Management and business planning with Excel

Free of cost

by funding

The course explains business planning knowledge, which includes business and financial planning, budgeting as well as investment and profitability analysis. You will also learn the basics of spreadsheets and the use of artificial intelligence in your profession.
  • Certificates: Microsoft Excel" certificate
    Certified Business Manager" certificate
  • Examination: Practical project work with final presentation
    Module examination Microsoft Excel
    Certified Business Manager
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 6 Weeks

Spreadsheet calculation with Microsoft Excel

Spreadsheet calculation with Excel (full-time 10 days/part-time 20 days)

Basics of table editing

Working with formulas and functions

Formatting cells, editing and printing tables

Filling, moving and copying

Calculating with date and time

Creating and editing diagrams

Using individual print settings

Manage workbooks

Using chart templates and chart layouts

Using Excel templates

Sorting and filtering data

Management and corporate planning

Management (approx. 1 day)

Hierarchy levels

Management methods

Planning horizons

Management functions

Management control loop

Management instruments


Objectives, methods and instruments of business plan preparation (approx. 3 days)

Basics of business plan preparation

Analysis and planning tools (SWOT analysis, scenario analysis, portfolio analysis, creativity techniques)


Contract law (approx. 1 day)

Declarations of intent

Warranty and guarantee

Types of contract and their disruptions

Law on contractual defects (subsequent performance, withdrawal, purchase price reduction, compensation)

General terms and conditions (AGB)


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Commercial and company law (approx. 1 day)

Types of merchants

company forms

Commercial practices

Special features of commercial law

Commercial register and publicity

Introduction to insolvency law


Project planning (approx. 0.5 days)

basics

Resource planning

Planning steps

Errors in project planning


Environment analysis (approx. 0.5 days)

Company analysis

Industry analysis

Location analysis

Competition analysis


Marketing (approx. 3 days)

Market analysis and market segmentation

Basics of market research

Instruments of the marketing mix

Advertising and supporting instruments


Financial planning (approx. 1 day)

Overview of

Instruments


Planning investment calculation (approx. 2 days)

Basics

Investment calculation methods

Limits and problems of capital budgeting methods

Key figures


Financial planning (approx. 1 day)

Basics

Equity and debt financing

External and internal financing

Key figures


Controlling (approx. 1 day)

Tasks and objectives of controlling

Areas of controlling

Controlling instruments


Project work, certification preparation and certification examination (approx. 5 days)



Changes are possible. The course content is updated regularly.

Basic commercial knowledge (balance sheet and income statement) is a prerequisite.

You know how different business plans for projects and companies are created from an economic point of view and apply the most important economic planning and marketing tools. You have knowledge of contract law and are familiar with the content of commercial and company law as well as the basics of financial planning.

You will also understand the concept of spreadsheets and master the use of Excel quickly and confidently in order to achieve optimal and accurate work results.

The course is aimed at anyone who would like to acquire basic knowledge of business management and planning or would like to deepen their knowledge.

With your meaningful certificate, you prove your business planning knowledge and provide a detailed insight into the qualifications you have acquired to improve your career entry and advancement.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.
Contact
We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.