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Corporate Finance Institute

The Role of The FP&A Professional

via Corporate Finance Institute

Overview

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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

The Role of The FP&A Professional Course 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

Who should take this course?

This course is geared toward any finance or accounting professional with a deep passion for analysis and problem solving.

Syllabus

  • 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

Taught by

Carl Seidman

Reviews

4.9 rating at Corporate Finance Institute based on 125 ratings

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