Budgeting and Forecasting for Effective Financial Control | 2-Day Training Course
Join our two-day Budgeting, Forecasting and Financial Control Training Course, designed to strengthen financial planning, forecasting accuracy, and performance control across organisations. Effective budgeting and forecasting are critical to strategic decision-making. They help leaders set targets, monitor performance, manage risk, and take timely corrective action. This programme equips professionals with the practical skills needed to improve financial discipline and business outcomes.
Throughout the course, participants learn how to design and manage budgets and forecasts that align with organisational strategy. The programme focuses on interpreting financial data, analysing variances, and using insights to support informed decisions. As a result, participants gain greater confidence in linking financial plans to operational and strategic objectives.
In addition, the course develops a structured understanding of the full budgeting and forecasting cycle. Participants explore planning techniques, forecast updates, and performance monitoring using both financial and non-financial drivers. The training also explains how effective financial control supports accountability, improves resource allocation, and enhances business performance in changing conditions.
This training goes beyond theory. Participants work through real-world case studies that demonstrate how organisations apply budgeting, forecasting, and financial control in practice. Interactive discussions and applied exercises help translate concepts into practical actions. Consequently, participants leave with tools and frameworks they can use immediately.
Whether you are a finance professional, manager, or business leader, this two-day programme provides essential budgeting and forecasting capabilities. By the end of the course, participants can develop robust budgets, improve forecast reliability, strengthen financial control, and support sustainable business growth with confidence.
Key Learning Features
- Understand the full budgeting cycle, from planning and development to implementation and control
- Build accurate forecasts using financial and non-financial performance drivers
- Monitor performance, analyse variances, and strengthen financial control
- Use budgeting and forecasting to support strategic planning and decision-making
- Apply financial analysis to improve business performance and accountability
- Learn through real-world case studies, practical exercises, and facilitated group discussions
For More Information
Contact our customer service team for details on the Budgeting, Forecasting and Financial Control Training Course, including programme content, schedule, and enrolment options. This two-day course develops practical budgeting, forecasting, and performance control skills, supported by real-world case studies that can be applied immediately in the workplace.
Instructor Bio
The course instructor will be one of our highly experienced faculty members.
Our Faculty: Expertise That Drives Success
Shasat is proud to work with over 30 world-renowned faculty members, each a recognised expert in their field. Our instructors bring extensive hands-on implementation experience, delivering high-impact technical and professional development programmes across global markets.
This Budgeting, Forecasting and Financial Control Training Course is led by one of Shasat’s senior finance and performance management experts, with extensive experience in budgeting, forecasting, financial planning, cost control, and management reporting across complex organisations. The instructor brings strong real-world insight into designing effective budgeting frameworks, improving forecast accuracy, managing variances, and strengthening financial control to support decision-making and performance. The programme focuses on practical financial planning tools, business-relevant models, and applied case studies that finance professionals, managers, and decision-makers can use immediately to improve financial discipline, accountability, and sustainable business outcomes across diverse industries and operating environments.
Our faculty combine real-world expertise with academic rigour, ensuring every session is interactive, relevant, and outcomes-driven. Participants gain practical tools, case-based insights, and structured frameworks that can be applied immediately to improve project delivery performance and organisational capability.
Our Partners
Our Partners in Learning
Course Description
- Day 1: Mastering Budgeting & Forecasting Fundamentals
- Introduction to Budgeting & Forecasting – Understanding their role in financial planning and decision-making.
- The Budgeting Process – Key steps to create structured, goal-driven budgets that align with organizational objectives.
- Developing & Analysing Budgets – Practical methods to build, review, and refine budgets for optimal financial performance.
- Forecasting Techniques & Best Practices – Exploring data-driven forecasting models to improve financial accuracy.
- Key Performance Indicators (KPIs) & Metrics – Identifying and measuring critical financial and operational success factors.
- Real-World Case Studies – Examining how industry leaders apply budgeting and forecasting for business growth.
- Day 2: Controlling Costs & Driving Strategic Financial Success
- Budget Control & Monitoring – Tools and techniques to track performance and ensure financial discipline.
