About the Course
Learn how to work on your business, not just in your business. This step-by-step financial planning approach will help you understand the big picture view, plan for profit, control costs, and make critical production decisions based on a clear analysis of your different enterprises. You will develop a financial plan for improved financial decisions on both annual budgets and long-term investments. You should plan on about 2 – 4 hours each week to participate in the webinars and complete the assignments.
For large-scale and small-scale ranchers, farmers, and land managers.
Details
Cost: $350, includes learning materials ($200 for FSA borrowers)
Dates: March 4 – April 15, 2025 (weekly live webinars on Tuesdays)
Time: 11:30-1:00 PM MST
Scholarship Deadline: March 1, 2025
Registration Deadline: March 4, 2025
Instructor: HMI Certified Educator Phil Metzger
Topics
Understanding the difference between financial planning, managing, and accounting and who is responsible for these activities on your management team
Benefits of a holistic, value-based approach to finances
Using your whole farm or ranch goal to improve your financial decision-making
Prioritizing expenses to increase your farm/ranch investment strategies
Planning for profit
Improving profitability with enterprise analysis
Analyzing net worth and tracking progress
Writing plans to maximize profitability
Increasing creativity in planning and marketing for more profit
Outcomes
Develop a financial plan which will consist of a yearly budget
Determine current net worth and projected net worth at year-end to analyze the effectiveness of financial investments
Develop enterprise analysis for each enterprise (up to 3 enterprises) to move from a production focus to a profit focus
Be able to analyze expenses and investment allocation strategies so you can better determine the return on investment (up to 3 investments)
Be able to analyze livestock production strategies and ramifications on financial planning (for those working with livestock)
Fee & Financial Assistance
$350 per person ($200 for FSA Borrowers)
Eligible for Scholarships
Qualifies for FSA Borrower Training Credit in all USA states
If you are awarded a scholarship, you will receive a discount code. Click here for more information on how to use your code.
FSA Borrowers – Email hmi@holisticmanagement.org for your FSA discount code when registering. The discounted price of $200/course applies to the Online Financial Planning course only.
Your Instructor
Phil Metzger - HMI Certified Educator
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