Financial Planning and Advisory for SMEs Course

Financial Planning and Advisory for SMEs Course

Foundation | 5 days | Face to Face / Online / Elearning | Certificate
01

Course Overview

Course Summary
Course Title Financial Planning and Advisory for SMEs Course
Organization Tech For Development (T4D)
Venue Tech For Development (T4D) Training Centre
Duration 5 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face) USD 1,500/KES 99,000 (Exclusive of VAT)
Course Fees (Virtual) USD 1,000/KES 70,000 (Exclusive of VAT)
Training Modes Virtual and face-to-face training
Payment Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation Tech For Development Certificate of Course Completion

Introduction

This course prepares banking professionals to provide comprehensive financial planning and advisory services to SME clients. Participants will learn how to assess financial health, develop strategic plans, and offer advisory services that support business growth.

Duration

5 days

Target Audience

Financial Advisors, Relationship Managers, Business Development Officers, and senior banking professionals.

Organizational Impact

  • Strengthened client relationships and loyalty.
  • Increased revenue from advisory services.
  • Enhanced reputation as a trusted financial partner for SMEs.

Personal Impact

  • Advanced skills in financial planning and advisory.
  • Greater confidence in providing strategic advice to SMEs.
  • Expanded career opportunities in financial advisory roles.

Course Objectives

  • Understand the financial planning needs of SMEs.
  • Develop skills to offer strategic financial advice.
  • Learn techniques for creating financial plans and growth strategies.
  • Enhance advisory services to support SME success.
02

Course Modules

Course Outline

Module 1 Introduction to Financial Planning for SMEs

  • Understanding SME financial planning needs
  • Key components of a financial plan
  • Assessing financial health and viability

Module 2 Strategic Planning and Business Advisory

  • Techniques for strategic business planning
  • Developing growth strategies for SMEs
  • Advisory services for financial management

Module 3 Financial Analysis and Forecasting

  • Financial analysis tools and techniques
  • Budgeting and forecasting for SMEs
  • Scenario planning and sensitivity analysis

Module 4 Investment and Financing Strategies

  • Identifying suitable investment opportunities
  • Financing options for SME growth
  • Advisory on capital structure and funding sources

Module 5 Implementation and Monitoring

  • Implementing financial plans and strategies
  • Monitoring financial performance
  • Continuous advisory and relationship management
03

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

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Date Cost
2026 Schedules
Nairobi
23 Nov - 27 Nov
KES 99,000 |
$1,500
Register
14 Dec - 18 Dec
KES 99,000 |
$1,500
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Johannesberg
Mombasa
Kigali
Addis Ababa
Kuala Lumpur
Accra
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Cape Town
Pretoria
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2027 Schedules
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$2,100
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27 Sep - 01 Oct

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22 Nov - 26 Nov

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20 Dec - 24 Dec

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Kigali
Addis Ababa
Kuala Lumpur
Accra
Cairo
Pretoria
Cape Town
Johannesberg
Zanzibar
Arusha
Kisumu
Dubai
Mombasa
Nairobi
Nakuru
Machakos
Naivasha
Kampala