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Overview

Recommended prep courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Accounting Fundamentals
  2. Excel Crash Course

Financial budgeting course description

This financial budgeting course will teach you about the entire budgeting process from start to finish, including how to create a disciplined culture of budgeting in your organization, the various methods for building budgets, techniques to analyze results, and how to increase the chances of organizational performance improvements.

This interactive and applied budgeting course enables participants to:

  1. Adopt a disciplined approach to developing budgets
  2. Forecast results with quantitative and qualitative methods
  3. Effectively use variance analysis to track performance
  4. Present results with charts and graphs

budgeting course - how to develop a budget

Who should take this budgeting class?

This online budgeting class is designed for those who are responsible for financial management, budgeting, and forecasting within their organizations.  This may include professionals working in financial planning and analysis (FP&A), accounting, treasury, financial reporting, corporate development, etc.

What you will learn in this budgeting 101 course

By the end of this budgeting 101 class, participants are able to:

  • Understand the principles behind best practice financial management
  • Explain the importance of budgeting within a strategic framework
  • Build a robust budgeting process within their organization
  • Know when and where to use various budgeting approaches such as zero-based budgeting
  • Forecast future performance by better analyzing revenue and cost drivers
  • Use effective variance reporting to track organizational performance
  • Make use of Excel functions and tools that are particularly suited to the budgeting process.

Types of budgets - budgeting 101 course example

Financial budgeting class content

Topics covered will include:

  • Budgeting within a strategic framework
  • Building a robust budgeting process
  • Managing budget psychology
  • A practical guide to developing budgets
  • Common budgeting approaches (e.g. Incremental, value-based, zero-based, etc.)
  • Forecasting techniques (moving average, regression analysis, etc.)
  • Tracking budget performance with variance analysis (waterfall charts, etc.)
  • Applied budgeting tools and techniques (Excel, solver, pivot tables, etc.)

screenshot of scorecard from budgeting class

CPE information

For further CPE information, please read before purchasing: 

https://corporatefinanceinstitute.com/about/cpe-information/

Publish Date: Sep 06, 2017

Last Revision: Jan 18, 2018

Budgeting 101 class screenshots

variance analysis in budgeting class example

Budget Template Excel Model

Variance analysis in Excel - financial budgeting class

Budgeting and Forecasting

Subscribe

Level 3

Approx 7h to complete

100% online and self-paced

Subscribe to get access to FMVA and other programs

From $497/year

Learn More

What you'll learn

Lesson
Multimedia
Exams
Files

Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification

Budgeting and Forecasting is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 29 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
  • Skills learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career prep Investment banking and equity research, FP&A, corporate development

Path to certification

Prerequisite courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

11 courses from beginner to intermediate level.

02 Required

Elective courses

11 courses at an advanced level.

03 Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What our students say

BUDGETING AND FORCECASTING
Excellent Course !

KOFFI ASSOUMAN EUDES BEDEL

Superb course indeed.
Awesome concepts and step by step process to fully understand the budget and forecasting concepts and apply it practically.

Ritche Orven Flores


Thanks for so much detailed information!

Hui Li

Illuminating course
The course is a great tool to understand the practical know-how of Budgeting & Forecasting. It’s handy to apply technical tools in Excel that works for different scenarios. Little by little, a spreadsheet becomes more comfortable to use. There is no virtual theory of that process in companies and why it is done, just because there is no time to explain it. So, very welcome with the contents shown in this CFI’s course.

Antulio Asdrúbal Tinoco Gutiérrez

See more

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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