department or a business unit and who are responsible for reviewing cost centre reports, monthly reports, budget reports and other variance reports.