An Intensive 10-day Training Course

Financial Analysis, Planning & Controlling Budgets

Decision-making, Performance Assessments
Budgeting, and Costing Techniques

NASBA

Course Introduction

This 10-day Oxford training course brings together important areas of Financial Management, Planning and Control: Financial Analysis, Planning and Control - Setting & Controlling Budgets.

It will help business professionals:

  • Plan more effectively for the future
  • Use the financial techniques of planning and control
  • Improve performance from the use of the tools of financial analysis
  • Link planning and budgeting with costing and performance measurement
  • Master the skills of budgetary and cost control

Modules

This training course is split into two modules:

MODULE I - Financial Analysis, Planning & Control

MODULE II - Setting & Controlling Budgets

Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.

Objectives

This Oxford Management Centre training course provides delegates with the knowledge required to find better answers to questions such as:

  • Which specific variables, relationships, and trends are likely to be helpful in analyzing problems?
  • How reliable are available financial data, and how is uncertainty and risk likely to impact on the outcomes of decisions?
  • In economic and financial analysis, what are the implications and relative importance of cash flow as distinct from accounting profit?
  • What limitations are inherent in financial data and the key financial statements, and how will these affect financial analysis?
  • How important are qualitative judgments in the context of decision-making?

And to focus on key issues such as:

  • Understand strategic planning and budgeting
  • Link finance and operations for budgeting purposes and strategy execution
  • Learn how to build a comprehensive performance measurement system
  • Learn costing and budgeting terminology used in business
  • Understand the importance of a well-defined costing and budgeting process
  • Understand cost behaviour more accurately
  • Be able to perform and interpret variance analysis

Training Methodology

This Financial Analysis, Planning & Controlling Budgets training Course includes numerous practical examples and real life illustrations, and participative exercises and case studies. It will be presented in a very user-friendly way to suit individuals with varying levels of financial knowledge and experience. Our aim is for this to be an enjoyable learning experience. The training methodology combines presentations, discussions, team exercises and case studies.

Delegates will gain both a theoretical and a practical knowledge of all the topics covered. The emphasis is on the practical application of the topics and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

All delegates will receive a comprehensive manual of the Course to take back to the company, which will serve as a useful source of reference in the future. In addition, all delegates will receive a USB containing a soft copy of the manual and additional material such as Excel models used during this Oxford training Course.

Organisational Impact

  • Recognise the importance of finance as a component of the strategic decision-making process
  • Appreciate the significance of the theoretical concepts underlying the use of financial tools in the strategic decision-making process
  • Apply the appropriate financial tools in the strategic decision-making process
  • Identify the impact of external factors on a company’s strategic financial plans and decision-making
  • Organisations should benefit from an increase in the ability of their managers to understand and analyse the key financial statements and anticipate the financial factors that form the basis of strategic decision-making, which should ultimately result in better strategic planning and improved company performance

Personal Impact

This training course will enable delegates to:

  • Broaden their financial knowledge, develop and manage the financial aspects of their role more effectively, and enhance their performance
  • Increase their self-confidence in dealing with financial issues and financial professionals
  • Have a better understanding of how financial considerations help to support an organisation's strategic decisions
  • Better appreciate how such decisions may affect their own departments or business units, as well as their companies
  • Acquire the ability, when involved in decisions about investment, operations, or financing, to choose the most appropriate tools from the wide variety of financial techniques available to provide a quantitative analysis

Who Should Attend?

This Financial Analysis, Planning & Controlling Budgets training Course is designed for business professionals that need or wish to understand the financial aspects of the strategic decision making process.

It is crucial for every role and at every management level in the organisation, including for example:

  • Sales and Marketing
  • Engineering
  • Project Management
  • Purchasing
  • Logistics
  • Human Resources

And is a ‘must’ for:

  • Interns, Financial Analysts, Financial Controllers, Accountants, Treasurers, Corporate Planning and Business Development Professionals, and others active in the Planning Process
  • Middle and Junior Management as a useful element in their Career Advancement

All participants will be able to offer their input, based on their individual experiences, and will find this Oxford training Course a useful forum for upgrading and enhancing their understanding of best corporate financial practices in the areas covered.

Course Outline

Module 1: Financial Analysis, Planning & Control

Day One to Day Five

  • Corporate Value and Shareholder Value
  • The Agency Problem and Corporate Governance
  • The Context of Financial Analysis and Decision-Making
  • Ratio Analysis and Business Performance
  • Economic Value Added (EVA) and Predicting Financial Distress
  • Standard Costing and Variance Analysis
  • Cash Forecasts and Cash Budgets and Sensitivity Analysis
  • Net Present Value (NPV) and Internal Rate of Return (IRR)
  • Modified Internal Rate of Return (MIRR)
  • Business Valuation
  • Business Restructuring and Reorganisations

Module 2: Setting & Controlling Budgets

Day Six to Day Ten

  • How your Organisation Controls its Budget – Types of Operating Budget
  • Top Down, Bottom Up, Incremental, Zero-Based, and Activity Based Budgets (ABB)
  • The Master Budget Process and the Cash Forecast Preparation
  • Cost Analysis for Budgeting, Budgetary Control and Performance Measurement
  • Financial Planning and Modelling using Excel
  • The Human Side and the Behavioural Aspects of Budgeting
  • Budgetary Control Systems and Responsibility Accounting
  • Flexed Budgets and Variance Analysis
  • Capital Project Budgeting using DCF Methods of NPV, IRR and PI
  • Using the Balanced Scorecard to link Strategy, Budgets, and Performance Measurement

Certificate

Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.

Accreditation

NASBA

In association with

GLOMACS Training & Consultancy

GLOMACS Training & Consultancy

Visit website

PetroKnowledge

PetroKnowledge

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Financial Analysis, Planning & Controlling Budgets
Duration
10 days
Format
Classroom, Live/Online
Language
English
Certificate
Yes
Choose the date and location that suits you:
Classroom Sessions
London
19-30 May 2025
Fee: $11,900
Book your place
Paris
04-15 Aug 2025
Fee: $11,900
Book your place
Amsterdam
22 Sep-03 Oct 2025
Fee: $11,900
Book your place
Amsterdam
08-19 Dec 2025
Fee: $11,900
Book your place
Online Sessions
Live/Online
22 Sep-03 Oct 2025
Fee: $7,900
Book your place
Enquire for this course Request for In-House Training
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Related Category

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FREQUENTLY ASKED QUESTIONS

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ARE THERE ANY PLACES LEFT ON AN EVENT?

Category: FAQ page

To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us

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CAN YOU HELP ME OBTAIN HOTEL ACCOMMODATION & VISA?

Category: FAQ page

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:

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DO YOU OFFER PROFESSIONAL ACCREDITATION?

Category: FAQ page

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.

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IS THERE A DISCOUNT FOR MORE THAN ONE REGISTRANT/COURSE?

Category: FAQ page

Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]

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

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WAYS TO REGISTER FOR A TRAINING COURSE

Category: FAQ page

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 [email protected]
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WHAT IF I CANCEL THE BOOKING?

Category: FAQ page

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 [email protected] or call +971 50 985 0174.

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WHAT IS INCLUDED IN THE TRAINING COURSES FEES?

Category: FAQ page

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.

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WHAT KIND OF CERTIFICATES DO I GET?

Category: FAQ page

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

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WHEN AND HOW DO I ARRANGE PAYMENT?

Category: FAQ page

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.

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WHEN SHOULD I EXPECT TO RECEIVE CONFIRMATION OF REGISTRATION?

Category: FAQ page

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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