Financial Analysis, Modelling, Forecasting & Budgeting Planning - Virtual Learning
5 Days
1620 Sessions
Starting from USD 2,000
Available Face to Face
Details coming soon...
Course Outline
Module I: Financial Analysis, Modelling & Forecasting
Day 1
The Competitive Challenge in the 21st Century
- Identifying and Managing Stakeholder Needs
- Business Models and How They are Disrupted
- An Integrated Approach to Risk Management
- The Essentials of Business Performance Management
Fundamentals of Financial Modelling
- Financial Statements Basics
- Fundamentals of Financial Modelling
Day 2
Mastering Financial Analysis
- Building a Financial Ratio Database in Excel
- Practical Modelling: The Cost-Volume-Profit Relationship
- Measuring and Improving Return On Investment
- Measuring and Improving Asset Management Efficiency
- Measuring and Managing Capital Structure and Risk
- Practical Modelling: The Effect of Gearing on Shareholders’ Earnings
Day 3
Improving Financial Forecasting
- Practical Modelling: Using Excel Statistical Analysis Tools
- Avoiding Common Forecasting Problems
- Using Moving Averages to Analyse Time Series Data
- Using Linear Regression for Sales Trend Analysis
- Using Excel Solver to Minimise Forecasting Error
- Using Regression and Correlation to Forecast Costs
- Practical Modelling: Cash Flow Forecasting
Day 4
Financial Models to Improve Investment Decision-making
- Principles of Capital Investment Decision-making
- Sources and Cost of Business Finance
- Practical Modelling: Using Excel Discounted Cash Flow Tools
- Practical Modelling: Capital Investment Analysis
- Essentials of Business Valuation
- Practical Modelling: Business Valuation Based on Shareholder Value Added
Day 5
Managing Risk and Uncertainty
- Identifying and Analysing Business Risk
- Probability Based Approach to Decision-making
- Monte Carlo Simulation
- Sensitivity Analysis and “what-if” Forecasting
- Identifying the Key Drivers of Financial Performance
- Practical Modelling: Key Driver “what-if” Forecast
Module II: Budgeting, Forecasting and the Planning Process
Day 6
Strategic Management and Financing
- Strategic Analysis, Strategic choices and evaluation, and Strategic implementation
- The Links between Strategy, Forecasting, Planning, Budgeting, Performance Measurement
- Strategic capability and avoiding the Spiral of Death
- Shareholder Wealth maximisation, Corporate and Shareholder value creation
- Financial Strategy, Dividend Policy, the Agency Problem and Corporate Governance
- Long-term Financing
- Debt and Equity, Cost of Equity using Dividend Growth and Capital Asset Pricing Model (CAPM), Cost of Debt, Weighted Average Cost of Capital (WACC)
- Capital Structure Optimisation Models to minimise WACC
- Using Strategy Maps to link strategies to Performance Measurement: The Balanced Scorecard
Day 7
Financial Planning, Forecasting, and Risk Analysis
- The Financial Planning Process and Modelling using Excel
- Statistical Forecasting Tools and Techniques
- Time series, moving averages, exponential smoothing, Pareto Analysis, trend progression, linear regression, correlation
- Forecasting long- and short-term sales revenues, and sales pricing
- Porter’s generic strategy of cost leadership and differentiation, Bowman’s strategy clock, full cost pricing, marginal cost pricing, target cost pricing, life-cycle costing, kaizen costing, value-based pricing
- Using Excel for Optimum Product mix decisions
- Short-term Financing, Working Capital, and the Cash Operating Cycle
- Direct and Indirect Cash Flow Analysis and Cash Flow Forecasting using Excel
- Uncertainty and Risk
- Business Risk
- Financial Risk
- Systematic Risk
- Unsystematic Risk
- The Choices available to minimise and mitigate risk
Day 8
Cost Analysis Techniques
- Cost Behaviour and Activities
- Fixed and Variable Costs, Direct and Indirect Costs
- Product Costs and Period Costs
- Cost Allocation and Absorption of Overheads
- Absorption or Full Costing
- Marginal Costing
- Cost-Volume-Profit (CVP) and ‘what-if’ analysis using Excel
- Activity Based Costing (ABC) and Activity Based Management (ABM)
Day 9
Budgeting, Budgetary Control and Performance Improvement
- To Budget or Not – Purposes and Reasons for Budgets
- Stages in the Budget Preparation Process
- Preparation of the Master Budget
- Activity Based Budgeting (ABB)
- Responsibility Accounting and Variance Analysis
- Standard costing, flexed budgets, budgetary control to measure organisational and management performance
- Advantages, Disadvantages and Behavioural Aspects of Budgeting
- The Conflict between Performance Improvement and the Costing System
- Lean thinking and integrating continuous performance improvement into the Budget Process
Day 10
Project Appraisal and Capital Budgeting
- The Time Value of Money
- Future Values
- Present Values
- Discounted Cash Flow (DCF)
- Capital investment Project Appraisal
- Accounting Rate of Return (ARR), payback, Net Present Value (NPV), Internal Rate of Return (IRR), Modified Internal Rate of Return (MIRR), Discounted Payback, Equivalent Annual Cost (EAC)
