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.

Course curriculum

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

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