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FP&A FOR NEW ANALYSTS

Financial Planning & Analysis (FP&A) is one of the most common roles in finance
and accounting, and the demand for skilled FP&A professionals continues to grow.
FP&A is not simply about reporting numbers but also acting as a business
partner. In this course we will:
 * How best to develop the necessary skills to thrive in an FP&A role
 * Discuss different approaches to budgeting
 * How to use key performance indicators (KPIs) to monitor and communicate
   performance

Get StartedGet Started

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FP&A for New Analysts
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OVERVIEW


FP&A FOR NEW ANALYSTS OVERVIEW




Financial Planning & Analysis (FP&A) is one of the most common roles in finance
and accounting and companies of all sizes need skilled professionals to help
monitor business performance and recommend improvements. In this course, we will
introduce critical thinking and analysis skills necessary to become a
world-class FP&A professional. We will also discuss how you can brand yourself
as the go-to analyst for the best opportunities, as well as positioning yourself
for early success, promotion, and an amazingly lucrative career.






 




LEARNING OBJECTIVES

 * Define budgeting, its components, and various types of financial planning
   applicable to all types of businesses.
 * Recognize the broader implications of financial planning and analysis (FP&A)
   activities.
 * Monitor and influence KPIs, providing clear insights and rallying
   stakeholders around strategic initiatives.
 * Summarize the necessity of considering multiple assumptions and evaluating
   their impact on results through sensitivity analysis.
 * Manage variances, and identify differences between expected and actual
   performance.
 * Recognize the role of personal branding in professional advancement within
   the FP&A field.







WHO SHOULD TAKE THIS COURSE?

This course is geared toward prospective and current FP&A professionals with a
passion for problem-solving and working with business leaders.









RECOMMENDED PREREQUISITES

The prerequisites are optional, but we recommend you complete these courses or
possess the equivalent knowledge prior to enrolling in this course: The Role of
the FP&A Professional




FP&A FOR NEW ANALYSTS


4.7
Led by Carl Seidman

Level 3

Approx 3h to complete

100% online and self-paced

Get StartedGet Started


WHAT YOU'LL LEARN

Lesson
Multimedia
Exams
Files

INTRODUCTION

Enjoy a Free Preview Free Preview
Introduction Free Preview
Downloadable Material
Course Introduction - FP&A for New Analysts Overview Free Preview
What is FP&A Free Preview
FP&A Job Descriptions
Connecting the Dots in FP&A Free Preview
Interactive Exercise 1 Free Preview
End of Free Preview Free Preview

INTRODUCTION TO BUDGETING

Budgeting
Quantitative vs. Qualitative Budgeting
Suggestions for Developing a Budgeting Process
Techniques in Budgeting
Interactive Exercise 2

INTRODUCTION TO FORECASTING

Introduction to Forecasting for FP&A Analysts
Differences Between Budgeting, Forecasting, and Projections
Interactive Exercise 3

INTRODUCTION TO MAKING CONNECTIONS TO THE BIGGER PICTURE

Making Connections to the Bigger Picture
Siloed FP&A at Work
Linking FP&A Work to the Bigger Picture
The Art of Communication
Interactive Exercise 4

INTRODUCTION TO KEY VALUE AND KPIS

Introduction to Key Value and KPIs
Understanding Key Value Drivers in Forecasting, Planning, and Analysis
The Role of KPIs and Key Value Drivers in Financial Business Partnership
The Impact of KPIs on Financial Metrics That Matter
Interactive Exercise 5

INTRODUCTION TO SENSITIVITY ANALYSIS

Introduction to Sensitivity Analysis
The Power of Sensitivity Analysis
Interactive Exercise 6

INTRODUCTION TO VARIANCE ANALYSIS

Introduction to Variance Analysis
What Are Variances and Why Do We Care
What is Forecast-Over-Forecast Variance Analysis
Forecast-Over-Forecast Variance Analysis
Nuances in Variance Analysis
How Do We Interpret Variance Reports and Summaries
What Is the Tolerance for Variances
Interactive Exercise 7

INTRODUCTION TO PERSONAL BRANDING AND POSITIONING FOR ADVANCEMENT

Personal Branding and Positioning
Technical and Critical Skills Development
Developing Yourself Into Who You Envision
Networking Your Way to the Top
Find Mentors and Guides
Build your Resume and Credentials

BRINGING IT ALL TOGETHER

Course Summary

QUALIFIED ASSESSMENT

Qualified Assessment



THIS COURSE IS PART OF THE FOLLOWING PROGRAMS

Why stop here? Expand your skills and show your expertise with the professional
certifications, specializations, and CPE credits you’re already on your way to
earning.


FINANCIAL MODELING & VALUATION ANALYST (FMVA®) CERTIFICATION

 * Skills Learned Financial modeling and valuation, sensitivity analysis,
   strategy
 * Career Prep Investment banking and equity research, FP&A, corporate
   development

Learn More Learn More


FINANCIAL PLANNING & ANALYSIS (FP&A) SPECIALIZATION

 * Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement
   Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI,
   and more.
 * Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

Learn More Learn More



WHAT OUR MEMBERS SAY

FP&A
Good content for basic level. Few case studies would have added value to the
course.

VENUGOPAL RAJAMANURI

Insightful introductory course, lacking practical application/exercises.

PETRONELLA LOUREEN DU TOIT

FP&A with best teacher on Earth
Very favourable variance compared to my expectations budget. This inspired me to
pursue FP&A career. Thank you!

VOJTĚCH ŠMAJER


FREQUENTLY ASKED QUESTIONS

If you haven’t found your answer from our FAQ, please send us a message.
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What are the requirements to take the courses?
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various industries and levels of experience. Our curriculum is designed to teach
what you need to know from basic fundamentals to advanced practical case
studies. To take the courses and complete the exercises, students will only need
access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable
internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for
download. Just look for a module that shows Downloadable Files within the course
dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active
subscription. All the courses are self-paced as well so you can take your time
in learning without worrying about any deadlines. Click here to compare our
available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training
standards, the CPA Institutions in Canada, and the National Association of State
Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for
verified CPE credits for CPA charter holders. Please refer to this page to view
all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or
charges to earn your digital certification. You can see our enrollment fees
listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we
accept all major credit and debit cards including Visa, MasterCard, and American
Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in
each course. You can retake the assessments as many times as necessary until you
reach an 80% passing grade. For more information on how to earn a course
certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice
questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course.
You can take the exams on your own schedule and will need to earn at least 80%
to pass the course and earn your certificate of course completion. Please note
that course exams can be repeated as many times as you need. Students are also
required to complete the FMVA® final exam to earn their certification. How to
Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide
email assistance for general or technical support inquiries. The Full Immersion
bundles include a premium email support function that allows you to communicate
directly with in-house experts regarding course content. This is one of the key
features that sets the Full Immersion bundle apart and makes it a worthwhile
upgrade over the more affordable self-study bundle. You can compare more
features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses
have helped so many people advance their finance careers. Our courses are
designed to be extremely practical and simulate the experience of being trained
as a professional financial analyst…the ultimate way to advance your career. For
real-world examples and to help delve even deeper into the course concepts,
please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and
we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
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