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Corporate Finance Institute

Financial Planning & Analysis Professional (FPAP™) Certification

via Corporate Finance Institute Professional Certificate

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Overview

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FP&A sits at the intersection of finance and strategy, and the best professionals in the field drive decisions, not just reports. The FPAP™ program trains you to build dynamic models, produce accurate forecasts, and translate complex data into clear recommendations that influence real business decisions. You'll develop the technical depth and business partnership skills that make FP&A professionals essential to every planning cycle, budget review, and strategic initiative. That's the value that FPAP™-certified professionals bring to their organizations.

Syllabus

  • Excel Fundamentals - Quick Start Guide
  • Excel Fundamentals - Formulas for Finance
  • Accounting Fundamentals
  • Introduction to 3-Statement Modeling
  • Corporate Finance Fundamentals
  • AI for Finance Workflows & Governance
  • The Role of The FP&A Professional
  • FP&A for New Analysts
  • Economic Analysis for FP&A
  • Financial Analysis Fundamentals
  • Budgeting Processes
  • FP&A Modeling Pt.1 - Design
  • FP&A Modeling Pt.2 - Formatting & Revenue
  • FP&A Modeling Pt.3 - Headcount Analysis
  • FP&A Modeling Pt.4 - Contractor Analysis
  • FP&A Modeling Pt.5 - Debt and Capex Analysis
  • FP&A Modeling Pt.6 - Financial Statement Aggregation
  • FP&A Modeling Pt.7 - Dashboard Visualizations
  • FP&A Modeling Pt.8 - 3-Statements
  • FP&A Variance Pt.1 - Build & Configuration
  • FP&A Variance Pt.2 - Roll Forward & Analysis
  • FP&A Variance Pt.3 - Protection & Presentation
  • Forecasting Techniques
  • Data Visualization & Dashboards - The Basics
  • FP&A Tool Selection
  • Workflow Best Practice for Analysts
  • Communication and Presentation Skills for Finance Professionals
  • Making Effective Business Decisions
  • Crafting the Narrative - Data Storytelling
  • Managing Your Stakeholders
  • Professional Ethics
  • Driver-Based Forecasting
  • Fundamentals of Data Analysis in Excel
  • Introduction to Power Query
  • Scenario & Sensitivity Analysis in Excel
  • Excel VBA for Finance
  • Corporate & Business Strategy
  • AI-Powered Scenario Analysis
  • ESG Integration & Financial Analysis
  • AI-Enhanced Financial Analysis
  • Excel Data Visualization and Dashboards
  • Risk Management for FP&A: Strategies for Forecasting, Modeling, & Mitigation
  • Data Analysis in Power BI
  • Visuals and Design in Power BI
  • Financial Modeling Guidelines
  • AI Prompting for Financial Analysis

Taught by

Tim Vipond, Duncan McKeen, Jeff Schmidt, Meeyeon Park, Ryan Spendelow, Sebastian Taylor, Scott Powell, Paul Barnhurst, Carl Seidman, and Glenn Hopper

Reviews

4.9 rating at Corporate Finance Institute based on 26931 ratings

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