Turn planning, budgeting and forecasting topics into a toolkit for building realistic plans and answering CMA Part 1B questions.
🧰 Planning toolkit and confidence: See how strategic planning, budgeting methodologies and forecasting techniques fit together in both work and exam cases.
🔄 Cleaner planning cycles: Use better structures and templates to work with cost center owners and leaders on realistic plans.
🎯 Stronger decisions: Produce plans, pro formas and cash projections that leaders can trust when setting targets and evaluating risk.
FP&A analysts and controllers who maintain rolling forecasts and annual plans for plants, functions or regional business units.
Finance managers and CMA candidates wanting a work first map of planning, budgeting and forecasting topics.
Knowledge: Experience contributing to at least one budget or forecast cycle plus basic financial statement knowledge.
Tools: Spreadsheet skills and access to standard planning templates; CMA approved calculator for exam style problems.
Map strategic goals into coherent planning, budgeting and forecasting frameworks.
Apply forecasting techniques and budgeting methodologies to exam style numerical problems.
Prepare annual profit plans and supporting pro forma financial statements.
Evaluate planning assumptions and communicate implications for performance and risk.
Eligibility: currently not eligible
Watch time: about 3 hours
Total learning: about 6 hours
Estimated credits: 4.0