Financial Planning & Forecasting

Register here! Get an early bird 10% discount if you pay on or before June 2, 2018. If you enroll in groups of 3, get an additional 5% group discount.

Description

This seminar will provide participants a framework for preparing financial projections. It will cover important variables considered in financial planning and forecasting which start with establishing the long-term goals of an organization. The macroeconomic variables that may be sensitive to the operation of a company and basic structures used for industry analysis will likewise be discussed. The seminar will provide a brief review of financial analysis which will focus on trend analysis. These topics will be critical in setting reasonable assumptions that will be useful in financial forecasting.

This seminar will also include financial modelling which can assist planners in preparing financial forecasts.

Objectives

At the end of the seminar, the participants are expected to:

  1. Identify the macroeconomic variables that are sensitive to the operations of the companies they work for.
  2. Apply the models for industry analysis in the respective sectors their companies come from.
  3. Identify possible strategic goals for the companies they work for given their appreciation of strategic planning, macroeconomics and industry analysis.
  4. Formulate reasonable assumptions that can be used in financial forecasting.
  5. Prepare financial projections manually and through the use of financial models.

Who Should Attend?

  • Managers from different levels;
  • Entrepreneurs;
  • Credit and equity analysts;
  • Investors;
  • Finance educators; and
  • Regulators 

Schedule of Activities (3 days)

June 16 (Saturday) 8:30am to 4:00pm

Strategic Planning

Macroeconomics

Industry Analysis

June 23 (Saturday) 8:30am to 4:00pm

Financial Forecasting

  • Financial Statement Method
  • Factors Considered in Forecasting Sales
  1. External Factors
  2. Internal Factors

Trend Analysis and Financial Ratios

June 30 (Saturday) 8:30am to 4:00pm

Financial Forecasting and Financial Modelling Case

Methodology

The seminar will be conducted through the following approaches: lecture, exercises, workshop for financial modelling and case discussion.

Resource Persons

The seminar will be conducted by professors from the Cesar E.A. Virata School of Business, UP Diliman and industry practitioners.

Venue

Virata School of Business, UP Diliman, Quezon City

6 responses to “Financial Planning & Forecasting

  1. I just want to know how can I register in this training (Financial Planning and Forecasting) because it says I need permission to do so.

    And how much will be the fee per training?

    Thanks!

    Liked by 1 person

    • Hello Kathreen! Thanks for your interest! Apologies on the restriction. The registration form is okay now we adjusted the settings already. Will send the brochure to the email address you provided.

      Liked by 1 person

  2. Hi.
    Will there be another batch for this training(Financial Planning and Forecasting)?
    I am interested to attend but i’m almost on my due date of delivery(giving birth) on this schedule.
    Thanks.

    Like

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