Download a Course Outline 
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Budgeting and Financial Reports Training Course
Businesses utilise budgets and financial reports, in some form or fashion, everyday. Being able to render decisions and hold relevant discussions about these budgets and financial reports is just one of the many goals of this Budget & Reporting training course from pdtraining.
This practical training course, full of take-away tools, is available now throughout Australia, including Brisbane, Sydney, Melbourne, Adelaide, Canberra and Perth.
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OUTCOMES
By the end of this training course, participants will:
- Have a better understanding of financial terminology
- Learn to understand & develop skills for analysing financial statements
- Gain an understanding of budgets & budgeting
- Master techniques for effective budgeting
- Learn advanced forecasting techniques
- Learn how to make smart purchasing decisions
- Understand some of the legal aspects of finances
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Course Length:
1-day
Certificates:
Certificates of Completion are issued to each participant
Also available for In-House courses:
Post-course assessment for validation of learning.
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Why our clients choose us:
- Receive practical tools to take away with you.
- Be involved all day. There are about 20 activities each day (10 lessons with 1-3 activities per lesson).
- Realistic and relevant. We take the time to learn about you, then tailor the training to your needs.
Looking for death by Powerpoint? You will need to call another training company!
New course just added:
Find out how our new course can benefit you! Talk to one of our friendly consultants now on
Ph: 1300 121 400.
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OUTLINE
Budgeting and Financial Reports Training Course Outline
Download a Course Outline
Foreword:
Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organisations create and disseminate year-end financial reports to investors.
The goal of this workshop is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this one-day course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.
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Budgeting & Financial Reports Training Course - Lesson 1
Getting Started
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Budgeting & Financial Reports Training Course - Lesson 2
Glossary
- What is Finance?
- Commonly Used Terms
- Key Players
- Important Financial Organisations
- Understanding GAAP
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Budgeting & Financial Reports Training Course - Lesson 3
Understanding Financial Statements
- Balance Sheets
- Income Statements (AKA Profit & Loss Statements)
- Statement of Retained Earnings
- Statement of Cash Flows
- Annual Reports
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Budgeting & Financial Reports Training Course - Lesson 4
Analysing Financial Statements (I)
- Income Ratios
- Profitability Ratios
- Liquidity Ratios
- Working Capital Ratios
- Bankruptcy Ratios
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Budgeting & Financial Reports Training Course - Lesson 5
Analysing Financial Statements (II)
- Long-Term Analysis Ratios
- Coverage Ratios
- Leverage Ratios
- Calculating Return on Investment (ROI)
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Budgeting & Financial Reports Training Course - Lesson 6
Understanding Budgets
- Common Types of Budgets
- What Information do I Need?
- Who Should Be Involved?
- What Should a Budget Look Like?
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Budgeting & Financial Reports Training Course - Lesson 7
Budgeting Made Easy
- Factoring in Historical Data
- Gathering Related Information
- Adjusting for Special Circumstances
- Putting It All Together
- Computer Based Methods
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Budgeting & Financial Reports Training Course - Lesson 8
Advanced Forecasting Techniques
- Using the Average
- Regression Analysis
- Extrapolation
- Formal Financial Models
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Budgeting & Financial Reports Training Course - Lesson 9
Managing the Budget
- How to Tell If You’re on Track
- Should Your Budget be Updated
- Keeping a Diary of Lessons Learned
- When to Panic
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Budgeting & Financial Reports Training Course - Lesson 10
Making Smart Purchasing Decisions
- 10 Questions You Must Ask
- Determining the Payback Period
- Deciding Whether to Lease or Buy
- Thinking Outside the Box
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Budgeting & Financial Reports Training Course – Lesson 11
A Glimpse into the Legal World
- A Brief History
- The Sarbanes-Oxley Act
- CEO/CFO Certification
- 8th Company Law Directive
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Budgeting & Financial Reports Training Course - Lesson 12
Wrapping Up
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Public training courses in Brisbane now include: lunch, a games room, unlimited espresso coffee and WiFi.
