Is the training Qualiopi certified?

Yes, Learni is a Qualiopi-certified training organization. This certification guarantees the quality of our courses and enables funding through OPCO and other mechanisms.

How can I fund my training?

Our courses are eligible for OPCO funding. Learni supports you through the funding process. A personalized quote is available upon request.

What are the prerequisites for this training?

The prerequisites for the Training Financial Business Plan - Developing Profitable Forecasts training are: Basic knowledge of accounting, management, and intermediate Excel. A preliminary interview validates your eligibility.

Is the training available in person?

Yes, the Training Financial Business Plan - Developing Profitable Forecasts training is available in in-person. The format can be adapted to your needs (inter, intra, custom).

Training Financial Business Plan - Developing Pr... | Learni

The story of Learni

Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.

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Methods, approaches, and teaching resources

The Training Financial Business Plan - Developing Profitable Forecasts training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.

The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.

Teaching resources provided

To ensure the quality of the Training Financial Business Plan - Developing Profitable Forecasts training, Learni provides the following teaching resources:

Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, video projector or interactive touchscreen (for remote sessions)
Training environments installed on workstations or accessible online
Course materials, practical exercises, and supplementary resources
Post-training access to materials and teaching resources

For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.

* contact us for remote feasibility** ratio varies depending on the training followed

Assessment methods

The assessment of skills acquired during the Training Financial Business Plan - Developing Profitable Forecasts training is carried out through:

During training: case studies, practical exercises, and professional scenarios
At the end of training: self-assessment questionnaire and skills evaluation by the trainer
After training: training completion certificate detailing acquired skills

Training accessibility

Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.

Training 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.