Introduction to Financial Planning & Analysis (FP&A)

Introduction to Financial Planning & Analysis (FP&A), available at Free, has an average rating of 4.32, with 27 lectures, based on 27 reviews, and has 1010 subscribers.

You will learn about Learn what corporate FP&A is and why it matters to businesses Understand what technical and non-technical skills are necessary for success in FP&A Discover why CFOs consider FP&A to be the most important, yet underperforming, functions within corporate finance Demystify the evolution of corporate finance from a historically reactive and reporting-focused function to one that is proactive and strategic in nature This course is ideal for individuals who are This course is intended for any finance, accounting, or business professional with a desire to learn more about one of the fastest-growing and in-demand fields in corporate finance. It is particularly useful for This course is intended for any finance, accounting, or business professional with a desire to learn more about one of the fastest-growing and in-demand fields in corporate finance.

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Summary

Title: Introduction to Financial Planning & Analysis (FP&A)

Price: Free

Average Rating: 4.32

Number of Lectures: 27

Number of Published Lectures: 27

Number of Curriculum Items: 27

Number of Published Curriculum Objects: 27

Original Price: Free

Quality Status: approved

Status: Live

What You Will Learn

Learn what corporate FP&A is and why it matters to businesses
Understand what technical and non-technical skills are necessary for success in FP&A
Discover why CFOs consider FP&A to be the most important, yet underperforming, functions within corporate finance
Demystify the evolution of corporate finance from a historically reactive and reporting-focused function to one that is proactive and strategic in nature

Who Should Attend

This course is intended for any finance, accounting, or business professional with a desire to learn more about one of the fastest-growing and in-demand fields in corporate finance.

Target Audiences

This course is intended for any finance, accounting, or business professional with a desire to learn more about one of the fastest-growing and in-demand fields in corporate finance.

The dynamic world of Financial Planning & Analysis (FP&A) is one of the fastest-growing and in-demand domains in corporate finance. It serves as the backbone of strategic business decisions within the office of the CFO.

This course illuminates the vital role of FP&A in today’s business landscape. Whether you are seeking to enhance your career in finance or are looking to move into this field, understanding FP&A and how it’s evolving is crucial.

You will learn what FP&A entails across different industries, discover why it is an excellent career path, and examine the variety of roles and responsibilities that FP&A professionals undertake. The course not only covers the technical skills required — such as financial modeling, financial forecasting, and data analysis — it addresses the essential non-technical skills, such as strategic thinking and effective communication.

Taught by Carl Seidman (CPA/CFF, CSP, CFE, CIRA, CGMA, AM), a well-recognized and highly-regarded FP&A, you will gain insights into how FP&A functions within various organizational structures and how it adapts to changing economic landscapes. This course is your primer to becoming a more aware financial or accounting professional, positioned for a future in FP&A.

Carl has trained more than 13,000 finance and accounting professionals as well as business owners and entrepreneurs. Companies including Workday, Cigna, Discover, Broadridge, Hostess, AlixPartners, and dozens of others use his training programs to develop their people. His training curriculum is licensed or utilized by 8 of the top global financial training companies.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction: A Message from Carl

Lecture 2: The Role of the FP&A Professional in Today's Environment

Lecture 3: About the Expert

Chapter 2: What is FP&A and Why is it Important

Lecture 1: Top FP&A Issues

Lecture 2: What is FP&A and Why is it Important?

Lecture 3: The Roles of the CFO, Controller, and FP&A

Lecture 4: FP&A Reporting Structure

Lecture 5: Executive Oversight of Financial Functions

Lecture 6: Select FP&A Focus Areas

Lecture 7: The Financial Control Tower

Lecture 8: Financial and Business Partnership

Chapter 3: The Key Roles and Responsibilities for FP&A

Lecture 1: The Key Roles and Responsibilities of FP&A

Lecture 2: Strategy Pyramid

Lecture 3: Strategic Financial Mapping

Lecture 4: Scenario Feasibility, Projections, and

Lecture 5: Monitoring Financial Condition

Lecture 6: Capital Project Planning & Management

Lecture 7: Managerial and Cost Accounting

Chapter 4: How Companies Benefit from a Formal FP&A Function?

Lecture 1: How Companies Benefit from a Formal FP&A Function?

Lecture 2: What Companies Benefit Most from FP&A?

Lecture 3: Modern FP&A vs. Traditional Corporate Finance – Part 1

Lecture 4: Modern FP&A vs. Traditional Corporate Finance – Part 2

Chapter 5: Key Skills for FP&A Professionals

Lecture 1: Necessary Technical and Non-Technical FP&A Skills

Lecture 2: Necessary Technical FP&A Skills

Lecture 3: Necessary Non-Technical FP&A Skills

Chapter 6: Summary and Additional Resources

Lecture 1: Summary and Additional Resources

Lecture 2: Final Thoughts

Instructors

Carl Seidman, CPA, CSP
FP&A Subject Matter Expert

Rating Distribution

1 stars: 1 votes
2 stars: 2 votes
3 stars: 2 votes
4 stars: 10 votes
5 stars: 12 votes

Frequently Asked Questions

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You can view and review the lecture materials indefinitely, like an on-demand channel.

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