Financial Planning & Analysis: Building a Company's Budget (Udemy.com)

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

Created by: 365 Careers

Produced in 2022

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What you will learn

  • Prepare a Company's Budget from Scratch
  • Perform Top-Down and Bottom-up Forecasting
  • Forecast a Company's Sales
  • Forecast a Company's Planned Level of Production
  • Calculate Net Cash Flow
  • Forecast Various Types of Expenditures
  • Estimate Working Capital Needs
  • Carry out a Fixed Asset Rollforward
  • Build an Integrated Financial Model

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Course Description

Looking to boost your income as a financial analyst? Willing to acquire valuable skills that will set you aside from the competition? Youve come to the right place! Financial Planning & Analysis: Building a Companys Budget from Scratchguides 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 companys Finance team. Experienced Instructor In this course, 365 Careers brings in a guest lecturer - aFinance professional with significant real-world experience working for companies like 3M and Coca-Cola. As part of the Financial Planning & Analysis department of these firms, Marian has participated in complete budgeting exercises on several occasions. He is the right teacher for you because he understands how to explain a complicated topic in an easy to comprehend way. He 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 FinanceA key topic in interviews, especially when hiring people with a few years of experienceBudgeting is great for networking you communicate with some of the most important individuals within a companySalary. FP&A specialists enjoy a very well-paid careerPromotions. Financial Planning Analysts acquire valuable technical skills and are well-known throughout the organization, which makes them the leading candidates for senior rolesGrowth. Forecasting what will occur in the future is always interesting and full of surprisesInteractive 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: Forecast a companys salesCreate a budget plan for costs that will support the forecasted level of salesWork on a Production BudgetCalculate a Cash FlowProduce an Income Statement and Balance SheetSounds interesting, right? At the end of the challenge, you will send us the work that youve 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 isnt 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 UdemyExtensive Case Studiesthat will help you reinforce everything youve learnedCourse Challenge: Solve our Course Challenge and make this course an interactive experienceExcellent support: If you dont understand a concept, or you simply want to drop us a line, youll receive an answer within 1 business dayDynamic: We dont want to waste your time! The instructor keeps up a very good pace throughout the whole course. Please dont forget that the course comes with Udemys 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!
Who this course is for:
People Who Want a Successful Career in FinanceAnyone Who Wants to Learn How to Create a Corporate BudgetPeople who are ambitious and want to learn faster than their peers

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Instructor Details

365 Careers

365 Careers is the #1 best-selling provider of finance courses on Udemy. The companys courses have been taken by more than 1,000,000 students in 210countries. People working at world-class firms like Apple, PayPal, and Citibank have completed 365 Careers trainings.
Currently, the firm focuses on the following topics on Udemy:
1) Finance Finance fundamentals, Financial modeling in Excel, Valuation, Accounting, Capital budgeting, Financial statement analysis (FSA), Investment banking (IB), Leveraged buyout (LBO), Financial planning and analysis (FP&A), Corporate budgeting, applying Python for Finance, Tesla valuation case study, CFA, ACCA, and CPA
2) Data science Statistics, Mathematics, Probability, SQL, Python programming, Python for Finance, Business Intelligence, R, Machine Learning, TensorFlow, Tableau, the integration of SQLandTableau, the integration of SQL, Python, Tableau, PowerBI, Credit Risk Modeling, and Credit Analytics
3) Entrepreneurship Business Strategy, Management and HR Management, Marketing, Decision Making, Negotiation, and Persuasion, Tesla's Strategy and Marketing
4) Office productivity Microsoft Excel, PowerPoint, Microsoft Word, and Microsoft Outlook
5) Blockchain for Business
All of the companys courses are:
Pre-scripted
Hands-on
Laser-focused
Engaging
Real-life tested
By

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By Ji Hyun Jin on 11/15/2020

Great course to learn what FP&A is in a short time! Course challenge is helpful to practice what's been learned.

By Rakesh Akuthota on 10/1/2020

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

By Nuno Reis on 11/8/2020

A very quick and well thought out way to teach FP&A/Budgeting to those who never did it before or to remind those who know already of the little things that we might not be sure off. It was a very good experience and will be coming back for more.

By Nikita Nimbalkar on 9/3/2020

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

By Christoph Kring on 8/24/2020

Great Coursera! Ist provides a sound introduction in budgetierten.

By Huseyin Ahmet on 8/15/2020

The first section of the course was exceptionally good, I found the second more fast paced and I was unable to keep up. However, it was insightful, thorough and very interesting. The tests at the end are very good and helped to gage my understanding of how I was progressing. As the course is through Udemy, I have unlimited access to and I intend to go over the parts I need to fully comprehend and understand all aspect of a master budget. I would recommend the course 100%.

By Moumita Saha on 5/27/2020

Its good to understand how manual calculation done in excel for forecasting or preparing budget. Overall to get brief idea for preparing budget.

By Pete Murphy on 8/16/2020

OK, let's be honest, it is a 1.5 hour introductory course. If you are really serious in the topic you will need to look into some heavier courses.
However, I made the mistake of starting with a heavy course covering everything in a lot of detail (and got lost). This course is the opposite, I short introductory in simple language covering the basics of all the finance topics. It is great to start here then head back to the more challenging courses later on. At least that's my plan

By Ika Susi on 9/1/2020

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.

By Tapas Ghatak on 6/14/2020

Yes, of course, it was. very informative and although limited to a very basic level. The explanations were too fast-paced and took me several repeative readings ( which is good ) to comprehend. Overall it met my expectations. Tnx.

By Ernest Kavingo on 9/1/2020

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

This course provided very valuable information relevant to my field of work that helped me feel more comfortable when dealing with financial statements.