The Financial management planning credential covers the skills and knowledge required to assist you in identifying and setting short- and long-term financial goals and developing and managing these through the development of budgets and financial plans.

The Financial management planning comprises of 2 micro-credential stacked courses of learning, followed by a completion of assessment tasks at the end of each skill level, to test the learner’s knowledge and understanding.

Course Series: 1 of 2

Course Award: Micro-Credential 

Course Duration: 3 Hours Course 

Complexity: Intermediate

It comprises 5 lessons of learning, followed by a completion quiz to test your knowledge and understanding.  By the end of this course, you will demonstrate understanding in:

  • The role that budgets and financial plans contribute to meeting goals 
  • Identifying factors that influence budgets and financial plans 
  • Practices that can be implemented in monitoring financial performance. 




Course curriculum

  • 1

    Introduction

    • Financial management planning
  • 2

    Lesson 1

    • Budgets and financial plans

  • 3

    Lesson 2

    • Staff and stakeholder involvement
  • 4

    Lesson 3

    • Factors that influence budgets
  • 5

    Lesson 4

    • Financial reports for operational activities
  • 6

    Lesson 5

    • Monitor financial performance
  • 7

    Test your knowledge

    • Instructions before taking the test

    • Next steps
  • 8

    The boring stuff

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