課程信息
5,414 次近期查看

100% 在線

立即開始,按照自己的計劃學習。

可靈活調整截止日期

根據您的日程表重置截止日期。

中級

完成時間大約為25 小時

建議:7 weeks of study, 3 - 5 hours/week...

英語(English)

字幕:英語(English), 阿拉伯語(Arabic)

100% 在線

立即開始,按照自己的計劃學習。

可靈活調整截止日期

根據您的日程表重置截止日期。

中級

完成時間大約為25 小時

建議:7 weeks of study, 3 - 5 hours/week...

英語(English)

字幕:英語(English), 阿拉伯語(Arabic)

教學大綱 - 您將從這門課程中學到什麼

1
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....
7 個視頻 (總計 30 分鐘), 3 個閱讀材料, 4 個測驗
7 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
3 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
4 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
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....
9 個視頻 (總計 48 分鐘), 7 個閱讀材料, 5 個測驗
9 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
7 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
5 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
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....
18 個視頻 (總計 86 分鐘), 18 個閱讀材料, 4 個測驗
18 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
18 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
4 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
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....
12 個視頻 (總計 64 分鐘), 11 個閱讀材料, 3 個測驗
12 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
11 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
3 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
5
完成時間為 3 小時

MODULE 4 - Financial and reporting model

In this module, we will develop an understanding of how to consolidate the reporting model on the budget, through a financial approach with emphasis on a budget perspective. To build this knowledge, we will walk through a conceptual overview and components, visit an overall managerial view of profits and losses, work on the cash budget and forecasting cash-flow concepts and application. We also discuss the accounting reports and the relevance of the financial and non-financial indicators....
8 個視頻 (總計 83 分鐘), 4 個閱讀材料, 4 個測驗
8 個視頻
Video 2 - Financing the company - Strategy, budget and financial report7分鐘
Video 1 - Financial management and working capital12分鐘
Video 2 - The relevance of working capital and cash12分鐘
Video 1 - A budget perspective on financial reports8分鐘
Video 2 - Financial statements - Cash is king8分鐘
Video 1 - Measuring performance: Indicators8分鐘
Video 2 - Financial performance management14分鐘
4 個閱讀材料
Conceptual overview and components20分鐘
Managerial view of cash and the budget20分鐘
Financial statements and the budget10分鐘
Financial and non-financial indicators10分鐘
4 個練習
: Check your improvement on the topics by doing this quiz8分鐘
Test your improvement through this quiz8分鐘
Test your improvement through this quiz10分鐘
Financial and non-financial indicators30分鐘
6
完成時間為 3 小時

MODULE 5 - Budget control

This module focuses on the “control” side of the budget. We understand how to apply concepts, and will be guided on how to monitor and measure results, analyze and evaluate the potential gaps between actual and estimated outcomes....
9 個視頻 (總計 41 分鐘), 4 個閱讀材料, 5 個測驗
9 個視頻
Video 2 - Variance4分鐘
Video 3 - The Connection of Budget and Strategy2分鐘
Video 1 - Standards, Objectives & Budgets used to measure performance2分鐘
Video 2 - Internal Control4分鐘
Video 1 - Results Analysis4分鐘
Video 2 - Goals achievement and performance management7分鐘
Video 1 - Strategic Planning Process and the Budget – Part 16分鐘
Video 2 - Strategic Planning Process and the Budget – Part 26分鐘
4 個閱讀材料
Why Plan, Budget vs Actual Results, Variance and The Connection between Budget and Strategy11分鐘
Standards, Objectives, and Budgets used to measure performance & Internal Control10分鐘
Results Analysis, Goals Achievement and Performance Management10分鐘
Strategic Planning Process and the Budget15分鐘
5 個練習
Overview on control function12分鐘
Concepts on controlling the budget12分鐘
Results analysis and performance management16分鐘
Why monitor and control: Strategy and the Budget16分鐘
For an overall retrospective of the Budgeting Essentials and Development course, test your learning improvement by doing this QUIZ30分鐘
7
完成時間為 3 小時

MODULE 6 - Planning Process – Approaches and evolution

Approaches and evolution: In this module, you will learn by reflecting about the different approaches to planning processes. We will walk with you through the aspects of efficiency and efficacy, connecting with budgeting. We will also debate traditional versus some trended methodological approaches, their benefits, and limitations. This Module closes our Course....
10 個視頻 (總計 42 分鐘), 8 個閱讀材料, 4 個測驗
10 個視頻
Video 1 - Traditional budget planning6分鐘
Video 2 - Processes of planning and the traditional approach4分鐘
Video 1 - Traditional budgeting - The limitations6分鐘
Video 1 - Introduction overview on beyond budgeting45
Video 2 - Flexible and Bracket Budgeting3分鐘
Video 3 - Zero-Based-Budgeting4分鐘
Video 4 - Rolling Forecast3分鐘
Video 5 - Activity-Based Budgeting3分鐘
Video 1 - Course wrap-up session2分鐘
8 個閱讀材料
The planning process and approaches5分鐘
Traditional budget planning5分鐘
Processes of planning and the traditional approach5分鐘
The traditional budget planning and its limitations5分鐘
Flexible and Bracket Budgeting5分鐘
Zero-Based Budgeting (ZBB)10分鐘
Rolling Forecast5分鐘
Activity-Based Budgeting6分鐘
4 個練習
Test your learning improvement on planning approaches by doing this quiz6分鐘
Test your learning improvement on planning approaches by doing this quiz8分鐘
Test your learning improvement on limitations of traditional planning approaches, by doing this quiz6分鐘
Testing your knowledge on the budget planning and the new approaches to budgeting50分鐘
4.6
5 個審閱Chevron Right

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

Avatar

Alberto Sansiviero Jr.

MBA
FIA Futures Studies Program
Avatar

Samantha Mazzero

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

Nelson Yoshida

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

Roberto Dumas Damas

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

Fernando Fleury

Ph.D.
FIA Profuturo - Futures Studies Program

關於 Fundação Instituto de Administração

A FIA está entre as 3 melhores escolas de negócios do país e no grupo das 55 melhores do mundo, no ranking do Financial Times. Trabalhamos ininterruptamente na geração de conhecimento aplicado e de novas práticas de excelência na Administração. Atuando nas áreas da Consultoria, Educação Executiva e Pesquisa, em 2016, a FIA foi reconhecida/premiada como a melhor instituição com soluções voltadas a Educação Executiva, pela conceituada revista The New Economy....

常見問題

  • 注册以便获得证书后,您将有权访问所有视频、测验和编程作业(如果适用)。只有在您的班次开课之后,才可以提交和审阅同学互评作业。如果您选择在不购买的情况下浏览课程,可能无法访问某些作业。

  • 您购买证书后,将有权访问所有课程材料,包括评分作业。完成课程后,您的电子课程证书将添加到您的成就页中,您可以通过该页打印您的课程证书或将其添加到您的领英档案中。如果您只想阅读和查看课程内容,可以免费旁听课程。

還有其他問題嗎?請訪問 學生幫助中心