- Project Risk
- Sensitivity Analysis, simulation, scenario analysis, NPV break-even
- Capital Rationing
- Capital Budgeting and the Profitability Index (PI)
2026 Schedule & Fees
Course Fees Starting From
USD
2,000
| Date | City | Language | Price | Action |
|---|---|---|---|---|
| 28 Jun - 02 Jul, 2026 | Online | English | USD 2,000 | Book |
| 28 Jun - 02 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 05 Jul - 09 Jul, 2026 | Online | English | USD 2,000 | Book |
| 05 Jul - 09 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 12 Jul - 16 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 12 Jul - 16 Jul, 2026 | Online | English | USD 2,000 | Book |
| 19 Jul - 23 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 19 Jul - 23 Jul, 2026 | Online | English | USD 2,000 | Book |
| 26 Jul - 30 Jul, 2026 | Online | English | USD 2,000 | Book |
| 26 Jul - 30 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 02 Aug - 06 Aug, 2026 | Online | English | USD 2,000 | Book |
| 02 Aug - 06 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 09 Aug - 13 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 09 Aug - 13 Aug, 2026 | Online | English | USD 2,000 | Book |
| 16 Aug - 20 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 16 Aug - 20 Aug, 2026 | Online | English | USD 2,000 | Book |
| 23 Aug - 27 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 23 Aug - 27 Aug, 2026 | Online | English | USD 2,000 | Book |
| 30 Aug - 03 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 30 Aug - 03 Sep, 2026 | Online | English | USD 2,000 | Book |
| 06 Sep - 10 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 06 Sep - 10 Sep, 2026 | Online | English | USD 2,000 | Book |
| 13 Sep - 17 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 13 Sep - 17 Sep, 2026 | Online | English | USD 2,000 | Book |
| 20 Sep - 24 Sep, 2026 | Online | English | USD 2,000 | Book |
| 20 Sep - 24 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 27 Sep - 01 Oct, 2026 | Online | English | USD 2,000 | Book |
| 27 Sep - 01 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 04 Oct - 08 Oct, 2026 | Online | English | USD 2,000 | Book |
| 04 Oct - 08 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 11 Oct - 15 Oct, 2026 | Online | English | USD 2,000 | Book |
| 11 Oct - 15 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 18 Oct - 22 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 18 Oct - 22 Oct, 2026 | Online | English | USD 2,000 | Book |
| 25 Oct - 29 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 25 Oct - 29 Oct, 2026 | Online | English | USD 2,000 | Book |
| 01 Nov - 05 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 01 Nov - 05 Nov, 2026 | Online | English | USD 2,000 | Book |
| 08 Nov - 12 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 08 Nov - 12 Nov, 2026 | Online | English | USD 2,000 | Book |
| 15 Nov - 19 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 15 Nov - 19 Nov, 2026 | Online | English | USD 2,000 | Book |
| 22 Nov - 26 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 22 Nov - 26 Nov, 2026 | Online | English | USD 2,000 | Book |
| 29 Nov - 03 Dec, 2026 | Online | English | USD 2,000 | Book |
| 29 Nov - 03 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 06 Dec - 10 Dec, 2026 | Online | English | USD 2,000 | Book |
| 06 Dec - 10 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 13 Dec - 17 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 13 Dec - 17 Dec, 2026 | Online | English | USD 2,000 | Book |
| 20 Dec - 24 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 20 Dec - 24 Dec, 2026 | Online | English | USD 2,000 | Book |
| 27 Dec - 31 Dec, 2026 | Online | English | USD 2,000 | Book |
| 27 Dec - 31 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
Face to Face Courses
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting Planning
5 Days
1566 Sessions
Finance Budgeting
Jun
28
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
28 Jun – 02 Jul 2026
Fee
USD 4,000
Jun
28
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
28 Jun 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Jul
05
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
05 Jul – 09 Jul 2026
Fee
USD 4,000
Jul
05
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
05 Jul 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Jul
12
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
12 Jul – 16 Jul 2026
Fee
USD 4,000
Jul
12
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
12 Jul 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Jul
19
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
19 Jul – 23 Jul 2026
Fee
USD 4,000
Jul
19
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
19 Jul 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Jul
26
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
26 Jul – 30 Jul 2026
Fee
USD 4,000
Jul
26
