Financial Modeling & Ana


Financial Planning & Analysis: Building a Company's Budget

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

4.52 (5288 reviews)


3.5 hours


Jul 2021

Last Update
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


Looking to boost your income as a financial analyst?   

Willing 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 to understand how a company prepares its 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 will always be available 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!


Financial Planning & Analysis: Building a Company's Budget
Financial Planning & Analysis: Building a Company's Budget
Financial Planning & Analysis: Building a Company's Budget
Financial Planning & Analysis: Building a Company's Budget


Course Introduction

Course Introduction. What does the course cover + 2 free gifts

Getting Started with Financial Planning

What is a budget and why do we need it? Planning to save some money?

The Accounting Framework

The three financial statements that are the back bone of any company's budget

How much money did the company make? The Income Statement

The Balance Sheet: A snapshot of a company's financial position

The Accounting Framework

Essential Mechanics of the Forecasting Process

How do we forecast a company's financials?

Who is involved in the preparation of a Budget? (example: Nike)

How do we use a Budget once it has been prepared? (Static vs Flexible budgeting)

Completing 33% of the course

What is the difference between a 12-month and a 10-year forecast?

What is a Master Budget and how is It created?

Time for a Case Study: Henry's Hats

Let's start selling summer hats!

Essential Mechanics of Forecasting

Bottom-Up Forecasting - Theory

Bottom-Up Forecasting in Practice

Completing 50% of the course

Calculating Henry's Hats expected revenues

How Much Does It Cost to Produce the Goods that Henry's Hats Sells?

Cost of Goods Sold: An Introduction

Production planning: how Production forecasting makes life easier

Forecasting costs for Direct Materials and Direct Labour

Henry's Hats Overhead expenditure

Cost of Goods Sold: Recap

Forecasting Selling, General & Administrative expenses

Forecasting Selling, General & Administrative expenses

Forecasting Balance Sheet Items

Calculating Working Capital Days

Forecasting the development of Trade Receivables, Trade Payables, and Inventory

Fixed Asset Rollforward: The importance of Capex planning

Completing Henry's Hats Budget

Putting together an Income Statement for the forecast period

Producing a Balance Sheet for the forecast period

Calculating Cash Flow and building an integrated financial model

Course Challenge - 99 Agency

Completing 100% of the course


Rakesh3 October 2020

This course has helped me a lot to learn how to prepare my company budget. The detailed explanation and formulas are very helpful.

Annie27 September 2020

It's only just the beginning but I think it's a great starter course for someone not from a Finance and Accounting background.

Ika16 September 2020

This course is good and useful for me, especially in my role as a financial planner. The course content is quite simpel, clear and easy to understand. Looking forward to join another course in 365.

Nikita8 September 2020

Really good course. Cam be bit more detailed on concepts. I think 1.5 hours mentioned in the certificate is not at all needed.

Ernest2 September 2020

Very interesting and informative. I like the way the lectures are structured the style is simple, yet content very rich.

Omkar26 February 2020

this course was great, learnt every fundamental in financial planning, looking forward to applying this into my work, thanks!

Seth19 February 2020

The course is great and well thought out. it explains very well the material on budgeting and forcasting without any unnecessary chaff, very well, straight to the point.

Ahmed11 February 2020

Excellent course for those who have little or no knowledge about financail plannning, I liked the way in which the instructor prepared the course, very simple, straight to the point. it is the best course i have attended about this topic.

Joshua4 February 2020

I have completed 50% of the course so far. My experience has been really positive; the instructor has given clear explanations and has guided me through the process really well. The dynamics surrounding the theory of processes and procedures were outlined in an engaging way and there was a comfortable transition into the practice.

ODE3 February 2020

oui, le contenu est conforme au titre. Seulement je le trouve peu applicable aux entreprises de service en ligne, ce que je souhaitais.

Bhargava2 February 2020

It was definitely a great experience getting to know about how a company prepares it's budget. Would like to register for new courses on Udemy soon.

Bukky2 February 2020

It is what I expected plus more. If you are used to doing budgets for your company, this is a great refresher that will help to connect lots of dots together!

Vikram26 January 2020

Yes it was good, but only basic knowledge. i bought it for 899/-, which seemed to be expensive. For a beginner, this is a good course.

Ilko24 January 2020

There was too much talking in the first third of the course. After that got better (more math involved). Still kept on very low level of complexity.

PRABA20 January 2020

yes, this is a good match for me, I am being put into a team of financial planning and analysis. Although I have extenstive background in IT and backkground in family budgeting and high level knowledge of company budgets, need to understand the nitty gritty low level stuff


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