course | Strategic Planning, Financial Analysis & Effective Budgeting
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FNBN-2526 | Strategic Planning, Financial Analysis & Effective Budgeting
Course Sector : Finance, Accounting and Banking
| Duration | Date from | Date to | Course Venue | Course fees | Book a course |
|---|---|---|---|---|---|
| 5 Days | 2025-09-22 | 2025-09-26 | London | $4,950 | Book now |
| 5 Days | 2025-12-15 | 2025-12-19 | Dubai | $4,250 | Book now |
Course Introduction
In today’s fast-paced and competitive business environment, organizations must continuously align their strategic vision with sound financial practices to drive sustainable growth and maximize value. This comprehensive course integrates the disciplines of strategic planning, financial analysis, and budgeting into one powerful learning experience, equipping professionals with the tools to think strategically, manage resources effectively, and make data-informed decisions.
Participants will explore the end-to-end process of developing a strategic plan that is grounded in realistic financial assumptions, supported by analytical insights, and executed through practical budgeting techniques. The course delves into proven frameworks for crafting mission-driven strategies, performing robust financial diagnostics, and building budgets that serve as both planning and performance management tools.
Through a combination of case studies, real-life scenarios, and hands-on exercises, participants will gain a holistic understanding of how to evaluate financial health, identify opportunities for cost optimization, and design budgets that align with long-term goals. The course also emphasizes best practices in strategic financial communication and ethical decision-making, ensuring professionals can influence stakeholders and manage fiscal responsibility confidently.
Whether you are involved in planning, financial oversight, or operational management, this course provides the critical insights and practical skills necessary to link financial discipline with strategic vision—ultimately empowering you to lead your organization with clarity, accountability, and impact.
Course objective
- Understand the principles and processes of strategic planning.
- Conduct comprehensive financial analyses to inform decision-making.
- Develop and manage budgets that align with strategic objectives.
- Implement cost control measures to enhance financial performance.
- Utilize financial tools and techniques for effective resource allocation.
Course Outline | DAY 01
Module 1: Strategic Planning Fundamentals
Understanding Strategic Planning
- Definition and importance.
- Strategic planning vs. operational planning.
Developing Vision and Mission Statements
- Crafting clear and compelling organizational directives.
Setting Strategic Objectives
- Establishing SMART goals.
- Aligning objectives with organizational vision.
Environmental Analysis
- SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis.
- PESTEL (Political, Economic, Social, Technological, Environmental, Legal) analysis.
Strategic Formulation and Implementation
- Identifying strategic options.
- Resource allocation and action planning.
Monitoring and Evaluation
- Key Performance Indicators (KPIs).
- Feedback mechanisms and continuous improvement.
Course Outline | Day 02
Module 2: Financial Analysis Techniques
Introduction to Financial Statements
- Balance Sheet, Income Statement, Cash Flow Statement.
Financial Ratio Analysis
- Liquidity, profitability, efficiency, and solvency ratios.
Trend and Comparative Analysis
- Horizontal and vertical analysis.
- Benchmarking against industry standards.
Cash Flow Analysis
- Operating, investing, and financing activities.
- Free cash flow assessment.
Break-even and Contribution Margin Analysis
- Understanding cost structures.
- Decision-making based on cost-volume-profit relationships
Course Outline | Day 03
Module 3: Effective Budgeting Practices
Budgeting Concepts and Objectives
- Purpose and benefits of budgeting.
- Challenges and limitations.
Types of Budgets
- Operating, capital, cash, and master budgets.
Budgeting Approaches
- Incremental budgeting.
- Zero-based budgeting.
- Activity-based budgeting.
- Rolling forecasts.
Budget Development Process
- Gathering data and forecasting.
- Setting budget assumptions.
- Consolidating departmental budgets.
Monitoring and Controlling Budgets
- Variance analysis.
- Flexible budgeting.
- Mid-year reviews and adjustments.
Course Outline | Day 04
Module 4: Cost Control and Optimization
Understanding Cost Behavior
- Fixed, variable, and semi-variable costs.
- Direct and indirect costs.
Cost Allocation Methods
- Traditional costing vs. Activity-Based Costing (ABC).
- Implementing Cost Control Measures
- Identifying cost drivers.
- Streamlining processes and eliminating waste.
Performance Measurement Tools
- Balanced Scorecard.
- Benchmarking and best practices.
Continuous Improvement Strategies
- Lean management principles.
- Six Sigma methodologies.
Course Outline | Day 05
Module 5: Integrating Strategy, Finance, and Budgeting
Aligning Budgets with Strategic Plans
- Ensuring financial plans support organizational goals.
Scenario Planning and Sensitivity Analysis
- Preparing for uncertainties and assessing risks.
Communicating Financial Information
- Effective reporting to stakeholders.
- Visualizing data for better understanding.
Ethical Considerations in Financial Management
- Transparency and accountability.
- Compliance with regulations and standards.
BOOST’s Professional Attendance Certificate “BPAC”
BPAC is always given to the delegates after completing the training course,and depends on their attendance of the program at a rate of no less than 80%,besides their active participation and engagement during the program sessions.
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