Flow Management and Forecasting
4.8 (2 ratings)
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Flow Management and Forecasting

Create a sales forecast, manage your own personal flow and learn how to reduce debt to improve your flow.
4.8 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
16 students enrolled
Created by Lisa Newton
Last updated 5/2017
Curiosity Sale
Current price: $10 Original price: $20 Discount: 50% off
30-Day Money-Back Guarantee
  • 1 hour on-demand video
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • By the end of the course you will be able to forecast and manage the cashflow
  • Manage personal finances better
View Curriculum
  • You'll need to be prepared to dig out your own bank statements (last 3 months min) so that you can fill in the template
  • No previous accounting or finance knowledge required or assumed

The course is about how to forecast sales and how to manage and improve upon your own personal cashflow. We cover what cashflow is, ways in which cash flows in to us, improvements to the cashflow, cashflow problems and how to reduce your debt to improve the cashflow situation. Many people have payments going out to cover debt repayments (or to just service the debt ie through interest payments) and this in itself can be a huge obstacle to improving the cashflow - and this is also something that the course covers.

There's a video to explain the concepts of:

  • Sales forecasting
  • Cashflow management

And a downloadable book for reducing debt levels - to improve the cashflow.

The course will take approx 1 hour to complete.

It's an ideal course if you are working in the accounts / finance department and/or if you are thinking of embarking on a career in accountancy or bookkeeping and part of your requirement is to create cashflow forecasts and report back to the owners of the firm.

If you are thinking of starting your own business and want to plan your business better and how you can improve upon those numbers, then this course is for you.

Also, if you are trying to improve your own personal financial situation, then understanding how cashflow works, and how it can be better managed will be very useful for you.

The type of terminology you can expect on the course is largely business-focused, so we'll talk about assets, liabilities, expenses, income, forecasting, projecting, cashflow, budgeting - a lot of 'accounting' talk. These concepts are explained, and we don't expect the students to have any prior knowledge of any of this.

You are also given a cashflow forecast template - which you can use for your business, and a template for your personal figures, so that you can use this material for your personal life too.

Who is the target audience?
  • Business owners, students of accountancy / finance / bookkeeping, budding finance directors and management accountants
  • Individuals who want to manage their personal cashflows better
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Curriculum For This Course
10 Lectures
Introduction to the course
1 Lecture 03:17
1 Lecture 07:05

How to forecast sales.

Preview 07:05
Cashflow Management
7 Lectures 52:11
What is cashflow?

Cashflow Planning & Management

Cashflow planning - part 2

Managing Cashflow - where it can go wrong

Cashflow Forecasts explained

How to manage your own personal cashflow.

Personal Cashflow Management

Get out of debt and into the money

The debt problem
Concluding lecture
1 Lecture 03:41
Concluding lecture
About the Instructor
Lisa Newton
4.0 Average rating
340 Reviews
4,249 Students
100 Courses
Entrepreneur, Infopreneur & Serial Author

Lisa Newton BA MSc AAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, property management, publishing, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007, in 2008 Enterprising Business Award, in 2016 BE Mogul Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. In 2015 and 2017 one of her companies won Best Bookkeeping Business London (Accountancy International Awards).

Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards, How to Franchise Your Business and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.

Lisa hosts her own show The Authors Podcast which can be found on the iTunes channel.

Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.

In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation, yoga and cosmic ordering.