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Module Description

This unit is about identifying, developing, agreeing and monitoring a financial plan that supports strategic objectives.

At the end of the unit the following competences will have been achieved and the learner will be able to:

• Explain how the strategy of the organisation impacts the financial plan
• Identify the component parts of a financial plan
• Identify issues of risk within a financial plan
• Identify the level of importance of each component of the plan
•  Identify mitigation strategies for high risk components of the plan
• Produce a financial plan
• Discuss how the plan supports strategic objectives
• Outline an approach to gain agreement for the financial plan
• Identify an evaluation and review measure for the agreed plan

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