Financial Planning, Budgeting and Financial Control

Learners will be able to:

• Develop basic organizational financial plans.
• Prepare and interpret different types of budgets.
• Forecast revenues and expenditures.
• Develop cash and operating budgets.
• Connect strategic objectives with financial resources.
• Monitor financial performance against budgets.
• Explain the difference between equity and debt financing.

1. Planning and the Planning Process
2. Strategic Planning
3. Operational Planning
4. Purpose and Benefits of Planning
5. Budgeting Concepts
6. Types of Budgets
7. Budgeting Process
8. Financial Reporting
9. Financial Monitoring
10. Responsible Financial Management
11. Financial Planning
12. Setting Financial Objectives
13. Identifying Alternatives
14. Developing Financial Plans
15. Fixed Costs
16. Variable Costs
17. Marketing Expenses
18. Administrative Expenses
19. Staff Budgeting
20. Revenue Models
21. Cost of Goods Sold Budget
22. Business Upgrade Plans
23. Financial Forecasting
24. Equity and Debt Financing
25. Equity vs. Debt Finance
26. Master Budget
27. Sales Budget
28. Production Budget
29. Direct Materials Budget
30. Direct Labour Budget
31. Manufacturing Overhead Budget
32. Selling and Administrative Expense Budget
33. Cash Budget
34. Budgeted Income Statement
35. Budgeted Balance Sheet
36. Zero-Based Budgeting
37. Participative Budgeting
38. Budgetary Control
39. International Aspects of Budgeting