Financial Planning That Actually Makes Sense

Most businesses in Taiwan struggle with forecasting because they're using outdated methods. We teach practical budgeting strategies that work in real markets—not just theory from textbooks written decades ago.

Explore Our Curriculum
Financial planning workspace with budget analysis and forecasting tools

How We Approach Financial Education

After working with dozens of businesses, I've noticed something: people don't need more spreadsheets. They need frameworks that help them make better decisions when the numbers get messy.

Scenario-Based Learning

We build exercises around real situations—cash flow gaps, unexpected expenses, seasonal revenue changes. You learn by working through problems that feel familiar.

Iterative Practice

Financial planning isn't something you master in one sitting. Our sessions revisit core concepts multiple times, each with added complexity as your confidence grows.

Context for Taiwan Market

Tax considerations, local banking practices, regulatory requirements—these details matter. We incorporate them into every lesson so you're not learning in a vacuum.

Financial forecasting session with real business data analysis

Why This Works

Traditional finance courses dump information on you and hope it sticks. Ours builds gradually—each session connects to what you learned before.

By the end, you're not just following formulas. You understand why certain approaches work better in specific situations, and you can adapt when circumstances change.

Program Timeline for Autumn 2025

We're running our next cohort starting October 2025. Here's what the progression looks like.

1 Oct 2025

Foundation Month

We start with budgeting fundamentals—how to structure financial data so it's actually useful, not just compliant. Most people skip this part and regret it later.

2 Nov 2025

Forecasting Techniques

This is where things get interesting. You'll learn multiple forecasting methods and when to use each one. Revenue forecasting for a retail business looks different from service-based projections.

3 Dec 2025

Applied Practice

We work with actual business data (anonymized, of course). You'll spot patterns, identify risks, and build forecasts that account for market volatility. This month separates theory from practical skill.

4 Jan 2026

Integration and Review

Final month focuses on bringing everything together. You'll create comprehensive financial plans and get detailed feedback. By the end, you should feel confident presenting forecasts to stakeholders.

Who's Teaching This

Both instructors have spent years working with businesses in Taiwan. They've seen what actually helps people improve their financial planning—and what's just noise.

Dorian Viklund financial planning instructor

Dorian Viklund

Lead Instructor, Forecasting Methods

Dorian worked in corporate finance for eight years before switching to education. He specializes in helping businesses move from reactive budgeting to proactive forecasting. His approach focuses on building systems that remain useful as your business evolves.

Henrik Kovarik budgeting systems instructor

Henrik Kovarik

Instructor, Budgeting Systems

Henrik has been consulting with SMEs across Taiwan since 2018. His strength is breaking down complex financial concepts into manageable pieces. He's particularly good at working with people who find traditional finance courses intimidating.

What You'll Actually Gain

Look, I'm not going to promise you'll triple your revenue or completely transform your business overnight. But you will walk away with practical skills that make a difference in how you approach financial decisions.

Business owner reviewing financial forecasts and budget planning documents

Better Decision Making

You'll have frameworks for evaluating financial choices—when to invest, when to hold back, how to assess risk realistically.

Clearer Communication

Whether you're talking to investors, partners, or team members, you'll be able to explain financial situations clearly.

Adaptable Systems

Markets change. You'll learn how to adjust your forecasts and budgets when conditions shift, rather than starting from scratch.