Financial Planning and Forecasting

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Author:

Matt H. Evans

Subject:

Business

Institution Name:

Financial Management Training Center

Collection:

Financial Management Training Center

Grade Level:

Post-secondary

Abstract:

This course outlines the process for effective financial planning, including where to start, what types of budgets to prepare, and how to make budgeting a value-added activity. The objective of the course is to provide guidance for the user on how to do financial planning. Course Level: Beginner and Intermediate - The overall concepts are designed for beginners while the specific ideas on how to improve budgeting are applicable to both beginner and intermediate users. Recommended for 2.0 hours of CPE. Course Method: Inter-active self study with audio clips, self-grading exam, and certificate of completion.

Languages:

English

Material Type:

Assessments, Audio Lectures, Full Course, Readings

Media Format:

Text/HTML, Downloadable docs

Conditions of Use:

Custom Permissions
You can copy and share the Short Courses for non-commercial use only, such as private distribution within a classroom. You cannot make use of a short course for commercial purposes, such as charging someone for its use. If you want to distribute the course for free in a public setting, then you should execute the Permission Agreement. If you want to make commercial use of a short course, then you need to execute a License Agreement.