Financial Planning

Your benefits

• You will learn how integrated planning works.
• You will prepare your own planning for the next three years based on an exemplary group of companies.
• You will learn how to automatically derive balance sheet and cash flow planning from P&L planning.
• You will receive valuable tips from our experts, especially on how to check the plausibility of the planned value.
• You will discover how easy planning can be - for example, when countermeasures must be taken at short notice.

Target group

• With this basic training, you will get to know how integrated planning works in the Lucanet software. You will be able to do the planning yourself over several periods.
• Ideally, you will have already gained some initial experience in using Lucanet or have taken part in our online training "Consolidation and Financial Planning Fundamentals".
• The course is suitable for refreshing your basic knowledge and training new employees

Note: The course is available for use in the Lucanet Learning Space for a maximum duration of 12 months. Once this period is up, you should have worked through all the learning modules, downloaded any learning material you want to keep, and completed the course.

Technical requirements

• Windows PC or Apple computer with sound card
• Internet connection (a DSL connection is recommended)
• Speakers, headphones or headset
• Microphone and possibly webcam

Course procedure

• We will provide you with preparatory information for the training in our Lucanet Learning Space (you will receive instructions with your booking confirmation)
• The live online training takes place via Microsoft Teams (see: Join a meeting without an account in Microsoft Teams - Microsoft Support)
• You are working with the software version Lucanet 25.1 (Download and installation of the Lucanet.Software Manager).

Note: The registration deadline is 14 days before the start of the live training (subject to available spots).