Financial Modelling
for Planning and Forecasting

Online Training Course Overview

Are you facing a challenge in business planning and forecasting under conditions of turbulence, risk and uncertainty? 

Effective planning and forecasting techniques are critically important for the organization if it is to have any chance to anticipate and manage the kind of rapid and disruptive change and uncertainty that represents one of the existential threats to the 21^st century enterprise.

This expert-led COPEX two-day online training course will focus on building your practical financial modelling skills directly relevant to understand make a practical contribution to these vital planning and forecasting processes under the most challenging conditions.

Online Training Course Objectives

By attending this COPEX online training course, you should achieve these goals:

• Participate in and support the planning and forecasting process
• Apply advanced Excel financial modelling skills in these key processes
• Effectively use Excel’s data analytics tools
• Construct financial models for critical investment decision-making
• Develop models to help manage business risk and uncertainty

Designed for

This COPEX online training course will not only be of benefit to planning team members, but it will also provide useful insights and tools for other professionals in related fields, in particular, the online course will greatly benefit:

• Financial accounting team members
• Cost and management accounting staff
• Finance managers
• Budget managers
• Commercial managers
• Capital investment and project team members
• Investment analysts and acquisition team members
• Risk managers

Online Training Course Content

Amongst a wide range of valuable topics, the following will be prioritised:

• The aims and principles of planning and forecasting
• Building a framework for effective strategic execution
• Measuring and managing key performance indicators (KPI’s)
• Key principles of financial modelling
• Predictive analytics and data visualisation in Excel
• Key financial model skills: building a cash flow forecast model
• Using Excel’s discounted cash flow analysis functions
• Key financial model skills: building a capital investment appraisal model
• Identifying and analysing business risk
• Key financial model skills: building a “what-if” forecast for sensitivity analysis

© 2023. 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.