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Training Business Plan Financier 2026 - Mastering Strategic Projections

Ref: HLZ736
10 people max.
5500€ HT / per person
−15% from 2 people−30% from 3 people−50% from 5 people
Pay in 3 installments · +$170/day onsite · +$500 with certification exam
5 journées
distanciel

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Learning objectives

  • Master the construction of prospective financial business plans for 2026 in business
  • Develop professional skills in advanced financial flow modeling
  • Design strategic scenarios integrating 2026 inflation and economic conditions
  • Optimize budget forecasts for high-performing Qualiopi certification
  • Implement financial simulation tools in a certifying context
  • Evaluate financial risks to strengthen business competitiveness

The Learni story

Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Allan Busi
Allan Busi

Learni Trainer · Expert

73%productivity gap
×3cost of inaction

Program

Module 1Financial Business Plan 2026: Strategic Diagnosis and Macroeconomic Assumptions (Advanced Excel, Power BI)

Dive into in-depth analysis of your business environment, identify 2026 macroeconomic trends such as projected inflation at 2.5% and interest rates, build realistic assumptions using Excel and Power BI, perform practical exercises on real company cases, produce a deliverable strategic diagnosis with interactive charts, consolidate your skills for a certifying professional training.

Module 2Financial Business Plan 2026: Modeling of Income Statements and Forecast Balance Sheets (Dynamic Spreadsheets, VBA)

Build advanced financial models for income statements over 36 months, integrate sensitive variables like evolving gross margins, use VBA to automate balance sheet calculations, apply concrete cases from industries in transformation, test optimistic and pessimistic scenarios, generate exportable dashboards, strengthen your business skills through this immersive pedagogical approach.

Module 3Financial Business Plan 2026: Cash Flow Analysis and Forecasting (Monte Carlo Simulation Tools)

Master cash flow forecasting using Monte Carlo methods to anticipate 2026 flows, model variable receipts and payments, integrate factors like 60-day customer payment terms, practice on growth company case studies, simulate financial stress-tests, produce a detailed cash flow report with automated alerts, optimize your professional skills for certifying decisions.

Module 4Financial Business Plan 2026: Investment Evaluation and Advanced Ratios (NPV, IRR, Sensitivity Analysis)

Calculate net present value and internal rate of return for 2026 projects, apply sensitivity analysis to major CAPEX, use decomposed DuPont ratios for benchmarking, work on real fundraising cases, integrate tools like @Risk to model uncertainty, deliver a complete investment dossier, develop strategic skills in certifying training.

Module 5Financial Business Plan 2026: Synthesis, Investor Pitch, and Action Plan (Final Dashboard, Presentation Tools)

Synthesize your complete 2026 financial business plan, prepare a 10-minute investor pitch with impactful slides, test in peer oral simulations, integrate expert feedback to refine, generate a post-training action plan with measurable KPIs, export as professional PDF, conclude with a certifying certificate strengthening your business skills.

Evaluation method

  • Daily interactive quizzes on financial modeling
  • Final case study with complete business plan evaluated by experts
  • Self-assessment and 360° feedback for Qualiopi certification

Learning method

  • Real-world projects based on 2026 company data
  • Intensive practical exercises in small groups of max 10
  • Personalized feedback from certified finance trainers
  • Immersive methods with professional tools like Excel VBA and Power BI

Methods, materials and delivery

The Training Business Plan Financier 2026 - Mastering Strategic Projections program is delivered onsite or remote (blended-learning, e-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training Business Plan Financier 2026 - Mastering Strategic Projections program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training Business Plan Financier 2026 - Mastering Strategic Projections program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.

Verified reviews

What our learners

4.9 · +100 verified reviews
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
Read all reviews
Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

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