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Next Live Workshop Dates

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

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

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

Field of Study: Finance 2 CPE Credits (2 CPD Hours)




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 Facilitators

Catherine Marks

Finance Team Training Director

Catherine led the O2 FP&A team through its merger with Virgin Media.



Prerequisites: Must have at least FP&A experience

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live


Module Content

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FP&A

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About Instructor

Zoe Allen

54 Modules

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Module Includes

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  • 1 Lesson