Financial Planning and Analysis Course

Embark on a learning journey with our Financial Planning and Analysis Course. This FP&A certification training helps individuals plan, forecast, and budget for future financial success. It is designed to guide them through the dynamics of planning, budgeting, forecasting, and performance reporting. The comprehensive program goes beyond theory, focusing on practical skills development. This certification establishes individuals as established and trusted professionals in financial planning and management.

Accredited By

  • 24 Hours Training
  • Online / Classroom / Onsite
  • 29 Jun, 2024 / 29 Jun, 2024
  • Additional Program Dates
  • 100K+ Happy Students

(600+ Google Reviews)

Enquire for Corporate Training

What is The Financial Planning and Analysis Course All About?

The Financial Planning and Analysis Course helps individuals maintain an organization's financial well-being. It is maintained through vital components such as planning, budgeting, and performance reporting. The FP&A certification assists individuals with the skills needed for integrated financial planning. This ensures a comprehensive understanding of key processes crucial for effective decision-making.

Why is Getting Trained in a Financial Planning and Analysis Course Important?

The Financial Planning and Analysis Course guides individuals in mastering the skills needed to reduce the gap between strategy and execution. In the field of business strategy, Financial Planning and Analysis (FP&A) emerges as a crucial tool. The FP&A certification course helps organizations align their performance with corporate strategy. 

Why Do Companies Hire Professionals After Completing the Financial Planning and Analysis Course?

The Financial Planning and Analysis Course provides a structured path to acquire the necessary skills. The FP&A certification helps individuals to become trusted advisors in guiding strategic financial decisions. Their expertise plays a vital role in advising senior management and business executives. Hence it leads to the overall profitability of the entire organization.

Industry Trends

The Financial Planning and Analysis Course helps individuals with essential knowledge. In the dynamic world of financial strategy, staying ahead requires a keen understanding of industry requirements. From cutting-edge technological innovations to data-driven insights, these professionals help in understanding the overall dynamics.

These are some of the notable trends to watch out for in the upcoming years:

  • ➤ Adaptability is The New Stability
  • ➤ Enhanced Meaningful Collaboration
  • ➤ A Culture of Decisiveness
  • ➤ Usage of Artificial Intelligence
  • ➤ Continuance of Geopolitical influence 

Market trends

The Financial Planning and Analysis Course helps individuals by providing tools, automation, and real-time data insights. It all begins with accepting the right mindset for FP&A. It helps them in creating a reactive approach to a proactive and strategic planning focus.   

Salary Trends

The Financial Planning and Analysis Course involves an understanding of business dynamics. It helps in formulating growth strategies for financial success. The course guides individuals to not just analyze figures but to understand the broader context of business.

These are some of the salaries earned by professionals in the MENA region:

  • ➤ Dubai: AED 10,500 monthly
  • ➤ Oman: OMR 1088 monthly
  • ➤ Qatar: QAR 16,977 monthly


These figures indicate the lucrative job opportunities and financial rewards after completing the Financial Planning and Analysis Course. This makes it a valuable investment in one's career.


Demand & Opportunities

Gaining valuable insights into a company's overall financial health and performance is a critical aspect. The Financial Planning and Analysis Course focuses on upgrading these skills. It assists individuals in identifying opportunities for maximizing profitability and minimizing risk. Hence helping individuals in making informed decisions about their future. 

Some of the notable job opportunities are as follows:

  1. FP&A Analyst
  2. FP&A Manager
  3. Senior FP&A Analyst
  4. FP&A Director
  5. Chief Financial Officer

Course Outcome

Successful completion of the Financial Planning and Analysis Course will enable you to:

  • Learn to create the necessary assumptions for business forecasting
  • Gain the skills to forecast financial statements effectively 
  • Understand the process of calculating the monthly cash flow
  • Explore how to analyze the impact of the forecast on the company's balance sheet 
  • Utilize advanced spreadsheet functions such as value lookup, and macros to improve the accuracy

Course Module

  • Understanding the sources of various financial data, as well as the tools to gather such information. Moreover, understanding the needs and the methods of gathering the required information from internal/external stakeholders as well as business partners
  • Interpreting corporate reports and determining peer groups and competitors
  • Understanding taxation policies and projections, financial and non-financial performance indicators, risk management, strategic planning frameworks, and key macro-level financial concepts like consumer price index, exchange rates, etc
  • Determining the applicability of various financial tools, processes, and models and learning core statistical concepts
  • Testing the validity of various financial models
  • Identifying outliers in data and determining their causes
  • Developing assumptions and conclusions, as well as deliberating the reasonableness of assumptions and conclusions
  • Carrying out various types of analysis like financial ratio analysis, variance analysis, and competitive analysis.
  • Determining the seasonability of an industry or business
  • Learning basic and advanced spreadsheet functions as well as common statistical calculations
  • Documenting and maintaining financial models as well as learning about common financial structures and software used by organizations
  • Grasping the principles, processes, practices, concepts, and formulas of general finance and finance accounting
  • Understanding the core concepts of managerial and cost accounting
  • Identifying the relationships between various financial statements.
  • Studying the core concepts of microeconomics
  • Studying the types of budgets and forecasts as well as general business terminology
  • Learning effective communication and presentation techniques as well as coordinating workflow elements
  • These include financial statement projections, return on investment projections, sales volume/revenue projections, etc
  • They also include capital expenditure/investment analysis, discounted cash flow analysis, sensitivity analysis, and risk analysis

