Getting Started Holistic Financial Planning October 2016 Course Results
- Dec 9, 2016
- 2 min read
HMI’s Online Learning Series Getting Started Holistic Financial Planning course began in October of 2016 with 16 participants from The United States, Namibia and Columbia. This course focused on key financial principles that helped participants learn how to work on their business, not just in their business. This simple approach to financial planning assisted participants to understand the big picture view as well as make critical production decisions based on a clear sense of cost of production for different enterprises. Participants were able to develop a financial plan and identify ways to implement and monitor that plan. The participants were very excited to learn the key economic analysis tools for improved financial decisions for both annual budgets and for long-term investment. Featured Participant:


The Getting Started Holistic Financial Planning Course has made me more confident in planning the future of my business. Using the tools and worksheets, I've been able to identify which components of my process, from raising sheep to selling yarn, are hindering my profitability. I also test my ideas now, ensuring that they fit into my holistic goal as well as contributing to my income. The principles of this course have helped me design a future that will keep both my farm and my business sustainable. To learn more about the next Getting Started Holistic Financial Planning course or to sign up for it, click here.
Determining the weak link in your farm’s/ranch’s enterprises 100% Identifying log jam and adverse factors 100% Determining viable profitable enterprises for your farm/ranch after the course 100% Your skills in developing a whole farm/ranch financial plan after the course 100% How to increase your farm’s/ranch’s net worth after the course 95% Assessing the cash flow of your plan after the course 95% Prioritizing and cutting farm/ranch expenses to guide reinvestment in your farm/ranch after the course 94% Determining your farm’s/ranch’s net worth 92% Determining your farm’s/ranch’s projected revenue 92% https://holisticmanagement.org/training-programs/onlinefinancial/