Financial Planning

Learn how integrated planning works. You will prepare the plans for the next three years yourself in a group example.

You will find out how balance sheet and cashflow planning is derived from the P&L planning. For this purpose, you will obtain valuable tips from our experts, in particular on checking the plausibility of the planned values.

You will find out how simple planning can be - for example whenever countermeasures have to be taken at short notice.

From the Content

• You carry out a group's basic planning (P&L, balance sheet and cash flow).
• You use the planning forms and planning wizards as well as the Excel integration.
• You derive various scenarios (best case and worst case) from the basic planning.
• You monitor the development of the actual data compared to the planning with the help of corresponding views.
• You create forecasts to react to the current developments in the actuals.

Your Benefits

• You will learn how integrated planning works.
• You will prepare your own planning for the next three years based on an exemplary group of companies.
• You will learn how to automatically derive balance sheet and cash flow planning from P&L planning.
• You will receive valuable tips from our experts, especially on how to check the plausibility of the planned values.
• You will discover how easy planning can be - for example, when countermeasures must be taken at short notice.

Target Group

• With this basic training, you will get to know how integrated planning works in Lucanet Consolidation and Financial Planning. You will be able to do the planning yourself over several periods.
• The course is suitable for refreshing your basic knowledge and training new employees.
• To take part in this training course, you must already have some experience of using Lucanet Consolidation and Financial Planning or have taken part in our online training course Consolidation and Financial Planning Fundamentals.

Organizational Information

• The registration and cancellation deadlines are 14 days each before the live training session starts.
• Upcoming sessions can be viewed and selected (subject to availability) via the Select Sessions button on the right below this course description.
• This course consists of two sessions. The second session is chained to the first session. When you select the first session, you are automatically enrolled to the second session for your convenience.