The Role of The FP&A Professional

It's an exciting time to be in a financial planning and analysis (FP&A) role as it is one of the most important and rapidly evolving corporate finance functions. Our course objectives are as follows: ● Define FP&A and its most common roles and responsibilities ● Compare and contrast the FP&A function with more traditional corporate finance functions ● Understand why Chief Financial Officers (CFOs) consider the FP&A team to be one of the most important, yet underperforming, functions within finance ● Uncover the most important technical and non-technical skills needed for a successful career in FP&A

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Overview

The Role of The FP&A Professional Course Overview

It’s an exciting time to be in a financial planning and analysis (FP&A) role as it is one of the most important and rapidly evolving corporate finance functions. Our course objectives are as follows:

Define FP&A and its most common roles and responsibilities
Compare and contrast the FP&A function with more traditional corporate finance functions
Understand why Chief Financial Officers (CFOs) consider the FP&A team to be one of the most important, yet underperforming, functions within finance
Uncover the most important technical and non-technical skills needed for a successful career in FP&A

The Role of The FP&A Professional Course Learning Objectives

Define FP&A and delineate its common roles and responsibilities
Identify where and how FP&A fits into a company’s organization
Recognize the key roles and responsibilities of FP&A
Describe the types of companies that benefit the most from FP&A
Detail the most crucial technical and non-technical FP&A skills

Who should take this course?

This course is geared toward any finance or accounting professional with a deep passion for analysis and problem solving.

The Role of The FP&A Professional

Led by Carl Seidman

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Level 1

Approx 1.5h to complete

100% online and self-paced

Get Recognized With CFI

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What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Course Introduction

Learning Objectives

Downloadable Material

Top FP&A Issues

What is FP&A and Why is it Important?

What is FP&A and Why is it Important

The Roles of the CFO, Controller and FP&A

FP&A Reporting Structure

Executive Oversight of Financial Functions

Interactive Exercise - Executive Oversight of Financial Functions

Select FP&A Focuses

The Financial Control Tower

Financial and Business Partnership

The Key Roles and Responsibilities for FP&A

The Key Roles and Responsibilities of FP&A - Strategic Planning

Strategic Financial Planning & Analysis - Strategy Pyramid

Strategic Financial Planning & Analysis - Strategic Financial Mapping

Interactive Exercise - Strategic Financial Planning & Analysis - Strategic Financial Mapping

Strategic Financial Planning & Analysis - Scenario Feasibility, Projections, and 'What-If' Analysis

Strategic Financial Planning & Analysis - Monitoring Financial Condition

Strategic Financial Planning & Analysis - Capital Project Planning and Management

Interactive Exercise - Strategic Financial Planning & Analysis - Capital Project Planning and Management

Strategic Financial Planning & Analysis - Managerial and Cost Accounting

How Companies Benefit from a Formal FP&A Function

How Companies Benefit from a Formal FP&A Function?

Which Companies Benefit Most from FP&A

Modern FP&A vs. Traditional Corporate Finance

Traditional Finance & FP&A vs. Future Finance & FP&A

Key Skills for FP&A Professionals

Necessary Technical and Non-Technical FP&A Skills

Necessary Technical FP&A Skills

Necessary Non-Technical FP&A Skills

Course Summary

Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA)® Certification

The Role of The FP&A Professional is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 42 courses.

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

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What our students say

Good info
This was a simple course explaining what we can do with our skills, learned in this program.

Joseph Cushing

The role of FP&A
Ensure to attend the amazing course

Lydia Angolo Endjala

I would really appreciate to have life examples real ones demonstrating importance of FP&A and its functions within the organization

Kerolos Adel Samuel Zaki

Business Partner
To control the importance the role of the FP&A, You have to get this course in your hands.

Julio RAFANOMEZANTSOA

So good to be true
Iam an Engineer and this course have enlightened me a lot where i can work in the fields of finance respective to my skills plus what skills u need to get, i recommend engineers or people with no F&A to enrol in it

Mustafa AL-Sayyed

Excellent presentation of material
So good to get insights into these areas of finance from experienced professionals. The videos are detailed and informative.

Samuel Scott Edwards

Great Course
FP&A is much more than just putting up a budget, also it is a function that goes accross several departments within a company

Omar Lopez

Great Course
Clear, concise and enlightening. As a non practicing finance professional seeking to enter the finance field this has helped me to understand and chart my career path.

