Practical Learning: We believe in hands-on, practical learning. Through real-world case studies and interactive exercises, you’ll gain practical experience in solving complex financial challenges commonly faced by FP&A professionals.
Comprehensive Curriculum: 8 Weeks FP&A Launchpad is carefully designed by industry experts to provide a comprehensive understanding of FP&A. We will cover essential topics such as Budgeting, Forecasting, Management Reporting, Data Storytelling, Presentations and Finance Business Partnering.
Expert Instructors: Our instructors are seasoned FP&A professionals with years of industry experience. They bring their wealth of knowledge and expertise to the course, ensuring that you receive top-notch instruction and guidance throughout your learning journey.
Learn FP&A at your own pace from comfort of your home. Access the course materials 24/7 and study whenever it suits you best.
Access useful tools and templates for daily use in your work as an FP&A professional. These resources will save you time and help you deliver high-quality analyses and reports.
FP&A Launchpad Curriculum
Section 1 – Introduction to FP&A
Before We Start…
Understanding your FP&A role(4:33)
Overview of roles in Finance & Accounting(7:53)
FP&A – A Bridge Between Business Teams & Management(4:57)
What is FP&A?(6:17)
A typical FP&A month – Part 1(10:17)
A typical FP&A month – Part 2(4:46)
FP&A Success Mantra(14:42)
FP&A – Roles & Job Descriptions(12:56)
Week 1: Session Slides
FP&A Calendar Cheatsheet
Quick Quiz
Section 2 – Budgeting Concepts
What is Budgeting?(2:24)
Why is Budgeting important?(3:52)
Budget Case Discussion(3:08)
Your Role in Budgeting (Steps of Budgeting)(7:00)
Methods of Budgeting(0:50)
Top Down vs Bottoms Up Budgeting(5:04)
Incremental vs Zero Based Budgeting(10:02)
Traditional Budgets vs Rolling Forecasts(2:14)
Week 2: Session Slides
Quiz Week 2
Section 3 – Budgeting Practical Examples
Introduction – Components of a Budget(2:16)
Whats B2B and B2C? Whats the difference between B2B and B2C?(0:41)
Revenue Budget Example – B2B Business (Software Service Industry)(41:14)
Revenue Budget Example – B2C Business (Edtech Industry)(44:39)
Budget Scenario Discussion 1(7:31)
Budget Scenario Discussion 2(5:31)
Production COGS Budget Example(29:25)
Headcount Budget Example(24:52)
Marketing Budget Example(17:41)
Week 3: Session Slides
Section 4 – Forecasting Financial Performance
What is a Forecast? Examples of Traditional and Rolling Forecast(5:38)
Why Forecasting?(1:51)
Your Role in Forecasting(6:41)
B2B Revenue Forecast Example(16:56)
B2C Revenue Forecast Example(20:23)
Forecasting Concepts – Phasing, Trends, Seasonality, One Timers(6:49)
Seasonality Example(8:28)
Week 4 : Session Slides
Section 5 Management Reporting I : Profitability and Variance Analysis
Quick Recap and Intro to Profitability Analysis(1:14)
What is Profitability Analysis?(5:12)
How Profitability is computed?(3:54)
What are Recharges and Allocations?(2:31)
Recharges vs Allocations(2:31)
Why recharges and allocations? – Discussion(7:48)
Steps in Allocation Exercise(2:34)
Recharges – Discussion(4:03)
What is Variance Analysis?(4:59)
Why Variance Analysis?(2:25)
Your Role in Variance Analysis(6:39)
Variance Analysis : Tools Used(5:20)
Variance Analysis – 3 Crucial Questions to Ask(6:52)
Tool : The 5 Why Technique(4:03)
Variance Analysis – Additional Tips(2:45)
Section 6 Management Reporting II
What are Management Reports?(1:32)
Most Common Management Reports(1:11)
Month end and Quarter end Reports(3:24)
Flash Reports(1:28)
Risk & Opportunities Assessment(4:13)
Balanced Scorecards(3:55)
Balanced Scorecards – Example(1:45)
KPI’s v/s OKR’s(1:36)
KPI Example(2:00)
OKR’s Example(3:14)
Section 7 : Presentations and Data Storytelling
What is Data Storytelling?(4:05)
Storytelling Framework – Data Sources(2:43)
Storytelling Framework – Visualization(1:33)
Effective Visualization – Tip 1(2:27)
Effective Visualization – Tip 2(1:22)
Guide to Selecting a Chart Type(15:51)
Effective Visualization – Tip 3(1:33)
Effective Visualization – Tip 4(1:51)
Effective Visualization – Tip 5(2:19)
Data to Insights – A Case Study on Time Sheet Analysis(10:47)
Storytelling Framework – The Audience(5:05)
A Case Study – Presenting Actuals To Management(5:03)
Storytelling Framework – The Narrative(3:09)
A Case Study – Client Profitability in 2×2 Matrix(6:12)
Waterfall Chart – When To Use?(2:18)
Resource 1 : Data Visualization 101 by Hubspot
Resource 2: Tableau Visualization Guide
Resource 3: AFP’s Before and After Data Visualizations
Resource 4″: AFPs – Data Visualization: How to Tell Number Stories with Pictures
Resource 5: IMA’s Data Visualization Guide
Section 8: Finance Business Partnering
Finance Business Partnering Live Masterclass Recording(82:13)
BPI’s Guide on Business Acumen
FP&A Trends Guide to Business PartneringCommonly Asked Questions:
Business Model Innovation: Acknowledge the reality of a legitimate enterprise! Our approach involves the coordination of a collective purchase, in which the costs are shared among the participants. We utilize this cash to acquire renowned courses from sale pages and make them accessible to individuals with restricted financial resources. Our clients appreciate the affordability and accessibility we provide, despite the authors’ concerns.
8 Weeks FP&A Launchpad Course
There are no scheduled coaching calls or sessions with the author.
Access to the author’s private Facebook group or web portal is not permitted.
No access to the author’s private membership forum.
There is no direct email support available from the author or their team.
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