Introduction to Budgets Course


SKU: BUDINT Category:


The Introduction to Budgets course has been designed by a chartered accountant and financial analyst. It is delivered in an interactive virtual classroom environment that encourages learning through practical exercises. The trainer is an experienced finance trainer. The course is ideal for anyone who works with Budgets and has no formal training in the field.

Budgets Course

The course runs from 10:30 to 16:30 for one day in a virtual classroom.

Course Content

  • Define a budget
  • Cost budgets
  • Financial Terminologies
  • Define each element: Income vs expenditure, capital expenditure, cash flow forecasts etc.
  • Developing budgets for profit and loss, balance sheet and cash flow
  • The principles of budgets
  • What are the benefits of a good budget practice
  • Different types of budgets and varying styles
  • Practical exercise defining and preparing profit and loss, balance sheet and cash flow
  • Coordinating and bringing your budget together
  • Planning and preparation of your budget
  • Accounting adjustments to be aware of; stock, accruals, prepayments etc.
  • Ascertain expenditure and variances
  • Explaining variances
  • How to forecast cash-flow
  • Cash flow and working capital cycles
  • Profit margin ratios
  • How to forecast financing cost
  • Justifying your business reason for the budget

Who is this course suitable for?

This course is ideal for someone whose job involves or will involve managing a budget.

It does not assume a background in Finance, so people from outside of Finance and people who work in Finance can both find this course beneficial.


  • Gain CPD Certification to put a professional qualification on your CV
  • Build confidence dealing with, building and managing budgets
  • Understand the depth of this subject
  • Practical abilities to work with Budgets and ensure you keep to your targets
  • Learn the different business uses of budgets
  • Different styles and types of budgets

CPD Certification

The course is CPD-accredited, and a certificate will be used upon completion.