Richard Oola Ojwiya

Really informative
For someone trying to find entry-level roles within the Finance industry, I believe this course provided fantastic details about how the role of an FP&A Professional differs from other roles.

Priya Dutt

Excellent
Worth for spending time

Udayasankar kundattil

Good experience
It was a good experience

Tiberius Steinbach

Extensive
Good concept delivery

Mercy Kathure

I love the program and its delivery is superb

Innocent Phikamalaza

Intriguing and mind blowing
the course was short and interesting the instructor gave out the course with alot of knowledge and experience

ALEMMBOM PERRY-BRIGHT LOHBAN

Exponential
CFI courses are really a great deal to pursue. The indepth concept clarity and expertise of the speaker/instrutor is reflective and exponential. I do recommend to everyone to enroll and experience the finance world with CFI. I appreciate each and everyone in the CFI, for bring out such an expertise and prespective in finance courses.

Ashish Lakkoju

Very Educating
It was very educating

Dosu John

Excellent course
Easy to understand the concepts Depth illustration by providing charts Excellent narration of concepts. Recommend this course

SYED. AMEER ADIL.

great experience
The FMVA program gave me the skills and knowledge I need to succeed in a financial career.

Abdullah Mizaini

expose to what is expected from me as financial analyst
I really value the knowledge

ABIODUN RAZAQ OGANIKA

very good to the point intro course
the course was concise and gave a good informative overview of the FP&A function as it is today.

Angelica Stewart

A great experience for those new to finance
The finance world is large. CFI enables one to dip a toe into this arena and explore the profession without diving too deep into it.

Robert Muwanga

Gained relevant knowledge
Really helpful course

SHENG-YUAN CHEN

The Role of the FP&A Professional
A broad overview of the role and responsibilities of the profession.

Ancestor Moyo

FP&A Intro
This is a concise and useful course for those not familiar with FP&A. For those who are it may be a tad elementary but still does a great survey of the space. Great course.

David Wiggs

SUPERB
I am thrilled to announce that CFI have brought forth great deal of insights in FP&A and its a career path to me that is challenging but rewarding and i want to grow through the lines.

Mari Dauda

Amazing exposure to what FP&A is about

Adebola Oyeniran

Amazing
Thanks for your all support

Rouvel Duke BIDOUNGA

Nice course to start FMVA certification
I have been working in FP&A field for long time but this course clarifies lot of things

V R R TEJA YELLAJOSYULA

FPA clear now
very clear and to the point what is FPA and why is important

Valentina Popovska

The course materials were engaging2 and informative
The course materials were engaging, clear, and informative

HABEEB TAIWO

The Role of The FP&A Professional
I now have a clue that FP&A Skills are Analyzing data, identifying improvement strategies, and planning for a profitable future are just a few of the responsibilities on an FP&A specialist's plate. But above all else, FP&A is about driving profitable business decisions.

Cecil Ncekana

Super solid class
As someone who pursued accounting in school, this was a great overview into FP&A, and where my weakness are that I need to focus on as I move forward. Thank you for passing on your experience in a well put together format!

Scott Rodriguez

Interesting
I've learned a lot and as a financial debutant, it gave me a great idea of what i can do later in my career

Odeth Mbouyom

It's a great course.

Ibrahim Oluwatosin Adeola

Embracing Good Content & Engaging Presentation
I absolutely love the content of the courses. It's well-organized and covers all the essential topics in such an engaging way. The presentation is also top-notch, making it easy to follow and understand. And I must say, the web design is visually appealing and user-friendly, which enhances the overall learning experience.

Thu Nguyen

The course was Concise, Detailed, and Relevant.

Arinzechukwu Enenwali

Decent overview
While it does a good job at explaining the various responsibilities the presentation could use some refinement in its delivery. I would still recommend it.

Peter Lugten

FP&A Professional
A necessary finance function in today's business environment.

Dimitrios Paparizos

very good
Good information about the FP&A role and its value

Naman Bhatt

Amazing career insight - worth it
I found the course surprisingly interesting and useful for career insight. You get to know what skills are applicable and can envision the career path you might want to take. Going in I thought it would a boring pre-requisite to complete the certification, but boy was I wrong. I would honestly like to see similar courses for other career paths as it went into specific detail and comparisons that you wouldn't get from googling the career. I can say it definitely influenced my career vision, or at the very least made me think about what I truly want a little more.

