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FINANCIAL MARKET COURSES

Financial Planning

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.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Explain what financial planning is

    Identify the main components of a typical financial plan

    Explain the role of modelling in financial planning

  • COURSE OUTLINE

    Topic 1: What is Financial Planning?

    Analysing the financial and investment choices open to the firm

    Projecting future consequences of present decisions

    Deciding which alternatives to undertake

    Measuring subsequent performance against goals set

    Length of Plan

    o Short term

    o Long term

    Topic 2: Components of a Financial Plan

    Sales forecast

    Pro forma financial statements

    Capital expenditure

    Financing

    Economic Assumptions

    Topic 3: Forecasting

    Economic Stability

    Industry Dynamics

    Income Statement Items

    Balance Sheet Items

    Topic 4: Uses of Models in Financial Planning

    Financial Plans

    o Inputs

    o Planning Model

    o Outputs

    Sensitivity Analysis

    o Sales

    o Gross Profit Margin

    o Inventory period

    o Accounts receivable paid

    o Accounts payable period

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    100 Minutes

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