Corporate Financial Planning

Course Objectives

Understanding the basic principles and methodology of corporate planning and interpreting key
financial information
 Communicating and presenting your financial position and budgets more credibly to your colleagues
and board
 Differentiating turnover, profit and cash and understanding the methodologies and language of the
finance function
 Evaluating projects from a financial perspective and developing investment scorecard for tracking and
document the lesson learnt
 Recognise the importance of developing a three year financial plan before creating a financial budget
 Continuously monitoring progress towards objectives by using financial roadmap and balanced
scorecard

Target Audience

Managers wanting to gain:
 A clearer understanding of the fundamentals of business finance and how finance impacts on the
decisions they make on a day-to-day basis either at a departmental or company-wide level
 A better understanding of corporate planning, developing budgets and budgetary control

Methodology

Our trainers use the 50%-expert-input-/-50%-audience-participation formula in this training program. For
maximum learning impact and retention, they use audience participation techniques such groups’
discussions, peer-sharing activities, case studies, role plays, humor, quote and watching and discussing
video clips.

Course Modules

MODULE 1- INTRODUCTION TO CORPORATE PLANNING
MODULE 2- FINANCIAL HEALTH CHECK AND MANAGING KEY FINANCIAL RATIOS
MODULE 3- DEVELOPING CORPORATE PLANNING OBJECTIVES
MODULE 4- CAPITAL PROJECT APPRAISAL
MODULE 5- FUNDING GROWTH WITH BUDGET
MODULE 6- CORPORATE VALUATION
MODULE 7- MONITORING & CONTROLLING