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FINANCIAL MARKET COURSES

Budgeting & Financial Management

Courses In This Course

Understanding the importance of budgeting is the first step in successful financial planning. This course introduces the concept of budgeting and explains in detail the key concepts of preparing and controlling a budget. The course then moves on to identify the main components of a typical financial plan and explain the role of modeling in financial planning. The fundamentals of cash and credit management, along with working capital management, are also described.

Objectives

In this course, you will explore:

The fundamentals of budgeting

The preparation and control of a budget

The process of cash collection and disbursement, and the determination of the cash balance that will minimize opportunity costs and trading costs

Key credit management issues

The financial planning process and the use of models to forecast a firm's future financial performance

The importance of working capital management

Prerequisite Knowledge

A reasonable level of mathematic understanding is assumed.

Learner Profile

This course is designed for:

New recruits to banking and financial organizations

Senior managers

Financial managers

Finance and accounting staff

Sales and marketing executives

IT staff

Compliance and regulatory staff

  •    BUDGETING - AN INTRODUCTION

    Overview

    A budget is a plan that outlines an organization's financial or operational goals. It is an action plan; it helps a business allocate resources, evaluate performance, and formulate plans. Understanding the importance of budgeting is the first step in successful financial planning. This course introduces budgeting and the five most commonly used methods of budgeting.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Accounting - An Introduction

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  •    PREPARING & CONTROLLING A BUDGET

    Overview

    Budgeting is potentially a manager's most valuable planning and management tool - but only if budgets are carefully planned and monitored. Depending on the size of the organization, preparing a budget can be a very complex process. This course focuses on important aspects of budgeting - preparation and control.

    Course Duration

    90 mins

    Prerequisite Knowledge

    Budgeting - An Introduction

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  •    CASH MANAGEMENT

    Overview

    It is essential to the profitability of a business that it manages its cash efficiently and cost-effectively. This course explains the process of cash collection and disbursement and shows how a firm can determine the cash balance that will minimize opportunity costs and trading costs. The use of money market instruments in cash management is also explored.

    Course Duration

    75 mins

    Prerequisite Knowledge

    Corporate Finance - An Introduction

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  •    CREDIT MANAGEMENT

    Overview

    Firms that plan to offer credit terms to customers need to address the issues such as assessing credit worthiness, trade terms, credit period, collecting payments etc., before the credit decision can be made. These issues will be discussed in this course.

    Course Duration

    65 mins

    Prerequisite Knowledge

    Corporate Finance — An Introduction

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  •    FINANCIAL PLANNING

    Overview

    Financial planning is vital for every firm because:

    It outlines the firm's goals and provides benchmarks against which future performance can be measured

    It identifies the interaction between the firm's investment and financing decisions

    It enables the firm to cope with changing business conditions. This course outlines the financial planning process and shows how models can be used to forecast a firm's future financial performance.

    Course Duration

    100 mins

    Prerequisite Knowledge

    Corporate Finance - An Introduction

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  •    WORKING CAPITAL MANAGEMENT

    Overview

    Most decisions the financial manager will make are short-term in nature; for example, organizing a 90-day bank loan to plug a financing gap. Though easier than long-term financial planning, short-term decisions are no less important. This course focuses on the types of short-term assets and liabilities owned by a company and how the company can most efficiently use them. It also illustrates how short-term funding requirements can be met.

    Course Duration

    65 mins

    Prerequisite Knowledge

    Corporate Finance - An Introduction

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