Informações sobre o curso
4.6
21 ratings
4 reviews
The Budgeting Essentials and Development course focus on an integrative and practical view of concepts, methods, and techniques to develop a budget. After finishing this course, learners will be able to: - Develop the budget with a broad view of the corporate functions; - Integrate the strategic guidelines into the discussions of budgeting process; - Structure the budget planning and development in a logical sequence - Coordinate the project of budget planning with the different areas of the company - Actively promote assumptions discussions to improve the process of developing the budget - Apply financial concepts to support the budget planning process - Design a budget monitoring and control model to support the performance management - Evaluate the performance of the company by managing the results and the budget In this course, learners will have a deeper understanding of the budgeting process, its challenges, common issues, and approaches to mitigate the problems and improve the learning curve of budget planning. It is integrative by emphasizing the transition between the corporate strategy and the budget. It is practical by following a structured process of going through a framework that illustrates and demonstrates how to analyze, develop and control the budget....
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cursos 100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Calendar

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Intermediate Level

Nível intermediário

Clock

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

Aprox. 23 horas restantes
Comment Dots

English

Legendas: English
Globe

cursos 100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Calendar

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Intermediate Level

Nível intermediário

Clock

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

Aprox. 23 horas restantes
Comment Dots

English

Legendas: English

Programa - O que você aprenderá com este curso

1

Seção
Clock
2 horas para concluir

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....
Reading
7 vídeos (Total de 30 min), 3 leituras, 4 testes
Video7 videos
Video 1 - The planning cycle4min
Video 1 - The management responsibilities5min
Video 1 - Benefits and Limitations4min
Video 1 - The connections with the budget5min
Video 1 - A transition through planning and controlling3min
Video 2 - Positioning the company between planning and controlling4min
Reading3 leituras
Full course overview10min
Benefits and Limitations10min
Readings of - The trade-off between “more planning” versus “more control”10min
Quiz4 exercícios práticos
Practice quiz: Strategy analysis and the budget.10min
Test your improvement through this quiz6min
Check your improvement on the topics by doing this quiz15min
From strategy to the budget30min

2

Seção
Clock
2 horas para concluir

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....
Reading
9 vídeos (Total de 48 min), 7 leituras, 5 testes
Video9 videos
Video 2 - Strategy and the budget at business level5min
Video 1 - The governance and the budget3min
Video 2 - Governance and the budget: Practical aspects3min
Video 1 - Executive commitment4min
Video 2 - Objectives, communications, expectations and opportunities6min
Video 1 - A general overview4min
Video 2 - Starting the budget development6min
Video 1 - Information system and the budget7min
Reading7 leituras
Reading - Corporate budgeting overview8min
Reading - Corporate budgeting - The link between strategy and the budget6min
Readings: Governance and the budgeting process4min
Readings: Budget planning guidelines8min
Readings: Overview on budget development framework3min
Readings: Overview on budget development framework - Part 23min
Readings - The management information system and the budget6min
Quiz5 exercícios práticos
Take this quiz to test your improvement10min
Take this quis to test your improvement6min
Take this quiz to test your improvement10min
Test your improvement through this quiz5min
Corporate budgeting30min

3

Seção
Clock
5 horas para concluir

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....
Reading
18 vídeos (Total de 86 min), 18 leituras, 4 testes
Video18 videos
Video 2 - Structuring revenue by product lines4min
Video 3 - Structuring revenue by contracts and territories3min
Video 4 - Forecasting revenue3min
Video 5 - Major issues on revenue forecasting5min
Video 1 - The ending inventory budget3min
Video 2 - Production budget5min
Video 3 - Direct materials budget5min
Video 4 - Direct materials: Combining Methods4min
Video 1 - The direct labor budget5min
Video 2 - The manufacturing overhead budget5min
Video 1 - Cost of goods sold5min
Video 1 - Introduction to marketing and sales budget5min
Video 2 - Structuring marketing and sales budget4min
Video 3 - Analysis on marketing and sales6min
Video 4 - Advertising6min
Video 5 - Issues on marketing and sales budget5min
Video 6 - Performance management4min
Reading18 leituras
A framework to structure budgeting - The revenue budget6min
Structuring revenue by product lines5min
Structuring revenue by contracts and territories6min
Forecasting revenue7min
Major issues on revenue forecasting5min
The ending inventory budget5min
The production budget6min
Direct materials I6min
Direct materials II6min
The direct labor budget7min
Manufacturing overhead8min
The cost of goods sold10min
Introduction to marketing and sales budget7min
Structuring marketing and sales budget10min
Analysis on marketing and sales budget7min
Advertising8min
Issues on marketing and sales budget8min
Performance management12min
Quiz4 exercícios práticos
Budget development framework8min
The company operations and the Budget.10min
Direct Labor and Manufacturing Overhead10min
Test your improvement by doing this quiz30min

4

Seção
Clock
4 horas para concluir

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....
Reading
12 vídeos (Total de 64 min), 11 leituras, 3 testes
Video12 videos
Video 2 - R&D funding5min
Video 3 - Structuring and controlling R&D6min
Video 1 - Administration Budget and connections with other budgets5min
Video 2 - Structuring administration budget and major issues6min
Video 1 - Capital Budget: Scope overview5min
Video 2 - Capital Budget: Additional analyses5min
Video 3 - Outsourcing and leasing as alternatives3min
Video 1 - Putting the budgets together: The Master Budget3min
Video 2 - Balance Sheet components6min
Video 3 - Cash behavior and financial needs6min
Video 4 - Supporting balance sheet analysis5min
Reading11 leituras
Introduction to R&D budgeting6min
R&D funding8min
Structuring and controlling R&D budget14min
Administration Budget12min
Capital Budget - Scope overview9min
Capital Budget - Additional analyses9min
Outsourcing and leasing as alternatives8min
Putting the budgets together - The Master Budget8min
Balance Sheet components11min
Cash behavior and financial needs11min
Supporting balance sheet analysis11min
Quiz3 exercícios práticos
Test your learning improvement on R&D budget analysis through this quiz10min
Assessment: R&D and Administration budget14min
For testing your improvement, do this quiz on capital budget and the master budget30min
4.6

Melhores avaliações

por SMDec 19th 2017

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

Instrutores

Alberto Sansiviero Jr.

MBA
FIA Futures Studies Program

Samantha Mazzero

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

Nelson Yoshida

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

Roberto Dumas Damas

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

Fernando Fleury

Ph.D.
FIA Profuturo - Futures Studies Program

Sobre Fundação Instituto de Administração

A FIA está entre as 3 melhores escolas de negócios do país e no grupo das 55 melhores do mundo, no ranking do Financial Times. Trabalhamos ininterruptamente na geração de conhecimento aplicado e de novas práticas de excelência na Administração. Atuando nas áreas da Consultoria, Educação Executiva e Pesquisa, em 2016, a FIA foi reconhecida/premiada como a melhor instituição com soluções voltadas a Educação Executiva, pela conceituada revista The New Economy....

Perguntas Frequentes – FAQ

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

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