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Strategic Financial Planning Training Course

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Course overview

Strategic Financial Planning is often perceived as being relevant only to those who are employed in the higher ranks of an organisation’s finance department. This is not, or certainly should not be, the case.

This course provides an introduction to the subject for non-financial managers who already hold, or who aspire to, senior managerial positions in medium or large organisations.

It is designed to help participants to understand how financial policies and objectives are established and to enable them to contribute effectively to discussions with representatives of the finance function.

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

On completion of the programme participants will be able to:

Understand the basis on which companies set strategic financial objectives
Prepare, in outline, a budgetary system which will enable a company to successfully implement financial strategy at operational level
Select appropriate appraisal methods and criteria to prepare a capital investment proposal
Differentiate between a variety of long-term funding options
Calculate the weighted average cost of capital where funding is available from more than one source
Analyse competing investment proposals to:
- ascertain which will generate the highest return
- assess the degree of risk
- select the most cost-effective method of funding
Undertake STEP and SWOT analyses
Use scenario planning and sensitivity analysis as forecasting tools
Understand and apply the principles of value based management
Make a judgement about the most appropriate way to achieve growth

Who should attend?

The course has been designed to meet the needs of managers and directors who possess at least a basic understanding of business finance but whose roles are essentially non-financial. It is particularly suitable for:

Recent appointees to senior management positions
Experienced middle managers with senior management potential
Professionals who are keen to build on their current level of financial awareness

Recently qualified finance personnel may also wish to attend the course as part of their ongoing professional development.

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
Applicable. Apply what you learn in your job and your career
Specially designed courses by industry active experts for industry practitioners
Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
Enjoyable. Speakers who have a passion for their topic
Clear. Turning complex concepts into easy to understand concepts
Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

You gain knowledge and skills that make you valuable to your company and your career
Instruction by industry experts
Course notes and reference package
Daily lunch, snacks and refreshments
Certificate of completion
Meeting your industry peers
Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

Robert Britton: Robert Britton is an experienced freelance banking tutor and management training consultant who has delivered high impact programmes throughout Western Europe and the Middle East. He has been involved in management training on a full-time basis since 1994, following a successful career in retail and commercial banking.

Dates & Locations & Fees

Sorry, there are presently no public dates for this course, however, this course is available on an in-house basis.

Date	Location	Venue	Course Fee	Early Bird Fee	Register

Early Bird Savings Early Birds May Save Up To 30%** Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

** Selected courses only

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
Email us at: - please include your full contact details.
Fax us the booking form (included in the brochure) to: +852 3014-0721
Or call: +852 2273-4393 during normal office hours

Related Courses

Presently no related courses listed.

Related Online Courses

Presently no related online courses listed.

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Learn more about this course

Inside the course information booklet you'll find:

Detailed course agenda of what you'll learn
Eligible discounts
Our course quality guarantee
Course expert biography
Course venue details
Cancellation & refund policies
Course registration form
Printer-friendly PDF
Small file size for fast & easy download
Easy to share with colleagues & friends

Complete the details to the right and click on "Send me the booklet" to have the course booklet emailed to you immediately.

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Or call us at: +852 2273-4393 during regular office hours