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Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone
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Training Financial Business Plan - Developing Profitable Forecasts

Ref: NVV955
10 people max.
From $4,620 HT / per person
Pay in 3 installments · On-site on request · +$540 with certification exam
4 days
Remote

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Learning objectives

  • Master the structure of a professional financial business plan
  • Develop reliable sales and cash flow forecasts
  • Design financial dashboards for the company
  • Analyze key ratios and risk scenarios
  • Implement project-specific financing strategies
  • Optimize the financial plan to convince investors and banks

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.

Kheireddin KADRI
Kheireddin KADRI

Learni trainer · Data & AI expert

73%productivity gap
×3cost of inaction

Program

Module 1Financial Business Plan Fundamentals: Structuring the Strategic Document (Excel, Key Ratios, Quantified Objectives)

Dive into building a solid financial business plan by identifying essential components, advanced Excel handling to model the forecasted income statement, practical exercises on your real project with break-even calculations, analysis of key financial ratios such as ROI and NPV, development of a first professional draft with personalized trainer feedback for a robust foundation.

Module 2Financial Business Plan Forecasting: Modeling Sales and Expenses (Excel Tools, Realistic Assumptions, Simulations)

Master 3-year sales forecasting using validated market assumptions, integration of variable and fixed costs into dynamic Excel tables, growth and seasonality simulations on real business cases, development of a monthly cash flow plan to anticipate cash flows, collaborative exercises to test model robustness, production of a pitch-ready deliverable.

Module 3Financial Business Plan Risk Analysis: Scenarios and Sensitivity (Stress Tests, Solvency Ratios)

Explore pessimistic and optimistic scenarios for your financial business plan, implementation of stress tests with advanced Excel spreadsheets, calculation of liquidity and leverage ratios to assess financial health, practical workshops on real business failure cases, identification of adjustment levers, drafting of a professional contingency plan incorporating key indicators to secure your project.

Module 4Optimization and Presentation of Financial Business Plan: Financing and Pitch (PowerPoint, Banks, Investors)

Finalize your financial business plan by optimizing financing needs, creation of an impactful executive summary with compelling charts in PowerPoint, bank negotiation simulations using real templates, preparation of oral pitch before peers and trainer, final review for a professional version, PDF export ready for submission with support to maximize entrepreneurial success.

Evaluation method

  • Multiple-choice quiz to validate financial knowledge at the end of the training
  • Continuous assessment through practical Excel modeling
  • Defense of personal financial business plan before the trainer

Learning method

  • Courses led by an active chartered accountant
  • Practical exercises on real business projects
  • Ongoing progressive business plan project over 4 days
  • Complete course materials and Excel templates provided

Methods, materials and delivery

The Training Financial Business Plan - Developing Profitable Forecasts 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 Training Financial Business Plan - Developing Profitable Forecasts 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 Financial Business Plan - Developing Profitable Forecasts 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.

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.

FAQ

Frequently asked questions

How much does the Training Financial Business Plan - Developing Profitable Forecasts training cost?+
The individual price is $4,620 (USD). A detailed quote is sent within one business day.
How long is the Training Financial Business Plan - Developing Profitable Forecasts training?+
The training lasts 4 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?+
Basic knowledge of accounting, management, and intermediate Excel
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

This training across cities

Available on-site and remotely. Pick your city to see the local training center.

Your professional training, anywhere

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