The Complete FP&A Course: Financial Planning & Analysis

Learn how FP&A professionals interpret financial statements differently from accountants by focusing on business performance, decision-making, and the story behind the numbers.

Understand the structure of the Profit & Loss Statement and learn why FP&A professionals compare financial results against benchmarks to generate meaningful business insights

Explore the key drivers of revenue, gross profit and gross margin, and learn the questions FP&A professionals ask to understand business growth and profitability.

Learn how FP&A professionals analyze operating expenses, investigate spending variances, and evaluate whether business resources are being used effectively.

Understand EBITDA and other profitability metrics, why they matter to senior leadership, and how FP&A professionals evaluate overall business performance.

Learn the key balance sheet concepts that every FP&A professional should understand and how working capital, liquidity, and cash flow affect business performance.

Discover why organizations invest in forecasting and how accurate forecasts support better decision-making, accountability, and organizational alignment.

Understand the differences between budgets and rolling forecasts, when each is used, and why both play an important role in business planning.

Explore the two most common forecasting approaches, understand their advantages and limitations, and learn why many organizations use a combination of both.

Learn the principles of driver-based forecasting and how breaking financial results into business drivers leads to more meaningful and reliable forecasts.

Apply driver-based forecasting to a practical business example and learn how FP&A professionals identify, evaluate, and forecast key business drivers.

Learn how scenario planning helps organizations prepare for uncertainty and how driver-based forecasting makes evaluating different business outcomes easier.

Understand how forecasting works in practice, from collecting business assumptions to coordinating departments and maintaining an up-to-date financial outlook.

Discover the four key responsibilities of FP&A during forecasting: coordinating stakeholders, challenging assumptions, consolidating information, and communicating insights.

Learn practical techniques for building relationships, challenging assumptions professionally, and working effectively with stakeholders throughout the forecasting process.

Understand why documentation, version control, and planning systems are essential for maintaining accurate, consistent, and reliable forecasts.

Learn why variance analysis is one of the most important responsibilities in FP&A and how it helps management understand business performance and make better decisions.

Develop the investigative mindset of an FP&A professional by learning how to look beyond symptoms, ask better questions, and uncover the underlying business drivers

Master a practical six-step framework for investigating variances

Understand what business partnering means, how the role of Finance has evolved, and why finance professionals are expected to support business decisions—not just report numbers.

Learn practical techniques for building trust, understanding stakeholder perspectives, and communicating effectively with colleagues across the organization.

Understand difference between positional authority and influence. Discover how FP&A professionals influence business decisions through credibility, insight, and collaboration.

Learn how to design management reports that highlight key insights, communicate clearly, and help senior leaders make informed business decisions.

Understand the typical career progression in FP&A, how responsibilities evolve at each level, and the opportunities available across different finance functions.

Learn the technical, communication, leadership, and business partnering skills that help FP&A professionals earn promotions and advance their careers.

Learn a simple framework for answering common FP&A interview questions confidently using structured, real-world examples.

Practice answering interview questions that assess your understanding of the FP&A function, key responsibilities, and how FP&A supports business performance.