Financial Planning and Analysis Course

Master planning, budgeting and forecasting

24-Hour training program

Gain recognition as a trusted FP&A professional

Learn integrated financial planning techniques

Get guidance from experienced finance trainers

Access to latest study materials

Choose from online or blended formats

4.8/5

4124 Enrolled

Overview

What will you learn from us:

Master skills to bridge the gap between strategy and execution
Learn essential components like planning, budgeting, and performance reporting
Develop skills for comprehensive financial planning
Gain hands-on experience beyond theoretical concepts
Establish yourself as a recognised FP&A professional
Equip yourself to plan, forecast, and budget effectively for long-term success

Learning Objectives

After the course, you will be able 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

Ready to get started?

Prerequisites

The prerequisite of the Financial Planning and Analysis training are as follows:

Having a bachelor's degree in accounting, finance, economics, or a related field
Having at least 5 years of finance experience
Strong analytical, problem-solving, and critical-thinking skills

Overall ratings by our students

Upcoming sessions

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

Dr. Srinivas Reddy is a skilled Corporate Trainer with a solid finance background and diverse credentials. He delivers effective learning solutions for finance and accounting teams, specializing in financial, cost, and tax accounting.

Dr. Reddy, a resourceful trainer, creates engaging and effective learning environments. He is dedicated to assessing training needs and closely monitors progress to provide relevant guidance, boosting participants' skills and productivity.

Dr. Reddy is not just a corporate trainer; he’s also deeply involved in community service. His commitment to both personal and professional growth makes him stand out.

Core Competencies:

Exceptional competency in the finance domain
Outstanding communication & presentation skills
Strong teaching proficiency
Expertise across different verticals

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), 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

KHDA Certificate

Earn a KHDA attested Course Certificate. The Knowledge and Human Development Authority (KHDA) is the educational quality assurance and regulatory authority of the Government of Dubai, United Arab Emirates.

Learners Point Certificate

Earn a Course Completion Certificate, an official Learners Point credential that confirms that you have successfully completed a course with us.

Related courses

Curriculum

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

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

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

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

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

Frequently asked questions

The Financial Planning and Analysis (FP&A) course focuses on teaching budgeting, forecasting, financial modeling, and strategic decision-making skills. Our training program prepares professionals for roles in corporate finance and improving business performance.

The prerequisite of the Financial Planning and Analysis training is:

1) Having a bachelors degree in accounting, finance, economics, or a related field
2) Having at least 5 years of finance experience
3) Strong analytical, problem-solving, and critical-thinking skills

This Financial Planning and Analysis course is ideal for finance professionals, business analysts, and managers who want to deepen their financial analysis skills. It’s also suitable for those looking to transition into finance roles or enhance their ability to make informed strategic decisions based on financial insights.

This Financial Planning and Analysis course equips you with skills highly valued in finance and business roles, improving your ability to perform budgeting, forecasting, and strategic planning. It enhances your employability and positions you for roles in finance, analytics, and management.

The skills learned apply across various industries, including corporate finance, consulting, retail, and more. Financial planning and analysis is critical in sectors where data-driven decisions impact growth and profitability.

This course covers techniques for interpreting financial statements, enabling you to assess business performance, calculate ratios, and analyze trends effectively.

We offer flexible payment options to accommodate different needs. Please contact our team to discuss available payment plans and find an option that best suits your budget.

Completing FP&A training can support roles related to budgeting, forecasting, reporting, and strategic finance. Common job opportunities include:

FP&A Analyst
Budget Analyst
Financial Analyst
Management Reporting Analyst
Business Finance Analyst
Corporate Planning Analyst

Learners Point delivers the Financial Planning and Analysis Course with a practical and career-focused learning approach. The training helps professionals strengthen their understanding of budgeting, forecasting, financial reporting, and strategic planning through structured guidance from experienced trainers. Learners Point also focuses on building job-relevant skills that can be applied confidently in real business and finance environments.