Why Do You Need Budgeting And Financial Planning Training?
Businesses in every field create financial plans each term to guide the financial decisions and budgeting for the next year. The financial plan is an annually created instrument that focuses on the sales, profits, costs and performance expectations for the coming year. Based on the information derived from the plan and these forecasts, the business is prepared to create a total budget for the next year.
Overview of Budgeting and Financial Planning will teach your staff about the importance of creating a financial plan and budget tailored to the needs of the Bank, making these viable instruments of business continuity, measurements of success and guides into the future.
What’s The Course Like?
Overview of Budgeting and Financial Planning teaches students the importance of financial planning, how to examine various types of budgets and how to recognize how and when to use different budgeting approaches. Participants will also review the key components of a financial plan and budget and understand how these components relate to the Bank’s success.
Overview of Budgeting and Financial Planning can be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
What's Covered In The Course?
- What Is a Financial Plan?
- Forecasting and Budgeting
- Collecting Data
- Process Design Factors
- Spreadsheets and Budgets
- Types of Budgets
What Are The Benefits?
- Increased gains on long-term investments for clients.
- More confident personnel.
- Increased client retention.
- Better managed exposure to risk on investments.
- Better managed spending at the Bank.
What About the Bank's Policies and Procedures?
Overview of Budgeting and Financial Planning is fully customizable. Our modular approach, combined with our experience with bank systems, products and services, allows us to quickly and efficiently create training specifically tailored to what your people need to know about financial planning.
To learn more about course customization, click here. Or you can call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS. When the Examiners ask, you can feel secure in the knowledge that your organization is compliant and that you can provide testing, tracking, reports and certification for each employee.
To learn more about becoming Banker's Academy Certified in Overview of Budgeting and Financial Planning, Contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Banks who bought this course also bought...
I never knew there was so much that went into financial planning for the Bank! I learned valuable tools for planning at the Bank as well as techniques for budget and planning in my personal life.
H. W.
Bank Name Withheld
