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18 November 2019

Forecasting, planning and budgeting techniques - with Excel

Category: MASTER COURSE

Learn the latest approaches to forecasting, planning and budgeting - and how to use spreadsheets to develop and combine them in order to get the most effective management information.

Who should attend?
Spreadsheet authors, managers, company advisers and other members of staff from all functional areas needing to further their Excel skills in developing departmental forecasts, plans or budgets. This course will help anyone wishing to gain more practical experience in Excel reporting and using statistical data.

What you will gain

  •  Knowledge of a variety of approaches to forecasting, planning and budgeting
  •  Hands-on training in developing these management tools using spreadsheets
  •  Tips on how to combine these techniques for the most effective management information.
  •  An introduction to the use of advanced spreadsheet techniques

Programme outline
Forecasting, planning and budgeting as part of the management accounting function.

Modern quantitative methods used for forecasting

  • Regression analysis
  • Time series analysis
  • Expected value calculations

Planning techniques

  • The deterministic approach
  • Optimisation using the solver tool pack
  • What-if analysis and scenario manager
  • Working with data tables
  • Introduction to stochastic planning

Functions

  • Random number generator
  • Conditional / error
  • Forecast / slope / intercept
  • Array

Budgeting

  • Producing budgets
  • Consolidation options

An introduction to Excel dashboards

  • Creating a simple dashboard
  • Tips on how to present overview data on a front screen

Laptops with Excel will be provided on the course. 

The course starts at 9.30am. Lunch and refreshments are included.
6 CPD hours (where applicable). 

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
18 November 2019 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
13 December 2019 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
27 January 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
17 April 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
8 June 2020 - 09:30 Manchester Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
26 June 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
29 September 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
15 October 2020 - 09:30 Birmingham Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
16 November 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
11 December 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.


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Forecasting, planning and budgeting techniques - with Excel

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

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In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email cima@bpp.com or phone us on: +44 (0)3300 603400.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at: http://www.bpp.com/professional-education/privacy

The information provided to BPP will not be used by BPP for marketing purposes.

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