John Wiley & Sons

Advanced Financial Planning for Forecasting and Valuation

4 days left! Save on skills that make you shine with 40% off 3 months of Coursera Plus. Save now

John Wiley & Sons

Advanced Financial Planning for Forecasting and Valuation

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

7 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

7 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze financial statements to identify performance trends

  • Build financial models to support planning and forecasting

  • Apply analytical tools for financial and operational insights

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

May 2026

Assessments

10 assignments

Taught in English

91%

of learners achieved a positive career outcome

See how employees at top companies are mastering in-demand skills

 logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Financial Planning & Analysis and Performance Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 10 modules in this course

This module explores the key drivers of revenue growth, including both organic and acquisition-based strategies, and introduces essential forecasting techniques. Learners will analyze revenue trends using multiple perspectives and key performance metrics, while also examining the relationship between gross margins and pricing power. By the end, participants will be equipped to interpret revenue data and assess business performance more effectively.

What's included

1 video6 readings1 assignment

This module explores how businesses manage operating expenses to drive effectiveness and profitability. Learners will examine key performance measures, asset utilization, the impact of R&D and quality, and how external factors influence cost structures. By the end, you'll understand how these elements contribute to sustainable value creation.

What's included

1 video6 readings1 assignment

This module explores the fundamentals of operating capital management, focusing on optimizing accounts receivable, inventory, and accounts payable to enhance cash flow and efficiency. Learners will examine key performance indicators such as Days Sales Outstanding (DSO) and inventory turnover, and discover practical tools for assessing and improving capital utilization. By the end, participants will be equipped to identify balance sheet risks and drive better financial outcomes.

What's included

1 video7 readings1 assignment

This module explores how companies manage and evaluate their capital assets, including both tangible and intangible resources. Learners will discover methods for conducting asset inventories, assessing utilization, and interpreting key performance indicators to gauge capital efficiency and long-term financial health.

What's included

1 video4 readings1 assignment

This module introduces the foundational concepts of the time value of money and demonstrates how to calculate present and future values, especially when dealing with uneven cash flows. Learners will also explore how to estimate and interpret the weighted average cost of capital (WACC) and examine key performance measures related to financial leverage and capital structure. By the end, you will be equipped to assess the drivers and implications of capital costs in real-world financial decisions.

What's included

1 video4 readings1 assignment

This module guides learners through the capital investment process, from identifying potential projects to evaluating their financial viability using key decision criteria. Learners will gain practical skills in estimating relevant cash flows and applying investment decision rules to support strategic business choices.

What's included

1 video4 readings1 assignment

This module explores strategies for managing risk and uncertainty in capital investment decisions. Learners will examine techniques such as risk-adjusted discount rates, scenario analysis of financial projections, and the use of real options to enhance decision-making. Practical examples and case studies will help solidify understanding of these advanced evaluation methods.

What's included

1 video3 readings1 assignment

This module introduces key business valuation methods, including discounted cash flow (DCF) analysis and the use of valuation multiples. Learners will explore how to estimate firm value, understand the role of terminal value, and identify the main drivers of shareholder value. Practical challenges and limitations of each approach are also discussed.

What's included

1 video6 readings1 assignment

This module explores how to assess the value and success of mergers and acquisitions by examining stock market reactions, valuation methods, and best practices. Learners will gain practical skills in evaluating acquisition opportunities and understanding critical factors that drive successful deals.

What's included

1 video6 readings1 assignment

This module reviews essential strategies for enhancing Financial Planning & Analysis (FP&A) and performance management, focusing on best practices, effective KPIs, and robust financial projections. Learners will summarize key transformation points and explore actionable next steps for continuous improvement in finance teams.

What's included

1 video2 readings1 assignment

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Wiley Skills Network
John Wiley & Sons
88 Courses4,709 learners

Offered by

Why people choose Coursera for their career

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions