An Intensive 10-day Training Course

Mastering Finance, Budgeting and Performance Measurement

Financial Strategy & Accounting Skills

NASBA

Course Introduction

This Mastering Finance, Budgeting and Performance Measurement provides an understanding of the essential fundamentals of corporate finance, strategy, financial management, budgeting and costing. Contemporary practical examples are presented together with the theoretical principles to make the theory come to life. The overriding objective of this Oxford Mastering Finance, Budgeting and Performance Measurement training Course is to present a number of integrated and powerful principles and best practices to help develop analytical skills and the decision-making capacity of the participants.

This Oxford Management Centre training course will enable you to:

  • Appreciate the importance of using the appropriate financial strategy to create shareholder value above market expectations
  • Consider how corporate behavior impacts on achievement of corporate objectives, and the importance of corporate governance
  • Understand financial strategy relating to stages of corporate development and capital structure
  • Use and evaluate the various techniques of capital investment appraisal
  • Effectively manage cash and working capital to reduce costs and improve cash flow
  • Master the finance and accounting jargon to understand business processes
  • Cost analysis for budgeting purposes and decision-making
  • Financial and operational measures to support the budgeting process
  • Best practices to manage organizational performance
  • Link strategy to costing and performance evaluation

Modules

This training course is split into two modules:

MODULE I - Financial Strategy

MODULE II - Business Financial, Budgeting & Accounting Skills

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

At the end of this Mastering Finance, Budgeting and Performance Measurement training course, delegates will be able to:

  • Use and evaluate the various techniques of capital investment appraisal
  • Develop appropriate financial strategies
  • Relate financial strategy to business strategy
  • Effectively manage cash and working capital to reduce costs and improve cash flow
  • Master traditional techniques and recent best practices
  • Link finance and operation for budgeting purposes and strategy execution
  • Understand and manage an efficient costing system
  • Learn how to build a comprehensive performance measurement system

Training Methodology

A mixture of exercises and real life case studies, examples and videos make this a lively and interesting Finance & Budgeting training Course. There is a strong emphasis on practical application of the ideas within the delegates’ organisation. Delegates are encouraged to complete a learning and action plan to focus them on and help them to apply their new knowledge and skills.

Organisational Impact

  • Implement appropriate measures that can add value to the organisation
  • Appreciate the importance of selecting the appropriate financial strategy to maximise shareholder value
  • Consider risk and its impact on company financing
  • Evaluate the cost of equity and the cost of debt capital
  • Look at capital structure and financial strategy in terms of the life cycle of the business, and the Weighted Average Cost of Capital (WACC)
  • Consider the appropriate financial strategies for use in mergers, acquisitions, restructuring and reorganisations, and appropriate takeover bid defenses
  • Develop a better cost management system
  • Design a comprehensive performance measurement system
  • Link strategy, budgeting and costing

Personal Impact

Participants will be able to further develop their personal management skills by being able to:

  • Make more informed and improved management decisions
  • Consider why corporate objectives may not always be achieved and what may be done to eliminate dysfunctional corporate behaviour and align corporate goals
  • Understand how to measure their own contribution to the creation of value for the shareholders of the business
  • Appreciate why some financial strategies are more effective than others with regard to value creation
  • Use the financial tools available for effective management of working capital
  • Provide knowledge that can be shared amongst other departments of the company
  • Master cost analysis
  • Link costing with budgeting and performance measurement
  • Understand the multiple dimension of performance through the balanced scorecard

Who Should Attend?

  • Finance Executive and Financial Professionals involved in the development and delivery of financial strategy
  • Junior Executives and Financial Professionals seeking career advancement and development
  • Senior and Experienced Professionals and Finance Professionals seeking either CPD or a valuable and stimulating “refresher”

Course Outline

Module 1: Financial Strategy

Day One to Day Five

  • Meeting the Needs of Organisational Stakeholders
  • The vital link between Financial and Competitive Strategy
  • Principles of Financial Analysis and Interpretation
  • Financial Performance Management
  • Initiating Strategies for Shareholder Value Improvement
  • Developing Effective Business Funding Strategies
  • Key Principles of Liquidity and Cash Flow Management
  • Building Financial models in Excel for Forecasting and Decision-Making
  • Vital concepts in Capital Investment Strategy
  • Establishing an Integrated Strategy for Risk Management
  • Using Financial Instruments to Manage Financial Risk
  • Corporate Growth Strategies – Mergers and Acquisitions
  • Diverging and Evolving Ideas in Corporate Governance

Module 2: Business Financial, Budgeting & Accounting Skills

Day Six

Management and Financial Accounting: Key Concepts and Terminologies

  • Identify the Major Differences and Similarities between Financial and Managerial Accounting
  • Understand the Role of Management Accountants in an Organization
  • Linking Strategy to Planning and Costing
  • The Key Role of Budgeting and Cost Control in Contemporary Organizations
  • Towards a Cross-Functional Process-View of the Organization
  • Understand Your Processes: Integrating Financial and Non-financial Aspects
  • Understanding The Financial Statements
  • Video, Examples & Discussions
Day Seven

Cost Analysis

  • What is Costing?
  • Cost Concepts and Terminology
  • Different Costs for Different Purposes
  • Fixed vs. Variable Costs: The Cost-Volume-Profit Analysis Model
  • Contribution Margin Analysis
  • Manufacturing vs. Non-manufacturing Costs
  • Period vs. Product costs: Inventory Evaluation and Control
  • Case Study
Day Eight

Traditional vs. Advanced Techniques in Cost-control

  • Under-costing and Over-costing: The Consequences for Profitability
  • How to refine a Costing System?
  • Indirect vs. Direct Costs
  • Traditional Cost Allocations Systems vs. Activity-Based Costing
  • Cost Hierarchy & Cost Drivers
  • Linking Resources, Activities and Management
  • Introducing Activity-Based Budgeting and Management
  • Video, Case Study and Examples
Day Nine

Budgeting: Flexible Budgets and Variance Analysis

  • The Role of Budgeting
  • Define the Master Budget and Explain Its Major Benefits to An Organization
  • Describe the Difference between a Static Budget and a Flexible Budget
  • Compute Flexible-budget Variances and Sales-volume Variances
  • Discuss The Behavioral Implication of Budgeting
  • The Budgeting Process in Your Organization: How to improve it?
  • Which tools shall we use to complement Budgeting and Costing?
  • Problems, Case Study and Exercises
Day Ten

Measuring Corporate Performance: The Balanced Scorecards and Six-Sigma

  • Broadening Performance Measurement Systems
  • The Key Role of Customer Satisfaction and Business Process Re-engineering
  • Beyond Budgeting: Integrating Financial and Non-financial Issues
  • Introducing The Balanced Scorecard
  • The Key Perspectives
  • Introducing The Strategy Maps
  • Introducing Six-Sigma
  • Video, Case Study and Examples

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

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Mastering Finance, Budgeting and Performance Measurement
Duration
10 days
Format
Classroom
Language
English
Certificate
Yes
Choose the date and location that suits you:
Classroom Sessions
Dubai
14-25 Jul 2025
Fee: $11,900
Book your place
London
01-12 Sep 2025
Fee: $11,900
Book your place
Dubai
20-31 Oct 2025
Fee: $11,900
Book your place
London
24 Nov-05 Dec 2025
Fee: $11,900
Book your place
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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?

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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?

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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?

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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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