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AF-009

Certificate in Advanced Budgeting and Forecasting

Intensive 5-day course · English, Arabic & European languages

Finance directors, controllers and budget analysts spend five days building practical forecasting models. Microsoft Excel tools, including solver and what-if analysis, support decisions and reduce time spent gathering data. Delegates examine capital budgeting techniques, forecasting methods and scenario analysis as the next stage of their budgeting study.

Classroom

Public courses in our cities

  • 19–23 Oct 2026Riyadh£4,200 + VAT
  • 2–6 Nov 2026Doha£4,200 + VAT
  • 16–20 Nov 2026Barcelona£3,080 + VAT
  • 7–11 Dec 2026Paris£3,600 + VAT
  • 21–25 Dec 2026Abu Dhabi£4,200 + VAT
  • 11–15 Jan 2027Barcelona£3,080 + VAT
Show 23 more dates
  • 25–29 Jan 2027Milan£3,400 + VAT
  • 8–12 Feb 2027London£3,360 + VAT
  • 22–26 Feb 2027Malaga£3,080 + VAT
  • 1–5 Mar 2027Munich£3,400 + VAT
  • 15–19 Mar 2027Sarajevo£3,400 + VAT
  • 5–9 Apr 2027Dubai£4,200 + VAT
  • 19–23 Apr 2027Barcelona£3,080 + VAT
  • 3–7 May 2027Paris£3,600 + VAT
  • 17–21 May 2027Riyadh£4,200 + VAT
  • 14–18 Jun 2027Barcelona£3,080 + VAT
  • 28 Jun – 2 Jul 2027Doha£4,200 + VAT
  • 12–16 Jul 2027London£3,360 + VAT
  • 26–30 Jul 2027Geneva£4,200 + VAT
  • 2–6 Aug 2027Munich£3,400 + VAT
  • 16–20 Aug 2027Abu Dhabi£4,200 + VAT
  • 6–10 Sep 2027Cairo£2,280 + VAT
  • 20–24 Sep 2027Barcelona£3,080 + VAT
  • 4–8 Oct 2027Paris£3,600 + VAT
  • 18–22 Oct 2027Jeddah£4,200 + VAT
  • 8–12 Nov 2027Barcelona£3,080 + VAT
  • 22–26 Nov 2027Singapore£4,200 + VAT
  • 13–17 Dec 2027London£3,360 + VAT
  • 27–31 Dec 2027Muscat£3,080 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Can't make these dates? We can run this course for your team on dates that suit you. Ask for custom dates · In-house options

Online (live)

With a trainer, on dates to suit your team

This course can be taught live online by a trainer, in English, Arabic or any European language, for one person or a whole team.

£1,850 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

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Certificate in Advanced Budgeting and Forecasting

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Course overview

Many finance professionals spend more time collecting budget data than analysing it. That leaves little room for actual planning. This syllabus acts as the next step after 'Effective Budgeting and Cost Control', focusing on turning budgeting into a process that adds value to an organisation.

Delegates use Microsoft Excel to build user-friendly models, test assumptions, and run scenario analysis. The sessions cover leading forecasting methods in depth. We also provide a detailed evaluation of capital budgeting techniques, from net present value to the profitability index. Practical exercises rely heavily on tools such as the solver and what-if analysis. This hands-on approach prepares finance teams to apply these new models to their own work immediately.

Course objectives

By the end of the course, delegates will be able to:

  1. Assess the financial impact on organisational plans and strategies
  2. Construct working budgets for specific departments or the wider organisation
  3. Apply different forecasting methods to handle budget uncertainties
  4. Evaluate capital budgeting decisions using established techniques
  5. Use Microsoft Excel functions, including breakeven analysis and optimisation, in budget planning

Target competencies

  • Budgeting
  • Forecasting
  • Evaluating proposals
  • Applying Microsoft Excel functions and tools
  • Assessing budgeting processes

Who should attend

This course suits:

  • Finance directors
  • Managers and controllers
  • Accountants
  • Budget analysts
  • Budget owners
  • Professionals wanting to broaden their budgeting knowledge

Training methodology

  • The course relies on practical exercises using MS Excel for budgeting and forecasting.
  • Delegates work through individual and group presentations, alongside several case studies.

