Corporate Financial Planning, Budgeting & Control
In an era of rapid change and increased financial accountability, effective planning, budgeting, and control are more critical than ever. This intensive course equips finance professionals and business leaders with the tools and insights needed to drive strategic alignment, enhance forecasting accuracy, and maintain cost discipline across the enterprise. Participants will learn how to link financial plans with organizational strategy—turning numbers into decisions and budgets into value-creating instruments.
4700£
Target Audience
This course is specifically designed for:
Finance managers and controllers
Budget officers and planning analysts
Department heads with budget responsibilities
CFOs and senior finance executives
Strategy and business performance professionals
Learning Objectives
By the end of this training, participants will be able to:
Build and manage integrated financial plans aligned with corporate strategy
Design and implement effective budgeting systems (operational, capital, rolling forecasts)
Strengthen cost control and financial governance mechanisms
Use variance analysis and performance metrics to improve decision-making
Develop dynamic forecasting models and financial dashboards
Module 1: M&A Strategy and Deal Rationale
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Identifying strategic drivers behind acquisitions and mergers
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Differentiating between horizontal, vertical, and conglomerate strategies
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Understanding market positioning, synergies, and growth scenarios
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Evaluating build vs. buy decisions
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Real-life case studies of successful and failed deals
Module 2: Target Identification and Due Diligence
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Establishing acquisition criteria and target screening methods
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Financial, operational, legal, and cultural due diligence best practices
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Red flags and risk mitigation strategies
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Conducting commercial assessments and strategic fit analysis
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Tools and templates for structured due diligence
Module 3: Valuation and Deal Structuring
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Methods of business valuation: DCF, multiples, precedent transactions
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Deal financing options: equity, debt, hybrids
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Structuring earn-outs, warranties, and indemnities
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Tax considerations and cross-border implications
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Negotiation tactics and value protection mechanisms
Module 4: Legal and Regulatory Framework
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Overview of legal steps in the M&A process
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Competition law, antitrust issues, and regulatory clearance
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Cross-border transaction complexities and compliance
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Drafting key legal documents: LOIs, term sheets, SPAs
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Managing external advisors: lawyers, auditors, investment banks
Module 5: Post-Merger Integration and Value Realization
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Cultural integration and change management
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Aligning leadership teams and operating models
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Synergy capture and KPI monitoring
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Communication strategies for internal and external stakeholders
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Lessons learned and post-deal review techniques
Linking financial planning to business strategy and growth targets
Long-term financial modeling and scenario analysis
Capital investment planning and ROI-driven decisions
Aligning operational and financial plans across departments
The role of finance in enterprise-wide planning and transformation
Types of budgets: zero-based, incremental, flexible, rolling
Setting realistic assumptions and budgeting parameters
Developing departmental and consolidated budget frameworks
Coordinating cross-functional input and ownership
Budgeting in uncertain and volatile environments
Establishing robust cost control systems and internal checks
Budgetary control processes and policy compliance
Forecasting vs. actual tracking and corrective actions
Building accountability through KPIs and reporting structures
Aligning control mechanisms with audit and risk frameworks
Forecasting techniques: trend, driver-based, regression
Continuous forecasting and agile planning
Integrating rolling forecasts into monthly performance cycles
KPI-based planning and dynamic scenario testing
Monitoring, interpreting, and communicating performance insights
Leveraging Excel, BI tools, and automation for planning efficiency
Creating dashboards for budget tracking and financial visibility
Visualization techniques to communicate planning insights
Structuring finance presentations for leadership and board meetings
Enhancing data-driven decision-making through integrated reporting
Approach
The course uses a hands-on, results-oriented approach, combining:
Real-world financial planning case studies
Interactive budgeting and forecasting simulations
Group problem-solving and scenario-based exercises
Individual reflections and role-based financial decision-making
Practical templates, worksheets, and post-training tools
Delivery Format
Duration
3, 5, 10 Days
Language
English, Spanish, German, Portuguese, French.
Wins – What You Gain
Sharpen your ability to drive planning excellence and financial clarity
Enhance strategic thinking through integrated financial frameworks
Become a more influential finance leader with advanced reporting insights
Build stronger alignment between operations and financial outcomes
Boost your credibility and contribution in senior-level discussions
Why Attend This Course
Approach
The course uses a hands-on, results-oriented approach, combining:
Real-world financial planning case studies
Interactive budgeting and forecasting simulations
Group problem-solving and scenario-based exercises
Individual reflections and role-based financial decision-making
Practical templates, worksheets, and post-training tools
