Tax included

Planning for the future is essential for any organisation. This does not matter what their size or the sector they work in.

Every organisation needs to plan ahead so that they can make confident decisions and properly plan for the future. By budgeting effectively, you can plan what the organisation wants to achieve and make informed choices, especially if conditions change.

With a strong cashflow forecast you can plan when cash will move in and out of the organisation. You can then use this to manage peaks and troughs to maintain a positive bank balance or reinvest surplus cash back into the business. 

Without budgets, cashflow forecasts and financial monitoring, how will you know what money is needed and by when? Financial planning allows you to foresee financial implications of not generating the funds required to operate, allowing you to make better informed financial decisions. 

Course content

Modules you will cover in this Products Budgets and Cash-flow Forecasts Online Training:
Module 1 - Understand budgets and their purpose - In this module you will look at budgets, start-up budgets, annual budgets, expenditure ad budget benefits.
Module 2 - Cash flow forecast - In this module you will look at a cash-flow forecast, populating your cash-flow forecast, calculations and benefits.
Module 3 - Financial and wider planning - In this module you will look at benefits of business planning, business plan content, financial planning and adverse cash flows.
Module 4 - Key features of bookkeeping - In this module you will look at VAT, accounting procedures, cash books, bank reconciliation, petty cash, recording financial information and year-end accounts.
Module 5 - Variances in income and expenditure - In this module you will look at developing your cash-flow forecast, your annual cash-flow forecast and variances in income.
Module 6 - Accurate financial planning and recording. In this module you will look at financial management, planning ahead, bookkeeping, accounts, the advantages of accurate financial forecasting, staffing, marketing, production, rules and a financial health check.


Continuing Professional Development (CPD)

All of our courses are certified. This is done by the CPD certification Service. They have been inspected by an independent assessor and meet national standards.

Is this course right for me?

• You want content delivered online.

• You want a course that you can complete at your own pace.

• You want access to course material and additional resources for 1 year.

• You want access for 24 hours a day.

• You want to print your own CPD certificate upon completion. 

Remember, if you need to purchase multiple courses you may be eligible for a discount. Contact us to see how we can help you.


  • Fully online course with assessment at the end of each module

  • CPD certified by the CPD certification Service

  • CPD certificate available to download upon completion

  • Audio option (read aloud)

  • Optional learner file resource

  • Approximate 2.5 hour duration

Optional Formal Accreditation

Most of our courses have the option for formal accreditation through AIM Qualifications and Assessment Group.

What does this mean?

Whilst all of our courses are CPD certified as standard, formal accreditation is done through a National Awarding Body.

What level are the courses?

The majority of our courses are all at a level 2.

How many credits does this course quality for?

This course is a single credit value.

Do I need to do any extra work?

You will be required to compete a learner file which is available once logged in. This is an enabled PDF so you can type your answer in. You will upload this in your learning area along with your learner registration form. We will then mark your learner file and provide feedback. 

Once this is complete we will put a request in to  AIM Qualifications and Assessment Group for your formal certificate.

How do I get my formal certificate?

This will be posted out to you once we receive it from the awarding body. It is sent recorded delivery.