Introduction to Corporate Budgeting and Forecasting

Learn practical approaches to creating credible budgets and forecasts with confidence!

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Budgeting and forecasting is a very important process for companies and other types of organizations, but it can be challenging to create credible forecasts, particularly forecasts that can withstand deeper scrutiny by a person with detailed questions. A good forecast is often a prerequisite for other important tasks, such as budgeting, obtaining financing, preparing business plans, and setting goals for an organization.

For example, a small business owner will typically need to provide forecasts to their bank as part of a business loan application, and a new manager with limited previous exposure to accounting and finance concepts may suddenly be faced with the responsibility of preparing budgets for their department. Good budgeting and forecasting skills can be the difference between the business owner being approved or declined for their business loan application, or the manager succeeding or failing in their new role.

This course is the first course in a series of courses that we will be offering on the topic of corporate budgeting and forecasting. Our goal with this course is to introduce students to budgeting and forecasting concepts, including seasonality, followed by developing a detailed understanding of revenue, as well as how to go about creating credible revenue forecasts.

The course is taught by an experienced finance professional through a series of short, approachable videos, with practical examples throughout.

Key Course Topics Include:

  • What is Budgeting and Forecasting?
  • Why is Budgeting and Forecasting Important?
  • What is Revenue?
  • What Are the Drivers of Revenue?
  • Understanding Seasonality
  • Reviewing and Analyzing Historical Revenue
  • Building Credible Revenue Forecasts
  • Building Quarterly Forecasts Based on Annual Forecasts and Historical Seasonality

Course Curriculum

  Revenue Forecasting - Introduction
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  Revenue Forecasting - Historical Revenue
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  Revenue Forecasting - Quarterly Periods
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Your Instructor

Johnathan Klimo, CFA
Johnathan Klimo, CFA

Johnathan is an experienced finance professional and a CFA charterholder, with over a decade of experience in the finance industry, including roles with mortgage, asset-based lending, and private equity firms. His specific areas of expertise include business valuation, financial modeling, due diligence, and commercial real estate valuation.

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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