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Our Financial Planning course enriches the learners’ fundamental understanding of creating a robust financial plan for our potential business. You can pitch to banks and investors alike to motivate them to take immediate action in kick-starting your franchise. 

A well thought out financial planning is crucial in getting the investors on board with your proposed vision of the business. Finances don’t lie. Investors will assess your financial reports in-depth as it holds your cash flow’s elaborate calculations and projections and glimpse at how your business will earn money. In addition, the cash flow statement provides an open-ended report of income, investments, and expenses so you can change actions and stay on target. 

So, suppose you’re an entrepreneur who’s looking to learn about developing an enticing financial plan for your proposed company. In that case, you can enrol in our Financial Planning course and enlighten yourself with advanced financial planning ability and knowledge, and prosper in the marketplace. 

In our Financial Planning course, the learner will comprehend in-depth coverage of financial planning based on gross margin and positive overflow. The learner will also know the strategies for maintaining cash flow and building a practical basis for cash flow projections, and so on.

In addition, this Financial Planning course is designed to develop a solid cash flow strategy that places your organisation on a prosperous path.

Learning Outcome of Financial Planning

By the end of this Financial Planning course, you will learn – 

  • The importance of having financial planning 
  • How to develop an effective financial planning strategy   
  • Understanding what investors care about financial planning and report 
  • How to identify a suitable gross margin target for a business
  • What does positive cashflow indicate
  • How to determine aggressive and conservative cash flow estimates 
  • Setting up achievable goals and objectives 


The Financial Planning course is a popular training course, ideal for understanding the key elements in developing effective financial planning strategies for the business. So, suppose you want to learn about advanced tips for comprehending cut-through financial planning, our Financial Planning 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 how to create neat and innovative financial plans for your business can enrol in our Financial Planning course.

This Financial Planning 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 Planning 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
Create Your Revenue Model
Revenue Models Explained 00:01:00
Revenue Worksheet Walk-Through
Financial Worksheets Overview 00:06:00
The Revenue Worksheet 00:07:00
The Four Pricing Models 00:07:00
When to Count Your Revenue 00:02:00
Revenue Model Walk-Through
Your Revenue Model 00:02:00
The Revenue Worksheet – Walk-Through 00:04:00
The Revenue Worksheet: Unit Based Model 00:11:00
The Revenue Worksheet: Billing Based Model 00:10:00
The Revenue Worksheet: The SubscriptionRecurring Revenue Model 00:05:00
Your Staffing Model
Your Staffing Model 00:05:00
Employee ROI 00:01:00
Staffing Classifications 00:03:00
Staffing Model Walk-Through
Working with the Staffing Worksheet 00:05:00
Inputting Contractors 00:02:00
Employee Overhead 00:02:00
Your Expense Model
Expense Model Explained 00:04:00
Expense Model Walk-Through
Expense Worksheet Explained 00:06:00
Income Statement Explained
Income Statement and Cash Flow Considerations 00:04:00
Income Statement (P&L) Basics 00:01:00
Income Statement (P&L) Tells a Story about Your Business 00:02:00
Income Statement Walk-Through Explained
5 Key Areas of an Income Statement (P&L) 00:05:00
Income Statement (P&L) Inputs 00:07:00
Cash Flow Statement
The Cash Flow Statement Worksheet 00:08:00
Modeling Styles: Aggressive, Conservative, and Most Likely 00:02:00

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