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The Fundamentals of Financial Planning
Learn how to create a strong financial plan for your business so you can pitch it to banks and investors.
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6 STUDENTS ENROLLED
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Learning Outcome
- Identify the numbers investors care about and why
- Understand the “top-down” & “bottom-up” approach
- Define COGS and it’s the importance
Course Overview
The purpose of your business is to make money – but most entrepreneurs aren’t paying enough attention to the financials that drive it. In addition to winning over investors, financial planning documents can be useful tools to monitor a company’s progress towards profitability.
In this course, we’ll examine and correct common misconceptions about financial planning, explore different methods of revenue and cost projection, and build key statements using worksheets.
Course Description
This course is an excellent learning opportunity for those who are passionate about the topic and who are interested in a successful career within the relevant industry. Professionals currently working in this field who wish to brush up on their knowledge and advance their careers may also enrol in this program.
In the The Fundamentals of Financial Planning Course, you will find a number of engaging, in-depth modules that will provide you with comprehensive theoretical knowledge that will enable you to succeed in your career. As proof of your completion, you will receive a free e-certificate from Learndrive.
Using computers, tablets, smartphones, and other internet-enabled devices, you can access the course modules at your own pace. Invest in your professional development today and learn skills that will lead to your dream job. Become a career leader by taking this course online.
What Do You Get With The The Fundamentals of Financial Planning Course?
- Premium Video Materials in bite-sized format for the most accessible learning experience
- Free e-certificate after completing the course
- Flexible study time and pace
- Instructor-led Course
Course Design
Students can access the course using any internet-connected device through our online learning platform. You may study at your own pace since there are no formal deadlines or teaching schedules.
Certification
The learners who pass the course will receive a Learndrive Certificate as a badge of accomplishment. The e-certificate is free of charge. There is a small fee, however, if you want a hard copy of your certificate.
Who Is This Course For?
The course is right for you if you already work in this industry or want to make the transition. This The Fundamentals of Financial Planning Course is designed to enhance your expertise and improve your CV.
Requirements
Students from all backgrounds are welcome to participate in the online training. There are no requirements for participation. The only prerequisite for studying this The Fundamentals of Financial Planning Course is an interest in learning and a good grasp of English, mathematics, and computer skills.
Course Instructor
Ken Burke
San Francisco-based serial entrepreneur Ken Burke is the founder and CEO of ENN. He sold one of the most successful eCommerce software platforms in 2016, generating more than 2 billion dollars a year for retailers. He is now focused on helping entrepreneurs reach their goals. He is often on screen doing the actual teaching in much of the content ENN produces. He shares everything he has learned over the last 25 years. This is your chance to learn from an expert.
What makes this instructor exceptional is the learner-centred teaching style. The course is structured for clarity, retention, and real-life application. Concepts are explained in simple language, supported by meaningful examples, and organised to help learners build confidence gradually. Learndrive Courses focuses on skills people actually need—listening with empathy, reducing misunderstandings, building trust, supporting teamwork, and communicating without conflict. With a solid reputation for delivering professional, accessible, and career-focused training, Learndrive ensures that learners complete this course with valuable knowledge and practical communication abilities they can use immediately.
Accreditation
This course is accredited by CPDQE. The demand for professionals to engage in Continuing Professional Development is escalating, irrespective of the industry, career stage, or job function. CPD serves as an impactful mechanism for skill enhancement, maintaining the relevance of academic credentials, and strategically advancing one’s career.
This CPDQE Certified Course will ensure that you have obtained the required CPD trainings for your professional development.
What Students say about us
The courses on the website are well designed, very clear and you can learn a lot of useful skills from them. A very
Enjoying the course at my pace, repeating what I did not understand and learning
Frequently Asked Questions
Everything you need to now about he product billing.
To purchase a course, simply select the course you want, choose your plan from the top right side, and click on the ‘Take this course’ button to initiate the checkout process. You will receive access as soon as the payment is processed.
We accept various payment methods, including credit/debit cards, PayPal, and bank transfer. If you don’t have a card or paypal, contact us for alternative payment methods.
If you’re not satisfied with our course, you can request a refund within 14 days of purchase. We follow a no-questions-asked refund policy, and you will receive a full refund.
Yes, upon successful completion of the course and exam (if applicable), you will receive a free digital certificate that can be downloaded and printed.
Yes, our courses are CPDQE accredited. CPDQE is an independent body that accredits courses and events for continuous professional development, ensuring they meet high-quality standards.
You can verify your certificate by visiting the Learndrive certificate verification page and entering your certification code. This will confirm the authenticity of your certificate.
To redeem your voucher, first visit the voucher redemption page. Enter your personal details and paste the voucher code into the designated field (do not type the code manually). After that, click the “Send” button. You will receive your login details via the email address you provided. Once you have received them, log in to our website and access your course from your dashboard.
Course Curriculum
| Introduction | |||
| Financial Concepts Covered | 00:06:00 | ||
| Justifying Your Financials For Best Results | |||
| Justifying Your Financials | 00:03:00 | ||
| Why Financials Matter | 00:03:00 | ||
| Keys to Success | 00:03:00 | ||
| Why Are Financials Important to Investors | 00:02:00 | ||
| Why Businesses Fail | 00:03:00 | ||
| Overcome Roadblocks to Financial Planning | |||
| Financial Challenges of Entrepreneurs | 00:07:00 | ||
| Financial Resolve | 00:02:00 | ||
| Create Your Financial Plan | |||
| Financial Projections Top-Down | 00:04:00 | ||
| Financial Projections Bottom-Up | 00:05:00 | ||
| Advantages and Disadvantages of Top-Down vs Bottom-Up | 00:03:00 | ||
| Revenue Models | 00:09:00 | ||
| Financial Statements | 00:07:00 | ||
| Make Your Financials Believable | 00:07:00 | ||
| Final quiz | |||
| Final Quiz: The Fundamentals of Financial Planning | 00:05:00 | ||
| Course Guide | |||
| Create a Robust Financial Plan – The Fundamentals – Course Guide | 00:20:00 | ||
| resource | |||
| ENN-Financial-Kens-Chocolates.xlsx [Download] | 00:15:00 | ||
| ENN-Financial-Model-ABC-Company.xlsx [Download] | 00:15:00 | ||
| ENN-Financial-Model-Master – v2.1.xlsx [Download] | 00:15:00 | ||
| ENN-Financial-Model-ParentsNOW.xlsx [Download] | 00:15:00 | ||
| ENN-Financial-Model-Surge-Commerce-Ex-1.xlsx [Download] | 00:15:00 | ||
| ENN-Financial-Model-Surge-Commerce-Ex-2.xlsx [Download] | 00:15:00 | ||
| VC -Financial-Model-Master .xlsx [Download] | 00:15:00 | ||
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