Course Information

Introduction

Financial planning enables organisations to align financial resources with strategic priorities, maintain financial stability, and support sustainable growth. A structured financial planning process improves budgeting, forecasting, investment decisions, cash flow management, and performance monitoring while helping organisations respond effectively to changing business conditions.

This five-day course provides practical knowledge and tools for developing organisational financial plans. Participants will learn how to prepare integrated financial plans, forecast revenues and expenditures, manage cash flow, evaluate financial performance, and support executive decision-making through practical exercises, business case studies, and planning workshops.

Objectives

1. Develop comprehensive financial plans that support organisational strategy and operational objectives.
2. Prepare integrated budgets, financial forecasts, and cash flow plans using recognised financial planning techniques.
3. Monitor financial performance through variance analysis, key performance indicators, and management reporting.
4. Evaluate financial risks and develop practical strategies to improve organisational financial sustainability.
5. Present financial plans and recommendations clearly to senior management using appropriate financial analysis and supporting evidence.

Who Should Attend?

1. Finance Managers and Financial Controllers responsible for organisational planning and financial performance.
2. Financial Planning and Analysis (FP&A) Professionals involved in budgeting and forecasting.
3. Department Managers and Business Unit Leaders responsible for financial planning and resource allocation.
4. Project Managers responsible for planning and monitoring project finances.
5. Business Owners, Executives, and Senior Professionals seeking practical financial planning skills for organisational growth.

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.