CERT X469 - Budget Management
Description
Learn how to build, manage, and adjust budgets that keep financial goals on trackOutline
Smart financial planning starts with a solid budget. In this course, you’ll learn how to build, manage, and adjust budgets that support your organization’s strategy and keep financial goals on track.
You’ll get hands-on with capital and operating budgets while exploring different budgeting approaches like incremental, zero-based, operational, rolling, and capital budgeting. Along the way, you’ll learn the basics of accounting principles as they relate to budgeting and how to choose the right method for your organization’s needs.
Through practical exercises, you’ll practice creating budgets, comparing projections with actual results, and making adjustments to improve financial outcomes. By the end of the course, you’ll have the tools to confidently align financial planning with your organization’s mission, manage resources effectively, and support smarter business decisions.
What You'll Take Away:
- a clear understanding of how to align budget structure with mission, strategy, and organizational goals
- the ability to choose and apply the right budgeting methods—static, flexible, zero-based, rolling, or capital—for different scenarios
- tools to evaluate financial performance, track progress, and identify areas for operational improvement
- the skills to assess financial risks and make informed resource allocation decisions
- hands-on experience creating and managing budgets in Excel tailored to organizational needs
Course Format
This four-week course blends elements of asynchronous and synchronous components to provide learners with flexibility in project work, while also having face-to-face time with instructors and fellow learners via Zoom.
Each week students will:
- attend one 90-minute Zoom, during which students will participate in discussions and workshop their project with the instructor and peers
- complete three hours of assignments or project work
Students will be graded based on completion of assessed assignments/projects.
Technology Requirements
To participate in this course, learners will need:
- Access to Microsoft Excel
- If you do not already have Excel, you can access a free version through Microsoft
Testimonials
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Applies Toward the Following:
- Budget and Financial Management Certificate : Required Courses