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Course 2: Financial Planning and Forecasting - exinfm

Course 2: Financial PlanningCourse 2: Financial PlanningCourse 2: Financial PlanningCourse 2: Financial Planningand Forecastingand Forecastingand Forecastingand ForecastingPrepared by: Matt H. Evans, CPA, CMA, CFMThis Course provides a basic understanding of howto prepare a Financial plan (budgeted financialstatements). This Course will also discuss some ofthe problems associated with budgeting along with"best practices" in budgeting. This Course isrecommended for 2 hours of ContinuingProfessional Education. In order to receive credit,you will need to pass a multiple choice exam whichis administered over the internet March 2000 Excellence in Financial ManagementThe First StepsIntroductionFinancial Planning is a continuous process of directing and allocating Financial resources tomeet strategic goals and objectives. The output from Financial Planning takes the form ofbudgets. The most widely used form of budgets is Pro Forma or Budgeted FinancialStatements.

Course 2: Financial Planning and Forecasting Prepared by: Matt H. Evans, CPA, CMA, CFM This course provides a basic understanding of how to prepare a financial plan (budgeted financial

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  Planning, Financial, Forecasting, Financial planning and forecasting

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