Financial Forecasting: Planning for Success (Self-Study)

Code: JI163851

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 4.0
of study
Finance - Technical (4.0)
Standard member fee $69.00
checkmarkStandard nonmember fee $89.00

Members: Please log in to receive member fee.


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 CPE 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.

Who should take this program?

Financial professionals responsible for preparing financial forecasts

Major subjects

  • 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

Learning objective(s)

  • 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


Course code Code JI163851
Sponsor AICPA
NASBA ID#: 112891
Level Basic
Format Self-Study (On-Demand)
Prerequisites Prereq. None