Forecasting Techniques

Improve your forecasting skills with our Forecasting Techniques course. Learn practical forecasting skills that can be applied to various forecasting requirements.

Forecast results using both quantitative and qualitative methods
Learn useful Excel tools and functions to improve your forecasting
Understand which techniques can be used in various forecasting situations

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Overview

Forecasting Techniques Course Overview

This Forecasting Techniques course will teach you qualitative and quantitative forecasting techniques. Various quantitative techniques will be covered including an application of each technique to a practical situation. The course will use these techniques in financial model to produce compelling financial forecasts.

Forecasting Techniques Learning Objectives

By the end of this course you will be able to:

Explain how Goal Seek can be used when forecasting in a financial model.
Calculate an optimal solution for a forecast using the Solver tool in Excel.
Build a financial model forecast using the slope and Y-intercept from a linear regression.
Create a forecast using the coefficients from a multiple linear regression.
Explain how forecast functions in Excel can be used to forecast a seasonal business.
Build a forecast for a seasonal business showing the upper and lower confidence intervals.

Who Should Take This Course?

This course on forecasting techniques is designed for those responsible for producing and maintaining forecasts in financial models within their organizations. This may include professionals in financial planning and analysis (FP&A), accounting, treasury, financial reporting, corporate development, and capital markets.

Prerequisite Courses

Recommended courses to complete before taking this course.

Forecasting Techniques

Led by Duncan McKeen

Level 2

49min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits

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What you'll learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

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?

You will have yearly access to the courses as long as you maintain an active subscription. 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?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, 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?

None! 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. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

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.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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 that 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.

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 to help delve even deeper into the course concepts, please look into our free career resources library.

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Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Forecasting Techniques

Forecasting Techniques Course Overview

Forecasting Techniques Learning Objectives

Who Should Take This Course?

Forecasting Techniques

What you'll learn

Introduction

Qualitative Techniques

Quantitative Techniques

Course Summary

Qualified Assessment

Frequently Asked Questions