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.
1 seat held for the next session
30:00Held for another
Request a call back and an advisor reaches you within 24 business hours, Monday to Saturday.
Trusted by — schools, companies and industrial groups
Every program built with a dedicated engineer
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.
Our social commitment
A school kit donated to a child for every training
To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.
- Backpack, notebooks and essential supplies
- Distributed through our partner charities
- Included, at no extra cost to you
The Learni story
Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.
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.
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, 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
Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.
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.
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.
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.
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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FAQ
Frequently asked questions
How much does the Financial Business Plan Training - Mastering Profitable Professional Projections training cost?+
The individual price is $5,775 (USD). The team / on-site group package is shown on the course page. A detailed quote is sent within one business day.
How long is the Financial Business Plan Training - Mastering Profitable Professional Projections training?+
The training lasts 5 journées, available live online (US time zones) or on-site at your offices.
How is this training paid for?+
Most US teams pay directly through their company (L&D or training budget). We invoice in US dollars and accept bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
Are there any prerequisites?+
Basics in analytical accounting, experience in business budgeting, intermediate Excel proficiency for simple modeling.
Is a certificate delivered at the end?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report.
Does Learni provide the equipment?+
No. A computer and stable internet connection are required for the participant. Learni provides the educational platform, the trainer and all course materials.
On-site & remote
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