Daily agenda

  1. Day 1

    Planning and strategy

    • Frameworks for developing strategy
    • Three horizons model for growth
    • Allocating resources and strategic budgeting
    • Growth-share matrices
    • The nine-box matrix
    • Key financial statements and budgets
  2. Day 2

    Budget cycles and approaches

    • Understanding the budget cycle
    • Traits of successful budgeting
    • Turning the budget into a value-adding activity
    • Common problems in budgeting
    • Selecting the right budgeting approach
    • Using incremental budgeting
    • Implementing zero-based budgeting
    • Flexible budget models
    • Kaizen techniques
    • Activity-based methods
    • Continuous budgets and rolling forecasts
    • The main budget and its components
    • Capital and operating budgets
    • Budgeting best practices
  3. Day 3

    Forecasting methods

    • Models for forecasting
    • Quantitative and qualitative methods
    • Building forecasting models step by step
    • Trend analysis and time series
    • Techniques for data conditioning
    • Moving averages and exponential smoothing
    • Multiple and simple regression analysis
    • Forecasting financial statement components
  4. Day 4

    Evaluating capital budgets

    • Cost of capital and business risk
    • Categorising projects for investment
    • Estimating cash flow
    • Analysing operating and investment cash flows
    • The time value of money
    • Required rates of return
    • Calculating Net Present Value (NPV)
    • Using Internal Rate of Return (IRR)
    • Dealing with multiple internal rates of return
    • Modified Internal Rate of Return (MIRR)
    • Profitability Index (PI)
    • Discounted payback period and standard payback
    • Methods of capital rationing
    • Evaluating and comparing techniques
    • Risk and sensitivity analysis
  5. Day 5

    Optimisation and breakeven analysis

    • Cost Volume Profit (CVP) analysis
    • Reaching a target income using CVP
    • Breakeven calculations for single and multiple products
    • Working within budget constraints
    • Constructing optimisation models

Certificate

Every delegate who completes the course receives an ARUK Training Certificate of Attendance.

Frequently asked questions

How do I register?

Choose a date and city in the schedule and press Register, or send us an enquiry. Our team confirms your place and sends an invoice.

Are fees shown with VAT?

Fees are shown per delegate and exclude VAT, which is added to the invoice where applicable.

Can this course be delivered for our team only?

Yes. Any ARUK course can be delivered in-house at your premises, in a meeting room we book for you, or 1-to-1.

Is this course available online?

Yes. We run it live online with a trainer, on dates that suit your team, for £1,850 + VAT per delegate.

Is there a group discount?

Yes. 20% for 2 delegates, 35% for 3 delegates and 50% for 5 or more delegates on the same course.

Can the course be delivered in Arabic or another language?

Yes. Our courses can be delivered in English, Arabic or any European language, by a trainer who teaches in that language. Mention your preferred language when you register or enquire.

What certificate will I receive?

An ARUK Training Certificate of Attendance.

Related courses

Register

Certificate in Advanced Budgeting and Forecasting

Key booking terms (read before you register)
  • The full fee is paid in advance, before the course starts.
  • Cancel in writing 30 or more days before the start date (45 for in-house) for a refund. Later than that, the full fee is payable.
  • No refund for non-attendance or partial attendance.
  • Places are for the named delegate only; another person cannot attend instead.
  • Moving to another date or city is only possible if ARUK agrees in writing.
  • Travel, accommodation and visas are your responsibility. A refused visa does not change the cancellation terms.

booking terms and conditions

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Certificate in Advanced Budgeting and Forecasting