Creating a Robust Financial Plan – MasterClass




Course Overview:
Creating a Robust Financial Plan – MasterClass on Course Plus is designed to help entrepreneurs and business owners build a strong financial foundation for their ventures. This comprehensive course covers essential financial concepts, strategies, and models, providing you with practical tools for financial forecasting and decision-making. It includes step-by-step guides on creating financial projections, understanding revenue models, designing staffing models, and generating accurate financial statements. Whether you’re starting a new business or seeking to optimize your current financial structure, this course offers the knowledge you need to navigate the complexities of financial planning. Join Course Plus to master key financial skills and enhance your entrepreneurial success.
Why Enroll in this Course?
Enrolling in this course will equip you with vital financial skills that can drive the success of your business. You’ll learn how to create detailed financial plans and projections that are crucial for investors and business growth. The course offers practical, real-world financial tools such as revenue models and staffing models that will enable you to structure your business more effectively. By understanding income statements, cash flow, and the significance of accurate financial data, you’ll gain confidence in managing your company’s finances. Learn how to overcome common financial challenges faced by entrepreneurs and make informed, data-driven decisions. If you’re looking to scale your business or secure funding, this course offers the expertise you need to present a robust financial plan.
Investment Value:
- Learn to create accurate financial projections that attract investors.
- Gain insight into the advantages and disadvantages of different revenue models.
- Master the art of budgeting and staffing to maximize business profitability.
- Understand the importance of cash flow and income statements in maintaining financial health.
- Build confidence in justifying financials and overcoming financial roadblocks.
Technical Specifications:
- Delivery format: Online video lessons.
- Course duration: Approximately 4 hours of content.
- Level: Suitable for beginners and intermediate entrepreneurs.
- Access to lifetime course materials and updates.
Learning Outcome
- Understand financial projections (Top-Down vs Bottom-Up).
- Learn how to justify financials for investors.
- Understand key financial statements (Income Statement, Cash Flow Statement).
- Create a detailed revenue model for your business.
- Learn to build a staffing model to optimize employee ROI.
- Gain the ability to overcome financial challenges in business.
- Master the creation of expense models to track business spending.
- Understand the nuances of pricing strategies.
- Gain insight into financial forecasting and budgeting.
- Learn how to present believable financials to potential investors.
Conclusion
“Creating a Robust Financial Plan – MasterClass” on Course Plus offers entrepreneurs and business owners the financial tools and knowledge they need to succeed. With practical worksheets, expert guidance, and a deep dive into financial models, this course is an essential resource for building a solid foundation for your business.
Next Steps:
- Register on Course Plus platform
- Access course materials
- Join community discussions
- Earn certification
Course Curriculum
INTRODUCTION
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Financial Concepts Covered
06:00
JUSTIFYING YOUR FINANCIALS FOR BEST RESULTS
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Justifying Your Financials
03:00 -
Why Financials Matter
03:00 -
Keys to Success
05:00 -
Why Are Financials Important to Investors?
02:00 -
Why Businesses Fail
03:00
OVERCOME ROADBLOCKS TO FINANCIAL PLANNING
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Financial Challenges of Entrepreneurs
02:00 -
Financial Resolve
02:00
CREATE YOUR FINANCIAL PLAN
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Financial Projections: Top-Down
04:00 -
Financial Projections: Bottom-Up
05:00 -
Advantages and Disadvantages of Top-Down vs. Bottom-Up
03:00 -
Revenue Models
09:00 -
Financial Statements
07:00 -
Make Your Financials Believable
07:00
CREATE YOUR REVENUE MODEL
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Revenue Models Explained
02:00
REVENUE WORKSHEET WALK-THROUGH
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Financial Worksheets Overview
06:00 -
The Revenue Worksheet
07:00 -
The Four Pricing Models
12:00 -
When to Count Your Revenue
02:00
REVENUE MODEL WALK-THROUGH
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Your Revenue Model
03:00 -
The Revenue Worksheet – Walk-Through
04:00 -
The Revenue Worksheet: Unit Based Model
11:00 -
The Revenue Worksheet: Billing Based Model
10:00 -
The Revenue Worksheet: The SubscriptionRecurring Revenue Model
06:00
YOUR STAFFING MODEL
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Your Staffing Model
06:00 -
Employee ROI
02:00 -
Staffing Classifications
04:00
STAFFING MODEL WALK-THROUGH
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Working with the Staffing Worksheet
06:00 -
Inputting Contractors
02:00 -
Employee Overhead
02:00
YOUR EXPENSE MODEL
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Expense Model Explained
05:00
EXPENSE MODEL WALK-THROUGH
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Expense Worksheet Explained
06:00
INCOME STATEMENT EXPLAINED
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Income Statement and Cash Flow Considerations
05:00 -
Income Statement (P&L) Basics
01:00 -
Income Statement (P&L) Tells a Story about Your Business
02:00
INCOME STATEMENT WALK-THROUGH EXPLAINED
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5 Key Areas of an Income Statement (P&L)
06:00 -
Income Statement (P&L) Inputs
07:00
CASH FLOW STATEMENT
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The Cash Flow Statement Worksheet
08:00 -
Modeling Styles: Aggressive, Conservative, and Most Likely
03:00
Student Ratings & Reviews
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LevelIntermediate
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Duration3 hours 14 minutes
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Last UpdatedMarch 5, 2025
A course by
Material Includes
- 24/7 Support
- Online e-learning platform
- Interactive modules
- Video-based instruction
- Practical exercises
- Certification (on demand)
- Assessment on demand
Requirements
- Minimum age: 18 years
- Access to a computer with internet
- Willingness to learn and engage
Target Audience
- Entrepreneurs and startup owners.
- Professionals looking to improve their financial management skills.
- Business owners who need assistance in crafting financial projections.
- Anyone interested in improving their financial literacy and management practices.
- Investors or financial analysts looking to assess the financial health of businesses.
- Non-professionals aiming to learn financial planning for personal or small business needs.