Program Dates

29 Jun
  • 11:00 AM
  • Sat
  • Online Live
Enquire Now

Expert Instructors & Teaching Methods

Dr Srinivas is a leading industry professional in the field of finance and accounting. He is an established corporate trainer with demonstrated experience in his field. He is the holder of some of the world’s most valued professional credentials such as CMA, CPA, PMP, CCA, CFE, etc. He has an extensive educational background as well in finance which establishes his mettle in designing, developing and delivering excellent training programs. His training records mark exceptional results in guiding and teaching professionals of all experience levels and from diversified backgrounds. He integrates his excellent presentation skills with the knowledge of educational theories and methodologies to provide onsite and virtual training that is of unparalleled quality. His high community services contribution also ascertains his commitment to training potential aspirants to become tomorrow’s professionals.


  • ⦾ Ph.D. in Management, 2018 (Provisional yet to be received) OPJS University, India
  • ⦾ M.Sc. in Applied Psychology 2016, Bhartiyar University, India
  • ⦾ MBA in Finance 2012, Nagarjuna University, India
  • ⦾ LLB 1998, Osmania University, India
  • ⦾ M.Com 1994, Osmania University, India
  • ⦾ B. Com 1990, Osmania University, India


Professional Qualifications


  • ⦾ Certified Public Accountant, (CPA), The American Institute of Certified Public Accountants, U.S.A
  • ⦾ Certified Management Accountant, (CMA), The Institute of Management Accountants, USA
  • ⦾ Certified Fraud Examiner, (CFE), Association of Fraud Examiners, USA
  • ⦾ Certified Cost Accountant (ICWA-Inter), The Institute of Cost and Works Accountants of India, India
  • ⦾ Project Management Professional (PMP), Project Management Institute

Dr. Srinivas, PhD, MSc, MBA, LLB, CMA, CPA, PMP

Why Count on Learners Point?

Being the leading providers of the Financial Planning and Analysis Course, at Learners Point we help professionals master the necessary skill sets and experience to attain the Financial Planning and Analysis certification.

Following are the USPs our Financial Planning and Analysis Course offers you:

  • We look at real-world scenarios organizations face and formulate our Financial Planning and Analysis course as per practical requirements
  • Apart from theoretical knowledge, we also focus on practical case studies to give you a reality check and insight into what exactly will be asked of you while you are in a demanding role
  • Our bespoke Financial Planning and Analysis Course also equips you with hands-on experience by offering assignments related to the actual work environment
  • Apart from organizing group sessions, we also offer one-to-one sessions to enhance the quality of our Financial Planning and Analysis course
  • We also take a discrete approach to career guidance so that one can be successfully placed as a professional

Learners Experience

"I can confidently say that Learners Point's Financial Planning and Analysis Course laid the foundation for my career success. The course outcomes, including monthly cash flow calculation and analysis of forecast impact, have proven invaluable in my role as an FP&A Analyst."

Shadab Ul Junid

FP&A Analyst

"The Learners Point Financial Planning and Analysis Course exceeded my expectations. The modules, including building financial projections and technology/software usage, equipped me with in-demand skills. I secured a fulfilling role in financial analysis soon after completion."

Tiara Sheikh

Financial Analyst

"Completing the Financial Planning and Analysis Course not only enhanced my technical skills but also provided a holistic understanding of business dynamics. The personalized career guidance and one-to-one sessions ensured I was job-ready and confident in my role."

Sarah Firdousi

Senior FP& A Analyst

"Enrolling in the Financial Planning and Analysis Course was a great decision. The course's focus on industry trends, advanced spreadsheet functions, and practical case studies gave me a competitive edge in my career. Highly recommended!"

Nemina Ali

FP&A Manager

"The Financial Planning and Analysis Course at Learners Point transformed my approach to financial decision-making. The practical insights and hands-on experience prepared me for real-world challenges, making me a valuable asset in the finance industry."

Rakib Wajidi

Financial Planning Analyst

Our Graduates

Our graduates are from big companies, small, companies, they are founders, career changers and life long learners. Join us and meet your tribe!

FAQs on FP&A Course

The Financial Planning and Analysis Course is also called FP&A. 

There are 140 exam questions in the Financial Planning and Analysis Certification.

The exam duration of the Financial Planning and Analysis Certification is 180 minutes.

The pattern of the FP&A course exam is Multiple choice questions (MCQs) and Task Based Simulation questions.

Yes, the individual can sit for the practice exam multiple times before sitting for the main exam of the Financial Planning and Analysis certification.

The prerequisite of the Financial Planning and Analysis training is: 1) Having a bachelor's degree in accounting, finance, economics, or a related field 2) Having at least five years of finance experience 3) Strong analytical, problem-solving, and critical-thinking skills

The passing mark for the FP&A exam is 500.

If someone fails to clear the FP& A exam on the first attempt, the individual can reappear for the exam after three months.

The mark distribution of the Financial Planning and Analysis Certification exam is as follows: 1) Multiple Choice Questions: 1 point each 2)Task-Based Simulation Questions: 1.5 points each

Yes, the Financial Planning and Analysis Course is globally recognized.

Call Now Enquire Now