Spreadsheet Skills
for Planning, Forecasting
& Budgeting

Training Course Overview

Effective planning, budgeting and forecasting skills are essential if the organisation is to have any opportunity anticipate and manage the kind of rapid and disruptive change that represents one of the biggest challenges to the survival and strength of 21^st century enterprises. This training course will focus on building the practical spreadsheet skills directly relevant to understand and make a practical contribution to these vital planning, budgeting and forecasting processes.

Training Course 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

Designed For

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

Training Course Outline

Amongst a Wide Range of Valuable Topics, the Following Will be Prioritised:

• The Aims and Principles of Planning, Budgeting and Forecasting
• Building a Framework for Effective Strategic Execution
• Measuring and Managing with Key Performance Indicators (KPI’s)
• Key Principles of Financial Modelling
• Predictive Analytics and Data Visualisation in Excel
• Traditional and Advanced Approaches to Cost Analysis
• Key Spreadsheet Skills: Building a Cash Flow Forecast Model
• Key Spreadsheet Skills: Building a Capital Investment Appraisal Model
• Identifying and Analysing Business Risk
• Key Spreadsheet Skills: Building a “What-If” Forecast for Sensitivity Analysis

The Certificate

• COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

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