Financial Planning & Analysis

Dan Wells · February 3, 2021

Overview

A key role of the finance function is to deliver value-added insights to the rest of the organisation. Data is becoming increasingly vital to the success of businesses and needs to be properly captured, analysed and presented to a wide range of both internal and external stakeholders.

FP&A is a significant element of a finance leader’s responsibilities and there are now many dedicated career specialists who work within finance teams. This covers a range of activities including budgeting/forecasting, allocating capital, presenting trends, managing outcomes, suggesting initiatives, analysing data and benchmarking results.

You are increasingly required to perform these activities for both financial and non-financial data across the business. You will therefore need to work closely with other teams in order to successfully deliver this.

During this module, participants will:

  • Understand the importance of Financial Planning and Analysis within your role;
  • Learn the key areas to consider when performing FP&A;
  • Determine which KPIs you should be measuring within your business;
  • Working out how best to capture and process your data;
  • Identifying the financial and non-financial data that you should include within your analysis;
  • Improve your general skills for planning, forecasting, reporting and analysis;
  • Identify ways to deliver FP&A to your wider organisation;
  • Listen to best practice suggestions and case studies from experienced CFOs;
  • Assess your current level of achievement within this competency;
  • Determining how best to deliver your FP&A output to your internal and external stakeholders; and
  • Create your development plan for building an effective FP&A process within your finance team.

Following this, we outline how to create budgets, predict results and manage outcomes to help finance leaders successfully deliver your company’s financial targets.

Learning Objectives:

After completion of this course, participants will be able to:

  • Allocate capital;
  • Build financial models;
  • Create investment cases;
  • Analyse data; and
  • Manage outcomes.

Additional Information:

CPE Credit/CPD Hours: 2.4

Field of Study: Finance

No prerequisite knowledge is required to be successful in this course.

No advance preparation is required.

Program Level: Basic

Delivery Method: QAS Self Study

Module Content

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About Instructor

Dan Wells

25 Modules

+27 enrolled
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Module Includes

  • 7 Topics
  • 32 Lessons
  • 1 Quiz
  • Module Certificate