Login

Budgeting & Controlling

Plan better · Steer performance · Support decisions

Where strategy, operations, and numbers meet:

  • Turn strategy into budgets and rolling forecasts.

  • Build driver-based models (volume, price, cost, cash).

  • Run performance reviews that drive real decisions.

  • Partner with ops and commercial teams on performance.

  • Connect it all to CMA exam prep.

Introductory Level

Free Starters

Free lessons and samples to learn the basics and test the style.

  • Waitlist

[Intro] Budgeting and Controlling Fundamentals

  • Course
  • 3 Lessons

Get oriented fast in budgeting and performance control. Understand the yearly cycles, how controllers support decisions and the language used across finance and operations so you can contribute confidently.
View product

  • Waitlist

[Basics] Reading Performance Reports

  • Course
  • 3 Lessons

Learn to read P&L, KPI and variance reports without getting lost in tables. Spot the real performance signals, ignore the noise and translate numbers into clear business messages that managers can act on.
View product

  • Waitlist

[Career] Your First 90 Days in Controlling

  • Course
  • 3 Lessons

Use a structured 90 day plan to understand your tasks, build work routines and map the people, reports and cycles that matter most so you can ramp up in your new budgeting or controlling role without burning out.
View product

Next Level

Professional Courses

Structured varying-length courses that give you practical, work ready skills for real finance responsibilities.

  • Waitlist

[Actuals] Monthly Performance Loop

  • Course
  • 6 Lessons

Run a clean, repeatable month-end routine. Follow a clear checklist, analyze variances, build focused performance packs and prepare commentary that shifts reviews from debating numbers to acting on drivers, options and actions.
View product

  • Waitlist

[Forecast] Driver Based Rolling Forecast

  • Course
  • 6 Lessons

Build a simple rolling forecast your partners trust. Define key drivers, structure a practical model, run fast updates and explain movements clearly so leaders get an early, realistic view of results, risks and capacity to respond over the next months.
View product

  • Waitlist

[Budget] Owning Your Entity Budget

  • Course
  • 6 Lessons

Prepare and defend a realistic budget. Translate targets into numbers, challenge assumptions constructively, document drivers clearly and walk into review meetings with a strong, coherent story instead of templates filled on autopilot.
View product

  • Waitlist

[Sales] Commercial and Customer Profitability

  • Course
  • 9 Lessons

See which customers, segments and deals truly create value. Map revenue and cost drivers, build simple profitability models and turn pricing, discount and mix insights into clear commercial actions that support better decisions.
View product

  • Waitlist

[Manufacturing] Plant Controlling Playbook

  • Course
  • 9 Lessons

Connect standard costs, variances, budgets and forecasts into one coherent site-level routine. Talk with operations about real drivers, support cleaner decisions and strengthen overall site performance with practical tools and clear stories.
View product

  • Waitlist

[Project] Project and Capex Controlling

  • Course
  • 9 Lessons

Structure consistent business cases, track project performance and run simple post audits that improve future investment decisions. Turn ideas into clear cash flows, risks and scenarios that steering groups and sponsors can work with.
View product

  • Waitlist

[Design] Planning and Controlling Framework

  • Course
  • 12 Lessons

Redesign planning and performance frameworks for a BU or region. Build coherent calendars, templates and KPIs, align systems and teams and shift cycles toward lighter, faster, more decision-focused routines leaders actually use.
View product

  • Waitlist

[Run] Leading Performance Dialogues

  • Course
  • 12 Lessons

Design and run performance dialogues that drive real decisions. Frame stories and options, coach presenters, facilitate cross-functional reviews and ensure actions, owners and follow-up are clear across teams and business lines.
View product

  • Waitlist

[Improve] Controlling Lean Operating Model

  • Course
  • 12 Lessons

Design a lean operating model for controlling teams. Clarify roles, handoffs and standard work, reduce busywork, improve onboarding and free capacity for deeper analysis, partnering and decision support instead of administration.
View product

Exam Preparation

CMA (Certified Management Accountant)

Domain based courses that follow the official CMA blueprint and connect exam requirements to real budgeting and performance work.

