Preparation for Certificate in Financial Planning & Analysis (Cert FP&A)

Why Attend

In today's world, there is more importance given to financial planning and analysis. Professionals are expected by top management to provide proper information and analysis for decision making and to be equipped with the proper tools to do so. Management needs to have confidence in what the financial professionals are presenting in the company’s budgets and forecasts. Now, you have the chance to certify your credentials and expertise in the field of budgeting, forecasting, financial planning and analysis through the Association of Financial Professional (AFP). AFP’s Certified Corporate Financial Planning & Analysis Professional is a designation well worth your time and investment. It’s a two parts exam that are available online. This course provides an overview of the main concepts in Part 1 exam as well as going through the main practitcal side of Part 2 of building models using Excel. Let this course help you so you can pass the exam and stand out from the rest of the crowd.

Course Methodology

The course is designed to tackle the key concepts and most difficult areas covered in the exam with the use of exercises and workshops.

Course Objectives

By the end of the course, participants will be able to:

• Identify proper sources for gathering information about the company and its industry and apply the basic concepts of macro economics and strategic planning
• Define main financial and micro economic concepts and identify types of budgets
• Perform financial analysis and variance analysis and draw conclusions
• Build financial projections, evaluate capital expenditures and investments and create what-if analysis
• Utilize advanced spreadsheet functions, e.g. value lookup, pivot tables, macros, etc.

Target Audience

All accounting and finance professionals who are currently working, or seeking to work, in the financial planning, analysis, budgeting and forecasting domain within their organizations.

Target Competencies

• Applying accounting rules
• Budgeting
• Financial planning
• Analytical skills
• Communication skills
• Building financial models