Introduction to Financial Planning & Analysis (FP&A)

Introduction to Financial Planning & Analysis (FP&A), A Primer of Strategic Planning, Technical and Non-Technical Skills, Career Advancement, and Industry Insights.

Course Description

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.

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