Course Description

Budget and Financial Management

Available Modalities:

  • Public Classroom
    Next Sessions: Not Available in this Modality
  • On Site
    Next Sessions: At Your Facility

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  • e-Training
    Next Sessions: Not Available in this Modality
Delivery Method PDU Total Technical PMP/PgMp Leadership Strategy PMI RMP PMI SP PMI ACP PfMP PMI PBA
Instructor-Led Training 22.5 17.5 0 5 0 0 0 0 0
Delivery Method Instructor-Led Training
PDU Total 22.5
Technical PMP/PgMp 17.5
Leadership 0
Strategy 5
PfMP 0
  • PDUs: 22.5
  • CEUs: 2.2
  • CPEs: 27
  • Field of Study: Management Advisory Services

Contact us todayFor more information about this course, speak now to a training coordinator on +44 (0)20 3743 2910 or by using the chat box ⇲. You can also send us an email or complete the contact form, and we will get back to you shortly. Help us understand your background, experience, challenges and goals and we will help you to select the most suitable learning path.


In a global business environment, employees are increasingly tasked with responsibilities outside of their traditional job roles. Finance is the fastest growing area in which senior managers are looking to department staff and leaders for insight, understanding and recommendations. Without understanding the fundamental links between budgets and finance, many struggle to show senior managers how their projects or departments contribute to the organisation's bottom line.

This course will help delegates understand the context and trends of finance—as well as the mechanics of developing budgets. It will provide the necessary tools to make sound financial decisions for a business unit, using real exercises to achieve familiarity with standard financial documents as well as using budget and estimating methods and tools more effectively. Specifically, by reviewing and discussing commonly used financial metrics to not only understand the numbers, but also to explore the not-so-obvious financial impacts of typical operating decisions and actions—from a project to organisational level.

After completing this course, delegates will know how to gather, compile and prioritise financial data in order to develop, execute and manage a budget. They will also be better able to communicate financial and budgetary information, have greater confidence in assessing finances and participate more effectively in the business decision-making process.


  • Utilise Strategy Execution’s Mindset Model to understand how finance and accounting influence management decisions 
  • Ask the right questions to successfully create, present, monitor and manage a budget 
  • Persuasively negotiate for financial resources 
  • Communicate financial information and results to stakeholders, executives, colleagues and project teams 
  • Correlate budget success with its presentation in financial reports
  • Recognise the relationships between primary financial statement line items by calculating and examining relevant financial ratio

This course uses digital materials.

  • Strategic Focus and Drivers

    Identifying and examining strategy

    Business trends

    Mergers and acquisitions

    Aggressive asset management


    Legislative and regulatory scrutiny

    Balanced scorecard

  • Managing Stakeholder Expectations

    Identify and analyse stakeholders

    Getting buy-in

  • The Basics of Finance

    Financial basics


    Costs, profits and profitability

    Financial statements

    Balance sheets

    Income statements

    Cash flow statements

  • Budgeting Skills

    Budgeting basics

    Budget cycles

    Budgeting processes: planning, approving, managing and reporting

    Budget elements

    Gather and categorise


    Develop initial estimates

    Compile and total estimates

    Perform tradeoffs

    Finalise initial budget for approval

  • Presenting a Budget for Approval

    Communicating budgets to decision makers

    Negotiating for resources

  • Managing and Reporting Budget and Financial Results

    Monitoring performance


    Earned value technique

    Taking corrective action

    Budget reporting

    Closing out budgets

    Revenue recognition

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