Financial Planning & Analysis: Building a Company's Budget

Learn the Fundamentals of Financial Planning and Position Your Career for Success!

4.57 (9592 reviews)
Udemy
platform
English
language
Financial Modeling & Ana
category
instructor
Financial Planning & Analysis: Building a Company's Budget
44,283
students
4.5 hours
content
Aug 2022
last update
$109.99
regular price

What you will learn

Prepare a Company's Budget from Scratch

Learn to differentiate between Top-Down and Bottom-up Techniques

Prepare the Revenue Budget of a Company

Project a Company's Planned Level of Production

Calculate Net Cash Flow

Project Various Types of Expenditures

Estimate Working Capital Needs

Carry out a Fixed Asset Rollforward

Build an Integrated Financial Model

Learn to Build Financial Statements in Excel

Why take this course?

Looking to boost your income as a financial analyst?   

Looking to acquire valuable skills that will set you aside from the competition?   

You’ve come to the right place!   

Financial Planning & Analysis: Building a Company’s Budget from Scratch guides you through the core principles of financial planning and helps you understand how a company prepares a budget. The video lessons touch on several technical topics such as revenue forecasting, cost planning, working capital development, fixed assets roll-forward, and cash flow calculation. Besides that, we will discuss why firms need budgets, which are the financial statements that a company uses to create its budget, what types of budgets are there, which are the main techniques used in financial planning, who is involved in the preparation of a budget, and who is interested in the final numbers that are signed-off in the budget. Specializing in these topics will turn you into a valuable, indispensable member of any company’s Finance team.   

Experienced Instructor   

Antoniya is a Finance Manager with more than 10 years of experience in FP&A teams. She is the right teacher for you because she understands how to explain a complicated topic in an easy to comprehend way. She is passionate about teaching and happy to answer your questions.   

Well structured     

This course shows it all, with no steps skipped. The lessons are easy, time-efficient, and well structured. We have used a number of teaching methods! Video lectures, Theory, Real business Examples, Animations, Quiz Questions, Case Studies, a Course Challenge ... you name it!

Why should you learn about FP&A and Budgeting?   

One of the most important activities in Corporate Finance

  • A key topic in interviews, especially when hiring people with a few years of experience

  • Budgeting is great for networking – you communicate with some of the most important individuals within a company

  • Salary. FP&A specialists enjoy a very well-paid career

  • Promotions. Financial Planning Analysts acquire valuable technical skills and are well-known throughout the organization, which makes them the leading candidates for senior roles

  • Growth. Forecasting what will occur in the future is always interesting and full of surprises

Interactive experience   

Here comes the fun part!   

We have a challenge for you! After each major block you have covered, you will be asked to solve a challenge. You will:   

  • Predict a company’s sales

  • Create a budget for the costs that will support the expected level of sales

  • Work on a Production Budget

  • Calculate expected Net Cash Flows

  • Prepare a budgeted Income Statement and Balance Sheet

Sounds interesting, right?   

At the end of the challenge, you will send us the work that you’ve done, and we will send back personalized feedback to you. This makes for an interactive student experience that optimizes what you will learn from the course.   

The students who complete the task will participate in our monthly Amazon Gift Card lottery with the chance of winning a $10 gift card, rewarding them for their engagement.   

What makes this course different from the rest of the Finance courses that are out there?   

  • High quality of production – Full HD video and animations (This isn’t a collection of boring lectures!)

  • Knowledgeable instructor (experience working for companies like 3M and Coca-Cola)

  • Specialized training – the only course that covers this topic on Udemy

  • Extensive Case Studies that will help you reinforce everything you’ve learned

  • Course Challenge: Solve our Course Challenge and make this course an interactive experience

  • Excellent support: If you don’t understand a concept, or you simply want to drop us a line, you’ll receive an answer within 1 business day

  • Dynamic: We don’t want to waste your time! The instructor keeps up a very good pace throughout the whole course.

         

Please don’t forget that the course comes with Udemy’s 30-day, unconditional money-back-in-full guarantee. And why not give such a guarantee, when we are convinced that the course will provide a ton of value for you?

Click the 'Buy now' button to get access to the course and boost your career!

Screenshots

Financial Planning & Analysis: Building a Company's Budget - Screenshot_01Financial Planning & Analysis: Building a Company's Budget - Screenshot_02Financial Planning & Analysis: Building a Company's Budget - Screenshot_03Financial Planning & Analysis: Building a Company's Budget - Screenshot_04

Our review

🌟 **Course Review Summary** 🌟 **Overview:** The course has received an overwhelmingly positive response from learners with a global rating of 4.55. The recent reviews are consistently supportive, highlighting the course's effectiveness in both theoretical and practical aspects of financial planning and analysis (FP&A). **Pros:** - **Comprehensive Content:** Learners appreciate the course for its ability to cover a wide range of topics within FP&A, providing a solid foundation for those new to the subject. - **Real-World Application:** The mixture of theory and practical work, along with case studies, has been particularly beneficial for learners to apply concepts in real-world scenarios. - **Clear Explanations:** The course is commended for its clear, easy-to-understand presentation, which helps learners grasp complex financial concepts. - **Multimedia Learning Aids:** Visual examples and the use of different speakers to avoid monotony have been well received and contribute to learner engagement. - **Accessibility:** Multilingual support with subtitles in languages like Italian allows for a broader audience reach. - **Structured Presentation:** The course is praised for its structured approach, which helps learners stay organized and understand the "big picture" of financial planning and budgeting. **Cons:** - **Advanced Learners' Limitations:** Some experienced users pointed out that the course may not offer in-depth details for those who already have a background in budgeting concepts. - **Engagement with Spreadsheets:** A few learners found the presentation of spreadsheets less engaging, suggesting that varying the voice or visuals more frequently could enhance engagement. - **Desire for Case Studies from Diverse Industries:** Some learners would like to see examples and case studies that reflect service-based organizations in addition to manufacturing scenarios. - **Need for Clarification:** A couple of reviews indicated that certain financial concepts, such as Cost of Goods Sold (COGS), were not entirely clear and could benefit from additional clarification. **Learner Testimonials:** - "I recommend every person to take this course...it was mixed with theory and practical work." - "Excellent course and the presentation was extremely easy to understand..." - "The course is good, specifically for someone who is at a beginner level not so much if you have prior exposure to budgeting concepts." - "Good info for understanding the basics of finances...Highly recommend if you're looking to build a good foundation..." - "This course has been very informative and serves as a helpful support to my understanding of budgeting and forecasting." - "I am very happy to share you the feedback, You are teaching conceptually to understand better ways." - "This course was exactly what I was looking for...giving a good grasp of financial planning and budgeting." **Final Thoughts:** The course is highly recommended for those new to financial planning and analysis or for those who wish to refresh their knowledge. It provides a comprehensive overview with practical examples, making it an excellent resource for anyone interested in deepening their understanding of FP&A. For advanced users, the course may serve as a refresher or supplemental learning tool to ensure all concepts are well understood. Overall, the course is a valuable asset for individuals and organizations looking to enhance their financial planning capabilities.

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739390
udemy ID
1/24/2016
course created date
8/20/2019
course indexed date
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