Forecasting, planning and budgeting techniques - with Excel

26 September 2019
London, Edinburgh, Birmingham

Member price in Scotland: £335.75 + VAT
Non-member price in Scotland: £395 + VAT

Please note, the ICAS member discount will be refunded after checkout.

Member price in England: £530 + VAT
Non-member price in England: £624 + VAT

Due to differences regarding external costs, courses outside of Scotland are priced separately. ICAS members are eligible for a discounted price on all courses running in England & Wales.

Edinburgh, 1 October 2019

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London, 26 September 2019
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What you will learn

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.

Learn how to enhance forecasting & budgeting practices, as part of the management accounting function (as above). Gain valuable practical guidance and hands-on training.

Who should attend

This course will benefit 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. It is open to anyone wishing to gain more practical experience in Excel reporting and making use of statistical data.

Full speaker list


Our technology courses include excel training and financial modelling which covers practical scenarios which delegates are likely to encounter in the work place. The excel trainers are experienced course designers and presenters. They have vast experience presenting and developing course materials now spanning over 3 decades.

The Financial Modelling team specialise in training in corporate finance and modelling.  In addition they have completed a number of consulting assignments in the financial modelling field.

They have a wealth of experience training professionals, in both practice and industry, in all areas of financial modelling, accounting and financial analysis. Our technology teams have trained all over the world, including Amsterdam, Paris, Frankfurt, New York, Singapore, Sydney, Kampala and Abu Dhabi.

View full event details


Learning outcomes include obtaining a greater understanding of:

  • 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


London, Edinburgh, Birmingham


Tel: 0330 060 3303


  • Business and Financial management
  • England and Wales
  • Scotland
  • Training courses
  • Edinburgh
  • London and Home Counties
  • Birmingham and the Midlands
  • Technology

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