Financial Modelling for Making Business Plans CPE Course

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Financial Modelling for Making Business Decisions and Plans

Reviewed

February, 2024

Manish Gupta

Learning Objectives

To evaluate the revenue and cost models.
To calculate cash burns and the ability to project how much you need
To create a financial model including profit & loss, cash flow
To discuss the impact of various decisions and evaluate scenarios
To discuss the impact of different prices/costs/customer acquisition.

Course Description

This course is valid up to October 22nd, 2024 for CDFA Professionals. It is advisable to complete this course before that to process the credit on time.

Financial modeling, as the name suggests is to create models for making business decisions involving finance.

Financial modeling is creating a summary of a company's expenses and earnings in the form of a spreadsheet that can be used to calculate the impact of a future event or decision.

The financial modeling process helps users make financial decisions and understand their impact on profit & loss statements, ROI, IRR, and Cash Flow.

In this CPE course, we will teach you key aspects of financial modeling and do a live case study & demonstration.

Major topics covered in this online CPE course:

Best Practices in financial modeling
How to avoid errors and spot them
How do we make assumptions
What inputs are required for making decisions?
How we model decision flow into an Excel model.
How to make projections

This CPE course will also take you through the process of making assumptions about projections and how to justify them and defend them when potential investors may ask questions.

Overview

Use of financial modelling in different phases of business

4 mins
Steps in building

20 mins
Formatting and labels

37 mins
Learn cost of investment for rainforest adobe through Excel

45 mins
learn about consolidated working capital through Excel

72 mins

Webinar Qualifies For

2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Finance for CPA in Canada
2 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
2 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
2 CPD Credit of Asset valuation for Certified Financial Forensics (CFF)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Financial Planning for Certified Divorce Financial Analyst (CDFA)
2 CPE Credit of Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF)
2 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for CPA - Ireland
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Manish Gupta

Founder & CEO, VITTPRO

Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.3

Excellent

Very Good

Average

Poor

Terrible

Michael Trahan, CPA (US)

This webinar provided me insight on organizing my thoughts/steps in building a financial model to answer inquiries or show business decision results. Thank you.

Edna Thompsen, CFP® (US), CDFA

Speaker was very knowledgeable and appreciated the handout and sample reports he shared and reviewed on the screen.

MAM

Michael Al Moustafa, CPA (US)

Enjoyed the class. Good tips

Margo Amrein, CPA (US)

good content

Larysa Prytula, CFP® (US), CDFA

good

2 Credits

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Subject Area

Finance

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Financial Modelling for Making Business Decisions and Plans

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Manish Gupta

Other Details

Additional Information

2 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Michael Trahan, CPA (US)

Edna Thompsen, CFP® (US), CDFA

Michael Al Moustafa, CPA (US)

Margo Amrein, CPA (US)

Larysa Prytula, CFP® (US), CDFA

Subject Area

Unlimited Access Plan

Inclusions

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