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
26 Jul 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Aug
02
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
02 Aug – 06 Aug 2026
Fee
USD 4,000
Aug
02
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
02 Aug 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Aug
09
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
09 Aug – 13 Aug 2026
Fee
USD 4,000
Aug
09
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
09 Aug 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Aug
16
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
16 Aug – 20 Aug 2026
Fee
USD 4,000
Aug
16
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
16 Aug 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Aug
23
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
23 Aug – 27 Aug 2026
Fee
USD 4,000
Aug
23
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
23 Aug 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Aug
30
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
30 Aug – 03 Sep 2026
Fee
USD 4,000
Aug
30
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
30 Aug 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Sep
06
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
06 Sep – 10 Sep 2026
Fee
USD 4,000
Sep
06
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
06 Sep 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Sep
13
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
13 Sep – 17 Sep 2026
Fee
USD 4,000
Sep
13
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
13 Sep 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Sep
20
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
20 Sep – 24 Sep 2026
Fee
USD 4,000
Sep
20
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
20 Sep 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Sep
27
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
27 Sep – 01 Oct 2026
Fee
USD 4,000
Sep
27
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
27 Sep 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Oct
04
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
04 Oct – 08 Oct 2026
Fee
USD 4,000
Oct
04
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
04 Oct 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Oct
11
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
11 Oct – 15 Oct 2026
Fee
USD 4,000
Oct
11
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
11 Oct 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Oct
18
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
18 Oct – 22 Oct 2026
Fee
USD 4,000
Oct
18
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
18 Oct 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Oct
25
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
25 Oct – 29 Oct 2026
Fee
USD 4,000
Oct
25
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
25 Oct 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Nov
01
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
01 Nov – 05 Nov 2026
Fee
USD 4,000
Nov
01
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
01 Nov 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Nov
08
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
08 Nov – 12 Nov 2026
Fee
USD 4,000
Nov
08
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
08 Nov 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Nov
15
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
15 Nov – 19 Nov 2026
Fee
USD 4,000
Nov
15
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
15 Nov 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Nov
22
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
22 Nov – 26 Nov 2026
Fee
USD 4,000
Nov
22
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
22 Nov 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Nov
29
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
29 Nov – 03 Dec 2026
Fee
USD 4,000
Nov
29
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
29 Nov 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Dec
06
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
06 Dec – 10 Dec 2026
Fee
USD 4,000
Dec
06
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
06 Dec 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Dec
13
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
13 Dec – 17 Dec 2026
Fee
USD 4,000
Dec
13
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
13 Dec 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Dec
20
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
20 Dec – 24 Dec 2026
Fee
USD 4,000
Dec
20
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
20 Dec 2026 · English · Sharm El Sheikh
Fee
USD 4,000
Dec
27
2026
Face to Face English
Sharm El Sheikh 5 days
Financial Analysis, Modelling, Forecasting & Budgeting Planning
27 Dec – 31 Dec 2026
Fee
USD 4,000
Dec
27
2026
Face to Face
Financial Analysis, Modelling, Forecasting & Budgeting...
27 Dec 2026 · English · Sharm El Sheikh
Fee
USD 4,000
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