AAT - Budgeting for Business - Planning and Control
04 Dec 2020 [change course]

  1. 1: Course
  2. 2: Attendees
  3. 3: Terms
  4. 4: Confirm & Pay

Register for this Course

Please resolve the following issues before proceeding:

  • You must accept the Terms & Conditions before proceeding.

Duration

One day public open course – or run for your own in-house group

Suitable for

Business professionals without a formal accounting or finance background who want to understand how budgeting aids planning and helps monitor performance, to gain the practical skills to implement and manage simple budgets and the confidence to communicate financial information.

Location

London

Instruction Method

AAT Essentials: Finance for Non-Financial Managers – a basicgrounding in key financial documents and processes OR maybe Excel Level 1, 2 or3.

Objectives

By the end of the course you will have gained:

  • A clear understanding of proper budgeting as a tool to aid business performance and productivity
  • Practical skills that can be applied immediately to prepare your budget
  • Techniques to use budgeting principles to manage finances more effectively
  • The knowledge to help make informed budgeting decisions
  • The ability to use budgeting to communicate to other business partners, your colleagues or your bank

Programme

1. Setting the context

  • What we will cover
  • Your objectives and priorities for the day

2. Why Budget?

  • What a budget is
  • When to budget
  • Why businesses complete budgets

3. Operational Budgets

  • Component parts of an operational budget
  • What an operational budget looks like
  • Sources of information for figures in operational budgets
  • Factors that influence figures in operational budgets
  • The scope of an operation budget
  • How to calculate figures for an operational budget

4. Cash Flow Budgets

  • Component parts of a cash flow budget
  • What a cash flow budget looks like
  • Sources of information for figures in cash flow budgets
  • Factors that influence figures in cash flow budgets
  • How to calculate figures for a cash flow budget

5. Using Budgets to Manage and Control the Business

  • The budgeting process
  • The importance of completing budgets
  • How to use budgets

6. Summary and Your Implementation


Gain an AAT Essentials certificate

Duration (in days)

1
Course Price per Person GBP exc. VAT Attendees
AAT - Budgeting for Business - Planning and Control
04 Dec 2020
Price per Person: £275.00 exc. VAT
£275.00
Promo Code:
Subtotal: -
Promo Code
-
-
Net Total: -
 

Attendee Details

Please resolve the following issues before proceeding:

  • You must accept the Terms & Conditions before proceeding.
Buyer Information
Invoice Address
Attendee 1

Terms & Conditions

Please resolve the following issues before proceeding:

  • You must accept the Terms & Conditions before proceeding.
Terms & Conditions 1. Payment Terms Payment is due no less than 14 working days prior to the commencement of training or dispatch of materials. If training is booked with less than 14 days notice, the invoice is for immediate payment. In all cases payment is required before the course or training programme commences.  When bespoke training is agreed, payment for creating and writing the materials is invoiced at the time of commissioning for immediate payment. When relevant, funding that is due from national or local government sources must be authorised in writing prior to the commencement of the training. 2. Cancellation and Rescheduling Policy Cancellation or rescheduling must be notified by telephone and confirmed to the GBC Manager by email. The following refunds and/or cancellation charges apply. 2.1 Training Courses or Events This applies to all types of courses including public open courses, in-house group events, personal coaching sessions or a programme of a series of dates. Where there is a series of dates the terms apply to each date individually.
  • 16 to 20 business days’ notice: 100% refund with a 15% admin charge OR an option to reschedule to an alternative date free of charge. Only one reschedule is allowed with no charge. Thereafter there will be a 15% admin charge. The alternative date(s) must be arranged concurrently with the cancellation.
  • 11 to 15 business days’ notice: 75% refund OR an option to reschedule to an alternative date with a 15% admin charge. The alternative date(s) must be arranged concurrently with the cancellation.
  • 4 to 10 business days’ notice: 25% refund OR an option to reschedule to an alternative date with a 30% admin charge. The alternative date(s) must be arranged concurrently with the cancellation.
  • Cancellation with 3 or fewer business days’ notice: there is no refund therefore 100% fee is due. 25% discount is available on rebooking within 3 months
2.2 Training Materials Payment for training material agreed and written for bespoke courses is due in full, regardless of cancellation or rescheduling.  Additional expenses such as hotel and facilities booked are payable according to the cancellation policy of the suppliers involved and due in full on cancellation and rescheduling as relevant. 2.3 Substitution of Delegates You may substitute a delegate(s) at any time up to the start date for any reason, free of charge. 2.4 Cancellation by GBC In the event that GBC has to reschedule or cancel a course, GBC reserves the right to offer an alternative date or course with similar content and value. If this is not suitable a full refund will apply. 3. Dissatisfaction or Complaint We aim that each delegate has a more than satisfactory experience, meeting their own learning objectives and taking away new or refreshed techniques to put into action in the workplace. In the event of dissatisfaction, the company representative or the delegate must advise the GBC Manager as quickly as possible, and no later than 3 days after the training. You may be required to put the complaint in writing. Our policy is to do our very best to resolve any issues or provide a solution that will rectify the situation There is a free retake option or money back No Quibble Guarantee on our short public open courses. 4. Copyright All course notes and materials are subject to copyright; such copyright and other rights belong to GBC or our licensors. Course notes and materials provided to delegates are for the exclusive use of the individual delegate remaining the property of GBC. No part of the course notes or materials may be reproduced or transmitted in any form, or by any means, electronically or mechanically including photocopying, recording or any information storage or retrieval system without the prior written permission of GBC. Course notes and materials are provided subject to the condition that they shall not by way of trade or otherwise, be lent, resold, hired out, or otherwise circulated. 5. GBC Liability GBC provides training courses and services solely by reference to their description and where permitted by law we exclude all other warranties, express or implied, statutory or otherwise from these Terms. GBC’s total liability to you for any losses, costs, expenses or damages under these Terms shall be limited to the total Fees paid or payable by you, other than for death or personal injury caused by our negligence or for fraud or where such limitation is prohibited by law. Under no circumstances shall GBC have any liability to you for loss of profit, revenue, anticipated savings or bargain or loss or corruption of data or software or for any indirect special or consequential losses. 6. Data Protection and Privacy of Information In order to supply our service we need to hold personal information on your company contact and on delegates to the course programmes. We would also like to keep in touch about such things as forthcoming programmes, new courses and provide relevant useful information and special offers. Please click here to go to our DP Policy which should be read in conjunction with these Terms so that you know how we deal with your information and understand your rights. 8. General These Terms are governed by the law of England and Wales and are subject to the exclusive jurisdiction of the English Courts. GBC shall not be liable for any failure to fulfill its obligations where such failure is due to circumstances beyond its reasonable control. 9. Confirmation of Terms It is your responsibility to read and ensure you understand the above Terms & Conditions of Business under which all our training services are carried out. This includes payment terms.