Strategic Financial Planning

Strategic Financial Planning

Course schedule

Classroom Training:
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Course Overview

This course equips executives with advanced strategies for effective financial planning, enabling them to align financial goals with organisational strategy and optimise resource allocation.

Who Should Attend

  • Chief Financial Officers
  • Financial Controllers
  • Strategic Planners
  • Senior Financial Analysts
  • Budget Managers

Course Outcomes

  • Develop comprehensive financial plans aligned with organisational strategy
  • Implement advanced financial forecasting techniques
  • Optimise resource allocation across departments
  • Enhance decision-making with strategic financial insights
  • Improve financial performance monitoring

Course Topics

Financial Planning Fundamentals

  • Core principles of financial planning
  • Financial goals and objectives setting
  • Budgeting processes and methodologies
  • Financial planning tools

 

Financial Analysis and Forecasting

  • Key financial ratios and indicators
  • Trend analysis and financial forecasting
  • Scenario planning and sensitivity analysis
  • Using financial data for strategic decision-making

 

Strategic Budgeting Techniques

  • Zero-based budgeting
  • Activity-based budgeting
  • Rolling forecasts and flexible budgeting
  • Aligning budgets with strategic goals

 

Capital Allocation and Investment Planning

  • Capital budgeting techniques (NPV, IRR, Payback Period)
  • Evaluating investment opportunities
  • Risk assessment and management
  • Post-investment analysis and evaluation

 

Performance Management and Financial Reporting

  • Key performance indicators (KPIs) development
  • Balanced scorecards and performance dashboards
  • Financial reporting standards and practices
  • Communicating financial performance to stakeholders

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