This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Business planning

About this topic

Based on the CGMA Competency Framework, these resources allow you to focus on technical, business, people, leadership, and digital skills. All areas are underpinned by the need for ethics, integrity and professionalism. Log in and start learning today.

Manage your CPD record here.

Assess your skills

Take a self-assessment to evaluate your skills and find related learning activities.

Get started

Making strategic planning relevant in an uncertain world

Resilience and realism should be the focus for forward-looking plans.

Article Planning, forecasting & budgeting Advanced

What you can learn from businesses that do agile right

Experts on agile leadership found commonalities among companies that can be applied to other organisations.

Article Planning, forecasting & budgeting Advanced

The pandemic's effects on forecasting and budget allocation

See how finance leaders are handling forecasts and budget changes as they seek to move from disruption to growth.

Article Planning, forecasting & budgeting Advanced

The art of managing cost without a budget

A senior adviser at Scandinavia’s largest company explains what it means to “kick out the budget”.

Article Planning, forecasting & budgeting Advanced

Financial Forecasting: Planning for Success

Get the tools necessary to project the balance sheet and statements of income and cash flow, as well as determine the company’s maximum sustainable growth and predict...

Course – Online Planning, forecasting & budgeting Foundational

Calculating pre-tax cost of equity in Excel - FM

This spreadsheet technique could prove helpful when determining the value of an asset.

Article Capital expenditure & investment evaluation Advanced

How to successfully use integrated business planning - FM

Gain insights into the successful deployment of an agile business planning process that targets sustainable growth in a rapidly changing environment.

Article Planning, forecasting & budgeting Advanced

How to plan for sustainable growth - FM

An integrated approach can help organisations plan for sustainable business growth. Find out how to do it step-by-step and what the challenges are.

Article Planning, forecasting & budgeting Advanced

Making faster decisions with AI

Artificial intelligence can cut through an abundance of data and show the root cause of business performance.

Article Planning, forecasting & budgeting Advanced

Solve problems with linear programming and Excel

Management accountants can help their companies determine how to make the most of limited resources in myriad situations. This article shows a way.

Article Planning, forecasting & budgeting Foundational

Forecasting and Predictive Analytics Certificate

Gain the fundamental techniques used for predictive analytics, so you can implement an analytics practice in a practical way.

Course – Online Data analytics Foundational

Using surplus budgeting to advance and sustain your mission

Learn how a disciplined budgeting strategy can improve the financial health of your organization.

Article Planning, forecasting & budgeting Intermediate