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Financial Business Plan Training - Mastering Profitable Professional Projections

Ref: PSB337
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 structuring of a professional and certified financial business plan.
  • Develop skills in precise financial forecasting modeling for the business.
  • Design realistic assumptions integrating market and competition.
  • Optimize key financial performance indicators (KPIs).
  • Implement advanced scenario and sensitivity analyses.
  • Present an impactful financial business plan to investors and partners.
  • Acquire tools for certified training in business strategy.

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.

Fouzi Benzidane
Fouzi Benzidane

Learni Trainer · Expert

73%productivity gap
×3cost of inaction

Program

Module 1Strategic Diagnosis: Initial Financial Analysis and Structuring the Financial Business Plan (Advanced Excel, Financial Canvas)

Discover the key steps to diagnose the company's financial health via ratios and dynamic dashboards in Excel, analyze historical data to build solid foundations, perform a practical exercise on a real SME case with identification of growth levers, produce a preliminary deliverable and personalized report, integrate Canvas methods adapted to the financial business plan for a clear and actionable vision from the first day.

Module 2Revenue Forecasts: Sales and Cash-Flow Modeling in the Financial Business Plan (Forecasting Tools, Monte Carlo Simulations)

Dive into building realistic revenue projections based on market data and sector trends, model projected cash-flow using Excel and specialized tools like Monte Carlo simulations to anticipate variations, apply exercises on optimistic/pessimistic scenarios for a fictional company, generate impactful charts and automated tables, validate your models through peer review in groups to refine professional accuracy.

Module 3Costs and Investments: Advanced Budget Optimization in the Financial Business Plan (ROI Analysis, BI Tools like Power BI)

Master detailed estimation of variable/fixed costs and CAPEX using bottom-up methods, calculate ROI and NPV to prioritize strategic investments, integrate Power BI for dynamic visual dashboards on the financial business plan, work on a concrete international expansion case with collaborative exercises, produce a complete and contingency-sensitive forecast budget, optimize margins for maximum demonstrated profitability.

Module 4Risk Analysis: Sensitivity Scenarios and Stress-Tests for the Financial Business Plan (Probabilistic Models, Dedicated Software)

Explore advanced sensitivity techniques via tornado charts and stress-tests on key variables like inflation or economic conditions, implement probabilistic models in Excel VBA to quantify risks, analyze a real startup crisis financial business plan with interactive simulations, develop actionable contingency plans, generate risk/return reports for investors, strengthen mitigation skills for enhanced business resilience.

Module 5Synthesis and Pitch: Executive Presentation of the Complete Financial Business Plan (Storytelling, Pitch Tools like Canva Pro)

Finalize your complete financial business plan with a compelling executive summary and technical appendices, prepare a 10-minute pitch to a simulated investor jury, refine financial storytelling using Canva Pro and advanced PowerPoint, receive expert feedback for rapid iterations, export the final professional and certified document, conclude with a Q&A on real-world business applications for immediate implementation.

Evaluation method

  • Interactive quizzes and daily situational exercises to validate learning.
  • Complete case study on a fictional SME's financial business plan.
  • Final presentation evaluated by experts with Qualiopi certification issued.

Learning method

  • Active pedagogy with 70% practice on real business cases.
  • Groups limited to 10 for intensive personalized follow-up.
  • Digital tools (Excel, Power BI) for concrete modeling.
  • Post-training support: video replays and alumni community.

Methods, materials and delivery

The Financial Business Plan Training - Mastering Profitable Professional 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 Financial Business Plan Training - Mastering Profitable Professional 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 Financial Business Plan Training - Mastering Profitable Professional 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
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« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
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« 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
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« 😊👍 »

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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