Course Information
Course Overview
Learn the Fundamentals of Financial Planning and Position Your Career for Success!
Looking to boost your income as a financial analyst?
Looking to acquire valuable skills that will set you apart from the competition?
You’ve come to the right place!
Financial Planning & Analysis: Building a Company’s Budget from Scratch guides you through the core principles of financial planning and helps you understand how a company prepares a budget. The video lessons touch on several technical topics such as revenue forecasting, cost planning, working capital development, fixed assets roll-forward, and cash flow calculation. Besides that, we will discuss why firms need budgets, which are the financial statements that a company uses to create its budget, what types of budgets are there, which are the main techniques used in financial planning, who is involved in the preparation of a budget, and who is interested in the final numbers that are signed-off in the budget. Specializing in these topics will turn you into a valuable, indispensable member of any company’s Finance team.
Experienced Instructor
Antoniya is a Finance Manager with more than 10 years of experience in FP&A teams. She is the right teacher for you because she knows how to explain complicated topics in an easy-to-comprehend manner. Antoniya is passionate about teaching and happy to answer your questions.
Well structured
This course shows it all, with no steps skipped. The lessons are easy, time-efficient, and well structured. We have used a number of teaching methods! Video lectures, Theory, Real business Examples, Animations, Quiz Questions, Case Studies, a Course Challenge ... you name it!
Why should you learn about FP&A and Budgeting?
One of the most important activities in Corporate Finance
A key topic in interviews, especially when hiring people with a few years of experience
Budgeting is great for networking – you communicate with some of the most important individuals within a company
Salary. FP&A specialists enjoy a very well-paid career
Promotions. Financial Planning Analysts acquire valuable technical skills and are well-known throughout the organization, which makes them the leading candidates for senior roles
Growth. Forecasting what will occur in the future is always interesting and full of surprises
Interactive experience
Here comes the fun part!
We have a challenge for you! After each major block, you will be tasked with solving a problem. You will:
Predict a company’s sales
Create a budget for the costs that will support the expected level of sales
Work on a Production Budget
Calculate expected Net Cash Flows
Prepare a budgeted Income Statement and Balance Sheet
Sounds interesting, right?
At the end of the challenge, you will send us the work that you’ve done, and we will send back personalized feedback to you. This makes for an interactive student experience that optimizes what you will learn from the course.
What makes this course different from the rest of the Finance courses that are out there?
High quality of production – Full HD video and animations (This isn’t a collection of boring lectures!)
Knowledgeable instructor (experience working for companies like 3M and Coca-Cola)
Specialized training – the only course that covers this topic on Udemy
Extensive Case Studies that will help you reinforce everything you’ve learned
Course Challenge: Solve our Course Challenge and make this course an interactive experience
Excellent support: If you don’t understand a concept, or you simply want to drop us a line, you’ll receive an answer within 1 business day
Dynamic: We don’t want to waste your time! The instructor keeps up a very good pace throughout the whole course.
Please don’t forget that the course comes with Udemy’s 30-day, unconditional money-back-in-full guarantee. And why not give such a guarantee, when we are convinced that the course will provide a ton of value for you?
Click the 'Buy now' button to get access to the course and boost your career!
Course Content
- 8 section(s)
- 43 lecture(s)
- Section 1 Course Introduction
- Section 2 Getting Started with Financial Planning and Analysis
- Section 3 The Accounting Framework
- Section 4 Mechanics of the Budgeting Process
- Section 5 Time for a Case Study: Henry's Hats
- Section 6 Completing Henry's Hats' Master Budget
- Section 7 Course Challenge
- Section 8 Who Does What in Finance? (optional)
What You’ll Learn
- Prepare a Company's Budget from Scratch, Learn to differentiate between Top-Down and Bottom-up Techniques, Prepare the Revenue Budget of a Company, Project a Company's Planned Level of Production, Calculate Net Cash Flow, Project Various Types of Expenditures, Estimate Working Capital Needs, Carry out a Fixed Asset Rollforward, Build an Integrated Financial Model, Learn to Build Financial Statements in Excel
Reviews
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VVANGOORI venkat REDDY
it was very good, i was able connect the dots. the content and structured was amazing. i really thank you for this excellent course.
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NNthabiseng Seleki
The course is packed with valuable insights and presented in a clear, practical way. The examples are easy to understand and make applying the concepts much simpler. Overall, it’s an excellent course for anyone looking to strengthen their budgeting skills.
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BBảo Ngân Đồng
I have a clear understanding of the framework and basic principles of FP&A, also have a broad picture of the finance position.
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JJoana Balagot
I really enjoyed this course and learned a lot from it. The lessons were clear, well‑organized, and easy to follow, even when covering more complex topics. I appreciated how the instructor explained concepts with real examples and broke everything down into practical steps I can apply immediately in my work. Overall, this course exceeded my expectations and gave me exactly the clarity and confidence I was looking for. Highly recommended.