課程信息
4.6
21 ratings
4 reviews
The Budgeting Essentials and Development course focus on an integrative and practical view of concepts, methods, and techniques to develop a budget. After finishing this course, learners will be able to: - Develop the budget with a broad view of the corporate functions; - Integrate the strategic guidelines into the discussions of budgeting process; - Structure the budget planning and development in a logical sequence - Coordinate the project of budget planning with the different areas of the company - Actively promote assumptions discussions to improve the process of developing the budget - Apply financial concepts to support the budget planning process - Design a budget monitoring and control model to support the performance management - Evaluate the performance of the company by managing the results and the budget In this course, learners will have a deeper understanding of the budgeting process, its challenges, common issues, and approaches to mitigate the problems and improve the learning curve of budget planning. It is integrative by emphasizing the transition between the corporate strategy and the budget. It is practical by following a structured process of going through a framework that illustrates and demonstrates how to analyze, develop and control the budget....
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Intermediate Level

中級

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建議:7 weeks of study, 3 - 5 hours/week

完成時間大約為23 小時
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字幕:English
Globe

100% 在線課程

立即開始,按照自己的計劃學習。
Calendar

可靈活調整截止日期

根據您的日程表重置截止日期。
Intermediate Level

中級

Clock

建議:7 weeks of study, 3 - 5 hours/week

完成時間大約為23 小時
Comment Dots

English

字幕:English

教學大綱 - 您將從這門課程中學到什麼

1

章節
Clock
完成時間為 2 小時

Module 1: Strategy & Budgeting - Planning & Controlling

As the budgeting process needs strategic guidelines, and these guidelines drive the planning process, corporate managers develop the budget plan accordingly to the strategic guidelines.The budget contributes to the roll-out of programs, projects, and actions to implement in the organization. These programs and projects are planned in the budget development process. In this module of the course, the discussions aim to overview the transition between strategy to the budget planning process. The course is targeted to professionals who actively participate in the budgeting process, e.g., professionals who have been recently promoted to a managing position, in which the scope of responsibilities are broader, especially in the budget planning, monitoring, and control. Pre-requisites to benefit the most from this course is basic to intermediate business management knowledge and concepts....
Reading
7 個視頻(共 30 分鐘), 3 個閱讀材料, 4 個測驗
Video7 個視頻
Video 1 - The planning cycle4分鐘
Video 1 - The management responsibilities5分鐘
Video 1 - Benefits and Limitations4分鐘
Video 1 - The connections with the budget5分鐘
Video 1 - A transition through planning and controlling3分鐘
Video 2 - Positioning the company between planning and controlling4分鐘
Reading3 個閱讀材料
Full course overview10分鐘
Benefits and Limitations10分鐘
Readings of - The trade-off between “more planning” versus “more control”10分鐘
Quiz4 個練習
Practice quiz: Strategy analysis and the budget.10分鐘
Test your improvement through this quiz6分鐘
Check your improvement on the topics by doing this quiz15分鐘
From strategy to the budget30分鐘

2

章節
Clock
完成時間為 2 小時

MODULE 2 - Corporate budgeting

The corporate budgeting process begins with the strategic guidelines, goes through the discussions of what may be the influence of the guidelines on the assumptions, and culminate in supporting the budget planning process. In this module, the discussions are about the aspects related to this process. Learning objectives include understanding the link between corporate budgeting and the business unit budgeting process; aligning strategic guidelines with planning guidelines, and assessing the connections of the corporate budget to the business level budget....
Reading
9 個視頻(共 48 分鐘), 7 個閱讀材料, 5 個測驗
Video9 個視頻
Video 2 - Strategy and the budget at business level5分鐘
Video 1 - The governance and the budget3分鐘
Video 2 - Governance and the budget: Practical aspects3分鐘
Video 1 - Executive commitment4分鐘
Video 2 - Objectives, communications, expectations and opportunities6分鐘
Video 1 - A general overview4分鐘
Video 2 - Starting the budget development6分鐘
Video 1 - Information system and the budget7分鐘
Reading7 個閱讀材料
Reading - Corporate budgeting overview8分鐘
Reading - Corporate budgeting - The link between strategy and the budget6分鐘
Readings: Governance and the budgeting process4分鐘
Readings: Budget planning guidelines8分鐘
Readings: Overview on budget development framework3分鐘
Readings: Overview on budget development framework - Part 23分鐘
Readings - The management information system and the budget6分鐘
Quiz5 個練習
Take this quiz to test your improvement10分鐘
Take this quis to test your improvement6分鐘
Take this quiz to test your improvement10分鐘
Test your improvement through this quiz5分鐘
Corporate budgeting30分鐘

