Budgeting and Forecasting

Budgeting and Forecasting
Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The courses move through three levels of mastery for anyone looking to be an expert in financial modeling, valuation, and financial analysis. Participants typically include professionals in entry to mid-level positions in financial planning and analysis (FP&A), corporate development, treasury, investor relations, and capital markets. All participants are automatically issued certificates of completion after successfully finishing each course.

NOTE: Course login details are normally sent to registrants within one week from date of registration.


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.)
CPD- 5 Hours
4/1/2022 - 3/31/2023 11:59 PM