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FP&A – Financial Planning & Analysis Foundations

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Everything you need to build a strong conceptual foundation in FP&A

Do you want to be a successful FP&A professional?

What you’ll learn

  • Understand what is FP&A.
  • Understand why FP&A sits closer to the CFO.
  • Understand 4 key pillars of FP&A which are Budgeting, Forecasting, Variance Analysis, Profitability Analysis.
  • Be confident about FP&A function, irrespective of the industry that you work in.
  • Learn the traits of a successful FP&A professional.

Course Content

  • Introduction –> 3 lectures • 7min.
  • FP&A – The Foundations –> 2 lectures • 20min.
  • Budgeting –> 3 lectures • 19min.
  • Forecasting –> 4 lectures • 22min.
  • Management Commentaries – Variance Analysis –> 3 lectures • 12min.
  • Management Commentaries – Profitability Analysis –> 2 lectures • 15min.
  • Recharges & Allocations –> 2 lectures • 11min.
  • FP&A Success Mantra –> 2 lectures • 11min.
  • Conclusion –> 2 lectures • 3min.

FP&A - Financial Planning & Analysis Foundations

Requirements

  • Basic Accounting Knowledge.

Do you want to be a successful FP&A professional?

Here is an interesting fact, FP&A is not about fancy dashboards, tools or excel modelling. Tools are only an aid and not a substitute to strong conceptual foundations. The main aim of FP&A function is to enable senior management to take right decisions by providing the right set of reports.

It is important to learn performance conversations like revenue, gross margins, product profitability, client profitability, recharges & allocations, management commentaries and so on…

Based on my experience of being a CFO & Finance Business Partner to 5 CEOs and over a dozen business heads, I bring to you my course FP&A Foundations.

 

After this course, you will be able to,

  • Understand what is FP&A
  • Understand why FP&A sits closer to the CFO
  • Understand 4 key pillars of FP&A which are Budgeting, Forecasting, Variance Analysis, Profitability Analysis.
  • Be confident about FP&A function, irrespective of the industry that you work in.
  • Learn the successful traits of FP&A professional.

 

Why this course?

  • Historically, certifications like CA, CMA, CPA and others have always been compliance focused.
  • Other certifications out there are ‘Ratios & Analyst’ focused.
  • This course enables you to pick up practical concepts about FP&A in least amount of time invested.
  • Content is sector agnostic.

 

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