Building Financial Confidence Through Structured Learning
Financial forecasting doesn't have to feel overwhelming. Our learning program walks you through practical budgeting and forecasting methods that actually work for businesses in Taiwan's dynamic market.
We've spent years working with companies across Kaohsiung and beyond, helping them move from reactive spending to strategic planning. This program distills those real experiences into a clear path you can follow.
Starting September 2025, we're opening enrollment for our next cohort. Whether you're handling your first budget or refining existing processes, you'll find something useful here.
Your Learning Journey: Four Progressive Modules
Each module builds on the previous one. You'll start with fundamentals and gradually work up to advanced forecasting techniques that consider market variables specific to operating in Taiwan.
Financial Foundation & Data Literacy
You can't forecast what you don't understand. This module covers how to read financial statements, identify meaningful patterns in your data, and recognize what numbers actually tell you about business health. We use real examples from Taiwanese SMEs to show how different industries interpret the same metrics differently.
Budget Construction & Scenario Planning
Here's where theory meets practice. You'll build actual budgets using templates we've refined over dozens of client projects. More importantly, you'll learn how to create multiple scenarios - because in 2025's economic climate, having only one plan is risky. We cover everything from conservative estimates to growth-focused budgets.
Forecasting Methods & Market Variables
Different forecasting approaches work better for different situations. This module introduces several methods - from straightforward trend analysis to more complex regression models. You'll also learn how to factor in market-specific variables like currency fluctuations, seasonal patterns in Taiwan's business cycles, and regulatory changes that affect planning.
Implementation & Ongoing Refinement
A forecast is only valuable if you actually use it. The final module focuses on practical implementation - how to communicate forecasts to stakeholders, when to adjust projections, and how to build a review cycle that keeps your planning relevant. We'll walk through case studies showing what worked, what didn't, and why.
Questions People Actually Ask
We organized these by when they typically come up - before you enroll, during the program, and after you finish. Honest answers to the things everyone wonders about.
Do I need an accounting background?
Not really. If you understand basic business operations and can work with spreadsheets, you'll be fine. We explain financial concepts in practical terms, not academic jargon. That said, you should be comfortable with numbers and willing to dig into details.
How much time should I set aside each week?
Plan for about 6-8 hours weekly. Some weeks will be lighter, others heavier depending on assignments. The program runs for 12 weeks starting September 2025, with breaks built in around typical Taiwan business holidays.
Is this relevant for my industry?
We've worked with manufacturing, retail, services, and tech companies. The core principles apply across industries, though we adjust examples to match different business models. During the program, you'll work with data from your own industry when possible.
Can I apply this to my current job immediately?
Absolutely - and we encourage it. Each module includes practical assignments you can adapt to your actual work. Some participants have improved their forecasting processes mid-program, which makes the learning more relevant.
What if I fall behind on coursework?
Life happens. We build some flexibility into the schedule, and you'll have access to recordings if you miss live sessions. That said, the material builds progressively, so falling too far behind makes it harder to catch up. We check in regularly to help people stay on track.
Will I work alone or with others?
Both. Individual assignments let you focus on your specific situation, while group work exposes you to how different businesses approach the same challenges. The peer learning often ends up being surprisingly valuable.
What happens after the 12 weeks end?
You'll have ongoing access to course materials and templates. We also run quarterly alumni sessions where past participants share what they've implemented and troubleshoot challenges. These usually happen in Kaohsiung, though we stream them for remote attendees.
Can I get support if I hit problems later?
Yes. Alumni can book office hours with instructors on a limited basis. We also maintain a discussion forum where people share solutions to common issues. The community tends to be helpful - people remember struggling with the same things.
Who You'll Learn From
Our instructors have spent years doing the actual work of financial forecasting and budgeting. They've made mistakes, figured out solutions, and now teach what actually works in practice.
Desmond Chen
Former CFO who now specializes in teaching practical forecasting methods to growing businesses across Southern Taiwan.
Beatrice Yeh
Spent 12 years building budgets for manufacturing companies before transitioning to education and consulting work.
Simone Huang
Data analyst turned educator who helps people understand what their numbers are actually telling them about business performance.
Flora Tsai
Works with program participants on implementing forecasting systems that fit their specific business context and constraints.
What's Changing in Financial Planning
Shorter Planning Cycles
Companies are moving away from rigid annual budgets toward quarterly or even monthly rolling forecasts. Market conditions change too quickly for yearly planning to stay relevant. We're seeing this especially in Taiwan's tech sector, where businesses need to pivot fast based on global supply chain shifts.
Scenario Planning as Standard
What used to be reserved for large enterprises is now becoming standard practice for mid-sized businesses. Having three scenarios - conservative, expected, and optimistic - helps companies respond better when conditions shift. The events of recent years taught everyone that one forecast isn't enough.
Integration of Real-Time Data
More businesses are connecting their forecasting models directly to operational systems, allowing for faster updates as actual results come in. This doesn't mean forecasts change constantly, but it does mean adjustments happen based on current information rather than outdated assumptions. We cover the basics of this approach in module four.