An Integrated Approach to Financial and Business Planning

We regret to inform you that there are currently no scheduled sessions for this course, so please let us know your preferred date and location and we will contact you soon.

Course Introduction

Is long- and short-term planning within your organisation integrated sufficiently to provide effective and meaningful financial and business plans? If we don’t plan effectively it’s like being in a rudderless boat bobbing about on the ocean with no destination and no direction.

Financial and business planning are functions that must be integrated in order to determine where we want to be headed as an organisation and to provide the necessary direction to get there. This online course includes not only the theoretical background but also provides the necessary skills for attendees to build world class standards into their organisations’ planning, budgeting, performance measurement and reporting systems.

This COPEX online training course covers the various approaches to operational budgeting, but also the all-important cash flow budgeting, and capital budgeting for projects and new asset acquisitions. It focuses on use of the appropriate tools and techniques for attendees to become better able to carry out their planning and budgeting tasks and responsibilities.

Objectives

By the end of this COPEX online training course you will be able to:

  • Appreciate the importance of integrated long-term strategic business and financial planning
  • Develop a strategic financial planning model using Excel®
  • Prepare short-term, annual operating budgets and cash budgets for planning purposes
  • Use flexed budgets and variance analysis for budgetary control
  • Consider the range of techniques for capital project appraisal and capital budgeting

Who Should Attend?

This COPEX online training course is suitable for a wide range of professionals but will greatly benefit:

  • Professionals who require a more in-depth understanding of integrated planning and budgeting techniques
  • Accountants responsible for budget preparation and management reporting
  • Financial planners and cost analysts
  • Line managers with direct planning and budgeting responsibility
  • Professional advisers, accounting personnel and business consultants

Course Outline

Day 1: Among a wide range of valuable topics, the following will be prioritised:

  • Organisational planning frameworks for strategic and tactical approaches to business planning
  • The international business environment
  • Corporate objectives and key value drivers, and development of business and financial plans
  • Operating budgets, zero-based budgets, activity based budgets
  • The cash flow budget
  • Flexed budgets and variance analysis for budgetary control
  • Identification of the various types of capital projects and capital budgeting
  • The time value of money impact on future values of cash flows and capital project evaluation
  • WACC and ROI as benchmarks and the ‘hurdle rate’ for capital projects
  • Capital project evaluation using ARR and payback, and DCF techniques of NPV, IRR, MIRR

Certificate

  • A COPEX e-Certificate for delegates who attend and complete the online training course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Related Categories

Finance & Accounting

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

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Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

Enquiry

We can customize this training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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