| IN-HOUSE TRAINING |
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'your place or ours'
In-House training benefits:
- tailored to your needs and goals
- cost effective - from $140 per person (full day)
- you choose the day, place and time
- greatest impact in the shortest time
- tailoring ensures practical tools directly applicable to your workplace
- great team building opportunity
- more convenient, people don't need to go off-site
You'll be surprised at the price - check now! |
Ph: 1300 121 400
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Tailored Delivery - standard
We will always tailor the delivery of your In-House Training course to ensure it is relevant to your team, and targeted at your learning goals. We can incorporate your company's examples and terminology to ensure you the training can be directly related back to your workplace. This is standard, and included in the price.
Your delivery options
We offer a range of different class types to suit your operational needs.
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The "1-hour Motivator" training sessions
These 60-90 minute sessions are highly motivating and thought provoking - ideal for those people who need to fit training in around a busy work schedule - great as an early morning kick-start or lunch time boost! Read more...
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The "3-hour Power" sessions
3-hour power sessions – are a great solution when you have very specific outcomes you are targeting, or scheduling the team to be off the job for a whole day is proving to be a challenge Read more...
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Full-day short courses
1-2 day short courses delivered with a unique focus on 80% activities 20% content – just the way learning should be!
Read more...
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Conferences and workshops
Do you want your conference to be memorable, fun, interactive and have a real highlight? pdtraining's dynamic trainers can add that flair, excitement and much much more!
Read more...
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1. We really listen
We take the time to understand your needs and goals
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2. Flexible delivery
We always tailor the course to suit your needs
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3. The best trainers
We only provide the best trainers and the best courseware
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Most importantly the participants 'love' pdtraining courses because our courses are:
- Practical - 20% theory:80% practical - everyone will be constantly involved and engaged.
- Very interactive - our trainers facilitate people sharing and learning from each other's experience
- Applicable on the job - we are all about skills and techniques you can actually use!
- Fun - we help people enjoy learning because courses should be fun! Also people are more likely to implement what they learn if they enjoyed the learning experience.
- Delivered by a fantastic trainer - we only use the best, engaging expert trainers
We believe you learn more when you're having fun!
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Q: Who else uses Professional Development Training?
A: Take a look at some of our recent clients
Q: Are they Happy?
A: This is what they say about us testimonials
 Questions?
Email:
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or
Phone: 1300 121 400
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The top 5 reasons participants 'love' pdtraining
- 20% theory:80% practical - everyone will be constantly involved and engaged.
- Lots of collaboration - our trainers facilitate people sharing and learning from each other's experience
- Applicable on the job - we are all about skills and techniques you can actually use!
- Fun - we help people enjoy learning because courses should be fun! Also people are more likely to implement what they learn if they enjoyed the learning experience.
- Delivered by a fantastic trainer - we only use the best, engaging expert trainers
Yes! this is the right choice for me! 
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Don't take our word for it: testimonials
Cost:
$495 inc gst per person
Length
1 - day high-energy class
Course venues:
Sydney
Level 1
111 Harrington Street
Sydney
NSW 2000
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Melbourne
123 Queen Street
Melbourne
VIC 3000
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Brisbane
Unit 11
121 Newmarket Road
Windsor Brisbane
QLD 4030
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Adelaide
International Visualisation Centre
19 Young Street
Adelaide
SA 5000
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Perth
Perron House
61 Kitchener Avenue
Victoria Park Perth
WA 6000
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Canberra
Manuka Oval
Manuka Circle
Canberra
ACT 2603
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 Times
Public classes start at 9.00am and finish around 4.30pm.
Class Size
Public classes will be a small relaxed group of between 4 and 12 people.
The small group helps ensure that everyone will gets a chance to ask questions and learn at their own pace.
What is provided?
All participants will be provided with morning tea, afternoon tea, printed bound courseware to keep and an Budgeting and Financial Reports Certificate of Completion. Public training courses in Brisbane now include: lunch, a games room, unlimited espresso coffee and WiFi.
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