Financial Planning and Analysis Essentials
Next Live Workshop Dates
Workshop: Planning & Forecasting
📅 Monday 23rd September 2024
⏰ 3:30 pm – 5:30 pm BST
Create reports and deliver financial presentations that inspire action: visualize your financials effectively, tell the story of your business and make it stick.
Field of Study: Management Services 2 CPE Credits (2 CPD Hours)
Workshop: Forecasting
📅 Monday 30th September 2024
⏰ 3:30 pm – 5:30 pm BST
Master the art and science of budgeting and forecasting: successfully navigate budget phases, learn best practices and forecasting techniques.
Field of Study: Management Services 2 CPE Credits (2 CPD Hours)
Workshop: Financial Modeling & Decision Support
📅Wednesday 9th October 2024
⏰ 3:30 pm – 5:30 pm BST
Sharpen your financial modeling skills: understand which model is relevant for your business case, and learn best practices for building optimized models.
Field of Study: Management Services 2 CPE Credits (2 CPD Hours)
Workshop: Business Partnering for FP&A
📅 Wednesday 16th October 2024
⏰ 3:30 pm – 5:30 pm BST
Take your business partnering skills to the next level: start the flywheel of effective business partnering, build trusted relationships and create budget discipline without policing.
Field of Study: Management Services 2 CPE Credits (2 CPD Hours)
Learning Outcomes
On completion of the Financial Planning and Analysis Essentials 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.
‘I recommend this to everyone who is interested in understanding FP&A. I’m transitioning to an FP&A role and this course helped me get a jumpstart to prepare myself with the skills required to succeed.’
Joey Jo,
Senior Accountant at Hala
Course Facilitators
Catherine Marks
Finance Team Training Director
Catherine led the O2 FP&A team through its merger with Virgin Media.
Christian Wattig
Lead Facilitator – North America
Christian has 12 years of FP&A leadership experience at P&G, Unilever.
Module Content
FP&A Essentials
About Instructor
Module Includes
- 1 Topic
- 1 Lesson
