Financial Forecasting: Planning for Success

*CAW Network USA member discounts applicable at checkout

Proper planning is the key to the success of any company. With CPAs constantly being asked to plan a company’s future, forecasting is one area where you can stand out.

In this self-study online course, you will be provided with the tools necessary to project the balance sheet and statements of income and cash flow, as well as determine the company’s maximum sustainable growth and predict its external fund requirements.

CPE Credit: 2

Topics Discussed

• Overview of the forecasting process
• The basic forecasting model
• Techniques used to forecast sales
• A case analysis on working capital planning
• Forecasting the company’s capital structure
• Projecting the income statement and balance sheet”

Learning Objectives

• Recall the basics of planning and forecasting financial statements
• Recognize key considerations related to a basic forecasting model
• Identify the evidence of growth mismanagement
• Recognize how to analyze projected or forecasted financial statements

Who will benefit

• Financial professionals responsible for preparing financial forecasts