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CMI Study Unit

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Financial planning

This unit is about identifying, developing, agreeing and monitoring a financial plan that supports strategic objectives.

Are the current strategic aims of the organisation or department adequately resourced financially?

Study Unit Code: 7007V1

Study Unit Group: B

Study Unit Credits: 6


Maximum flexibility: Study online, with full Tutor support as and when you need it.


Assignment Summary

Discuss the elements of finance and financial planning that apply at your strategic level, and how the strategy of your organisation impacts the financial plan. Explain the component parts of a financial plan, their respective importance and risks. You will need to produce a financial plan and set out how you intend to gain agreement and subsequently monitor and evaluate it.

Upon completion of this CMI unit you will be able to:




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