Financial Planning & Analysis

20-21 Oct, 2026, Concorde Hotel Kuala Lumpur

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Dr Steven Liew is a fellow member of the Chartered Institute of Management Accountants, UK and is a Chartered Accountant by profession. He has an Asia Pacific Executive MBA (for senior executives) from the National University of Singapore and a PhD in international finance with Rushmore University of USA.

 

Dr Liew had worked in private sector companies, ranging from family-run businesses to professionally manage multi-national corporations in South Asia and the ASEAN region. He has accumulated more than 30 years working experience in senior financial & operational management positions spearheading the profitability and growth of companies. He has worked for the MBF Finance & its related group of companies over the 10 years period

 

He is a registered Trainer with the Government Human Resources Development Berhad (Pembangunan Sumber Manusia Berhad). And he is a GST Tax Consultant and had successfully completed the Custom examination

 

Dr Steven Liew had conducted various seminars for corporate clientele including Association of Credit Management Malaysia, Chartered Institute of Management Accountants, Malaysia Institute of Management, Malaysia Institute of Accountants, Institute of Bank Bank Malaysia, Nestle, IQPC Worldwide Pte Ltd , Singapore, Lexis Nexis,, Proton Edar Malaysia , Brunei Investment Agency, Small Medium Industries Development Corporation, Asia Business Forum Pte Ltd, Hong Kong, Ministry of Development, Brunei , BICPA Asean Management, Brunei, Risda Group Of Companies, Sales & Marketing Training Forum, Sri Lanka, Giant Retail Sdn Bhd, Telekom Brunei & Ministry of Foreign Affairs, Malaysia, Sabah Electricity Sdn Bhd, Bank Islam Brunei Darussalam. Continental Tyres, Sime Darby Bhd ,Sony Malaysia Sdn Bhd , Perodua Sdn Bhd & Credit Guarantee Corporation (M) Bhd; Fujixerox, SYNERGY RMS PTE LTD, India; UDA Holdings, SPNB, Diners Club, Elk Desa Capital Bhd, Antah Schindler, UCSI & Ministry of Finance; Seccom Sdn Bhd; Bridgestone Chemical Products (M) sdn Bhd; Dialog Group Bhd; SEDCO, KK ; Hosiden Electronics (M) Sdn Bhd; STO Maldives; Indah Water Consortium Sdn Bhd; CPA Australia (M) Sdn Bhd & VMAC Business Group (M) Sdn Bhd, China

 

He is currently providing management consultancy and training specializing in GST, Forecasting, Fast closing monthly, leadership, Strategic Planning, budgeting, accounting, finance, Cost reduction, credit management & loan recovery

Venue Details

Concorde Hotel Kuala Lumpur
2 Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia,

https://kualalumpur.concorde hotelsresorts.com/



Phone : 03 2144 2200

Contact us

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

Jane@ipa.com.my

ADDRESS
A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON

PART A: CORE PRINCIPLES OF FINANCIAL PLANNING & ANALYSIS

  • Module 1: The Strategic Importance of Financial Planning & Analysis
  • Module 2: Budgeting and Financial Planning
  • Module 3: Financial Forecasting and Rolling Forecasts
  • Module 4: Understanding Financial Drivers

PART B: APPLYING FINANCIAL PLANNING & ANALYSIS FOR STRATEGIC DECISION MAKING

  • Module 5: Variance Analysis and Performance Review
  • Module 6: Cash Flow Management and Working Capital
  • Module 7: Financial KPIs and Management Dashboards
  • Module 8: Scenario Planning and Financial Risk Assessment

 

SPECIAL FEATURE: Participants Will Receive a Set of Practical Templates suitable for all sectors

OBJECTIVES

Financial Planning & Analysis (FP&A) plays a crucial role in helping organisations navigate complex and rapidly changing business environments. The finance function today goes beyond preparing historical reports. It is expected to provide forward-looking analysis that supports better management decisions.

 

Companies increasingly rely on FP&A professionals to interpret financial data, forecast future performance, identify potential risks, and guide leadership toward sustainable growth.

 

This 2-day course introduces participants to practical FP&A techniques used by finance teams worldwide. Participants will gain hands-on understanding of budgeting, forecasting, performance analysis, financial modelling, and scenario planning.

