课程信息
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中级

完成时间大约为25 小时

建议:7 weeks of study, 3 - 5 hours/week...

英语(English)

字幕:英语(English), 阿拉伯语(Arabic)

100% 在线

立即开始,按照自己的计划学习。

可灵活调整截止日期

根据您的日程表重置截止日期。

中级

完成时间大约为25 小时

建议:7 weeks of study, 3 - 5 hours/week...

英语(English)

字幕:英语(English), 阿拉伯语(Arabic)

教学大纲 - 您将从这门课程中学到什么

1
完成时间为 2 小时

Module 1: Strategy & Budgeting - Planning & Controlling

As the budgeting process needs strategic guidelines, and these guidelines drive the planning process, corporate managers develop the budget plan accordingly to the strategic guidelines.The budget contributes to the roll-out of programs, projects, and actions to implement in the organization. These programs and projects are planned in the budget development process. In this module of the course, the discussions aim to overview the transition between strategy to the budget planning process. The course is targeted to professionals who actively participate in the budgeting process, e.g., professionals who have been recently promoted to a managing position, in which the scope of responsibilities are broader, especially in the budget planning, monitoring, and control. Pre-requisites to benefit the most from this course is basic to intermediate business management knowledge and concepts....
7 个视频 (总计 30 分钟), 3 个阅读材料, 4 个测验
7 个视频
Video 1 - The planning cycle4分钟
Video 1 - The management responsibilities5分钟
Video 1 - Benefits and Limitations4分钟
Video 1 - The connections with the budget5分钟
Video 1 - A transition through planning and controlling3分钟
Video 2 - Positioning the company between planning and controlling4分钟
3 个阅读材料
Full course overview10分钟
Benefits and Limitations10分钟
Readings of - The trade-off between “more planning” versus “more control”10分钟
4 个练习
Practice quiz: Strategy analysis and the budget.10分钟
Test your improvement through this quiz6分钟
Check your improvement on the topics by doing this quiz15分钟
From strategy to the budget30分钟
2
完成时间为 2 小时

MODULE 2 - Corporate budgeting

The corporate budgeting process begins with the strategic guidelines, goes through the discussions of what may be the influence of the guidelines on the assumptions, and culminate in supporting the budget planning process. In this module, the discussions are about the aspects related to this process. Learning objectives include understanding the link between corporate budgeting and the business unit budgeting process; aligning strategic guidelines with planning guidelines, and assessing the connections of the corporate budget to the business level budget....
9 个视频 (总计 48 分钟), 7 个阅读材料, 5 个测验
9 个视频
Video 2 - Strategy and the budget at business level5分钟
Video 1 - The governance and the budget3分钟
Video 2 - Governance and the budget: Practical aspects3分钟
Video 1 - Executive commitment4分钟
Video 2 - Objectives, communications, expectations and opportunities6分钟
Video 1 - A general overview4分钟
Video 2 - Starting the budget development6分钟
Video 1 - Information system and the budget7分钟
7 个阅读材料
Reading - Corporate budgeting overview8分钟
Reading - Corporate budgeting - The link between strategy and the budget6分钟
Readings: Governance and the budgeting process4分钟
Readings: Budget planning guidelines8分钟
Readings: Overview on budget development framework3分钟
Readings: Overview on budget development framework - Part 23分钟
Readings - The management information system and the budget6分钟
5 个练习
Take this quiz to test your improvement10分钟
Take this quis to test your improvement6分钟
Take this quiz to test your improvement10分钟
Test your improvement through this quiz5分钟
Corporate budgeting30分钟
3
完成时间为 5 小时

