Advanced Financial Planning & Analysis - Course

understanding finance is one important step to play an active role in helping their organization achieve its objectives

430 ratings |
5/5

This financial planning and analysis training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top
financial institutions

Certification

Certificate of completion

Format

on Campus

Duration

3 months, Total 60 active learning hours

Key Benefits

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

Who should attend?​

• FP&A Managers
• Financial Controllers
• CFOs
• Investment Bankers
• Equity Researchers
• Budget Analysts
• Treasury Managers
• Senior Financial A nalysts

Course Outline

  • Modeling best practices
  • Model formatting and hygiene
  • Dynamic modeling
  • Conveying financial performance in visual form
  • Serving as a strategic partner to financial and non financial business functions
  • Creating clear deliverables for a wide range of audiences
  • Strategic mapping, scorecards, and visualizing KPls
  • Variance analysis and cash flow forecasting
  • Building impactful dashboards, dynamic charts, and graphs for presentations
  • Scenarios & Sensitivities
  • Building dynamic and flexible user interfaces
  • Simulations and optimizations
  • Conducting sensitivity analysis

• Conducting back of the envelope calculations to determine pricing and target profitability
• Addressing break even, profit optimization, and product mix decisions

• Net Present Value (NPV), Internal Rate of Return(IRR), Modified IRR (MIRR), XIRR, XNPV
• DCF analysis and WACC 
• Interpreting sensitivity tables displaying a range of probable results

• Top down and bottoms up forecasting methods
• Assessing risk and uncertainty
• Statistical modeling and analysis

• Financial Statement Fundamentals
• Trend and Ratio analysis
• Revenue and cost build ups
• Liquidity and working capital management
• Gap Analysis
• Debt sizing

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