# Budgeting, Forecasting and Financial Planning

> Build realistic budgets and forecasts that support strategy and keep spending under control.

- **Provider:** Afriskora Training Solutions
- **Category:** Finance, Accounting & Audit
- **Duration:** 5 days
- **Formats:** classroom (cities across Africa), live virtual (Zoom/Teams), in-house for teams
- **Certificate:** Afriskora Certificate of Completion, verifiable online
- **Booking:** request dates and a quote; invoice and EFT payment
- **Web page:** https://afriskora.co.za/courses/finance-accounting-audit/budgeting-forecasting-financial-planning
- **Request dates:** https://afriskora.co.za/request-training?course=budgeting-forecasting-financial-planning

## Overview

This course covers the full planning cycle: linking budgets to strategy, budgeting methods, rolling forecasts, scenario planning and variance analysis. It includes Excel-based modelling exercises and examples from corporate and public-sector budgeting.

## Who should attend

- Finance and budget officers
- Managers with budget responsibility
- Planning and strategy staff
- Public-sector budget analysts

## Learning outcomes

- Link budgets to strategic objectives
- Choose suitable budgeting methods
- Build rolling forecasts and scenarios
- Analyse and explain variances
- Improve the budgeting process

## Course outline

### Day 1: Planning foundations

- Strategy and budgets
- Budget cycle
- Roles and governance
- Revenue and expenditure planning

### Day 2: Budgeting methods

- Incremental and zero-based
- Activity-based budgeting
- Programme budgeting
- Capital budgets

### Day 3: Forecasting

- Forecasting techniques
- Rolling forecasts
- Scenario and sensitivity analysis
- Excel modelling

### Day 4: Monitoring and control

- Variance analysis
- Reporting to management
- Cash flow forecasting
- Corrective action

### Day 5: Improving the process

- Budget negotiations
- Beyond budgeting
- Technology
- Improvement plan