Financial Planning and Analysis Course in US
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
4.8/54265 EnrolledEnrolled Learners
4.8/54265 EnrolledEnrolled Learners
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
Upcoming sessions
Curriculum
1
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
2
Interpreting corporate reports and determining peer groups and competitors
3
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
1
Grasping the principles, processes, practices, concepts, and formulas of general finance and finance accounting
2
Understanding the core concepts of managerial and cost accounting
3
Identifying the relationships between various financial statements.
4
Studying the core concepts of microeconomics
5
Studying the types of budgets and forecasts as well as general business terminology
6
Learning effective communication and presentation techniques as well as coordinating workflow elements
1
Determining the applicability of various financial tools, processes, and models and learning core statistical concepts
2
Testing the validity of various financial models
3
Identifying outliers in data and determining their causes
4
Developing assumptions and conclusions, as well as deliberating the reasonableness of assumptions and conclusions
5
Carrying out various types of analysis like financial ratio analysis, variance analysis, and competitive analysis
6
Determining the seasonability of an industry or business
1
These include financial statement projections, return on investment projections, sales volume/revenue projections, etc
2
They also include capital expenditure/investment analysis, discounted cash flow analysis, sensitivity analysis, and risk analysis
1
Learning basic and advanced spreadsheet functions as well as common statistical calculations
2
Documenting and maintaining financial models as well as learning about common financial structures and software used by organizations
Meet your Trainer
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
Learning Outcomes
After the course is completed, you will be able to:
1
Gain a comprehensive understanding of key financial and microeconomic concepts
2
Learn to identify various types of budgets used in different organisational contexts
3
Acquire the skills to conduct thorough financial analysis and variance analysis
4
Develop the ability to create accurate financial projections
5
Learn to evaluate capital expenditures and investment opportunities
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.
Prerequisites
The prerequisite of the Financial Planning and Analysis training in US 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
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Frequently asked questions
The Financial Planning and Analysis (FP&A) Course in the US is designed to help finance professionals with the skills, tools and techniques needed to drive strategic financial decision-making. Our course focuses on the core functions of financial forecasting, budgeting, performance analysis and strategic planning.
Enrolling in the Financial Planning and Analysis Course in the US is a great choice if you are looking to advance your career in corporate finance, business analysis or strategic planning. The reasons are:
1. Master critical finance skills
2. Become a strategic business partner
3. Enhance career prospects in a competitive US market
4. Stay ahead with data-driven decision making
5. Prepare for FP&A certification
The FP&A course in the US covers a wide range of core financial areas that are essential for driving business strategy, improving performance and supporting executive decision-making. These areas are:
1. Budgeting and Forecasting
2. Financial Modelling
3. Cost Analysis and Management
4. Variance Analysis and Performance Management
5. Profitability and Margin Analysis
6. Cash Flow Forecasting and Analysis
Our FP&A course is valuable in the US because it helps you with the core financial skills needed to thrive in a modern finance role. The reasons are:
1. Taught using US GAAP and international best practices
2. Aligns with FP&A career paths recognised by top US employers
3. Prepares for advanced certifications like Certified Corporate FP&A Professional
Yes, our FP&A course in US include hands-on training in advanced Excel and financial model building techniques. These skills are essential for building dynamic financial forecasts. It also allows you to build customized models for different business cases and present insights to stakeholders.
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