Course Information

Introduction

This five-day course teaches practical budgeting and forecasting skills you can use immediately. You will learn how to build driver-based budgets, maintain rolling forecasts, run variance analysis, and test scenarios. The focus is on reliable numbers, clear assumptions, and workflows that reduce rework. By the end you will have templates and a repeatable process to improve forecast accuracy and reporting timeliness.

Objectives

- Build a driver-based operating budget that links primary revenue and cost drivers to forecasts.
- Create a rolling forecast model in a spreadsheet that updates with monthly actuals and flags key variances.
- Perform variance analysis and produce concise explanations and action items for business leaders.
- Construct scenario and sensitivity analyses to quantify the financial impact of major risks and decisions.
- Design a budget-to-forecast workflow, including controls and deliverables, to shorten cycle time and improve accountability.

Who Should Attend?

- FP&A Analyst
- Finance Manager responsible for budgeting or forecasting
- Budget Analyst or Budget Officer
- Financial Controller involved in planning and reporting
- Business Unit or Operations Manager with P&L responsibility

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.