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 developingbudgets
  • Forecast results with quantitative and qualitativemethods
  • Effectively use variance analysis to trackperformance
  • Present results with charts andgraphs

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


  • Understand the principles behind best practice financialmanagement
  • Explain the importance of budgeting within a strategicframework
  • Build a robust budgeting process within theirorganization
  • Know when and where to use various budgeting approaches such as zero-basedbudgeting
  • Forecast future performance by better analyzing revenue and costdrivers
  • Use effective variance reporting to track organizationalperformance
  • Make use of Excel functions and tools that are particularly suited to the budgetingprocess.


  • Budgeting within a strategicframework
  • Building a robust budgetingprocess
  • Managing budgetpsychology
  • A practical guide to developingbudgets
  • 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 PD Hours
4/1/2021 - 3/31/2022