 

The course focuses on translating financial information into insightful analysis that supports strategic decision-making.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Recognising the strategic importance of FP&A within an organization.
  2. Developing structured and realistic budgeting processes.
  3. Applying forecasting techniques to predict financial performance.
  4. Analysing financial results through variance analysis.
  5. Conducting scenario planning to assess business risks and opportunities.
  6. Monitoring performance using key financial indicators and dashboards.
  7. Providing meaningful financial insights to support management decisions.
WHO SHOULD ATTEND

This course is designed for professionals involved in financial planning and decision-making, including:

  • Finance Managers
  • Financial Analysts
  • Accountants
  • Chief Financial Officers and Controllers
  • Business Unit Managers
  • Strategy and Planning Teams
  • SME Owners and Entrepreneurs
  • All those who are serious in understanding financial planning budgeting, and forecasting impact on their organization
METHODOLOGY

The training combines theory with practical application through:

  • Concept Explanations
  • Real-World Business Examples
  • Case Discussions
  • Financial Modelling Exercises
  • Group Interaction And Q&A Sessions
DAY 1
 

PART A: CORE PRINCIPLES OF FINANCIAL PLANNING & ANALYSIS

9:00

Module 1: The Strategic Importance of Financial Planning & Analysis (FP&A)

Objective: Understand how FP&A contributes to organisational strategy and management decisions.

  • The changing role of finance in modern organisations.
  • Traditional accounting functions versus strategic FP&A responsibilities.
  • Key contributions of FP&A include:

- Supporting Long-term Strategic Planning

- Analysing Business Performance

- Evaluating Investment Opportunities

- Identifying Financial Risks

10.45

Module 2: Budgeting and Financial Planning

Objective: Learn how organisations structure and implement effective budgeting systems.

  • The role of budgeting in financial management.
  • Different types of budgets:

- Operating Budgets

- Capital Expenditure Budgets

- Cash Budgets

  • Typical budgeting workflow:

- Align Budget with Strategic Objectives

- Gather Departmental Forecasts

- Consolidate The Financial Plan

- Review Assumptions and Risks

- Finalise And Approve the Budget

1:00 Lunch
2:00

Module 3: Financial Forecasting and Rolling Forecasts

Objective: Develop the ability to anticipate future financial outcomes.

  • Distinguishing between budgets, forecasts, and projections.
  • Short-term and long-term forecasting methods.
  • The concept of rolling forecasts, where projections are updated regularly to reflect current conditions.
  • Benefits include:

- Improved Responsiveness to Market Changes

- Stronger Financial Control

- Better Management Planning

3:45

Module 4: Understanding Financial Drivers

Objective: Identify operational factors that influence financial results.

  • Key drivers that affect revenue and costs.
  • Revenue drivers:

- Product Pricing

- Sales Volume

- Customer Demand • Cost drivers:

- Material Costs

- Labour Efficiency

-Operational Productivity

5:00 End of Day 1
DAY 2
 

PART B: APPLYING FP&A FOR STRATEGIC DECISION MAKING

9:00

Module 5: Variance Analysis and Performance Review

Objective: Evaluate differences between planned and actual financial performance.

  • Comparing budgeted results with actual outcomes.
  • Types of Variances:

- Revenue Variance

- Cost Variance

- Profit Variance

  • Identifying root causes such as pricing changes, demand fluctuations, or cost increases
10.45

Module 6: Cash Flow Management and Working Capital

Objective: Strengthen financial sustainability through effective cash planning.

  • Understanding the difference between profit and cash flow.
  • Components of cash flow:

- Operating Activities

- Investing Activities

- Financing Activities

  • Managing working capital effectively, including:

- Accounts Receivable

- Inventory

- Accounts Payable

1:00 Lunch
2:00

Module 7: Financial KPIs and Management Dashboards

Objective: Use performance metrics to monitor and evaluate business results.

  • Key financial indicators such as:

- Gross Profit Margin

- Operating Margin

- Return on Investment

- Working Capital Cycle

  • Designing financial dashboards that present key information clearly for management.
  • Typical dashboard elements include:

- Revenue Trends

- Profitability Trends

- Cost Analysis

- Liquidity Indicators

3:45

Module 8: Scenario Planning and Financial Risk Assessment

Objective: Prepare organisations to manage uncertainty through financial simulations.

  • Developing different financial scenarios, including:

- Optimistic Scenario

- Expected Scenario

- Adverse Scenario

  • Evaluating how changes in market conditions affect financial outcomes.
  • Risk considerations such as:

- Fluctuating Demand

- Rising Costs

- Currency Movements

  • Scenario analysis helps organisations evaluate strategic decisions and prepare contingency plans.
5:00 End of Course