Financial Planning & Analysis Modeling Certification

(This course is available for immediate delivery!)This requires building projections around these items to determine funding requirements and future impacts on the business.

Financial Planning & Analysis Modeling Certification

The First Rigorous Certification for the FP&A Profession

The FPAMC© is a career-focused program designed for:

FP&A Analysts and Managers
Financial Reporting Groups
Controllers and CFOs
Accounting Professionals

Bridging the gap between theory and practice in FP&AThe FPAMC© is focused on equipping learners with actual, practical competencies and best practices in FP&A. Developed by FP&A professionals and used by finance teams from the world’s leading companies, you’ll learn how to forecast detailed operating models step-by-step, create long-range plans with built-in scenarios, and craft both short- and long-term projection models and construct data visualizations that bring numbers to life.
Job-Focused Certification ProgramSolid financial modeling, data analysis and forecasting know-how is just one part of the FP&A professional’s toolbox. This challenging position also requires interpreting, visualizing and presenting data – often stepping back from modeling and data analysis to work cross-functionally to arrive at answers. The FPAMC© fills these knowledge gaps and establishes best practices for FP&A professionals.

The FPAMC© Includes the Following 8 Modules

1

FPAMC©

53 Lessons

8h 7m

An Introduction to FP&A
Module 1 of the FP&A Modeling Certification Program (FPAMC©) starts with an introduction to the FP&A role and explores the types of responsibilities typical for an FP&A professional, such as recurring reporting and accounting close, forecasting and budgeting, pacing & performance reporting, project analysis, and ad hoc analysis. We …

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2

FPAMC©

35 Lessons

4h 56m

Building the Operating Model – The Income Statement
Module 2 of the FP&A Modeling Certification Program (FPAMC©). A major responsibility of the FP&A function is to come up with reasonable, defensible, and insightful expectations of future sales, expenses, and headcount requirements. Here we’ll learn the difference between fixed and variable expenses, different approaches to forecasting reven …

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3

FPAMC©

17 Lessons

2h 0m

Building the Operating Model – The Balance Sheet
Module 3 of the FP&A Modeling Certification Program (FPAMC©). To support our future expectations of business performance, investments, research, and projects need to be developed and initiated today. This requires building projections around these items to determine funding requirements and future impacts on the business.

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4

FPAMC©

5 Lessons

0h 28m

Building the Operating Model – The Cash Flow Statement
Module 4 of the FP&A Modeling Certification Program (FPAMC©). While projections of revenues, expenses, and capital projects can be incredibly insightful, cash flows are incredibly important for understanding the impact on company liquidity as well as its ability to finance required payments and projects. Understanding how cash flows through the …

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5

FPAMC©

22 Lessons

2h 51m

Pulling Together the Operating Model
Module 5 of the FP&A Modeling Certification Program (FPAMC©). With detailed forecasts of the Income Statement, Balance Sheet, and Cash Flow Statements, we pull all three financial statements together to understand the full impact to the business. These operating models can be tailored to report on things such as fundraising and liquidity needs, …

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6

FPAMC©

23 Lessons

4h 30m

Project Management, Long-Range Planning & Analysis
Module 6 of the FP&A Modeling Certification Program (FPAMC©). The beauty of well-built financial models lies not just in being building out detailed projections for the next 12-18 months, but being able to create more dynamic, long-range plans to visualize the impact that changes in these assumptions will have on the expected course of the busi …

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7

FPAMC©

25 Lessons

3h 44m

Presentation Best Practices & Building Dashboards
Module 7 of the FP&A Modeling Certification Program (FPAMC©). One of the most important roles of FP&A is learning how to surface the right data, at the right time, to the right individuals, all in a format that is easy to digest. We’ll also learn how to build data lookups, dynamic charts, and output summaries while we build out a projection …

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8

FPAMC©

16 Lessons

1h 28m

Appendix: Corporate Finance Principles
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be able to understand corporate finance best practices, in addition to being able to build financial models. Here we’ll discuss corporate finance theory, understanding how companies fund their operations, trade-offs of debt and optimal debt ratios, fund …

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