[01] COURSE INTRODUCTION 课程介绍

In a fast-paced and uncertain business environment, accurate financial forecasting is no longer optional—it’s essential. Sound forecasts empower organizations to plan strategically, manage risks, allocate resources effectively, and drive sustainable growth.

This one-day intensive course is designed to provide participants with practical tools and techniques for developing reliable financial forecasts. It covers both quantitative and qualitative forecasting methods and guides participants in interpreting financial trends, building pro forma financial statements, and applying scenario planning for real-world business decisions. Whether you're budgeting for the next quarter or preparing a strategic five-year plan, this course will enhance your forecasting confidence and capability.

在快速变化且充满不确定性的商业环境中，准确的财务预算已成为企业不可或缺的能力。良好的预算不仅帮助组织进行战略规划、风险管理、资源配置，更是推动可持续增长的关键。

本为期一天的强化课程，旨在为学员提供实用的财务预工具与技巧。课程将涵盖定量与定性预算法，指导学员解读财务趋势、建立预算性财务报表，并运用情境分析进行真实商业决策。无论您是在为下个季度做预算，还是在制定五年战略规划，本课程都将提升您在财务预算方面的信心与能力。

[02] COURSE OBJECTIVES 学习目标

By the end of the course, participants will be able to:

• Understand key financial forecasting concepts and terminology

• Apply quantitative forecasting techniques such as time series and regression analysis

• Utilize qualitative forecasting tools including expert judgment and scenario analysis

• Build and refine financial forecasts using practical Excel-based tools

• Identify common forecasting pitfalls and learn best practices to avoid them

• Communicate forecasts effectively to stakeholders to support strategic planning

完成本课程后，学员将能够：

• 掌握财务预算的核心概念与术语

• 运用定量预算技巧，如时间序列分析与回归分析

• 应用定性预算工具，包括专家判断与情境分析

• 使用 Excel 工具构建与优化财务预算模型

• 识别常见预算误区，并学习避免错误的最佳实践

• 有效地将财务预算结果传达给利益相关者，支持战略决策

[03] WHO SHOULD ATTEND 谁该参加

This course is ideal for:

• Business owners, entrepreneurs, and startup founders

• Finance executives, managers, and analysts

• Budgeting and planning professionals

• Project managers and business strategists

• Anyone responsible for developing, analyzing, or presenting financial forecasts

• Non-finance professionals who need to understand forecasting for informed decision-making

本课程特别适合以下人员参与：

• 企业老板、创业者及初创企业创办人

• 财务总监、财务经理及分析师

• 预算及计划管理人员

• 项目经理、企业战略规划人员

• 负责制定、分析或汇报财务预算的职能人员

• 无财务背景但需理解预算以作出决策的专业人士

[04] METHODOLOGY 培训方式

• Trainer-led presentations

• Interactive discussions and Q&A

• Supporting materials including templates and forecasting tools

• Videos and visual learning aids

• 讲师主导的互动式授课

• 小组讨论与问答互动

• 提供实用模板与预算工具

• 视频与图示教学辅助

[05] NOTE 注

Participants are required to bring a laptop with Excel installed.

参与者须自备安装有 Microsoft Excel 的笔记型电脑。

[06] DATE/ TIME/ FEE 日期/地點/费用

日期：18 June 2025 (Wed)
时间：9.00am - 5.00pm
地點：VE Hotel & Residence, Bangsar
费用：[HRDF Claimable]

   - Special Offer (before 11 Jun 2025)      –      RM 900

   - Normal Fee      –      RM 950

>> Fee includes Course Notes, Meals, Certificate of Completion and 8% Service Tax

** OFFER **

- 10% Cashback for SST2u Learner Card+ (SLC+) members. T&Cs applied.

[07] COURSE OUTLINE 内容

Module 1: Introduction to Financial Forecasting

• Key Concepts & Terminology

• Types of forecasts: Short-term vs. long-term

• Overview of forecasting purposes: Budgeting, strategic planning, resource allocation

第 1 单元 : 财务预算基础导论

• 核心概念与术语解析

• 预算类型：短期与长期预算

• 预算的应用场景概览：预算编制、战略规划、资源分配

Module 2: Quantitative Forecasting Techniques Analysis

• Overview of quantitative forecasting methods

• Time Series Analysis (moving averages, exponential smoothing)

• Introduction to Regression Analysis

• Developing Pro Forma Income Statements and Balance Sheets

• Interpreting financial projections with key metrics

第 2 单元: 定量预算技术

• 常用定量预算方法简介

• 时间序列分析（移动平均、指数平滑）

• 回归分析入门

• 构建预算性利润表与资产负债表

• 利用关键财务指标解读预算结果

Module 3: Qualitative Forecasting Methods

• Using expert opinions for forecasting

• How to use market data to predict trends and sales

• Scenario planning: building “what if” models

• Developing alternative future scenarios based on different assumptions

第 3 单元: 定性预算方法

• 利用市场数据预算趋势与销售

• 如何运用专家意见进行预算

• 情境规划法：建立“假设情境”模型

• 依据不同假设制定多种未来发展场景

Module 4: Building & Refining Financial Forecasts

• Key elements of a strong forecast

• Best practices

• Hands-On Exercise: Building a Financial Forecast

• Common pitfalls in forecasting & How to Avoid Them

第 4 单元: 构建与优化财务预算模型

• 高质量预算模型的关键要素

• 最佳实践分享

• 实操演练：在 Excel 中构建预算模型

• 预算常见误区及避免方法

Q&As & Conclusion

问答环节

课程结束

[08] TRAINER PROFILE

DR. LEE HUI SHAN

HRD Corp Accredited Trainer, Associate Professor (Finance)

Dr. Lee Hui Shan is an Associate Professor at the Faculty of Accountancy and Management, Universiti Tunku Abdul Rahman (UTAR), Malaysia. A certified HRD Corp accredited trainer and accomplished financial consultant, Dr. Lee is widely recognized for her ability to make complex financial concepts accessible to non-finance professionals.

She is an experienced trainer for Certified Financial Planner (CFP) programs and has successfully guided many candidates toward professional certification. With a PhD in Economics and an MBA in Finance, her academic and industry credentials are complemented by extensive research achievements - having published over 300 journal articles and columns in leading publications such as The Star, Sin Chew Daily, and Nanyang Siang Pau.

Dr. Lee has delivered numerous workshops on financial literacy, publishing in high-impact journals, research grant writing, and applied data analysis. She has also led over 30 research and consultancy projects funded by government, international, and private institutions. Her work has earned her multiple accolades, including Best Researcher, Best Paper, and Teaching Excellence awards.

She brings to this course a rare blend of academic depth, practical industry insight, and engaging delivery - ensuring that finance becomes a tool, not a barrier, for managers and professionals.

[09] ENQUIRY AND REGISTRATION 报名/联络 

Email 电邮：yes@sst2u.com

Contact 联络:

   - Whatsapp Only (012 - 824 8874)
   - General - (03 - 8604 7270)
   - Teo (011 - 3178 9203)
   - Logesh (012 - 503 0346)
   - Siti (012 - 383 8603)
   - Han (019 - 323 0507)
   - Nisa (019 - 851 5134)

Learn more about financing Here