Budgeting and Forecasting - On-demand

Budgeting and Forecasting - On-demand
CFI is a global provider of online financial training courses with a focus on practical applications. Most courses involve hands on Excel tutorials, which take participants beyond the theory to develop job-based skills. All participants are automatically issued certificates of completion after successfully finishing each course. The price of the course varies and are based on a function of a few criteria including, (1) their duration (CPD hours), (2) level of difficulty, and (3) demand for the topic.


Build and develop budgets, forecast results, and use variance analysis to track performance. This interactive and applied course enables participants to:

  • Adopt a disciplined approach to developing budgets
  • Forecast results with quantitative and qualitative methods
  • Effectively use variance analysis to track performance
  • Present results with charts and graphs

Those who are responsible for financial management, budgeting, and forecasting within their organizations.


  • Understand the principles behind best practice financial management
  • Explain the importance of budgeting within a strategic framework
  • Build a robust budgeting process within their organization
  • Know when and where to use various budgeting approaches such as zero-based budgeting
  • Forecast future performance by better analyzing revenue and cost drivers
  • Use effective variance reporting to track organizational performance
  • Make use of Excel functions and tools that are particularly suited to the budgeting process.


  • Budgeting within a strategic framework
  • Building a robust budgeting process
  • Managing budget psychology
  • A practical guide to developing budgets
  • Common budgeting approaches (e.g. Incremental, value based, zero based, etc.)
  • Forecasting techniques (moving average, regression analysis, etc.)
  • Tracking budget performance with variance analysis (waterfall charts, etc.)
  • Applied budgeting tools and techniques (Excel, solver, pivot tables, etc.)

1 Passport Day - 5 Hours
4/1/2019 - 3/31/2020