Financial Planning for Business Managers 1 Day Training in Addison, TX

Duration

1 Day (10 Executive Education Credits)

• 8 Executive Education Credits from the Instructor-Led Training Session

• 1 Executive Education Credit from the Pre-Training Workbook (Financial Planning Readiness & Business Finance Assessment)

• 1 Executive Education Credit from the Post-Training Resource Pack (Financial Planning Implementation & Business Performance Toolkit)

Mode

Instructor-Led Virtual Live (ILVL) / In-Person Classroom / Corporate In-House

Training Course Overview

Financial planning is not limited to finance departments. Business managers also need to understand financial performance, review budgets, assess investments, manage costs, identify financial risks, and make business decisions related to profitability and long-term planning. Financial knowledge helps managers allocate resources, review operational performance, and work toward business objectives.

Financial Planning for Business Managers is an executive training program that introduces non-financial and business managers to financial knowledge and planning methods used in business management. Participants will learn to interpret financial statements, prepare budgets, forecast business performance, review financial risks, assess investment opportunities, monitor financial indicators, and connect financial planning with organizational strategy.

The training includes business cases, financial planning exercises, budgeting workshops, scenario analysis, discussions, and implementation planning. These activities allow participants to work with financial information and planning methods relevant to their organizations.

By the end of the program, participants will prepare a Business Financial Planning Blueprint and a 90-Day Financial Performance Action Plan to support financial decision-making and business performance.

Why Join This Course?

• Develop financial decision-making skills.

• Improve budgeting and forecasting practices.

• Understand financial statements.

• Use financial information in business decisions.

• Review costs and resource allocation.

• Identify financial risks.

• Monitor business performance through financial indicators.

• Apply financial information to business planning.

• Review profitability and operational efficiency.

• Receive a Certificate of Completion and 10 Executive Education Credits (EEC).

Learning Objectives

Participants will be able to:

• Understand key financial management concepts.

• Interpret financial statements and reports.

• Prepare practical business budgets.

• Apply financial forecasting techniques.

• Analyze costs and review profitability.

• Evaluate financial risks and investment decisions.

• Monitor financial performance using KPIs.

• Use financial analysis in strategic planning.

• Apply financial information to business decision-making.

• Develop financial planning practices for ongoing business activities.

Pre-Training Workbook (1 Executive Education Credit)

Participants will complete a Financial Planning Readiness & Business Finance Assessment Workbook before attending the workshop.

The workbook includes financial literacy assessments, budgeting exercises, financial statement interpretation, cost analysis activities, forecasting scenarios, business finance reflection questions, investment decision exercises, and personal development planning. Participants will review their current financial management knowledge, identify business finance challenges, and set learning priorities before the live workshop.

Training Day Structure – 8 Modules

8 Hours, 8 Executive Education Credits

Module 1: Foundations of Business Finance

Develop an understanding of finance as it relates to business management.

• Financial management fundamentals

• Role of finance in business

• Financial terminology

• Business value creation

Module 2: Understanding Financial Statements

Learn to interpret financial reports for business decisions.

• Income statement

• Balance sheet

• Cash flow statement

• Financial statement analysis

Module 3: Budgeting & Financial Forecasting

Work with budgets and financial projections.

• Budget preparation

• Revenue forecasting

• Expense planning

• Variance analysis

Module 4: Cost Management & Profitability

Review cost management and profitability in business operations.

• Cost classification

• Cost reduction strategies

• Profitability analysis

• Resource optimization

Module 5: Financial Decision-Making & Investment Evaluation

Use financial information when reviewing business and investment decisions.

• Investment appraisal

• Business case evaluation

• Risk-return analysis

• Capital allocation

Module 6: Financial Risk Management

Identify financial risks and review methods for managing them.

• Financial risk identification

• Risk mitigation strategies

• Cash flow management

• Financial controls

Module 7: Financial Performance Measurement

Review business performance using financial measures.

• Financial KPIs

• Performance dashboards

• Ratio analysis

• Business performance reviews

Module 8: Toolkit – Business Financial Planning Blueprint

Apply the course learning to financial planning activities.

• Financial capability assessment

• Budget improvement planner

• Financial planning roadmap

• 90-Day Financial Performance Action Plan

Training Methodology

The workshop uses practical learning activities, including:

• Facilitator-led discussions

• Financial planning workshops

• Business case studies

• Budgeting exercises

• Financial statement analysis

• Group problem-solving

• Scenario planning

• Personal implementation planning

Key Benefits

Participants will develop knowledge and skills in:

• Financial planning

• Budget preparation

• Financial analysis

• Business decision-making

• Cost management

• Financial forecasting

• Financial risk awareness

• Profitability analysis

• Strategic planning

• Financial management practices

Post-Training Resource Pack (1 Executive Education Credit)

Participants will receive an implementation toolkit related to business financial planning and financial management.

The resource pack includes:

• 90-Day Financial Planning Challenge

• Budget Planning Toolkit

• Financial KPI Dashboard

• Cash Flow Planner

• Cost Optimization Guide

• Financial Risk Assessment Checklist

• Budget Variance Tracker

• Financial Decision-Making Framework

• Business Financial Planning Blueprint

Target Audience

• Business Managers

• Department Managers

• Operations Managers

• Project Managers

• Team Leaders

• Business Unit Heads

• Entrepreneurs

• Non-Financial Managers

• Functional Managers

• Professionals responsible for budgeting, planning, or business performance

Certification

Participants who successfully complete the program will receive the Skelora Edu Tech Certificate of Completion along with 10 Executive Education Credits (EEC).

Trainer Profile

The training is delivered by professionals with experience in financial planning, budgeting, forecasting, business performance management, and corporate finance. Trainers may include:

• Finance Directors

• Chartered Accountants

• Financial Planning Consultants

• CFOs

• Business Finance Advisors

• Management Consultants

• Corporate Trainers

• Business Strategy Professionals

Note

The Pre-Training Workbook (1 Executive Education Credit) and Post-Training Resource Pack (1 Executive Education Credit) are part of the course structure. They provide preparation and follow-up materials covering financial literacy, budgeting, forecasting, business decision-making, financial performance, and organizational planning.

Trainer: We aim to assign a qualified professional trainer based in or around the advertised training location. Final trainer details and professional profile will be shared with registered participants prior to the session.