• No products in the basket.

Our Financial Plan Level 1 course enriches the learners with the fundamental knowledge of constructing a robust financial plan for your potential business, which you can pitch to banks and investors alike.

A business is all about making money; it doesn’t matter how great your concept is; if it hasn’t any potential of earning money, you are failing miserably. To avoid such situations, it’s essential to have a financial plan to attract both investors and banks. 

Normally, entrepreneurs pay less attention to the financial plans in the bottom line. However, solid financial planning documents can not only win over investors; they’re invaluable tools for controlling the organisation’s progress toward profitability.

So, suppose you’re an entrepreneur who’s looking to learn about developing an enticing financial plan. In that case, you can enrol in our Financial Plan Level 1 course and enlighten yourself with advanced financial planning ability and knowledge. 

In our Financial Plan Level 1 course, the learner will comprehend in-depth coverage of financial planning for your business. The learner will also understand common misperceptions about financial planning, different revenue and cost projections models, and use worksheets to build the statements that matter most. 

In addition, this Financial Plan Level 1 course is designed to produce a solid foundation so you can move on to build a financial budget for our business.

 Learning Outcome of Financial Plan Level 1

By the end of this Financial Plan Level 1 course, you will learn – 

  • The importance of having a financial acquisition planning 
  • How to develop a financial plan
  • Understanding what investors care about and the reason behind it 
  • What is a top-down financial planning approach 
  • What is the bottom-up financial planning approach 
  • Difference between top-down and bottom-up financial planning approach 
  • Setting up achievable goals and objectives 


The Financial Plan Level 1 course is a popular training course, ideal for understanding the key elements in developing effective financial planning for the business. So, suppose you want to learn about advanced tips for comprehending financial planning, our Financial Plan Level 1 course is perfect for you.

Our online courses come with lifetime access with no time limit for completion. Each course is fully accessible from a tablet, mobile or laptop, as long as there is a secure internet connection.

We pride ourselves on our supportive network of dedicated instructors and attentive customer service team who are dedicated to assisting you through your learning journey. Contact them at any time via email should you have any questions or queries.

Skills You Will Master

  • Negotiation skill
  • Persuasion skill
  • Confidence
  • Positivity
  • Collaboration
  • Optimism
  • Responsibility 
  • Creativity
  • Motivation 
  • Delegation skill
  • Inspiration skill
  • Communication skills

Why Choose Skill Express

  • Instantly accessible CPD Accredited certificate on successful course completion
  • 24/7 access to the course for a lifetime
  • Developed by qualified professionals with updated resources
  • Full Tutor support on weekdays (Monday – Friday)
  • No hidden fees or exam charges

Who Is This Course For?

Anyone interested in learning vital financial planning to enhance your business can enrol in our Financial Plan Level 1 course.

This Financial Plan Level 1 course is ideal for any aspiring: 

  • Entrepreneur
  • Marketing Analyst
  • Researcher 


After completing the course successfully, you will be required to pass an automated, multiple-choice questions test which will give you the instant result once you finish the exam. And you can get all of these in a one-time payment!


After completing the course successfully, the learner will immediately receive an E-Certificate, which will be completely free of cost. Also, you can have your printed certificate delivered by post. Although there is no expiry date on the certificate, we do recommend our learners renew the certificate every twelve months.


There is no requirement needed—only basic English and Computing skills and a firm desire, passion, patience, and focus towards learning wholeheartedly.

Career Path

This Financial Plan Level 1 course opens a brand new door for you to enter the relevant job market and also provides you with the chance to accumulate in-depth knowledge at the side of needed skills to become flourishing in no time. You will also be able to add your qualifications to your CV, enhance your career and become more competitive in your chosen industry.

Course Curriculum

Financial Concepts Covered 00:05:00
Justifying Your Financials For Best Results
Justifying Your Financials 00:02:00
Why Financials Matter 00:03:00
Keys to Success 00:03:00
Why Are Financials Important to Investors? 00:01:00
Why Businesses Fail 00:02:00
Overcome Roadblocks to Financial Planning
Financial Challenges of Entrepreneurs 00:07:00
Financial Resolve 00:02:00
Create Your Financial Plan
Financial Projections: Top-Down 00:03:00
Financial Projections: Bottom-Up 00:05:00
Advantages and Disadvantages of Top-Down vs. Bottom-Up 00:02:00
Revenue Models 00:08:00
Financial Statements 00:07:00
Make Your Financials Believable 00:07:00

Course Reviews


9 ratings
  • 5 stars0
  • 4 stars0
  • 3 stars0
  • 2 stars0
  • 1 stars0

No Reviews found for this course.


Advanced Course Search

Popular Courses

Copyright © 2021 SkillExpress
Select your currency
GBP Pound sterling