Budgeting and Financial Planning 2026

Budgeting and Financial Planning 2026

Turn strategy into a budget the business can actually run on.

Recorded live training that takes you from the strategic plan and annual operating plan to a fully linked budget: assumptions, revenue and cost of sales models, CapEx, finance cost, tax, and the budgeted income statement, statement of financial position and cash flow statement.

✓Connect strategy to numbers: link the strategic plan, annual operating plan (AOP) and budget.

✓Choose the right budgeting approach for the business, from incremental and zero-based to rolling budgets.

✓Run the practical budgeting cycle and avoid the reasons budgets fail before the year starts.

✓Develop and classify budget assumptions that managers own and reviewers can test.

✓Build the revenue and cost of sales budgets step by step in a driver-based model.

✓Budget CapEx, depreciation, finance cost, borrowings and tax, and link everything into the budgeted income statement, statement of financial position and cash flow statement.

1Foundations (Module 1)
From strategy to numbers: strategic plan, AOP and budget.

2Approaches and the budgeting cycle (Modules 2–3)
Budgeting approaches, the practical cycle and building solid assumptions.

3Case study (Module 4)
Review quizzes and a worked case study walkthrough.

4Revenue and cost of sales (Modules 5–6)
Build the budget model, revenue model, cost of sales and departmental budgets.

5Financial position and cash flow (Modules 7–8)
CapEx, finance cost, PPE, inventories, borrowings, tax and the budgeted cash flow statement.

6Final assessment and certificate (Module 9)
A 20-question final assessment. Score 80% to earn your certificate.

69 video lessons, about 22 hours of recorded live training, including the class Q&A sessions

8 module quizzes (10 questions each) and a 20-question final assessment

Accounting Yard certificate of completion

12 months of access

Try it before you buy

The first four lessons are free to watch: 1.1 Welcome: Course Introduction and Expectations, 1.2 Course Itinerary: What We Will Cover Day by Day, 1.3 Q&A: Course Logistics and Expectations, 1.4 Preamble: Why Budgeting Still Matters in 2026.