Module 3.1 - The company operations and the Budget

In this module, the discussion goes through a step-by-step framework to support the budget development. Each of the steps represents a relevant component of the budget, and the links between the budget of each area of the company are discussed. The integration of the different area's budget is one of the primary objectives of this module, which will lead learners to an integrative view of the budget development. And this integration is the key learning objective of the module....
18 个视频 (总计 86 分钟), 18 个阅读材料, 4 个测验
18 个视频
Video 2 - Structuring revenue by product lines4分钟
Video 3 - Structuring revenue by contracts and territories3分钟
Video 4 - Forecasting revenue3分钟
Video 5 - Major issues on revenue forecasting5分钟
Video 1 - The ending inventory budget3分钟
Video 2 - Production budget5分钟
Video 3 - Direct materials budget5分钟
Video 4 - Direct materials: Combining Methods4分钟
Video 1 - The direct labor budget5分钟
Video 2 - The manufacturing overhead budget5分钟
Video 1 - Cost of goods sold5分钟
Video 1 - Introduction to marketing and sales budget5分钟
Video 2 - Structuring marketing and sales budget4分钟
Video 3 - Analysis on marketing and sales6分钟
Video 4 - Advertising6分钟
Video 5 - Issues on marketing and sales budget5分钟
Video 6 - Performance management4分钟
18 个阅读材料
A framework to structure budgeting - The revenue budget6分钟
Structuring revenue by product lines5分钟
Structuring revenue by contracts and territories6分钟
Forecasting revenue7分钟
Major issues on revenue forecasting5分钟
The ending inventory budget5分钟
The production budget6分钟
Direct materials I6分钟
Direct materials II6分钟
The direct labor budget7分钟
Manufacturing overhead8分钟
The cost of goods sold10分钟
Introduction to marketing and sales budget7分钟
Structuring marketing and sales budget10分钟
Analysis on marketing and sales budget7分钟
Advertising8分钟
Issues on marketing and sales budget8分钟
Performance management12分钟
4 个练习
Budget development framework8分钟
The company operations and the Budget.10分钟
Direct Labor and Manufacturing Overhead10分钟
Test your improvement by doing this quiz30分钟
4
完成时间为 4 小时

Module 3.2 - The company operations and the Budget

In this module, the discussion goes through a step-by-step framework to support the budget development. Each of the steps represents a relevant component of the budget, and the links between the budget of each area of the company are discussed. The integration of the different area's budget is one of the primary objectives of this module, which will lead learners to an integrative view of the budget development. And this integration is the key learning objective of the module....
12 个视频 (总计 64 分钟), 11 个阅读材料, 3 个测验
12 个视频
Video 2 - R&D funding5分钟
Video 3 - Structuring and controlling R&D6分钟
Video 1 - Administration Budget and connections with other budgets5分钟
Video 2 - Structuring administration budget and major issues6分钟
Video 1 - Capital Budget: Scope overview5分钟
Video 2 - Capital Budget: Additional analyses5分钟
Video 3 - Outsourcing and leasing as alternatives3分钟
Video 1 - Putting the budgets together: The Master Budget3分钟
Video 2 - Balance Sheet components6分钟
Video 3 - Cash behavior and financial needs6分钟
Video 4 - Supporting balance sheet analysis5分钟
11 个阅读材料
Introduction to R&D budgeting6分钟
R&D funding8分钟
Structuring and controlling R&D budget14分钟
Administration Budget12分钟
Capital Budget - Scope overview9分钟
Capital Budget - Additional analyses9分钟
Outsourcing and leasing as alternatives8分钟
Putting the budgets together - The Master Budget8分钟
Balance Sheet components11分钟
Cash behavior and financial needs11分钟
Supporting balance sheet analysis11分钟
3 个练习
Test your learning improvement on R&D budget analysis through this quiz10分钟
Assessment: R&D and Administration budget14分钟
For testing your improvement, do this quiz on capital budget and the master budget30分钟
5
完成时间为 3 小时

MODULE 4 - Financial and reporting model

In this module, we will develop an understanding of how to consolidate the reporting model on the budget, through a financial approach with emphasis on a budget perspective. To build this knowledge, we will walk through a conceptual overview and components, visit an overall managerial view of profits and losses, work on the cash budget and forecasting cash-flow concepts and application. We also discuss the accounting reports and the relevance of the financial and non-financial indicators....
8 个视频 (总计 83 分钟), 4 个阅读材料, 4 个测验
8 个视频
Video 2 - Financing the company - Strategy, budget and financial report7分钟
Video 1 - Financial management and working capital12分钟
Video 2 - The relevance of working capital and cash12分钟
Video 1 - A budget perspective on financial reports8分钟
Video 2 - Financial statements - Cash is king8分钟
Video 1 - Measuring performance: Indicators8分钟
Video 2 - Financial performance management14分钟
4 个阅读材料
Conceptual overview and components20分钟
Managerial view of cash and the budget20分钟
Financial statements and the budget10分钟
Financial and non-financial indicators10分钟
4 个练习
: Check your improvement on the topics by doing this quiz8分钟
Test your improvement through this quiz8分钟
Test your improvement through this quiz10分钟
Financial and non-financial indicators30分钟
6
完成时间为 3 小时

