
A Highly Interactive Training Course On
Integrating Budgeting, Forecasting & Business Planning
Financial Skills for Effective Long and Short-Term Planning
Upcoming Sessions
Course Introduction
In today’s volatile markets, companies must continuously integrate their Business Plans with effective Budgeting, Forecasting, and Cost Analysis to achieve success. This Integrating Budgeting, Forecasting & Business Planning training course offers a comprehensive blend of theoretical knowledge and practical skills to establish world-class standards in planning, budgeting, performance measurement, and reporting. Through a combination of technique analysis, problem-solving exercises, and case studies, the course equips delegates with the essential concepts and hands-on skills needed to manage and control processes, projects, and departments. As global competition intensifies, understanding how to align budgets with strategic goals and cost tracking becomes increasingly critical.
Training Objectives
By attending this COPEX training course, you should achieve these goals:
- Understand the Integration Among Planning, Budgeting and Costing
- Appreciate Cost Behavior and Cost Allocation
- Improve Budgeting and Financial Skills to Take Better Decision
- Understand Capital Budgeting and Project Appraisal
- Design Reports and KPIs for Measuring Performances
Who should Attend?
This COPEX training course is designed for anyone involved in the budget and business planning process within their organization. It is equally appropriate for those who manage projects and who wish to have a greater understanding of how budgets, business plans, and projects interlink.
This training course is suitable to a wide range of professionals who have budgetary control and are involved in the business planning process, including, but not limited to:
- Professionals Who Require a More In-Depth Understanding of Integrated Planning & Budgeting Techniques
- Accountants Responsible for Budget Preparation & Management Reporting
- Financial Planners and Cost Analysts
- Line Heads with Direct Planning and Budgeting Responsibility
- Professional Advisers, Account Personnel and Business Consultants
Course Outline
- Organizational planning framework
- The product / information / decision support cycle
- Strategic, tactical and operational forecasts
- The strategic approach to business planning
- Various strategic and tactical approaches to business planning
- The international business environment
- Developing the business plan
- Identification of key value drivers
- Achieving objectives
- Zero base budgeting
- Activity based budgeting
- Developing the Cash Budget
- Problems of forecasting
- Using historical data to help predict the future
- Forecasting
- Development of Time Series Models
- Using Regression Analysis as a predictor and estimator
- Mastering the use of Exponential Smoothing as a Data Analysis tool
- Cost behaviour and breakeven analysis
- Activity based costing
- Budgeting for Processes rather than Departments
- Defining Key Cost Drivers
- Defining Key Activities
- Developing the Activity-Based Budget
- Identify the various types of capital projects
- Discuss the capital project evaluation process
- The impact time has on the value of money
- Using WACC and ROIC as benchmarks
- Development of the "Hurdle Rate" for capital projects
- Evaluate capital projects by applying NPV, IRR, ARR Payback model
Providers and Associations



Certificates
- COPEX Certificate of Attendance will be provided to delegates who attend and complete the 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.
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.
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.
Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.
Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.
There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750
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.
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.
The training course fee can be settled by either:
- Bank transfer
- Credit Card
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.
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.
Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates
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.
Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

We can customize this
training course for you!
Other Specialized Training Courses
Explore a selection of specialized training courses designed to advance your skills and knowledge in key areas critical to professional success. COPEX provides a wide range of programs tailored to meet industry demands, empowering you to stay competitive in today’s dynamic landscape.