Course description
Financial Management Bundle
4-hour and a half training path, made of 2 online courses
Understand how to prepare a budget, which kind of information are needed, how to review numbers and investment appraisal from first principles are key assets of this bundle.
The following practical, training courses are specifically designed to help you engage with your internal and external stakeholders on your business:
- Budgeting and Forecasting - Essentials (2/3 hours)
- Investment Appraisal - Essentials (2 hours)
Each learning object is broken down into bite-size chunks and re-conceived with the support of visuals, audio and plenty of interactivity, to facilitate the final user fruition and keep their interest very high.
The users can learn at their pace and recap the content at any point.
Each Learning Object can be a stand-alone learning tool, a pre-course requirement or a review of previous learning.
Upcoming start dates
Suitability - Who should attend?
The Academy financial essentials e learning series are addressed to:
• Non-financial managers
• Junior professionals in the Financial sector
• Junior and Senior profiles in the Non-Financial sectors
• Newly appointed employees in Non Financial Roles
• Junion Investor Relations Managers
• Corporate Communication Managers
• Financial PR
Training Course Content
Financial Management Bundle
1. Budgeting and Forecasting - Essentials: 2/3 hour online course
This 2/3 hour online course is designed to help you understand how to go about preparing a budget including what information you’ll need to ask for before you start and how to review your numbers for reasonableness. You’ll see how to use typical monthly reports and learn how to input to the forecasting process.
COURSE OUTLINE:
1. Introduction to budgeting
2. Budgeting essentials
• Budget techniques
• Phasing your budget
• Timing of revenues and costs
• Cost behaviour
• Impact of changing volumes and prices
3. Preparing budgets
• How to prepare your budget
• How to review your budget
3. Using budgets
• Comparing actuals to budget
• Month-end issues
4. Forecasting
• Why forecast?
• The forecasting process
5. Using reports
• Typical reports – month, year to date and full year
• Putting it all together
6. Summary and conclusion
COURSE OUTCOME:
• Learn to prepare and review a budget
• Understand the role of forecasting
• Be familiar with cost types and behaviours
• Gain confidence using budgets including variance analysis and other month-end issues
2. Investment Appraisal – Essentials: 2-hour online course
This 2-hour online course is designed to provide the participant the tools to understand investment appraisal from first principles. The course covers payback period, ROI, NPV, IRR and making the business case and also shows how to think about the inputs to your spreadsheet and how to challenge the assumptions to ensure that you’re making the best possible decisions.
COURSE OUTLINE:
1. Introduction
2. Where we Start…
• Why do we need investment appraisal?
• Typical policies and procedures
• Estimating the costs and benefits
3. Investment Appraisal Techniques
• Payback period & simple ROI
4. Discounted Cash Flow Techniques
• Discounting cash flows
• Net present value (NPV)
• Internal rate of return (IRR)
• High level sensitivity analysis
5. The Business Case
• Submitting a project for approval
• Challenging the assumptions
• Relationship between IRR & ROCE
• Evaluating projects which continue indefinitely
6. Making the business case
• The complete appraisal
• The investment decision
7. Conclusion
• When to use which technique
• Post investment reviews
COURSE OUTCOME:
• Be able to assess a project from a financial point of view
• Understand what’s expected of you and how the process of project appraisal works
• Use appraisal methodologies such as payback period, ROI, NPV and IRR effectively
• Be able to make a compelling business case
Course delivery details
Learning environment and additional materials
The online courses are delivered via the Academy E-learning platform and will remain available for 4 months from the Academy e learning platform credentials provision.
Each online course is complemented by quiz questions to strengthen the learning and final self-assessments to their understanding.
A final summary document will be available to the download.
Certificate of attendance
A certificate of attendance will be sent at the end of a bundle or learning object fruition.
Why choose Academy - Euronext Group
Founded in 2000
Number of 2022 training projects: 131
Number of 2022 training days: more than 280
Expenses
Financial Management Bundle: € 400 + VAT 22% (if applicable)
Budgeting and Forecasting: € 220 + VAT 22% (if applicable)
Investment Appraisal: € 220 + VAT 22% (if applicable)
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Academy - Euronext Group
Comprehensive, quality education is fundamental in the development and growth of the economic financial system. Established in 2000, Academy pursues this aim by developing and offering a variety of seminars and training courses relevant to the financial, legal and corporate...