MODULE 5 - Budget control

This module focuses on the “control” side of the budget. We understand how to apply concepts, and will be guided on how to monitor and measure results, analyze and evaluate the potential gaps between actual and estimated outcomes....
9 个视频 (总计 41 分钟), 4 个阅读材料, 5 个测验
9 个视频
Video 2 - Variance4分钟
Video 3 - The Connection of Budget and Strategy2分钟
Video 1 - Standards, Objectives & Budgets used to measure performance2分钟
Video 2 - Internal Control4分钟
Video 1 - Results Analysis4分钟
Video 2 - Goals achievement and performance management7分钟
Video 1 - Strategic Planning Process and the Budget – Part 16分钟
Video 2 - Strategic Planning Process and the Budget – Part 26分钟
4 个阅读材料
Why Plan, Budget vs Actual Results, Variance and The Connection between Budget and Strategy11分钟
Standards, Objectives, and Budgets used to measure performance & Internal Control10分钟
Results Analysis, Goals Achievement and Performance Management10分钟
Strategic Planning Process and the Budget15分钟
5 个练习
Overview on control function12分钟
Concepts on controlling the budget12分钟
Results analysis and performance management16分钟
Why monitor and control: Strategy and the Budget16分钟
For an overall retrospective of the Budgeting Essentials and Development course, test your learning improvement by doing this QUIZ30分钟
7
完成时间为 3 小时

MODULE 6 - Planning Process – Approaches and evolution

Approaches and evolution: In this module, you will learn by reflecting about the different approaches to planning processes. We will walk with you through the aspects of efficiency and efficacy, connecting with budgeting. We will also debate traditional versus some trended methodological approaches, their benefits, and limitations. This Module closes our Course....
10 个视频 (总计 42 分钟), 8 个阅读材料, 4 个测验
10 个视频
Video 1 - Traditional budget planning6分钟
Video 2 - Processes of planning and the traditional approach4分钟
Video 1 - Traditional budgeting - The limitations6分钟
Video 1 - Introduction overview on beyond budgeting45
Video 2 - Flexible and Bracket Budgeting3分钟
Video 3 - Zero-Based-Budgeting4分钟
Video 4 - Rolling Forecast3分钟
Video 5 - Activity-Based Budgeting3分钟
Video 1 - Course wrap-up session2分钟
8 个阅读材料
The planning process and approaches5分钟
Traditional budget planning5分钟
Processes of planning and the traditional approach5分钟
The traditional budget planning and its limitations5分钟
Flexible and Bracket Budgeting5分钟
Zero-Based Budgeting (ZBB)10分钟
Rolling Forecast5分钟
Activity-Based Budgeting6分钟
4 个练习
Test your learning improvement on planning approaches by doing this quiz6分钟
Test your learning improvement on planning approaches by doing this quiz8分钟
Test your learning improvement on limitations of traditional planning approaches, by doing this quiz6分钟
Testing your knowledge on the budget planning and the new approaches to budgeting50分钟
4.6
5 个审阅Chevron Right

热门审阅

创建者 SMDec 19th 2017

The course gave me holistic view of budgeting process. Excellent course, highly recommended.

讲师

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Alberto Sansiviero Jr.

MBA
FIA Futures Studies Program
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Samantha Mazzero

MSc, MBA, BS Math
FIA Profuturo – Futures Studies Program
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Nelson Yoshida

Ph.D., MBA, B.Eng.
FIA Profuturo – Futures Studies Program
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Roberto Dumas Damas

M.Sc., CFA
FIA Profuturo - Futures Studies Program
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Fernando Fleury

Ph.D.
FIA Profuturo - Futures Studies Program

关于 Fundação Instituto de Administração

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