Financial Planning & Analysis

Professionals are expected by top management to provide proper information and analysis for decision making and to be equipped with the proper tools to do so.

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Course Objectives

  • By the end of the course, participants will be able to:
  • Identify proper sources for gathering information about the company and its industry and apply the basic concepts of macro economics and strategic planning
  • Define main financial and micro economic concepts and identify types of budgets
  • Perform financial analysis and variance analysis and draw conclusions•Build financial projections, evaluate capital expenditures and investments and create what-if analysis
  • Utilize advanced spreadsheet functions, e.g. value lookup, pivot tables, macros, etc.

Course Module


  • Sources of historical information and historical financial data and corporate structure and functions
  • Sources of information about a company’s business environment (e.g. business models, financial ratios, and industry metrics)
  • Reading and interpreting corporate annual reports
  • Determining peer groups and competitors
  • Basic macro-economic concepts used in financial planning (e.g., consumer price index, gross domestic product, exchange rates, interest rates, inflation rates, economic indicators, etc.)
  • Implications of tax policies on projections
  • Risk factors and risk management concepts
    • Value at risk
    • Hedging
    • Insurance
    • Interest rate risk
    • Diversification
  • Financial and non-financial key performance indicators
  • Strategic planning concepts and frameworks
    • SWOT Analysis
    • Porter’s five forces model
    • Growth share matrix
  • Determining information needs of and gather information from internal/external stakeholders and business partners
  • Tools for information gathering (e.g., templates, surveys, etc.)


  • Finance principles and processes (e.g., financial management concepts, corporate finance activities, etc.)
  • General financial concepts and common financial formulas (e.g., time value, opportunity costs, debt structures and covenants, earnings per share, cost of capital, etc.)
  • Financial accounting concepts, principles, and practices
  • Interactions/interrelationships of common financial statements
  • Basic micro-economics (e.g., marginal costs, pricing, price elasticity of supply and demand, etc.)
  • Managerial accounting/reporting and cost accounting concepts
    • Costs throughout the production process
    • Fixed and variable costs
    • Cost allocation
    • Contribution margins
  • Types of budgets/forecasts (e.g., zero-based budgets, annual budgets, rolling forecasts, etc.) and their applications
  • Financial close process, including the resulting financial reporting activities, and the role of the FP&A function in the close/reporting process
  • General business terminology, practices, and processes (e.g., compensation structures, performance management, stock options, etc.)
  • Defining, coordinating, and communicating project/work flow elements (e.g., deadlines, deliverables, expectations, etc.)
  • Effective communication and presentation techniques (e.g., building alliances, resolving communication issues, determining appropriate presentation techniques, preparing reports, using charts/graphs, etc.)


  • Determining the applicability/acceptability of tools, processes, models, etc.
  • Testing and validating a model (e.g., cross-footing, consistency testing, reasonableness assessment, etc.)
  • Identifying outliers in data and determining the causes
  • Developing assumptions, drawing conclusions, assessing the reasonableness of assumptions/conclusions, and testing conclusions against various scenarios
  • Financial ratio analysis (e.g., debt/equity, accounts receivable days, liquidity ratios, etc.)
  • Variance analysis and reporting (e.g., actuals versus prior periods, actuals versus plan, actuals versus forecast, etc.)
  • Competitive analysis (e.g., benchmarking, peer group analysis, ratios, etc.)
  • Determining and assessing the seasonality of an industry or business
  • Common statistical concepts


  • Financial statement projections (e.g., income statement, cash flow statement, balance sheet, etc.)
  • Capital expenditure/investment analysis
  • Discounted cash flow analysis
  • Return on investment projections
  • Net present value projections
  • Sales volume/revenue projections
  • Expense and head count (staffing) projections
  • Specific customer/deal/product projections
  • “What-if” scenarios, sensitivity analysis and risk analysis


  • Basic and advanced spreadsheet functions
    • Financial functions
    • Pivot tables
    • Value lookups
    • Macros
    • Integration with other common software
  • Common statistical calculations (e.g., standard deviation, expected value, correlation, regression, means, modes, etc.) using a spreadsheet
  • Documenting and maintaining models (e.g., understand documentation concepts, document assumptions, create supporting information and protocols, document functionality and structure, use software/data version control concepts and techniques, etc.)
  • Common database structures, common database functions, and structure/ functions of common financial software/systems
    • Business intelligence software
    • Enterprise resource planning (ERP) systems
    • General ledger systems

Learning Approch

  • Designed with a focus on real world relevance
  • Real-world case studies
  • Hands-on Assignments
  • Individualized Instructor
  • Career Guidance

Certification (LP Certificate)

Earn a Course Completion Certificate, an official Learners Point credential that confirms that you have successfully completed a course with us.

Certification (KHDA)

Earn a KHDA attested Course Certificate. The Knowledge and Human Development Authority (KHDA) is the educational quality assurance and regulatory authority of the Government of Dubai, United Arab Emirates.

Expert Instructors & Teaching Methods

Learners Experience

Ishitha Tavkar :Student

demonstrated the concept very well. When I approached this Training Center with the expectation of good infrastructure, assistance, friendly approach and more importantly faculty competence. No doubt the Training Center meets all the expectations.

Ishitha Tavkar :Student

demonstrated the concept very well. When I approached this Training Center with the expectation of good infrastructure, assistance, friendly approach and more importantly faculty competence. No doubt the Training Center meets all the expectations.

Frequently Asked Questions

Our trainings are mostly instructor led and classroom based. However, we also offer high quality live and interactive online sessions.

Our highly skilled faculties from around the globe are experts in their fields and come with decades of diverse industry experience. Our trainers are internationally recognized and locally preferred with rich research driven experience which will ensure highly customizable, engaging and top in the class learning experience.

Choosing LearnersPoint is true value for money as our trainings are right blend of theory and practice and specially developed keeping tomorrow's business needs in mind. All the training sessions are closely monitored through specially designed progress tracker to ensure reinforced and unparalleled learning experience

Once you have registered for a course and wish to not to proceed with the training for any reason, you are entitled for a refund of the fees provided we are notified in writing within 2 days from the date of initial registration before the training commencement. The refunds are processed within 4 weeks from the day of withdrawal.