Budget Preparation and Financial Reports

Course Info

Length: 1 Week

Type: In Classroom

Available Dates

Venue

  • Oct-21-2024

    Paris

  • Oct-21-2024

    Singapore

  • Oct-28-2024

    Barcelona

  • Oct-28-2024

    Dubai

  • Nov-04-2024

    Amsterdam

  • Nov-04-2024

    London

  • Nov-11-2024

    Kuala Lumpur

  • Nov-11-2024

    Istanbul

  • Nov-18-2024

    Paris

  • Nov-18-2024

    Singapore

  • Nov-25-2024

    Barcelona

  • Nov-25-2024

    Dubai

  • Dec-02-2024

    Amsterdam

  • Dec-02-2024

    London

  • Dec-09-2024

    Istanbul

  • Dec-09-2024

    Kuala Lumpur

  • Dec-16-2024

    Paris

  • Dec-16-2024

    Singapore

  • Dec-23-2024

    Dubai

  • Dec-23-2024

    London

  • Dec-30-2024

    Amsterdam

  • Dec-30-2024

    Barcelona

  • Jan-06-2025

    Dubai

  • Jan-06-2025

    Barcelona

  • Jan-13-2025

    Kuala Lumpur

  • Jan-13-2025

    Istanbul

  • Jan-20-2025

    Paris

  • Jan-20-2025

    Singapore

  • Jan-27-2025

    Amsterdam

  • Jan-27-2025

    London

  • Feb-03-2025

    Barcelona

  • Feb-03-2025

    Dubai

  • Feb-10-2025

    Kuala Lumpur

  • Feb-10-2025

    Istanbul

  • Feb-17-2025

    Paris

  • Feb-17-2025

    Singapore

  • Feb-24-2025

    London

  • Feb-24-2025

    Amsterdam

  • Mar-03-2025

    Dubai

  • Mar-03-2025

    Barcelona

  • Mar-10-2025

    Kuala Lumpur

  • Mar-10-2025

    Istanbul

  • Mar-17-2025

    Paris

  • Mar-17-2025

    Singapore

  • Mar-24-2025

    Amsterdam

  • Mar-24-2025

    London

  • Apr-07-2025

    Dubai

  • Apr-07-2025

    Barcelona

  • Apr-14-2025

    Istanbul

  • Apr-14-2025

    Kuala Lumpur

  • Apr-21-2025

    Singapore

  • Apr-21-2025

    Paris

  • Apr-28-2025

    London

  • Apr-28-2025

    Amsterdam

  • May-05-2025

    Dubai

  • May-05-2025

    Barcelona

  • May-12-2025

    Kuala Lumpur

  • May-12-2025

    Istanbul

  • May-19-2025

    Singapore

  • May-19-2025

    Paris

  • May-26-2025

    Amsterdam

  • May-26-2025

    London

  • June-02-2025

    Barcelona

  • June-02-2025

    Dubai

  • June-09-2025

    Kuala Lumpur

  • June-09-2025

    Istanbul

  • June-16-2025

    Singapore

  • June-16-2025

    Paris

  • June-23-2025

    Amsterdam

  • June-30-2025

    Dubai

  • June-30-2025

    Barcelona

  • June-30-2025

    London

  • July-07-2025

    Barcelona

  • July-07-2025

    Dubai

  • July-14-2025

    Istanbul

  • July-14-2025

    Kuala Lumpur

  • July-21-2025

    Singapore

  • July-21-2025

    Paris

  • July-28-2025

    Amsterdam

  • July-28-2025

    London

  • Aug-04-2025

    Dubai

  • Aug-04-2025

    Barcelona

  • Aug-11-2025

    Kuala Lumpur

  • Aug-11-2025

    Istanbul

  • Aug-18-2025

    Singapore

  • Aug-18-2025

    Paris

  • Aug-25-2025

    London

  • Aug-25-2025

    Amsterdam

  • Sep-08-2025

    Barcelona

  • Sep-08-2025

    Dubai

  • Sep-08-2025

    Istanbul

  • Sep-08-2025

    Kuala Lumpur

  • Sep-15-2025

    Paris

  • Sep-15-2025

    Singapore

  • Sep-22-2025

    Amsterdam

  • Sep-29-2025

    Barcelona

  • Sep-29-2025

    London

  • Sep-29-2025

    Dubai

  • Oct-06-2025

    Dubai

  • Oct-06-2025

    Barcelona

  • Oct-13-2025

    Kuala Lumpur

  • Oct-13-2025

    Istanbul

  • Oct-20-2025

    Paris

  • Oct-20-2025

    Singapore

  • Oct-27-2025

    Amsterdam

  • Oct-27-2025

    London

  • Nov-03-2025

    Barcelona

  • Nov-03-2025

    Dubai

  • Nov-10-2025

    Kuala Lumpur

  • Nov-10-2025

    Istanbul

  • Nov-17-2025

    Singapore

  • Nov-17-2025

    Paris

  • Nov-24-2025

    London

  • Nov-24-2025

    Amsterdam

  • Dec-01-2025

    Dubai

  • Dec-01-2025

    Barcelona

  • Dec-08-2025

    Istanbul

  • Dec-08-2025

    Kuala Lumpur

  • Dec-15-2025

    Singapore

  • Dec-15-2025

    Paris

  • Dec-22-2025

    Amsterdam

  • Dec-29-2025

    London

Course Details

Course Outline

5 days course

Budgeting and Planning

 

  • The Budget and the Functions of Management.
  • Budget as a Planning Tool.
  • Budgets and the Key Financial Statements.
  • Top-Down versus Bottom-Up Process.
Budgeting and Its Role Within the Management Process
 
  • The Role of Budgeting within Management Accounting
  • Linking Costing and Budgeting to Strategy and Performance Measurement
  • The Process of Value Creation: Implications for Budgeting
  • What is a budget and why costing is fundamental?
  • Budgets - The Financial Expression of the Operating Plan
  • Linking Financial and Operational Issues
  • Behavioural Implications of Budgeting
  • Case Discussion and Examples

 

Designing and Presenting Effective Financial Reports

 

  • The limitations of financial reports
  • Designing effective internal business reports
  • Incorporating Excel graphics in internal reports
  • Developing and using business dashboards
  • Making effective financial presentations
  • Developments in Integrated Reporting (IR)
  • Integrated Reports: purpose, structure, and presentation
 
Preparing Financial  Reports and Notes

 

  • Mapping the Adjusted Trial Balance to the Financial Statements
  • Preparing Income Statements
  • Preparing Balance Sheets
  • Preparing Cash Flow Statements
  • Preparing the Equity Statements
  • Reading and Interpreting the Audit Opinion

 

Notes to the Financial Statements

 

  • Understanding the Requirements for the Notes
  • Organization and Activities of Notes
  • Basis for Preparation
  • Summary of Significant Accounting Policies
  • Accounting Convention
  • Use of Estimates
  • Completing the Financial Statements and the Notes

Course Video