The following topics will provide the information you need to plan your business finances. You will find case study examples to illustrate some topics in practical ways. Linked 'Activities' will allow you to extend or apply knowledge in the topics. A 'Financial advisor' icon will give you extra advice.

You can try a 'Self test' for each topic to test your knowledge. Whilst working through some topics you will be able to download and keep documents for future reference or to use when completing activities.

Business viability
Budgeting and control
Costing and pricing for your business
Managing your business cashflow
Taxation
Raising finance

Tip The material in this competency is closely related to material in the competency 'Manage finances'. The topic 'Managing your business cashflow' is presented in both competencies. Some sections in the topics will direct you to the competency 'Manage finances' for more detailed information. You may find it useful to study both competencies to gain a rounded understanding of financial management and planning.