Professional Development Center

Budgeting & Forecasting Using Excel

Course Description:

Learn how to use Excel for budgeting and forecasting. During this course, you will learn how to use Excel for the two business areas that are forward looking i.e. budgeting (generally 1 year forward), forecasting (2 to 3 years).

Course Objectives:

Upon successful completion of the course, you will be able to:

  • Know budget and forecast theory
  • Understand budget and financial model types
  • Look into the future with Microsoft Excel
  • Build up financial statements from the income statement or cash flows
  • Avoid the typical errors
  • Establish good spreadsheet design principals for financial modeling
  • Set up useful headers with commonly used information
  • Have budget and Forecasting tips and tricks
  • Handle dates
  • Consolidate budget information across divisions and departments
  • Set-up a budget template
  • Protect cells in a spreadsheet


Spring 2023
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CEUs: 0.6

Cost: $350