- Performance Analysis & Variance Reporting – Identifying deviations, understanding causes, and implementing corrective actions.
- Adapting to Change – Managing budgets effectively in response to market fluctuations and unforeseen challenges.
- Strategic Planning & Budget Alignment – Ensuring budgets support long-term business goals and corporate strategy.
- Effective Budget Communication – Presenting financial insights to stakeholders for informed decision-making.
- Practical Case Studies & Application – Hands-on exercises to apply learning in real-world financial scenarios.
This agenda ensures an engaging, results-driven learning experience, equipping participants with practical tools and strategic insights for effective budgeting, forecasting, and cost control.
This course agenda and related content are proprietary to Shasat. Unauthorised copying, reproduction, distribution, or use of this material, in whole or in part, is strictly prohibited without prior written consent.
© Shasat 2026. All rights reserved.
Why you must attend?
In an environment of margin pressure, volatile markets, and increased accountability, organisations succeed or fail based on the quality of their financial planning and control. Weak budgeting and inaccurate forecasting lead to poor decisions, cost overruns, and missed strategic opportunities. The Budgeting, Forecasting and Financial Control Training Course addresses this challenge directly by strengthening the financial judgement required to allocate resources effectively, control costs, and improve business performance.
From a commercial perspective, strong budgeting and forecasting capability delivers measurable impact. Organisations with disciplined financial planning achieve better cost control, improved forecast reliability, and faster responses to change. This programme equips professionals with the ability to identify performance gaps early, understand the drivers behind variances, and take corrective action before issues escalate. As a result, participants contribute more effectively to profitability, cash flow management, and sustainable growth.
For finance professionals and managers alike, the course strengthens credibility and influence. Participants gain the confidence to challenge assumptions, communicate financial insight clearly, and support senior decision-makers with robust analysis. These capabilities are increasingly critical for roles in FP&A, financial control, management reporting, and leadership positions where budgeting and forecasting underpin strategic choices.
This programme stands out because it combines practical application with strategic relevance. Rather than focusing on theory, it develops skills that can be applied immediately in real organisational settings. By enrolling, participants enhance their professional value, improve organisational financial discipline, and position themselves as trusted contributors to planning, performance management, and long-term business success.
Teaching methodology
The training program will employ a comprehensive and engaging approach to learning, designed to deliver maximum impact and retention. The methodology includes:
- A user-friendly slide deck that presents the concepts, methodologies, and principles in a clear and concise manner, making the material easily accessible to all attendees.
- Interactive sessions featuring real-life case studies to provide hands-on experience and bring the material to life.
- Explanations of concepts and methodologies through the use of examples and distinct scenarios, allow attendees to understand the material in context.
- Group exercises designed to illustrate accounting principles, encouraging collaboration, and fostering a deeper understanding of the material.
- Access to additional course material and handouts, ensuring attendees have a comprehensive reference resource to support their learning.
- An open and inclusive atmosphere that encourages attendees to ask questions and engage in discussion, ensuring a thorough understanding of the material.
The combination of these elements creates a dynamic and engaging learning experience that will support the professional development of all attendees.
Who Should Attend?
Our professional development courses are designed for individuals who are looking to develop their professional skills and advance their careers. These courses are relevant to individuals at all levels of an organization and across a broad range of industries and business functions. Whether you’re a business executive looking to be more impactful, persuasive and results-oriented or a team member looking to improve your skills in areas such as leadership, communication, project management, negotiations and personal effectiveness, our courses can help you achieve your goals.
Feedback
Upon completion of the course, all delegates will receive an evaluation questionnaire aimed at gathering valuable feedback. This feedback is crucial to Shasat’s ongoing commitment to improving the quality of its learning solutions. By analyzing the trends in the responses, we are able to continuously enhance and refine our offerings to meet the evolving needs of our clients.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the WebEx platform. Upon registration, all participants will receive comprehensive joining instructions for the live workshop. This fully virtual event will encompass a live-streamed presentation, personalized networking opportunities, interactive Q&A sessions, engaging polls, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group discount
Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) and demonstrates their commitment to staying current in their field. We believe that CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
