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Principles and the processes of strategic financial planning for any organization, large or small.

Financial Analysis, Planning
and Control

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The crux of financial analysis lies with its purpose. It may be the company's focus on short-term liquidity or its long-term planning. Financial statements provide a picture of the company's financial condition.

Forecasting involves analyzing these statements to project calculated scenarios and probabilities...

Financial mission and goals

Definitively, financial planning and control (financial management) analyzes the firm's financial mission and goals, to achieve various milestones and planned goals.

The field of finance is intertwined with economics, accounting, and the human element responsible for accurate analysis, forecasting, and practical quantitative applications.

  • Economics provides structural data for decision-making;
  • Accounting provides financial / cash flow data;
  • The financial manager collects, interprets, processes, and allocates the firm's resources.

You will learn that financial planning must include not only financial management methods (basic accounting) but also strategy(ies) necessary to decide how to accomplish corporate financial goals. We will provide useful information regarding the interpretation and application of:

Qualitative

economic activity information,
data, and statistics

Quantitative

data, analysis, and formulas
(accounting)

Forecasting

methods to meet short-term and
long-term corporate goals

Types of planning

Financial planning is managing your finances over time in such a way that you can meet your business needs. Strategic planning is the process of determining the direction your company will take, the goals you have for the business and how to achieve what you want. Both types of planning involve defining objectives, gathering and analyzing data, implementing the plan and monitoring the results.

Goal of training

The goal of the courses is to provide comprehensive information on financial analysis in areas of planning and control suited to anyone on any level desiring this information for either professional or personal use.

Objectively courses qualitatively and quantitatively define, review, and illustrate the principles of corporate finance, including: profit/loss, asset and cash management, operational budgets, cost analysis, profitability, leverage, and decision and risk.

Various industry approaches, cases, means and methods will be presented.

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