Financial Planning and Budgeting

Who is it for?

This Financial Planning and Budgeting is for non-financial directors or managers who are required to develop or use business plans and budgets.


All budget, cost and pricing decisions are dependent on a clear business strategy and an understanding of the ‘value proposition’ of the organisation.

This Financial Planning and Budgeting course begins by reviewing the broad objectives and content of business plans, then participants examine the “cash cycle” as the foundation for preparing business budgets and managing for results.  The course considers the drivers of cost and the approaches to setting prices.

Financial Planning and the preparation of budgets are essential skills for anyone in the position of responsibility.   This workshop will help you to understand the language and processes of budgeting, costing and pricing.

Course content

  • Overview of business plans
  • Marketing, Operations, People and Organisation, Finance
  • Budgets and forecasts
  • Terminology
  • Budgets for Profit & Loss, Cash Flow and Balance Sheet
  • Cycle of cash
  • Costing and pricing
  • Managing in action — reporting, monitoring and controlling 

Course duration

1 day, normally between 9:30 and 4:30

"A very interesting and informative course. It covered all the issues I wanted and more."

SR, Fire Strategy Company

In house options and costs

This course is offered as an in-house option either at your offices or at one of our prestigious venues. If you choose to use one of our venues, room  hire and catering will be charged at our specially negotiated rates.

The cost of an in house course including all training materials for up to 6 delegates is £1,195 plus travel + VAT.

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