Skip to content

Creating a Robust Financial Plan

Interactive Videos | Free PDF Certificate | Learn From Industry Experts | Tutor Support


Frontier Education

Summary

Price
£12 inc VAT
Study method
Online, On Demand What's this?
Duration
2.9 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
  • Reed courses certificate of completion - Free
Additional info
  • Tutor is available to students

Add to basket or enquire

Overview

This Creating a Robust Financial Plan course includes a whole host of practical tips and advice, helping you to develop your Creating a Robust Financial Plan skills to become the financial advisor or relevant profession you can be.

Packed with videos, PDFs and exercises, it'll equip you with what it takes to be a successful career as a finance officer in today’s business landscape, covering a broad range of topics, from financial challenges of entrepreneurs to financial resolve

Curriculum

1
section
39
lectures
2h 52m
total
    • 1: 18.1.1 - Financial Concepts Covered 05:10
    • 2: 18.1.2 - Justifying Your Financials 02:21
    • 3: 18.1.3 - Why Financials Matter 02:34
    • 4: 18.1.4 - Keys to Success 04:01
    • 5: 18.1.5 - Why Are Financials Important to Investors 01:04
    • 6: 18.1.6 - Why Businesses Fail 02:18
    • 7: 18.1.7 - Financial Challenges of Entrepreneurs 06:31
    • 8: 18.1.8 - Financial Resolve 01:31
    • 9: 18.1.9 - Financial Projections Top-Down 03:22
    • 10: 18.1.10 - Financial Projections Bottom-Up 04:44
    • 11: 18.1.11 - Advantages and Disadvantages of Top-Down vs. Bottom-Up 02:29
    • 12: 18.1.12 - Revenue Models 08:26
    • 13: 18.1.13 - Financial Statements 06:58
    • 14: 18.1.14 - Make Your Financials Believable 06:42
    • 15: 18.2.1 - Revenue Models Explained 01:21
    • 16: 18.2.2 - Financial Worksheets Overview 05:35
    • 17: 18.2.3 - The Revenue Worksheet 06:57
    • 18: 18.2.4 - The Four Pricing Models 11:59
    • 19: 18.2.5 - When to Count Your Revenue 01:41
    • 20: 18.2.6 - Your Revenue Model 02:11
    • 21: 18.2.7 - The Revenue Worksheet - Walk-Through 03:54
    • 22: 18.2.8 - The Revenue Worksheet Unit Based Model 10:47
    • 23: 18.2.9 - The Revenue Worksheet Billing Based Model 09:24
    • 24: 18.2.10 - The Revenue Worksheet The SubscriptionRecurring Revenue Model 05:04
    • 25: 18.3.1 - Your Staffing Model 05:03
    • 26: 18.3.2 - Employee ROI 01:02
    • 27: 18.3.3 - Staffing Classifications 03:02
    • 28: 18.3.4 - Working with the Staffing Worksheet 05:14
    • 29: 18.3.5 - Inputting Contractors 01:28
    • 30: 18.3.6 - Employee Overhead 01:58
    • 31: 18.3.7 - Expense Model Explained 04:05
    • 32: 18.3.8 - Expense Worksheet Explained 05:48
    • 33: 18.4.1 - Income Statement and Cash Flow Considerations 04:01
    • 34: 18.4.2 - Income Statement (P&L) Basics 00:17
    • 35: 18.4.3 - Income Statement (P&L) Tells a Story about Your Business 01:40
    • 36: 18.4.4 - 5 Key Areas of an Income Statement (P&L) 05:13
    • 37: 18.4.5 - Income Statement (P&L) Inputs 06:28
    • 38: 18.4.6 - The Cash Flow Statement Worksheet 07:25
    • 39: 18.4.7 - Modeling Styles Aggressive, Conservative, and Most Likely 02:05

Course media

Description

With expert guidance and a combination of videos, PDFs, and worksheets, this course will enable you to develop your financing skill, become a finance officer and unlock your full potential.

This Creating a Robust Financial Plan course covers:

  1. Financial resolve: What you need to know
  2. Overcoming roadblocks to financial planning: Tailoring your approach to maximise impact
  3. Mastering revenue forecasting

You’ll also be able to access a number of exclusive bonus resources to help you along your Creating a Robust Financial Plan journey, including:

  • Creating financial plan
  • Financial projection
  • Revenue forecasting

Top reasons to Study Online at Frontier Education

  • Tailor made: Course adapted to market needs and interests
  • Flexible programs: study and work at your own pace on easy-to-use web platforms
  • Online education: progressive teaching methods with video or easy to understand medium
  • Multicultural: connect with classmates from all corners of the globe

Curriculum for Creating a Robust Financial Plan course:

  • INTRODUCTION
  • Financial Concepts Covered
  • Course Materials
  • JUSTIFYING YOUR FINANCIALS FOR BEST RESULTS
  • Justifying Your Financials
  • Why Financials Matter
  • Keys to Success
  • OVERCOME ROADBLOCKS TO FINANCIAL PLANNING
  • Financial Challenges of Entrepreneurs
  • Financial Resolve
  • CREATE YOUR FINANCIAL PLAN
  • Financial Projections: Top-Down
  • Financial Projections: Bottom-Up
  • Advantages and Disadvantages of Top-Down vs. Bottom-Up
  • Revenue Models
  • Financial Statements
  • Make Your Financials Believable
  • QUIZ - THE FUNDAMENTALS
  • Quiz - The Fundamentals
  • REVENUE FORECASTING
  • Revenue Models Explained
  • Financial Worksheets Overview
  • The Revenue Worksheet
  • When to Count Your Revenue
  • Your Revenue Model
  • The Revenue Worksheet - Walk-Through
  • The Revenue Worksheet: Unit Based Model
  • The Revenue Worksheet: The Subscription/Recurring Revenue Model
  • TAKE QUIZ - REVENUE MODELLING
  • Quiz - Revenue Modelling
  • STAFFING MODEL
  • Your Staffing Model
  • Employee ROI
  • Staffing Classifications
  • Working with the Staffing Worksheet
  • Inputting Contractors
  • Employee Overhead
  • EXPENSE MODELLING
  • Expense Model Explained
  • Expense Worksheet Explained
  • TAKE QUIZ - STAFFING AND EXPENSE MODELLING
  • Quiz - Staffing and Expense Modelling
  • INCOME STATEMENT EXPLAINED
  • Income Statement (P&L) Basics
  • Income Statement (P&L) Tells a Story about Your Business
  • 5 Key Areas of an Income Statement (P&L)
  • Income Statement (P&L) Inputs
  • CASH FLOW STATEMENT EXPLAINED
  • Cash Flow Considerations
  • The Cash Flow Statement Worksheet
  • Modelling Styles: Aggressive, Conservative, and Most Likely
  • TAKE QUIZ - FINANCIAL STATEMENTS
  • Quiz - Financial Statements

Who is this course for?

This Creating a Robust Financial Plan is ideal for people looking to progress their career into a financial advisor, for those who want to become finance officers, as well as looking to further develop their skills and knowledge.

Requirements

No prior knowledge or experience is required to enrol in this course.

Career path

Creating a Robust Financial Plan career path exciting as it opens the doors to many professions such as

  • Financial advisor
  • Finance officer

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Certificates

Certificate of completion

Digital certificate - Included

Reed courses certificate of completion

Digital certificate - Included

Will be downloadable when all lectures have been completed

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.