Mastering Spreadsheet Skills for Planning, Forecasting & Budgeting

Objectives

By the end of this COPEX training course, delegates will be able to:

• Participate in and support the planning, budgeting, and forecasting process
• Apply advanced Excel modelling skills in these key processes
• Apply latest techniques in cost forecasting and management
• Build effective spreadsheet models to assist in investment decision-making
• Develop models for applying sensitivity analysis to risk management

Training Methodology

This training course follows a practical, hands-on approach that focuses on building real spreadsheet models rather than theoretical concepts alone. Delegates will work through structured exercises and case studies that replicate real business scenarios. This method ensures you not only understand the techniques but also know how to apply them effectively in your daily work.

Throughout the course, you will use Excel tools and functions to develop planning, forecasting, and budgeting models. Each module is designed to progressively build your skills, from basic planning principles to advanced forecasting techniques and risk analysis. The training also includes group discussions and interactive sessions to reinforce learning and encourage knowledge sharing among participants.

Who Should Attend?

This COPEX training course is ideal for professionals involved in financial planning, budgeting, forecasting, and decision-making. It is especially useful for individuals who need to improve their spreadsheet modelling skills to support business performance and financial management. The course provides valuable tools and insights that can be applied across multiple roles and departments.

This training course is particularly beneficial for:

• 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