3

章節
Clock
完成時間為 5 小時

Module 3.1 - The company operations and the Budget

In this module, the discussion goes through a step-by-step framework to support the budget development. Each of the steps represents a relevant component of the budget, and the links between the budget of each area of the company are discussed. The integration of the different area's budget is one of the primary objectives of this module, which will lead learners to an integrative view of the budget development. And this integration is the key learning objective of the module....
Reading
18 個視頻(共 86 分鐘), 18 個閱讀材料, 4 個測驗
Video18 個視頻
Video 2 - Structuring revenue by product lines4分鐘
Video 3 - Structuring revenue by contracts and territories3分鐘
Video 4 - Forecasting revenue3分鐘
Video 5 - Major issues on revenue forecasting5分鐘
Video 1 - The ending inventory budget3分鐘
Video 2 - Production budget5分鐘
Video 3 - Direct materials budget5分鐘
Video 4 - Direct materials: Combining Methods4分鐘
Video 1 - The direct labor budget5分鐘
Video 2 - The manufacturing overhead budget5分鐘
Video 1 - Cost of goods sold5分鐘
Video 1 - Introduction to marketing and sales budget5分鐘
Video 2 - Structuring marketing and sales budget4分鐘
Video 3 - Analysis on marketing and sales6分鐘
Video 4 - Advertising6分鐘
Video 5 - Issues on marketing and sales budget5分鐘
Video 6 - Performance management4分鐘
Reading18 個閱讀材料
A framework to structure budgeting - The revenue budget6分鐘
Structuring revenue by product lines5分鐘
Structuring revenue by contracts and territories6分鐘
Forecasting revenue7分鐘
Major issues on revenue forecasting5分鐘
The ending inventory budget5分鐘
The production budget6分鐘
Direct materials I6分鐘
Direct materials II6分鐘
The direct labor budget7分鐘
Manufacturing overhead8分鐘
The cost of goods sold10分鐘
Introduction to marketing and sales budget7分鐘
Structuring marketing and sales budget10分鐘
Analysis on marketing and sales budget7分鐘
Advertising8分鐘
Issues on marketing and sales budget8分鐘
Performance management12分鐘
Quiz4 個練習
Budget development framework8分鐘
The company operations and the Budget.10分鐘
Direct Labor and Manufacturing Overhead10分鐘
Test your improvement by doing this quiz30分鐘

4

章節
Clock
完成時間為 4 小時

Module 3.2 - The company operations and the Budget

In this module, the discussion goes through a step-by-step framework to support the budget development. Each of the steps represents a relevant component of the budget, and the links between the budget of each area of the company are discussed. The integration of the different area's budget is one of the primary objectives of this module, which will lead learners to an integrative view of the budget development. And this integration is the key learning objective of the module....
Reading
12 個視頻(共 64 分鐘), 11 個閱讀材料, 3 個測驗
Video12 個視頻
Video 2 - R&D funding5分鐘
Video 3 - Structuring and controlling R&D6分鐘
Video 1 - Administration Budget and connections with other budgets5分鐘
Video 2 - Structuring administration budget and major issues6分鐘
Video 1 - Capital Budget: Scope overview5分鐘
Video 2 - Capital Budget: Additional analyses5分鐘
Video 3 - Outsourcing and leasing as alternatives3分鐘
Video 1 - Putting the budgets together: The Master Budget3分鐘
Video 2 - Balance Sheet components6分鐘
Video 3 - Cash behavior and financial needs6分鐘
Video 4 - Supporting balance sheet analysis5分鐘
Reading11 個閱讀材料
Introduction to R&D budgeting6分鐘
R&D funding8分鐘
Structuring and controlling R&D budget14分鐘
Administration Budget12分鐘
Capital Budget - Scope overview9分鐘
Capital Budget - Additional analyses9分鐘
Outsourcing and leasing as alternatives8分鐘
Putting the budgets together - The Master Budget8分鐘
Balance Sheet components11分鐘
Cash behavior and financial needs11分鐘
Supporting balance sheet analysis11分鐘
Quiz3 個練習
Test your learning improvement on R&D budget analysis through this quiz10分鐘
Assessment: R&D and Administration budget14分鐘
For testing your improvement, do this quiz on capital budget and the master budget30分鐘
4.6

熱門審閱

創建者 SMDec 19th 2017

The course gave me holistic view of budgeting process. Excellent course, highly recommended.

講師

Alberto Sansiviero Jr.

MBA
FIA Futures Studies Program

Samantha Mazzero

MSc, MBA, BS Math
FIA Profuturo – Futures Studies Program

Nelson Yoshida

Ph.D., MBA, B.Eng.
FIA Profuturo – Futures Studies Program

Roberto Dumas Damas

M.Sc., CFA
FIA Profuturo - Futures Studies Program

Fernando Fleury

Ph.D.
FIA Profuturo - Futures Studies Program

關於 Fundação Instituto de Administração

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  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

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