The Role of The FP&A Professional

Name: The Role of The FP&A Professional
Availability: InStock
Rating: 4.88 (123 reviews)

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

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 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

Prerequisite Skills

Recommended skills to have before taking this course.

Logical thinking
Critical thinking

The Role of The FP&A Professional

4.9

Led by Carl Seidman

Level 1

1h 2min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 1.5

Start Learning

What You'll Learn

Lesson

Multimedia

Exams

Files

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

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

Learn More

Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

Learn More

What Our Members Say

Amazing

The course was just simply amazing, everything was well explained and detailed!

Ankit Rana

good

gives a clear distinction in financial roles

fotaw chambeng vivian

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

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

very helpful. gained insights.

ALLAN VALERIO

so great

this unit was well covered

FREDRICK ACHOLA

Great eye opener

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

Mugabi Christopher Duke

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

Engaging

Easy to learn, clear narratives and engaging

Olamide Nwaosa

Excellent resource for beginners

precise and useful content which is imparted in a simple, yet detailed manner.

Jaijeet Pahwa

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

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

Excellent course

Would recommend all the finance students to take this course

Gaurav Wadhwa

Video lectures are innovative

Kiran Khandagale

Briefing of FP&A

This course gives a snap of FP&A

mohammad shadab

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

FP&A

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

Excellent

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

Samala Rithika

So useful and professional Courses

Mahmoud Salem

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

very good

Good information about the FP&A role and its value

Naman Bhatt

FP&A Professional

A necessary finance function in today's business environment.

Dimitrios Paparizos

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

The course was Concise, Detailed, and Relevant.

Arinzechukwu Enenwali

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

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

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.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

The Role of The FP&A Professional

The Role of The FP&A Professional Course Overview

Who should take this course?

The Role of The FP&A Professional Learning Objectives

What You'll Learn

Introduction

What is FP&A and Why is it Important?

The Key Roles and Responsibilities for FP&A

How Companies Benefit from a Formal FP&A Function

Key Skills for FP&A Professionals

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Financial Planning & Analysis Professional

What Our Members Say

Ankit Rana

fotaw chambeng vivian

Samantha Johnson

EPHRAIM OWUOR

ALLAN VALERIO

FREDRICK ACHOLA

Mugabi Christopher Duke

Sunday Tunde Ajayi

Olamide Nwaosa

Jaijeet Pahwa

Oluwatobi Daniel Olajide

Corinne Brown

Gaurav Wadhwa

Kiran Khandagale

mohammad shadab

Cheu Chansopanhar

Abosede Caroline Amoo

Samala Rithika

Mahmoud Salem

Maxime van den Berg

Naman Bhatt

Dimitrios Paparizos

Peter Lugten

Arinzechukwu Enenwali

Thu Nguyen

Frequently Asked Questions