Corporate Financial Planning, Budgeting & Control Training Course

Scheduled Dates

Classroom

11 - 15 May 2026

London - UK

$5,950

06 - 10 Jul 2026

Prague - Czech Republic

$5,950

13 - 17 Jul 2026

Abu Dhabi - UAE

$5,950

10 - 14 Aug 2026

London - UK

$5,950

26 - 30 Oct 2026

Dubai - UAE

$5,950

09 - 13 Nov 2026

Amsterdam - The Netherlands

$5,950

23 - 27 Nov 2026

Dubai - UAE

$5,950

07 - 11 Dec 2026

London - UK

$5,950

18 - 22 Jan 2027

London - UK

$5,950

25 - 29 Jan 2027

Dubai - UAE

$5,950

03 - 07 May 2027

London - UK

$5,950

05 - 09 Jul 2027

Prague - Czech Republic

$5,950

12 - 16 Jul 2027

Abu Dhabi - UAE

$5,950

09 - 13 Aug 2027

London - UK

$5,950

25 - 29 Oct 2027

Dubai - UAE

$5,950

08 - 12 Nov 2027

Amsterdam - The Netherlands

$5,950

22 - 26 Nov 2027

Dubai - UAE

$5,950

06 - 10 Dec 2027

London - UK

$5,950

Online

11 - 15 May 2026

Online

$4,950

23 - 27 Nov 2026

Online

$4,950

10 - 14 May 2027

Online

$4,950

22 - 26 Nov 2027

Online

$4,950

Why Choose this Training Course?

This Corporate Financial Planning, Budgeting & Control training course is designed to enable delegates to make corporate financial decisions in an increasingly volatile international marketplace with the view to increase profitability, maintain liquidity and reduce financial risk is a challenge for all organizations regardless of their sizes.

This training course is designed to enable delegates to understand the critical aspect of corporate decision making and enhance their knowledge from the development of a strategic corporate financial plan, the raising of finance, the preparation and management of budgets to support the plan, the management of financial risk and ultimately the measurement and evaluation of performance.

Corporate planning, budgeting and control are essential in modern organizations. Effective planning, budgeting and control lead companies to their Mission, Vision and Goals.

This PetroKnowledge training course will highlight:

The Concept of Agency Theory
Risk Management
Managing and Controlling Cash Flow
Time-adjusted Valuation Methods
Financial Projections
SWOT Analysis

What are the Goals?

The objectives of this Corporate Financial Planning, Budgeting & Control training course are to provide delegates with the necessary tools and techniques to enable them to:

Evaluate the various methods of finance and make successful capital investment decisions
Develop effective corporate financial plans aimed at maximising return and minimising risk
Prepare, manage and control budgets to support the corporate financial plans
Identify and manage financial risk effectively
Measure and manage performance effectively
Create opportunities for your personal development and increased financial awareness

Who is this Training Course for?

This PetroKnoweldge Corporate Financial Planning, Budgeting & Control training course is suitable for:

Non-financial and Financial Personnel
Financial Decision-makers
Professionals acting upon the financial decisions of others
Analysts
Managers involved in planning and decision-making
Financial Planner
Individual with very basic financial knowledge.
Individual with ambitions to work in finance related fields.
Junior Managers involved in risk managements
Managers and those with financial responsibilities

How will this Training Course be Presented?

This Corporate Financial Planning, Budgeting & Control training course is based on a practical case study requiring delegates to develop and manage a strategic corporate financial plan. As a result, it is highly participative with extensive use of practical examples, case studies, exercises and discussion sessions to ensure the development of transferable skills as well as knowledge and understanding. It will enable delegates to make and justify finance decisions, prepare and manage budgets, minimise risk and evaluate performance.

Organisational Impact

By attending this training course:

Delegates will develop a set of transferable skills which will improve their powers of financial planning helping the company to increase profit, improve cash flow whilst minimizing costs and risk
The new skills will help them to make more informed and hence better management decisions
Delegates will not only be able to analyse various business problems but will also be able to evaluate various courses of action and make sound recommendations for action using leading software
They will become more aware of the importance of effective planning, budgeting and forecasting making the capital budgeting process more cost effective
The use of practical case studies and illustrations of real companies will help delegates understand how to apply different planning, forecasting and analysis techniques in a work situation
The knowledge gained can be shared amongst other departments of the company to improve the financial culture of the entire organisation

Personal Impact

As a delegate, you will:

Develop an understanding of today’s major issues in international corporate finance and budgeting
Develop your professional skills, powers of analysis, evaluation and decision-making
Be able to make more informed and hence better planning, budgeting and forecasting decisions using various models and software
Make improved finance and capital budgeting decisions, which will increase your importance to your organization
Be better placed to liaise effectively with other departments on matters of finance and budgeting
Be able to identify areas in which they may be able to contribute to improvements in the financial performance of your company which will help improve your career development

Daily Agenda

Day 1: Corporate Financial Planning

Strategic Planning
The Objective of the Firm – Meeting Shareholder & Stakeholder Objectives
Agency Theory – The Relationship between Shareholders & Management
Creative Accounting and the Case of Enron
Financial Management & Financial Planning – The Scope, Role & Responsibilities of Financial Management
Preparing a Financial Plan – The Master Budget
Forecasting Future Cash-flows and Financial Modelling
Time Series Analysis, Correlation & Regression

Day 2: Financing the Plan

Sources of Finance – Long Term & Short Term
Evaluation of the Types of Finance - Equity vs. Debt Finance
Hybrid Finance & Financial Engineering
The Dividend Decision
The Cost of Capital and Weighted Average Cost of Capital (WACC)
Capital Asset Pricing Model (CAPM)
Accounting Rate of Return (ARR)
Net Present Value (NPV), Internal Rate of Return (IRR) Capital Rationing & Payback

Day 3: Preparing & Managing Budgets to Support the Financial Plans

Definition of Budgets, the Budgetary Process and Budgetary Control
Types of Budgets-Fixed, Flexible, Incremental and Zero Based
The Purpose / Benefits & Problems / Limitations of Budgets
Setting / Implementing Effective Budgets - Eliminating the Problems
Responsibility Accounting and Absorption Costing
Activity-Based Budgeting / Costing (ABB, ABC)
Variance Analysis, Cost Behaviour, Break Even Analysis & Sensitivity / What If Analysis
What-If Analysis combined with Du-Pont Analysis

Day 4: Managing and Controlling Cash Flow to Support the Financial Plan

Cash vs. Profit & The Cash Conversion Cycle
Calculating and Managing the Cash flow Cycle
Cash Flow Ratios
Working Capital
The Cost of Maintaining Working Capital
Maintaining the Optimum Level of Working Capital
Working Investment Ratios
Preparing a Monthly Cash Flow Forecast

Day 5: Managing Financial Risk

Risk Management & Types of Risk
Identifying Risk – SWOT Analysis
The Major Quantitative & Qualitative Risks Facing Companies
Establishing a Risk Management Strategy
Financial Risk Management & Hedging Techniques
Managing Exchange Rate & Interest Rate Risk
Derivatives-Forwards, Futures, Options & Swaps
Risk Management Glossary of Terms

Certificate

On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.

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Would an alternative date be more suitable?

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