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Examination

Certified Lucanet User | Financial Planning

Certification examination (online)

Live Online |

Multiple dates

Attendance fee (per person):
749 eur plus VAT

Table of Contents

The software training module “Financial Planning” led by our skilled and experienced trainers forms the basis of this course series.

Good to know: We offer this training course in two versions - one for the modern Lucanet CFO Solution Platform web application and one for the locally installed Lucanet.Financial Client. Please ensure you have selected the right option for your solution in the Formular above.

A small self-study unit will allow you to take a deeper dive and broaden your knowledge.

This is all rounded off with a short multiple choice test so you can show off what you’ve learned.

By successfully completing the program, you’ll gain the qualification of Certified Lucanet User | Financial Planning. Your certificate is valid for 24 months.

 

The Added Value for You:

  • You’ll learn how integrated planning works in the Lucanet software. You’ll be able to independently draw up a plan for several periods.
  • You’ll find out how a balance sheet and cash flow plan can be automatically derived from the P&L plan. Our experts will share valuable tips on this, especially for verifying the plausibility of the planned values.
  • You’ll realize how easy planning can be, for example if you have to take countermeasures at short notice.
  • You’ll find out how to use the functions and features of the VAT and input VAT configuration to make planning easier in Lucanet.
  • You’ll be able to use your resulting status as a Certified Lucanet User | Financial Planning to demonstrate your planning expertise in Lucanet.

 

Target Group:

  • This certification program is aimed at Lucanet users wanting to gain a comprehensive overview of Lucanet’s planning functions and features and prove their expertise in the form of a certificate.
  • To take part in this certification program, you must already be a Certified Lucanet User | Consolidation and Financial Planning Fundamentals and have passed the examination for that.

Dates

Details

09:00 - 13:00 CET

Online (LMS)

Location

Online (LMS)

Attendance fee

749 eur plus VAT

Price includes certification fee.

Customers of Lucanet AG receive a 10% discount.
Partners of Lucanet AG receive a 20% discount.

Discounts are not combinable.

To take part in this certification program, you must already be a Certified Lucanet User | Consolidation and Financial Planning Fundamentals and have passed the examination for that.

Agenda/content

  • You carry out a group's basic planning (P&L, balance sheet, and cash flow).
  • You use the planning forms (for Lucanet.Financial Client) or Sheets (for the Platform) and planning wizards as well as the Excel integration.
  • You derive various scenarios (best case and worst case) from the basic planning.
  • You monitor the development of the actual data compared to the planning with the help of corresponding views.
  • You create forecasts to react to the current developments in the actuals.

 

1. Live Online Training: Financial Planning

  • You’ll draw up a basic group plan (P&L, balance sheet, and cash flow).
  • You’ll use the planning forms, planning wizards, and Excel integration provided by Lucanet.
  • You’ll deduce different scenarios (best case and worst case) from the basic plan.
  • You’ll monitor the development of actual data compared to the plan using corresponding views.
  • You’ll create forecasts to respond to current developments with regard to the actual status.

 

2. Self-Study Unit: VAT and Input VAT Configuration in Lucanet

  • Creating VAT and input VAT configurations
  • Configuring VAT and input VAT configurations
  • Side note: non-deductible input VAT
  • Using VAT and input VAT configurations
  • Transfer of VAT and input VAT configurations to other journals

 

3. Examination: Certified Lucanet User | Financial Planning

  • You’ll take the certification examination online in our Lucanet Learning Space.
  • The examination is a multiple choice test with a completion time of about 30 minutes.

 

Technical Prerequisites:

  • Windows PC or Apple computer with sound card
  • Internet connection (a DSL connection is recommended)
  • Speaker, earphones, or headset
  • Microphone and potentially a webcam

 

Procedure:

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