Master Financial Planning
& Analysis
Learn to drive business performance through budgeting, forecasting, and strategic analysis — using the same frameworks applied by FP&A teams at leading corporations, private equity portfolio companies, and high-growth startups. Live, practitioner-led training with real company data.
1,000+
BUDGETS & FORECASTS BUILT BY ALUMNI
4–6
WEEKS TO COMPLETE
97%
SATISFACTION RATE
7
YEARS INDUSTRY EXP.
ABOUT THIS SERVICE
More Than a Budget
FP&A is the bridge between corporate strategy and operational execution. This program teaches you to build dynamic financial models, partner with business leaders, analyse variances, and provide the insights that drive better decisions — the core skills of every FP&A professional.
Delivered by a finance professional with 7 years of experience across FP&A, corporate finance, and investment banking, each session is built around live exercises using real company data. You won’t just learn templates — you’ll learn to think like a strategic business partner.
Fully customised to your industry, company size, and role
Live sessions with screen-share, Q&A, and full recording access
FP&A models, dashboards, and case studies included
Certificate of Completion recognised by employers and shareable on LinkedIn
SKILLS COVERED
What You'll Be Proficient In
Budgeting & Forecasting
95%
Variance Analysis
90%
KPI Development & Dashboards
85%
Business Partnering & Storytelling
85%
10+
LIVE SESSIONS
25+
FP&A TEMPLATES
8
CASE STUDIES
1:1
COACHING OPTION
WHAT YOU’LL LEARN
Full Curriculum Breakdown
Six core modules, each building on the last — from foundational FP&A concepts to advanced scenario planning and board reporting.
MODULE 01
Foundations of FP&A
Understand the role of FP&A within the finance function and how it differs from accounting and corporate finance.
- FP&A vs. controllership vs. treasury
- The planning cycle: strategic plan → budget → forecast
- Key stakeholders: CEO, CFO, business unit leaders, board
- FP&A maturity model: from reporting to insights
MODULE 02
Budgeting & Annual Planning
Build a credible, defensible annual budget that aligns with strategic priorities.
- Top-down vs. bottom-up budgeting
- Revenue forecasting: drivers, pipelines, seasonality
- Expense budgeting: fixed, variable, and discretionary
- Headcount planning and personnel costs
MODULE 03
Forecasting & Rolling Forecasts
Move beyond static annual budgets to dynamic, agile forecasting.
- Monthly, quarterly, and rolling forecasts
- Driver-based forecasting vs. trend-based
- Forecast accuracy measurement and improvement
- Implementing rolling forecasts (13-week, 6-month, 12-month)
MODULE 04
Variance Analysis & Management Reporting
Analyse actual vs. budget vs. prior period to identify drivers of performance.
- Price vs. volume variance analysis
- Favourable vs. unfavourable variance interpretation
- Waterfall bridges and contribution analysis
- Preparing management reporting packs
MODULE 05
KPI Development & Dashboards
Measure what matters — designing, tracking, and visualising business performance metrics.
- Lagging vs. leading indicators
- Financial KPIs: revenue per FTE, gross margin, OPEX ratio
- Operational KPIs: conversion rates, churn, utilisation
- Building executive and departmental dashboards
MODULE 06
Scenario Planning & Strategic Analysis
Prepare for uncertainty and provide strategic insights to leadership.
- Best case, base case, worst case scenarios
- Sensitivity analysis on key drivers
- What-if analysis for strategic decisions
- Presenting to the board and investment committee
IDEAL CANDIDATES
Who Is This Program For?
This program is designed for finance professionals who want to advance their FP&A careers or move into strategic finance roles.
FP&A Analysts & Managers
Build best-in-class planning, forecasting, and reporting capabilities.
Finance Directors & Controllers
Transition from technical accounting to strategic business partnering.
Startup Finance Leaders
Professionalise your planning and reporting as your company scales.
HOW IT WORKS
Your Journey from Enrolment to Mastery
Needs Assessment
Custom Curriculum
Live Sessions
Practice & Feedback
Certificate & Support
DELIVERY OPTIONS
Choose Your Learning Format
Every format covers the same rigorous curriculum — the difference is how and when you learn.
1:1 Private
Coaching
The fastest way to master FP&A. Fully customised sessions focused on exactly the planning and analysis challenges you face in your current role.
- 2–3 sessions per week, 90 minutes each
- Curriculum built around your real company data and processes
- All session recordings provided within 24 hours
- Direct Slack/WhatsApp access to instructor
- LinkedIn certificate upon completion
Group
Training
Ideal for teams of 4–20. Delivered as a focused intensive over 2–5 days, on-site or virtually, using your company’s own financial data.
- Fully customised to your company’s industry and planning calendar
- Interactive exercises using your actual budgets and forecasts
- Pre-training skills assessment for all participants
- Post-program skills measurement report
- Certificates issued to all graduates
Self-Paced
Online
Pre-recorded video lessons with downloadable FP&A models and dashboards, assignments, and a final assessment — available 24/7 from anywhere.
- 40+ video lessons across 6 modules
- Downloadable exercise files for every topic
- Graded assignments with written feedback
- Community Q&A forum with instructor
- 12 months access after enrolment
SOFTWARE & TOOLS
Tools You'll Master
All training is focused on practical FP&A skills using standard business tools.
Excel
CORE MODELLING
PowerPoint
PRESENTATIONS
Power BI
DASHBOARDS
ERP Systems
DATA SOURCES
Tableau
ADVANCED VIZ
SQL
DATA QUERYING
Ready to Drive Business Performance
Through World-Class FP&A?
Book a free 30-minute discovery call and we’ll design a program that maps exactly to your role, industry, and current FP&A skill level.