Financial Forecasting: Planning for Success

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 to demonstrate your special value. This course provides the tools necessary to project the balance sheet and statements of income and cash flow. Determine the company's maximum sustainable growth and predict its external fund requirements.


When you complete this course you will be able to:

 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. 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

Additional Information

Designed For

Financial professionals responsible for preparing financial forecasts


American Institute of CPAs

Field of Study


Course Number


Level of Knowledge


Add to Cart

View All Courses