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Planning, Budgeting and Forecasting

Accredited By CPD | High-quality Materials | Video Lessons | Lifetime Access | 24/7 Tutor Support

NextGen Learning


£15 inc VAT
Study method
Online, self-paced
7 hours
Access to content
Lifetime access
No formal qualification
10 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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In the realm of finance, the role of a Financial Controller is akin to a conductor in an orchestra, orchestrating the harmonious alignment of financial statements, analysis, and strategic decision-making. The Financial Controller course unravels the intricacies of planning, budgeting, and forecasting, providing participants with the tools and knowledge to excel as Financial Controllers in the dynamic world of finance.

Learning Outcomes:

  • Understand the responsibilities and functions of a Financial Controller.
  • Analyse financial statements and apply financial analysis techniques.
  • Conduct ratio analysis to assess a company's financial health.
  • Develop comprehensive plans, budgets, and forecasts.
  • Implement effective budgetary control mechanisms.
  • Gain insights into internal control procedures and cash management.


10 CPD hours / points
Accredited by CPD Quality Standards

Course media


The Planning, Budgeting, and Forecasting course focuses on equipping participants with the necessary skills to excel as Financial Controllers. Participants will delve into the concept of a Financial Controller and understand their crucial role in financial management. They will learn to analyse financial statements, perform financial analysis, and leverage ratio analysis techniques to evaluate the financial performance of an organisation. Participants will gain knowledge in planning, budgeting, and forecasting, enabling them to develop accurate and effective financial plans aligned with organisational objectives. Financial Controller course also covers budgetary control mechanisms, internal control procedures, and cash management strategies to ensure financial stability and efficient resource allocation.


Upon completion of the course, learners can obtain a certificate as proof of their achievement. You can receive a £4.99 PDF Certificate sent via email, a £9.99 Printed Hardcopy Certificate for delivery in the UK, or a £19.99 Printed Hardcopy Certificate for international delivery. Each option depends on individual preferences and locations.

Who is this course for?

  • Aspiring Financial Controllers looking to gain comprehensive knowledge and skills.
  • Finance professionals seeking to enhance their expertise in planning, budgeting, and forecasting.
  • Financial analysts aiming to expand their understanding of financial management.
  • Professionals transitioning into finance roles with a focus on financial control.
  • Managers and executives involved in strategic decision-making processes.
  • Graduates or students pursuing finance or accounting degrees with an interest in financial control.

Career path

  • Financial Controller: £50,000 - £90,000 per year
  • Finance Manager: £40,000 - £70,000 per year
  • Senior Financial Analyst: £40,000 - £65,000 per year
  • Budget Manager: £40,000 - £70,000 per year
  • Strategic Planning Manager: £50,000 - £80,000 per year
  • Internal Audit Manager: £45,000 - £75,000 per year

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What does study method mean?

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.

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 Courses, 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.