Financial Planning & Analysis Modeling

Financial Planning & Analysis ModelingDescription:8 Courses28h 3m10,896 StudentsEarn a verified certificationShareable on LinkedIn and in resumesEarn 33 CPE CreditsThe FPAMC© is a NASBA-registered continuing professional development programGlobally RecognizedUsed by by the world’s leading companies to train their FP&A Analysts and ManagersMajor Skills CoveredThe FP&A ProfessionBudgetingForecastingOperating ModelData VisualizationData PresentationCorporate FinanceMarket ResearchProject ManagementThe First Rigorous Certification for the FP&A ProfessionThe FPAMC© is a career-focused program designed for:FP&A Analysts and ManagersFinancial Reporting GroupsControllers and CFOsAccounting ProfessionalsBridging the gap between theory and practice in FP&A The 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 Program Solid 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© is the same program used to train FP&A hires at some of the world’s leading Fortune 500 firms.Wall Street Prep trains FP&A professionals and others across the CFO suite at leading global corporations.““We use WSP’s FP&A program because it’s the only cohesive training we’ve seen that connects the dots of accounting, technical finance and corporate strategy and gets to the heart of the FP&A function.”— VP of Finance, Fortune 500 Cloud Computing Enterprise Software Firm”Your Path to the FPAMC©This FP&A certification course is career-focused. We begin with an overview of the FP&A career pathway, what the role entails and the systems and concepts you need to know. We move on to build an operating and forecasting model and create a long-range planning model to discuss the use of scenarios and sensitivities in forecasting. Finally, we learn how to use short-term pacing models, dynamic dashboards and data visualization to inform and influence business partners. As a bonus, we explore how to utilize advanced corporate finance principles to guide firm strategy.Recommended Path1 An Introduction to FP&A Week 12 Building the Operating Model – The Income Statement Week 23 Building the Operating Model – The Balance Sheet Week 34 Building the Operating Model – The Cash Flow Statement Week 35 Pulling Together the Operating Model Week 46 Project Management, Long-Range Planning & Analysis Week 57 Presentation Best Practices & Building Dashboards Week 68 Appendix: Corporate Finance Principles Week 6Complete in 30 HoursThe FPAMC is a job-focused program that drills down on what FP&A professionals need to know while cutting out the rest. Average completion time (coursework + exam) is 30 hours.Skills FP&A Employers Look ForForecasting and Budgeting CoveredVariance Analysis CoveredFinancial and Strategic Planning CoveredPacing, Projections, and Dashboards CoveredBuilding Presentations CoveredTop Jobs the FPAMC Will Prepare You ForPosition 1st Year Salary + Bonus * FP&A Analyst $70-95,000 FP&A Manager $85-115,000 FP&A Senior Manager $130-160,000 FP&A Director $160-200,000 Corporate Finance Manager $105-140,000 Chief Financial Officer $170-350,000+* Based on glassdoor.com estimates: the starting point of the range is generally set at the role average, to account for bonuses which are typically not included in glassdoor.com salary estimates for this role, and which are generally in the range of 10-20% of salary. Estimates do not include stock options or Restricted Stock Units, common incentives in some sectors hiring for FP&A roles.The FPAMC© Includes the Following 8 Modules1FPAMC©52 Lessons8h 7mAn Introduction to FP&AModule 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 …View Course TOC2FPAMC©34 Lessons4h 56mBuilding the Operating Model – The Income StatementModule 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 …View Course TOC3FPAMC©16 Lessons2h 0mBuilding the Operating Model – The Balance SheetModule 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.View Course TOC4FPAMC©4 Lessons0h 28mBuilding the Operating Model – The Cash Flow StatementModule 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 …View Course TOC5FPAMC©21 Lessons2h 51mPulling Together the Operating ModelModule 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, …View Course TOC6FPAMC©22 Lessons4h 30mProject Management, Long-Range Planning & AnalysisModule 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 …View Course TOC7FPAMC©24 Lessons3h 44mPresentation Best Practices & Building DashboardsModule 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 …View Course TOC8FPAMC©15 Lessons1h 28mAppendix: Corporate Finance PrinciplesAn 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 …View Course TOCCourse SamplesCourse IntroSalary Expense Budget Vs Actual ExamplePivot ChartsDetailed Revenue Forecast: TransactionsAccruals and ReservesOperating LeverageDashboard Example OverviewBudget vs. Actual (Excel Sample)Long-Range Plan (Excel Sample)