Forecasting, Planning & Budgeting Techniques - with Excel


Cost for BPP PD Members: £415 + VAT 6 CPD Hours
(£599.00 + VAT for non BPP PD Members Click Here for details of our membership scheme).

Course level



Spreadsheet authors, managers, company advisers and other members of staff from all functional areas needing to further their Excel skills in developing departmental forecasts, plans or budgets. This course is open to anyone wishing to gain more practical experience in Excel reporting and making use of statistical data.

Course Content

This one day course offers hands-on training surrounding specific skills in Excel which help enhance forecasting and budgeting practices, as part of the management accounting function.

Learning outcomes include obtaining a greater understanding of:

  • Forecasting, planning and budgeting as part of the management accounting function
  • Modern quantitative methods used for forecasting
    • Regression analysis
    • Time series analysis
    • Expected value calculations
  • Planning techniques
    • The deterministic approach
    • Optimisation using the Solver toolpak
    • The ‘What-if analysis’ and ‘Scenario Manager’
    • Working with ‘Data Tables’
    • Introduction to stochastic planning
  • Functions
    • Random number generator
    • Conditional/Error
    • Forecast/Slope/Intercept
    • Array
  • Budgeting
    • Producing budgets
    • Consolidation options
  • An introduction to Excel dashboards
    • Create a simple dashboard
    • Tips on how to present overview data on a front screen

Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

"A CPD certificate of completion will be provided by BPP Professional Education Limited upon request, following attendance."

Course Dates

Location Dates Time Availability  
Manchester 11 Jun 2018 9:30 AM - 4:30 PM  Spaces Book Now
London 29 Jun 2018 9:30 AM - 4:30 PM  Spaces Book Now
London 26 Sep 2018 9:30 AM - 4:30 PM  Spaces Book Now
Birmingham 25 Oct 2018 9:30 AM - 4:30 PM  Spaces Book Now
London 14 Dec 2018 9:30 AM - 4:30 PM  Spaces Book Now

Membership Scheme

You and your firm could be saving £000's on your CPD training. Find out how to join our membership scheme and receive immediate benefits.

Tailored training

We can tailor any of our public courses to meet your needs as well as providing completely bespoke training solutions. Learn more about tailored training.

Special Assistance Policy