Training for the Future


Finance for Project Managers

Course Code: FPM

Dates: 5 Jun - 9 Jun | 7 Aug - 11 Aug | 13 Nov - 17 Nov

Price: £2750 Plus VAT

Duration: 1 Week /s

Course Objectives:

To provide delegates to appreciate the financial implications of your decisions. Improve your financial control over projects to ensure completion within budget. The course also teaches the use of advanced features of Excel for data analysis, organisation, and summarisation


Who Should Attend?

Managers and staff who wish to understand the financial issues, and considerations involved in the preparation and monitoring of projects


Prerequisite Courses

ITMOE delegates should already be familiar with and be able to use Excel to create simple spreadsheets


Course Overview

  • The need for financial planning

  • Basic concepts

  • Prudence and consistency

  • Revenue Vs Capital

  • Cost and revenue

  • Depreciation

  • Cost factors –the common pitfalls

  • Discounts- assessing the impact

  • Compiling the project cost budget

  • Compiling the actual with budget

  • Costs to compete

  • Controlling project changes

  • Updating the financial plan

  • Financial Control purchases and income

  • Use Excel to:-

  • - create graphs to represent data
    - understand advance editing procedures of graphs
    - create pivot tables to summarise data effectively
    - produce trend lines
    - build data tables to display a variable range

  • Link Excel to other applications



  • Learning Goal

    After completing the course, delegates should be able to:

  • Evaluate financial data with confidence

  • Allowing easy interpretations

  • Budget successfully for every project

  • Make effective managerial decisions supported by Excel

  • Achieve your targets through Goal Seeking

  • Organise your data through grouping and outlining

  • Analyse large worksheets using pivot tables



  • Course Materials

    Course notes, hand outs
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