Maxime van den Berg

So useful and professional Courses

Mahmoud Salem

Excellent
It is very useful for the students who can't afford.

Samala Rithika

This is a 1.5hr well spent. I learnt a lot within the short time period for this course. A very strong foundation into the world of FP&A. I would recommend to any finance professional.

Abosede Caroline Amoo

Easy to access and convenience
It's such a great platform for e-learning. Everyone even can access the free course, also the paid-course to enhance their knowledge.

Cheu Chansopanhar

Briefing of FP&A
This course gives a snap of FP&A

mohammad shadab

Video lectures are innovative
Video lectures are innovative

Kiran Khandagale

Excellent course
Would recommend all the finance students to take this course

Gaurav Wadhwa

Good course
CFI needs to be chatting with kids in high school and in college about this stuff. Many high school and college kids don't know that you exist.

Corinne Brown

CFI IS A GAME CHANGER
CFI has been a major part of my corporate finance career trajectory in the recent months. There are so many tailored courses that makes it easy for me to execute my tasks on the job. I am aiming after achieving all the certifications offered by CFI to be a well-rounded corporate finance professional. Please, join me on the adventure. Cheers!

Oluwatobi Daniel Olajide

Excellent resource for beginners
precise and useful content which is imparted in a simple, yet detailed manner.

Jaijeet Pahwa

Engaging
Easy to learn, clear narratives and engaging

Olamide Nwaosa

FP&A Skills is a Must
The importance of FP$A to a company's sustainability cannot be overstated; it is an essential part of every corporate framework. Despite this, the financial industry is strong, and the future appears promising given the labor market's current demand. The technical and non-technical skills of FP&A must be mastered by any professional accountant or financial analyst.

Sunday Tunde Ajayi

Great eye opener
It is a great eye opener for an FP&A professional

Mugabi Christopher Duke

so great
this unit was well covered

FREDRICK ACHOLA

very helpful. gained insights.

ALLAN VALERIO

Remarkably Exceptional
I hope you make FMVA part of you forever, it's not about completing the course and having the certificate, ultimate power, and expertise will be derived if you're part of the FMVA program, always pursue anything related to financial modeling they roll out, this will make you relevant, consistent and powerful.

EPHRAIM OWUOR

Great Information
This course clarifies what FP&A is, the importance of FP&A, how the position varies from industry, and the past and future of FP&A.

Samantha Johnson

good
gives a clear distinction in financial roles

fotaw chambeng vivian

good
gives a clear distinction in financial roles

fotaw chambeng vivian

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

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What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

The Role of The FP&A Professional

The Role of The FP&A Professional

Get Recognized With CFI

What you'll learn

This Course is Part of the Following Programs

What our students say

Joseph Cushing

Lydia Angolo Endjala

Kerolos Adel Samuel Zaki

Julio RAFANOMEZANTSOA

Mustafa AL-Sayyed

Samuel Scott Edwards

Omar Lopez

Richard Oola Ojwiya

Priya Dutt

Udayasankar kundattil

Tiberius Steinbach

Mercy Kathure

Innocent Phikamalaza

ALEMMBOM PERRY-BRIGHT LOHBAN

Ashish Lakkoju

Dosu John

SYED. AMEER ADIL.

Abdullah Mizaini

ABIODUN RAZAQ OGANIKA

Angelica Stewart

Robert Muwanga

SHENG-YUAN CHEN

Ancestor Moyo

David Wiggs

Mari Dauda

Adebola Oyeniran

Rouvel Duke BIDOUNGA

V R R TEJA YELLAJOSYULA

Valentina Popovska

HABEEB TAIWO

Cecil Ncekana

Scott Rodriguez

Odeth Mbouyom

Ibrahim Oluwatosin Adeola

Thu Nguyen

Arinzechukwu Enenwali

Peter Lugten

Dimitrios Paparizos

Naman Bhatt

Maxime van den Berg

Mahmoud Salem

Samala Rithika

Abosede Caroline Amoo

Cheu Chansopanhar

mohammad shadab

Kiran Khandagale

Gaurav Wadhwa

Corinne Brown

Oluwatobi Daniel Olajide

Jaijeet Pahwa

Olamide Nwaosa

Sunday Tunde Ajayi

Mugabi Christopher Duke

FREDRICK ACHOLA

ALLAN VALERIO

EPHRAIM OWUOR

Samantha Johnson

fotaw chambeng vivian

fotaw chambeng vivian

Frequently asked questions

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