  • Waitlist

[CMA Part 1] Domain A: External Fin. Reporting

  • Course
  • 12 Lessons

Strengthen your foundations in financial statements so you can read, explain and use them in planning and performance work. Understand how balance sheet, income statement and cash flow numbers are built and where reporting choices affect your analysis.
View product

  • Waitlist

[CMA Part 1] Domain B: Plan, Budget, and Forecast

  • Course
  • 24 Lessons

Turn planning, budgeting and forecasting theory into a toolkit you actually use. Link strategy, targets, methods and models to real budget and rolling forecast cycles so exam questions feel like structured versions of situations you already know from work.
View product

  • Waitlist

[CMA Part 1] Domain C: Performance Management

  • Course
  • 12 Lessons

Make performance management concrete: flexible budgets, variances, responsibility centers and profitability measures tied to monthly reviews. Learn to read packs, choose metrics, challenge results and tell performance stories that work.
View product

  • Waitlist

[CMA Part 1] Domain D: Cost Management

  • Course
  • 23 Lessons

Use cost management tools to understand cost behavior, costing systems and overhead allocation. Practice turning cost data into clearer decisions on pricing, margins and improvements while preparing for typical exam calculations and case style questions.
View product

  • Waitlist

[CMA Part 1] Domain E: Internal Controls

  • Course
  • 12 Lessons

Translate internal control and governance concepts into practical patterns. See how frameworks, testing and system controls reduce errors, override risk and fraud exposure in your cycles while still keeping processes lean enough to operate smoothly.
View product

  • Waitlist

[CMA Part 1] Domain F: Technology and Analytics

  • Course
  • 14 Lessons

Connect technology and analytics topics to everyday planning and reporting systems. Understand ERP, data governance, automation and self service analytics so you can talk confidently with IT and data teams and avoid drowning in jargon during study or work.
View product

  • Waitlist

[CMA Part 2] Domain A: Fin. Statement Analysis

  • Course
  • 19 Lessons

Build a financial statement analysis routine you can reuse across plants, business units and groups. Use common size statements, ratios and trends to turn numbers into clear stories that support performance reviews, valuations and exam style case discussions.
View product

  • Waitlist

[CMA Part 2] Domain B: Corporate Finance

  • Course
  • 25 Lessons

Use corporate finance tools to evaluate funding choices, capital structure and working capital decisions. Practice risk and return, cost of capital, valuation and liquidity scenarios so you can contribute to real discussions and feel confident tackling related exam questions.
View product

  • Waitlist

[CMA Part 2] Domain C: Business Decision Analysis

  • Course
  • 15 Lessons

Turn cost volume profit, marginal analysis and pricing methods into a structured playbook for short term choices. Work through scenarios on special orders, make or buy, product mix and bottlenecks so exam cases feel like disciplined versions of real work.
View product

  • Waitlist

[CMA Part 2] Domain D: Enterprise Risk Mgt

  • Course
  • 4 Lessons

See enterprise risk management as part of planning and performance, not just a separate register. Learn to identify, assess and prioritize risks, propose mitigations and connect ERM thinking to your governance, forecasting and investment conversations at work.
View product

  • Waitlist

[CMA Part 2] Domain E: Capital Invest. Decisions

  • Course
  • 10 Lessons

Apply capital budgeting tools to real style investment cases. Structure project cash flows, pick discount rates and practice NPV, IRR, payback and sensitivity analysis so your exam preparation directly supports better capex and portfolio decisions in your job.
View product

  • Waitlist

[CMA Part 2] Domain F: Professional Ethics

  • Course
  • 11 Lessons

Use professional ethics concepts to handle pressure around budgets, forecasts, reporting and targets. Practice realistic dilemmas, fraud risk patterns and the IMA ethics framework so you can respond constructively in difficult situations at work and in the exam.
View product

Want them all? Get the library, not just one course.

Join the community to unlock every course, resource, and exam preps as they go live.

Join the Community