An Interactive 5-Day Training Course

Corporate Financial Planning, Budgeting & Control: Certificate in Financial Risk Management

NASBA

Course Introduction

This training is designed to provide participants with a comprehensive framework for making sound financial decisions in today's increasingly volatile and competitive business environment. Organizations face continuous challenges in maintaining profitability, ensuring liquidity, managing financial risks and achieving strategic objectives. Effective planning, budgeting, control, and risk management are therefore critical to long-term organizational success.

The training course will enhance participants' understanding of strategic financial planning, budgeting, performance management and financial risk management. Delegates will learn how to develop financial plans, evaluate financing alternatives, prepare and control budgets, manage financial risks and assess organizational performance using modern financial tools and techniques.

Through a combination of practical case studies and real-world applications, participants will gain the knowledge and skills required to make informed decisions that balance risk and reward while supporting organizational growth and sustainability

This training course will highlight:

  • Integrating Corporate Financial Planning, Budgeting, and Financial Risk Management into strategic decision-making.
  • Applying advanced budgeting, forecasting, and financial performance measurement techniques.
  • Evaluating investment, financing, and capital allocation decisions under uncertainty.
  • Identifying, measuring and mitigating market, credit, liquidity and operational risks.
  • Strengthening organizational resilience through effective governance, risk oversight, and financial control.

Objectives

By attending this training course, participants will be able to:

  • Develop integrated financial plans that support organizational strategy and long-term value creation.
  • Prepare, manage and control budgets while improving forecasting accuracy and financial discipline.
  • Evaluate investment opportunities and financing alternatives using appropriate financial appraisal techniques.
  • Identify, assess and manage key financial risks using modern risk measurement and mitigation tools.
  • Improve cash flow management, liquidity planning and working capital efficiency.
  • Measure financial performance and support decision-making through effective financial analysis and reporting.

Training Methodology

This highly interactive training course combines practical applications with contemporary financial management concepts. Participants will learn through instructor-led presentations, facilitated discussions, real-world case studies, financial planning and budgeting exercises, and risk assessment workshops. Emphasis is placed on applying concepts directly to materials covered, enabling delegates to develop practical solutions for financial planning, performance management and risk control. Throughout the course, participants will engage in collaborative learning activities designed to strengthen analytical, strategic and decision-making skills.

Organisational Impact

By attending this training course, organizations will benefit from:

  • Improved alignment between financial planning, budgeting and strategic objectives.
  • Enhanced capability to identify, assess and manage financial risks.
  • Stronger budgeting and cost-control practices that improve financial performance.
  • Better investment and capital allocation decisions across the organization.
  • Increased effectiveness in cash flow management and financial sustainability.
  • Improved governance, accountability, and performance monitoring processes.

Who Should Attend?

This training course is suitable for:

  • Finance Managers and Directors
  • Financial Controllers
  • Treasury Managers
  • Risk Managers and Risk Analysts
  • Budgeting and Planning Professionals
  • Chief Financial Officers (CFOs)
  • Internal Auditors and Compliance Professionals
  • Investment and Financial Analysts
  • Business Unit Managers involved in financial decision-making
  • Professionals seeking to strengthen their expertise in financial planning, budgeting, control, and risk management.

Course Outline

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
  • Preparing a Strategic Plan
  • Financial Management & Financial Planning – the Scope, Role & Responsibilities of Financial Management
  • Preparing a Financial Plan – The Master Budget
  • Forecasting Future Cash-flows
  • Time Series Analysis
  • Correlation & Regression
  • Financial Modelling
Day 2

Managing and Controlling Cash flow to support the Financial Plan

  • Cash versus 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 3

Financing the Plan

  • Sources of Finance – Long Term & Short Term
  • Evaluation of the Types of Finance
  • Equity Finance
  • Debt Finance
  • Hybrid Finance & Financial Engineering
  • The Dividend Decision
  • The Cost of Capital
  • Weighted Average Cost of Capital (WACC)
  • Capital Asset Pricing Model (CAPM)
  • The Capital Investment Process
  • Capital Investment Appraisal
  • Payback
  • Accounting Rate of Return (ARR)
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
Day 4

Market Risk Management Definition and components of market risk (interest rate, currency, commodity, equity)

  • Introduction to Value at Risk (VaR) and its importance
  • VaR calculation methods: historical simulation, Monte Carlo simulation, parametric
  • Stress testing and scenario analysis techniques
  • Importance of stress testing in market risk management
  • Hedging strategies using derivatives (futures, options, swaps)
  • Role of diversification in market risk mitigation.
Day 5

Credit Risk Management

  • Definition and sources of credit risk
  • Introduction to credit risk measurement (credit scoring, credit rating models)
  • Key credit risk metrics: Probability of Default (PD), Loss Given Default (LGD), Exposure at Default (EAD)
  • Use of credit derivatives (Credit Default Swaps) for risk mitigation
  • Importance of collateral management in credit risk
  • Credit risk transfer mechanisms and their applications
  • Strategies for credit portfolio diversification

Certificate

On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates

Accreditation

NASBA
Corporate Financial Planning, Budgeting & Control: Certificate in Financial Risk Management
Duration
5 Days
Format
Classroom
Language
English
Certificate
Yes
Choose the date and location that suits you:
Classroom Sessions
Amsterdam
09 - 13 Nov 2026
Fee: $ 5,950
Book your place
Related Category

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FREQUENTLY ASKED QUESTIONS

Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:

Yes, Oxford Management Centre is accredited by the following professional bodies;

National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.

Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com

Note: Discounts are not applicable with any other special offer that may be available.

All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.

Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.

There are 2 easy ways to register:

  • Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
  • E-mail: Send your details to info@oxford-management.com

We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.

For more information request, email info@oxford-management.com or call +971 50 985 0174.

The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.

While, online training fees cover the course presentation and digital documentation and relevant materials.

The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.

Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.

Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.

Upon receipt of your registration form, we will send you the following by e-mail:

  • Registration Confirmation
  • Invoice/Receipt (where appropriate)

If you register online you will receive an e-mail within 24 hours confirming your registration.

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