Financial planning & strategy
Design and evaluate business financial plans
Knowing how to efficiently manage corporate financial planning processes allows for greater flexibility in strategic decision-making for value creation in the medium to long term.
The course provides the skills and tools to put together a sound financial plan, a key tool for designing, communicating and evaluating with multiple stakeholders, internal and external to the enterprise, the feasibility, convenience and sustainability of choices and actions in the medium term.
The program also delves into logics, models and tools inherent in the financial planning process, with particular reference to the activities of developing and drafting a financial plan through presentations of concrete case studies and best practices.
Who should apply
The program is aimed at professionals who want to learn more about the methodologies, processes, and tools that support financial planning.
Specifically, the program is open to finance and treasury managers and their staff, business plan managers and their staff, planning and management control managers and their staff, administrative directors and their staff, strategy and plan managers and their staff, professional firms, analysts, and consultants.
SDA Bocconi Executive Education Certificate
To navigate today’s evolving macroeconomic landscape and organizational change, it is essential to broaden managerial capabilities. Learning plays a central role in this journey.
An initial conversation with our Program Advisors is a required step to design a coherent learning path, clarify objectives and participation options, and to be eligible to earn the Certificate. From there, participants can choose the learning format that best supports their professional development.
Program Advisory
Learning is never a linear journey—it is a path built together, combining specific training needs with practical tools tailored to individual challenges. Contact our team of Program Advisors, and together we will design the ideal learning path for you or your team, ensuring alignment with your goals.
Your benefits:
A dedicated orientation meeting, either in-person or remotely, to identify learning needs and create a customized plan. Throughout the course, you will experience a tailored welcome to introduce you to the program and foster networking between participants and instructors. Upon completion, your evaluation will become a valuable contribution for continuous improvement of the offering.
How your organization benefits:
Training consultation with HR managers to analyze organizational needs and develop personalized projects. Ongoing progress monitoring and a final follow-up to share results and gather feedback, ensuring constant alignment with pre-set goals.
Get in touch with Patrizia Trivellato
Structure and contents
The program consist of 4.5 days totaling 36 equivalent hours and is built on 2 pillars.
The activity of financial planning
The tools for financial planning
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Certification of competencies
Issued upon completion of a voluntary assessment on the topics covered during the course.
Calendar and information
Via Sarfatti 10, 20136 Milano
Calendar
- 19 ottobre 2026On campus12:00 - 16:00
- 20 - 21 ottobre 2026On campus07:00 - 16:00
- 12 novembre 2026 - 13 dicembre 2026On campus08:00 - 17:00
Fees
€ 4,700 + VAT
The fee is net of VAT but includes teaching materials and working lunches.
Special payment terms
Bocconi Alumni
Bocconi Alumni are entitled to a 20% reduction on participation fees. To take advantage of the discount, please enter your Alumnus status when registering by indicating “ALUMNI 20” in the notes section. Remember that without this indication, the discount will not be applicable.
Women are good for business
To foster and contribute to women’s professional development, SDA Bocconi School of Management offers them until 8 March 2027 a 20% discount on the participation fee for all Executive Open Programs and Executive Online Programs.
Multiple enrollments
Companies, institutions and public bodies that enroll at least 3 participants in a single program are granted a 20% discount for each registration fee. The concession is not applicable for personal enrollment and must be formalized by the start date of the course.
Corporate education programs
In the case of learning needs involving several resources of the same company enrolled in more than one program, it is possible to define a customized plan from the specific needs of the organization. In this case, our Program Advisors are available to build with the client organizations ad hoc training plans with special pricing.
Partnerships and channel agreements
SDA Bocconi offers the possibility to initiate collaborations that allow them to expand the portfolio of educational trainings to be offered to their members. In this case, the School is available to evaluate partnerships and channel agreements so as to respond in a timely manner to the specific needs of the organization.
By attending at least 80% of the classes, you will receive a certificate of participation in the program and a digital badge to share with your network on LinkedIn.
Program Direction
The goal of planning tools is not to predict the unpredictable, but to manage the unforeseen in advance to foster sustainable development.
