Budgets and Financial Reports Training Course

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Sound financial management requires the ability to prepare, understand and analyze or interpret budgets and financial reports. Acquire these valuable skills by attending PD Training’s Budgets and Financial Reports Training Course.

After completing this training course, you will have learned the following: a clear and solid understanding of financial concepts and terminology (ROI, EBIT, GAAP, extrapolation, etc.), how to understand & analyze various financial statements (Profit & Loss, Cash Flows, etc.), the tools and techniques used by financial analysts, creating and managing budgets and much more.

This comprehensive training course is available across the U.S., including Atlanta, Austin, Baltimore, Birmingham, Boston, Charlotte, Chicago, Dallas, Houston, Jackson, Los Angeles, Manhattan, Miami, New York, Orlando, Philadelphia, San Antonio and Seattle.

Learning Outcomes
Course Outline
Client Site
  • Learning Outcomes - Budgets and Financial Reports Training Course

    By the end of this course, participants will:

    • Define and clarify financial terminology and concepts
    • Develop skills for analyzing financial statements
    • Distinguish between budgets & budgeting
    • Demonstrate techniques for effective budgeting
    • Apply advanced forecasting techniques
    • Discover how to make smart purchasing decisions
    • Interpret some of the legal aspects of finances
    Duration: 1 day course


    Budgets and Financial Reports Training Course Reviews:

    Awesome session today. Inspiring and had a lot to take home. The information supplied was great and in-depth. It tied the activities all together. The whole concept of the course is eye opening and have increased my self-awareness

    I found it very refreshing not to do another personality type course on leadership, but more about applying the leadership style to the staff member's developmental stage. Great delivery, lots of hands on and lots of involving staff. I got my staff to do stuff they don't like doing which was really good!

  • Course Outline - Budgets and Financial Reports Training Course

    Download Budgets and Financial Reports Training Course Outline


    Financial management is the lifeblood of an organization. Budgeting and forecasting is an essential financial process for any business, no matter how large or small. This easy to understand and fun Budgets and Financial Reports Training course aims to demystify some of the financial terms and concepts and will define key terms like ROI, EBIT, GAAP, and extrapolation.

    Participants will explore the tools, concepts and techniques used by financial people, be guided through a practical and best practice process approach to understanding budgets and financial reports so they can apply key finance and budgeting principles and hold relevant discussions and render decisions based on financial data.

    Budgets and Financial Reports Training Course - Lesson 1
    Getting Started
    • Workshop Objectives
    Budgets and Financial Reports Training Course - Lesson 2
    Budgeting Made Easy
    • Factoring in Historical Data
    • Gathering Related Information
    • Adjusting for Special Circumstances
    • Putting It All Together
    • Computer Based Methods
    Budgets and Financial Reports Training Course - Lesson 3
    • What is Finance?
    • Commonly Used Terms
    • Key Players
    • Important Financial Organizations
    • Understanding GAAP
    Budgets and Financial Reports Training Course - Lesson 4
    Advanced Forecasting Techniques
    • Using the Average
    • Regression Analysis
    • Extrapolation
    • Formal Financial Models
    Budgets and Financial Reports Training Course - Lesson 5
    Understanding Financial Statements
    • Balance Sheets
    • Income Statements (AKA Profit & Loss Statements)
    • Statement of Retained Earnings
    • Statement of Cash Flows
    • Annual Reports
    Budgets and Financial Reports Training Course - Lesson 6
    Managing the Budget
    • How to Tell If You’re on Track
    • Should Your Budget be Updated
    • Keeping a Diary of Lessons Learned
    • When to Panic
    Budgets and Financial Reports Training Course - Lesson 7
    Analyzing Financial Statements (I)
    • Income Ratios
    • Profitability Ratios
    • Liquidity Ratios
    • Working Capital Ratios
    • Bankruptcy Ratios
    Budgets and Financial Reports Training Course - Lesson 8
    Making Smart Purchasing Decisions
    • 10 Questions You Must Ask
    • Determining the Payback Period
    • Deciding Whether to Lease or Buy
    • Thinking Outside the Box
    Budgets and Financial Reports Training Course - Lesson 9
    Analyzing Financial Statements (II)
    • Long-Term Analysis Ratios
    • Coverage Ratios
    • Leverage Ratios
    • Calculating Return on Investment (ROI)
    Budgets and Financial Reports Training Course - Lesson 10
    A Glimpse into the Legal World
    • A Brief History
    • The Sarbanes-Oxley Act
    • CEO/CFO Certification
    • 8th Company Law Directive
    Budgets and Financial Reports Training Course - Lesson 11
    Understanding Budgets
    • Common Types of Budgets
    • What Information do I Need?
    • Who Should Be Involved?
    • What Should a Budget Look Like?
    Budgets and Financial Reports Training Course - Lesson 12
    Wrapping Up
    • Words from the Wise

  • Client Site Training

    Clients and testimonials

    In-House training benefits:

    • Flexible length - sessions as short as 1-hour
    • Cost effective - great group pricing
    • Greatest impact in the shortest time
    • Excellent Team Building Opportunity
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)

    Delivery Options for In-house training
    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training

    Choose the Training Location

    You can expect:

    Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    Real world trainer

    An outstanding trainer

    On average PDT trainers have 15 years industry experience 7 years training experience.

    Tailored training

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Refresher course

    Refresher Course $0

    Client Site and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Price coaching

    1/2 Price Coaching

    We all know the importance of reinforcement, so we'll come back within 90 days of the original course 1/2 price.

    Confidence of booking

    Acclaimed Provider

    The confidence of booking with an acclaimed multi national training company.

    eLearning and video

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

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