Finance - Finance and Budgets: Create a Robust Financial Plan: The Fundamentals

Content
2 modules

Rating

Course Length
55 mins

Instructor
Pantry of Knowledge

Description

Making money is the very reason your business exists. but often, entrepreneurs don't pay enough attention to the financials that drive the bottom line. Sound financial planning documents can not only win over investors; they're valuable tools for monitoring the company's progress toward profitability. In this course we'll examine and counteract common mis-perceptions about financial planning, learn about different models for revenue and cost projections, and use worksheets to build the statements that matter most.

We have included a full financial model that you can use to build a complete financial model for your business.  Please note this course does not walk you through how to use the model.  This course is intended to create a solid foundation so you can move on to create a financial forecast for our business.

To learn more about creating a financial model for your business, watch the following:

 - Create a Robust Financial Plan - Revenue Model
 - Create a Robust Financial Plan - Staffing and Expense Models
 - Create a Robust Financial Plan - Financial Statements

 

Objectives

  • How to create a full financial forecast for your business
  • Understand how to make solid financial assumptions
  • How to create both a tops down and bottoms up forecast

Certificate

By completing/passing this course, you will attain the certificate POK Finance Certificate

Learning Credits

CEU
1.0

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