FP&A Essentials (ExLF)
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.
📅 Monday, 10 March 2025
⏰ 3:30 pm – 5:30 pm GMT (11:30 am – 1:30 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.
📅 Monday, 17 March 2025
⏰ 3:30 pm – 5:30 pm GMT (11:30 am – 1:30 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.
📅 Monday, 24 March 2025
⏰ 3:30 pm – 5:30 pm GMT (11:30 am – 1:30 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.
📅 Monday, 31 March 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 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 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.
Business Benefits:
Reliable Forecasts, Improved Accuracy, Scenario Planning, Better Decision-Making, Strategic Insights, Scalable Growth
‘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.
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
Module Content
FP&A Essentials
About Instructor
Module Includes
- 1 Topic
- 1 Lesson
