Financial Forecasting Tools - Using Excel and Financial Ratios to Build a Forecast

SKU: 02-067-01-CPE
Credit Hours: 1
Level: Overview
CPE Category: Computer Software and Applications-Non Technical
Requires Prerequisites or Advanced Preparation: No
Delivery Method: PDF
Instructor: Joseph P. Helstrom, CPA

Course Description:
This course will cover overall data to create summary forecasts of financial performance so that lenders may be timely informed of covenant issues, cash and debt needs may be anticipated and other issues may be addressed on a timely basis.

At the end of this course, students will be able to:

Identify historical trends and apply these trends to forecasts
Appreciate the need to discuss current events and future plans with other parties and apply the results of these discussions to a forecasted amount
Use the Forecast function in Excel
Understand and use the Correlate function in Excel
Understand financial ratios and their use in forecasting
Create a financial statement forecast