Budget Preparation and Financial Reports

Course Info

Length: 1 Week

Type: Online

Available Dates

Fees

  • Dec-16-2024

    1,735

  • Jan-13-2025

    1,735

  • Feb-10-2025

    1,735

  • Mar-10-2025

    1,735

  • Apr-14-2025

    1,735

  • May-12-2025

    1,735

  • June-09-2025

    1,735

  • July-14-2025

    1,735

  • Aug-11-2025

    1,735

  • Sep-08-2025

    1,735

  • Oct-13-2025

    1,735

  • Nov-10-2025

    1,735

  • Dec-08-2025

    1,735

Course Details

Course Outline

5 days course

Budgeting and Planning

 

  • The Budget and the Functions of Management.
  • Budget as a Planning Tool.
  • Budgets and the Key Financial Statements.
  • Top-Down versus Bottom-Up Process.
Budgeting and Its Role Within the Management Process
 
  • The Role of Budgeting within Management Accounting
  • Linking Costing and Budgeting to Strategy and Performance Measurement
  • The Process of Value Creation: Implications for Budgeting
  • What is a budget and why costing is fundamental?
  • Budgets - The Financial Expression of the Operating Plan
  • Linking Financial and Operational Issues
  • Behavioural Implications of Budgeting
  • Case Discussion and Examples
Designing and Presenting Effective Financial Reports

 

  • The limitations of financial reports
  • Designing effective internal business reports
  • Incorporating Excel graphics in internal reports
  • Developing and using business dashboards
  • Making effective financial presentations
  • Developments in Integrated Reporting (IR)
  • Integrated Reports: purpose, structure, and presentation
Preparing Financial  Reports and Notes

 

  • Mapping the Adjusted Trial Balance to the Financial Statements
  • Preparing Income Statements
  • Preparing Balance Sheets
  • Preparing Cash Flow Statements
  • Preparing the Equity Statements
  • Reading and Interpreting the Audit Opinion
Notes to the Financial Statements

 

  • Understanding the Requirements for the Notes
  • Organization and Activities of Notes
  • Basis for Preparation
  • Summary of Significant Accounting Policies
  • Accounting Convention
  • Use of Estimates
  • Completing the Financial Statements and the Notes

Course Video