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Financial Planning

Summer Flash Sale | 5 Certified Courses Bundle | Premium Video Tutorials | Lifetime Access | 24/7 Expert Support


Course Cloud

Summary

Price
Save 91%
£29 inc VAT (was £350)
Offer ends 26 September 2021
Study method
Online, self-paced
Duration
9 hours
Access to content
Lifetime access
Qualification
No formal qualification
CPD
9 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

***Offer Ending Soon***

Our comprehensive course on Financial Planning will assist you to produce the best possible outcome by mastering the necessary skills and enhancing your chances of landing your dream job in the relevant sector. Develop in-demand professional skills by enrolling in our Financial Planning bundle & get 5 premium courses with a single payment.

Courses are included in this Financial Planning Complete Bundle:

  • Course 01: Practical Use of Financial Modelling for Decision Making and Business plan
  • Course 02: Financial Modelling for Non-Financials
  • Course 03: Rules of Capital Budgeting & Investment Decision
  • Course 04: Corporate Finance
  • Course 05: Basic Forecasting in a Time of Uncertainty

Learn at your own pace from the comfort of your home as the rich learning materials of these bundle courses are accessible from any place at any time. The advanced course curriculums are divided into tiny bite-sized video modules by industry specialists with years of experience behind them. Throughout your learning journey with Course Cloud, you'll receive expert tutor support, and our friendly customer service is available 24/7 to answer any questions you may have.

Upon completion, you'll be awarded a certificate to showcase your expertise. Boost your resume and stand out in the crowd by adding these valuable skills & kickstart your career in the right direction.

There is no prior requirement or experience needed to enrol in our Financial Planning. You only need the willingness to learn new skills and eagerness to practise. You can access the course materials at any time with any internet-enabled device and keep developing new skills.

So enrol today & do your best! As what you plant now, you will harvest later. Become the person who would attract the results you seek. Grab this opportunity and start learning!

CPD

9 CPD hours / points
Accredited by CPD QS

Course media

Description

Curriculum of Financial Planning Bundle

***Course 01: Practical Use of Financial Modelling for Decision Making and Business plan***

Section 01: Introduction

  • Introduction to the Course
  • Introduction to the Business Process
  • What is Financial Modelling
  • Starting Point of a Financial Model
  • Key Features of Clear Financial Model and How to Get Started
  • First Steps before Starting to Create Financial Model and Linking Business Model

Section 02: Case Study: Restaurant - Basic Model for Selecting Initial Idea

  • Starting with End in Mind-Comparative P&L
  • Customer Acquisition Model
  • Revenue and Cost Models
  • Adding Product and Modelling Labour and Other Costs
  • Modelling Capital Investments and ROI Calc

Section 03: Business Plan and 3 Financial Statement Models

  • Detailed Customer Acquisition Model and Revenue Model
  • Cost of Sale Model
  • Modelling Labour Cost
  • Modelling Other Operating Expenses
  • Modelling Income Statement and Cash Flows
  • Modelling Balance Sheet
  • Fixing the Error in Financial Model and Brief of IRR
  • Financial Model for Business plan for New Business

***Course 02: Financial Modelling for Non-Financials***

Introduction

  • Introduction

Project cost

  • Project Cost – Assets
  • Project Cost – Preliminary and Preoperative Expenses
  • Project Cost – Working capital
  • Project Cost – Means of Finance

Depreciation

  • Depreciation and Written down value

Schedule of Term Loan

  • Loan
  • EMI or Monthly Installment calculation
  • Calculation of Interest and Principal
  • Term loan schedule completion

Profit and Loss Account

  • Basics of Profit and Loss Account
  • Profit and Loss Account statement

Preparation of Balance sheet

  • Basics of Balance Sheet
  • Balance Sheet Preparation
  • Cash flow and Final Balance sheet

***Course 03: Rules of Capital Budgeting & Investment Decision***

Section 01: Introduction

  • Preview
  • Basics of Time Value of Money
  • Concepts of Compounding, Discounting, Present Values

Section 02: NPV Method

  • NPV Method Meaning and Decision Rules
  • Use of NPV with an Example and Practical Life Limitation of NPV Method
  • NPV Profile of the Project to Understand Sensitivity

Section 03: Payback Period Method

  • Payback Period Meaning and Calculations
  • Drawback of Payback Period Method

Section 04: Internal Rate of Return (IRR)

  • IRR, Meaning and Method of Calculation with Limitation
  • Example of Demonstrate NPV and IRR Calculation and Inconsistent Result
  • Case of Multiple IRR and MRR as an Attempt to Fix the Problem

Section 05: Evaluating Projects in Different Lives

  • How to Choose between Mutually Exclusive Project
  • Choosing Project with Different Life
  • Choosing Project in Budget Constraints

Section 06: Conclusion

  • Final Summary

***Course 04: Corporate Finance***

Section 01: Course Introduction

  • Preview

Section 02: Introduction to Working Capital Management

  • What Is Working Capital and What Are Working Capital Elements
  • What Are the Benefits and Cost of Various Working Capital Elements
  • Operating and Cash Conversion Cycle with Practical Example
  • Cash Conversion Cycle of Different Companies
  • Working Capital Impact on Company Value
  • Understanding Working Capital Requirements and Different Approaches in Management

Section 03: Trade Credit and Receivable Management

  • Understand Trade Credits In Business
  • How Do We Manage Receivables
  • Understanding How to Change Credit Policies and Evaluate the Impact
  • Monitoring Receivables

Section 04: Payables Management

  • Payable Management

Section 05: Inventory Management Practices

  • Inventory Management and Pro and Cons of High Inventory
  • Inventory Management – EOQ, Reorder Levels, Lead Time
  • ABC System of Managing Inventory

Section 06: Cash Management Practice

  • Cash Management Process

***Course 05: Basic Forecasting in a Time of Uncertainty***

Basic Forecasting in a Time of Uncertainty

  • Module 01: Revisiting the Purpose of Forecasting
  • Module 02: Becoming More Agile
  • Module 03: A Methodology for Agile Forecasting
  • Module 04: Tools for Forecasting in Times of Uncertainty
  • Module 05: Simulation 1
  • Module 06: How do we know our data is normally distributed?
  • Module 07: Simulation 2
  • Module 08: Simulation 3
  • Module 09: Relative Forecasting
  • Module 10: Closing Remarks on Forecasting in a Time of Uncertainty

Certification
Once you have successfully completed the course, you will be awarded a certificate of completion as an evidence of your achievement. The certificate is recognised both nationally and globally by potential employers of relevant industries. You have the option to choose a PDF certificate for just £4, or hard copy certificates at a £12 processing fee, or both.

Who is this course for?

Anyone with an interest in Financial Planning will find these courses really valuable. Whether you are a student/professional aiming to explore your opportunities in relevant job sectors then this bundle course is the perfect opportunity for you.

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FAQs

What does study method mean?

Study method describes the format in which the course will be delivered. At reed.co.uk 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.

What are CPD hours/points?

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.co.uk, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.