Course Information

Introduction

This five-day course teaches practical budgeting skills for finance teams and budget owners. Participants learn how to build budgets, run forecasts, perform variance analysis, and tighten budget controls. The emphasis is on techniques you can apply immediately to improve forecast accuracy, reduce overspend, and make budget decisions with clear assumptions.

Objectives

1. Build complete department and project budgets using standard templates and document the assumptions behind line items.
2. Produce and maintain rolling forecasts, updating them with actuals and delivering a revised forecast within an operational reporting cycle.
3. Perform variance analysis to identify root causes and quantify corrective actions and savings opportunities.
4. Design and implement simple approval workflows and internal controls to reduce budget leakage and improve compliance.
5. Prepare and present budget proposals and scenario analyses to stakeholders, clearly stating assumptions, sensitivities, and recommended decisions.

Who Should Attend?

1. Financial Controller
2. FP&A Analyst
3. Budget Manager / Budget Analyst
4. Department Manager with budget responsibility (Operations, IT, Marketing)
5. Project Manager responsible for capital or operational budgets

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.