Certified Lucanet User | Financial Planning

Certification examination (online)

Please fill out the form.

 


  
Billing address

 

  

Attendance fee (per person)

 

749,- EUR plus VAT

(Before discounts are applied)

The software training module “Financial Planning” led by our skilled and experienced trainers forms the basis of this course series.

A small self-study unit will allow you to take a deeper dive and broaden your knowledge.

This is all rounded off with a short multiple choice test so you can show off what you’ve learned.

By successfully completing the program, you’ll gain the qualification of Certified Lucanet User | Financial Planning.

 

The Added Value for You:

  • You’ll learn how integrated planning works in the Lucanet software. You’ll be able to independently draw up a plan for several periods.
  • You’ll find out how a balance sheet and cash flow plan can be automatically derived from the P&L plan. Our experts will share valuable tips on this, especially for verifying the plausibility of the planned values.
  • You’ll realize how easy planning can be, for example if you have to take countermeasures at short notice.
  • You’ll find out how to use the functions and features of the VAT and input VAT configuration to make planning easier in Lucanet.
  • You’ll be able to use your resulting status as a Certified Lucanet User | Financial Planning to demonstrate your planning expertise in Lucanet.

 

Target Group:

  • This certification program is aimed at Lucanet users wanting to gain a comprehensive overview of Lucanet’s planning functions and features and prove their expertise in the form of a certificate.
  • To take part in this certification program, you must already be a Certified Lucanet User | Consolidation and Financial Planning Fundamentals and have passed the examination for that.

Attendance fee

749 eur plus VAT

Price includes certification fee.

Customers of Lucanet AG receive a 10% discount.
Partners of Lucanet AG receive a 20% discount.

Discounts are not combinable.

To take part in this certification program, you must already be a Certified Lucanet User | Consolidation and Financial Planning Fundamentals and have passed the examination for that.

Agenda/content

1. Live Online Training: Financial Planning

  • You’ll draw up a basic group plan (P&L, balance sheet, and cash flow).
  • You’ll use the planning forms, planning wizards, and Excel integration provided by Lucanet.
  • You’ll deduce different scenarios (best case and worst case) from the basic plan.
  • You’ll monitor the development of actual data compared to the plan using corresponding views.
  • You’ll create forecasts to respond to current developments with regard to the actual status.

 

2. Self-Study Unit: VAT and Input VAT Configuration in Lucanet

  • Creating VAT and input VAT configurations
  • Configuring VAT and input VAT configurations
  • Side note: non-deductible input VAT
  • Using VAT and input VAT configurations
  • Transfer of VAT and input VAT configurations to other journals

 

3. Examination: Certified Lucanet User | Financial Planning

  • You’ll take the certification examination online in our Lucanet Learning Space.
  • The examination is a multiple choice test with a completion time of about 30 minutes.

 

Technical Prerequisites:

  • Windows PC or Apple computer with sound card
  • Internet connection (a DSL connection is recommended)
  • Speaker, earphones, or headset
  • Microphone and potentially a webcam

 

Procedure:

Organiser

Academy Team

E-mail: info@lucanet-academy.com
Phone: 0049 30 46 99 10 150

 

Service hours:

Monday to Thursday 09:00-16:00 CET
Friday 09:00-14:00 CET