Upcoming Course Dates

Prerequisite Course
To get the most out of this course, you should have completed the following:

If you are unsure whether this course is right for you, please contact Miranda Lane (info@financetalking.com)

Related Courses
The following courses are closely related to this course.

Budgeting & Forecasting – Virtual

4 Hours Introductory Skills

If you need to get involved in managing your company or department’s financial performance, this course will provide the skills you need. We start with link between budgets and strategy; then we show you how to prepare a meaningful budget and how to input effectively to the forecasting process. We look at typical management reports, including how to review variances and translate this into business actions – everything you need to help keep your business on track.


  • Understand the role of budgeting and how it fits with strategy
  • Learn how to prepare meaningful budgets and forecasts
  • Be able to contribute effectively to monthly management report reviews

What's Included

  • Access to a virtual classroom with a series of online courses to help you consolidate your learning
  • Colour-coded course materials
  • A copy of The FinanceTalking Financial Glossary (pdf)
  • Email or phone your tutor if you have questions

After the course, you will have access for 4 months to the following eLearning course which will help you consolidate your knowledge:

What you will learn

The Big Picture

  • Financial planning overview
  • Budgets and how they fit in with strategy
  • Additional implications for listed companies

Financial Planning

  • The budgeting process
  • Preparing & reviewing your budget
  • Examples, definitions, difficulties, tips and terminology
  • When are sales and costs included?
  • Cost types and behaviours
  • The role of forecasting and the forecasting process

Working with Management Reports

  • Review of typical management reports
  • Phasing and month end issues
  • Variance analysis – making the connections with business actions
  • The implications for strategy

Summary & Conclusion

How you will learn

We use Zoom to deliver our virtual events

  • Very simple to use
  • Access the event on your laptop or tablet (or even your phone)
  • Discussions and case studies via breakout groups
  • Quizzes and polls