Course Methodology

How this works

  • Case Scenario

    Work through a case scenario of a small business and how financial projections can be created. Focus on costs, Sales, Pricing and Margin so that you can understand what a bank is looking for.

  • Accountancy Essentials

    Overview of accountancy required to understand Small Business Finance to create financial projections to apply for loan finance. 12 minute on Cashflow forecasts, P&L and Balance Sheets.

  • Practical (Excel)

    Compete projections using the downloadable Excel Template. Learn how to add Turnover, Costs, Capital Expenditure including Depreciaton and how to show repayability of your loan finance.

Delivered by

Business Plan & Financial Projections Expert

  • Donnchadh Hughes

    Donnchadh Hughes

    Business Advisor, Mentor & Trainer

    Donncha has over 10 years direct consultancy experience working with startups and microenterprise in Ireland. He is an expert in Business Model Canvas, Marketing, Self Employment in Ireland, Financial Projections and Business Plan and Tender Preparation.

Course curriculum

  • 1
    Module 1 - Introduction to Creating Financial Projections
    • Financial Projections Excel Template
    • Module 1 - Introduction to Financial Projections Online Training Workshop
  • 2
    Module 2 - Quick introduction to Accountancy
  • 3
    Module 3 - Excel Template for Financial Projections Step by Step Part 1
  • 4
    Module 4 - Excel Template for Financial Projections Step by Step Part II
    • Excel Financial Projections Template Step by Step
  • 5
    Module 5 - Conclusion
    • Finalising the Projections
    • Completed P&L and Balance Sheet

One Year Access

Download the Excel Template to create your own Financial Projections

Participant Review

  • Great insight into preparing financial projections

    By Roisin Kelly

    Having come from a zero-experience background in preparing financial projections, this course helped me to get to grips with the financial aspects of my business plan. Donncha was on hand to help me out and answer any questions I had throughout th...

    Read More

    Having come from a zero-experience background in preparing financial projections, this course helped me to get to grips with the financial aspects of my business plan. Donncha was on hand to help me out and answer any questions I had throughout this course. I'd definitely recommend this course to anyone looking for a solid starting point on how to understand and prepare financial projections for their business.

    Read Less

Learn how to Create Financial Projections Now

Workshop with Integrated Excel Template

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