FP&A Boot Camp
The FP&A Boot Camp is an intensive, end-to-end training program designed to build and elevate your financial planning and analysis capabilities. This comprehensive course equips you with the essential skills to master financial forecasting, budgeting, and strategic analysis, while also developing the advanced techniques needed to deliver impactful insights and influence key business decisions. Through practical applications and real-world scenarios, you’ll gain the confidence and expertise to thrive in any FP&A role and become a vital contributor to your organization’s financial success.
Next Live Workshop Dates
Workshop: Planning
An introduction to the secrets of success in FP&A!
Learn about the planning and forecasting landscape, how to deliver a more effective budget process and explore planning techniques.
- Tuesday, 6 May 2025
- 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Forecasting
Master the art and science of forecasting: how to be more effective in our forecasting, break free from the limitations of traditional approaches and navigate stakeholder tensions.
- Tuesday, 13 May 2025
- 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Financial Modeling and FP&A Tools
Sharpen your financial modeling skills by learning best practices for building models. Explore the landscape of FP&A tools and how they can be successfully deployed in your organisation.
- Tuesday, 20 May 2025
- 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm EST)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Business Partnering for FP&A
Take your business partnering skills to the next level: learn powerful techniques for adding value and influencing your stakeholders.
- Tuesday, 27 May 2025
- 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Strategy and Long-Range Planning
Build on your budgeting and forecasting skills by mastering the art and science of effective long-range planning. Advance your strategic thinking and learn how FP&A can most effectively interact with strategy.
- Tuesday 3 June 2025
- 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Financial Storytelling
Embrace your inner marketeer! Deliver financial presentations that influence and inspire action.
- Tuesday, 10 June 2025
- 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: The Future of FP&A
Prepare for the future of FP&A: be ready to lead FP&A through the rapidly changing business and technological environment.
- Tuesday, 17 June 2025
- 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Course Testimonials







Course Overview
What we Cover:
Financial Storytelling, Finance Business Partnering, Financial Modeling, Planning & Forecasting
The Challenges:
Simplify complex data, create accurate forecasts, build reliable financial models, turn data into strategy, align business strategy and financial plans.
The Barriers:
Complex financial models, manual spreadsheets, difficulty in presenting data, building stakeholder trust, navigating conflicts of interest in your role.
Learning Outcomes:
On completion of the Financial Planning and Analysis course, your team will have an enhanced ability to create impactful financial reports, develop strategic presentation skills, and gain proficiency in advanced financial modeling. These skills will empower your team to drive better business decisions and perform more accurate financial analyses.
Business Benefits:
Reliable Forecasts, Improved Accuracy, Scenario Planning, Better Decision-Making, Strategic Insights, Scalable Growth
Course Facilitator

Catherine Marks
Facilitator
Catherine led the O2 FP&A team through its merger with Virgin Media.
Prerequisites: No Prerequisite knowledge is required to be successful in this course
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
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