FINANCIAL PLANNING AND BUDGETING FOR BANKING

Silabus Training :
FINANCIAL PLANNING AND BUDGETING FOR BANKING

OBJECTIVE :
The course focuses on the theoretical as well as the practical aspects of the financial planning and budgeting that a candidate working in financial industry may come across. The syllabus is designed to provide the candidates with an in depth knowledge of the financial planning and budgeting so as to enable them to:
• Develop conceptual understanding of the subject
• Apply the methods and techniques to carry out financial planning and budgeting in financial institutions
• Formulate financial plans and budgets to manage various financial activities, and
• Evaluate the financial plans and budgets for effective financial control

TRAINING MATERIAL OUTLINE:
1. Introduction to Financial Planning and Control
• Elements of financial planning: financial planning process, capital budgeting decisions, degree of financial leverage, dividend policy, and liquidity requirements
• Role of financial planning: examine interactions, explore options, identify possible outcomes, and ensuring feasibility and internal coherence
• Short term and long term plans
• Financial planning models
2. Financial Analysis and Control
• Financial statements and their nature
• Major financial aspects and framework for their analysis
• Balance sheet ratios, income statement ratios, and trend analysis
• Cash flow analysis and financial planning
3. The Planning Function: Budget Process
• Strategic plan
• Operating plans
• Financial plans or budgets
• Forecasting techniques
• Fundamentals of budgets
• Cost estimation and estimation techniques
• Preparation of budgets
• Cash budget
• Income and expense budget
• Budgeted balance sheet
• Use of Pro forma financial stat

VENUE : Kagum Group Hotel Bandung (Golden Flower, Banana Inn, Serela, Gino Feruci), Amaroossa Hotel, Noor Hotel, Grand Setiabudi Hotel, dll

TRAINING DURATION : 3 hari

TRAINING TIME :

Januari 2024 Februari 2024 Maret 2024 April 2024
3 – 5 Januari 2024 5 – 7 Februari 2024 4 – 6 Maret 2024 1 – 3 April 2024
8 – 10 Januari 2024 12 – 14 Februari 2024 12 – 14 Maret 2024 22 – 24 April 2024
15 – 17 Januari 2024 19 – 21 Februari 2024 18 – 20 Maret 2024 29 April – 1 Mei 2024
22 – 24 Januari 2024 26 – 28 Februari 2024 25 – 27 Maret 2024
29 – 31 Januari 2024
Mei 2024 Juni 2024 Juli 2024 Agustus 2024
6 – 8 Mei 2024 3 – 5 Juni 2024 1 – 3 Juli 2024 5 – 7 Agustus 2024
13 – 15 Mei 2024 10 – 12 Juni 2024 8 – 10 Juli 2024 12 – 14 Agustus 2024
20 – 22 Mei 2024 19 – 21 Juni 2024 15 – 17 Juli 2024 19 – 21 Agustus 2024
27 – 29 Mei 2024 24 – 26 Juni 2024 22 – 24 Juli 2024 26 – 28 Agustus 2024
29 – 31 Juli 2024
September 2024 Oktober 2024 November 2024 Desember 2024
2 – 4 September 2024 1 – 3 Oktober 2024 4 – 6 November 2024 2 – 4 Desember 2024
9 – 11 September 2024 7 – 9 Oktober 2024 11 – 13 November 2024 9 – 11 Desember 2024
16 – 18 September 2024 14 – 16 Oktober 2024 18 – 20 November 2024 16 – 18 Desember 2024
23 – 25 September 2024 21 – 23 Oktober 2024 25 – 27 November 2024 26 – 28 Desember 2024
28 – 30 Oktober 2024

INVESTATION PRICE/PERSON :
1. Rp. 6.500.000/person (full fare) or
2. Rp. 6.250.000/person (early bird, payment 1 week before training) or
3. Rp. 5.950.000/person (if there are 3 persons or more from the same company)

FACILITIES FOR PARTICIPANTS :
1. Modul Training
2. Flashdisk Training berisi materi training
3. Sertifikat
4. ATK: NoteBook dan Ballpoint
5. T-Shirt
6. Ransel
7. Foto Training
8. Ruang Training dengan fasilitas Full AC dan multimedia
9. Makan siang dan 2 kali coffeebreak
10. Instruktur yang Qualified