Forecasting for financial managers
Discover the principles and practice of forecasting and how you can utilise interpretive statistics.
Partner products listed exclude VAT. You will be directed to an external site to complete purchase and VAT will be applied at checkout.
For your AAT exclusive discount apply AAT30 at partner checkout for an exclusive 30% off.
Course Type
E-learning
Length
3 - 5 hours
What you’ll achieve
About this course
A faster rate of change in the business environment calls for a focus on looking forward. Discover the principles and practice of forecasting and how you can utilise interpretative statistics, short-medium and long-term forecasting, with this course.
- Consider the range of options available for financing growth of an SME
- Understand the range of debt products available to help fund capital expenditure
- Understand how to use various financing techniques to best access working capital when it’s needed
- Advise on the major sources of equity finance and the conditions that accompany them
- Be aware of regulatory issues that are shaping the financing market
Overview
E-learning |
|
3 - 5 hours |
|
Budgeting and Forecasting |
Syllabus
The range of debt products
- Secured and unsecured debt
- Small business loan providers
- Small businesses and debt finance
- Lending for property investors
- Leasing and hire purchase
- Understanding leasing
- Understanding asset-based lending
- Business cash advances
Accessing working capital
- Understanding trade credit
- Factoring and invoice discounting
- Single invoice financing
- Explaining single finance invoicing
- Revolving credit facilities
- Purchase order and contract finance for SMEs
- Cross-border trade finance
- Understanding supplier finance
- The benefits of supplier finance
Sourcing and negotiating finance
- How brokers and online platforms can help
- Safeguarding interests
- The key areas for negotiation in loan agreements
- Regulating non-bank finance providers
- Options for owner-managers
- The bank appeals process and referral scheme
- The impact of Open Banking
Equity funding and start-up loans
- The main features of equity finance
- Valuing early-stage companies
- Business angel networks
- Understanding equity crowdfunding
- Venture capital funds and trusts
- Appealing to venture capital funds
- Claiming tax reliefs on investments
- Explaining start-up loans
- The right path for growth.
How to access
You will be directed to an external site to complete purchase and VAT will be applied at checkout.
