Financial Modelling for FP&A (FMFPA)

Master the fundamentals of financial modelling for FP&A and build a strong foundation for financial analysis, budgeting and Forecasting roles

LIVE Online

4 Weeks

Beginner

8th March 2025

Program Benefits

Who is this Program for?

Finance and Accounting Professionals

Perfect for accountants, financial analysts, and other finance professionals looking to upskill and transition into strategic finance roles.

Aspiring FP&A Professionals

Ideal for those starting their journey in Financial Planning & Analysis and seeking to build a strong foundation in financial modelling.

FP&A Analysts and Managers

Perfect for finance professionals in FP&A roles who want to sharpen their modelling skills and enhance their strategic planning capabilities.

Anyone Interested in Finance

Open to anyone passionate about finance and data-driven decision-making, regardless of their prior experience.

Program Curriculum

  • Financial Modelling in FP&A vs in other roles Investment Banking/ Valuation / Equity Research
  • Financial Modelling Basics and Best Practices
  • Components of a Financial Model
  • Introduction to the 3-Statement Financial Model
  • Model Setup and Assumptions
  • Income Statement, Balance Sheet and Cash Flow Statement Modeling
  • Scenario Planning, Model Integration and Logic Checks

  • Overview of common business models across industries
  • Business Model Canvas Tool
  • Understanding Revenue Models
  • Revenue models Case studies: Service, Subscription, Product Based, Advertising and more

  • Introduction to Capital Budgeting
  • Techniques for Evaluating Investment Projects: NPV, IRR, Payback Period
  • Case Study: Capital Budgeting in Action
  • 13 Week Cash Flow Forecast Model

Meet Our Trainers

Asif Masani

FP&A Leader, Author,
Co-founder, FPI

Dhawal Parvatikar

CFO, Finance Career Coach
Co-founder, FPI

Minimum Eligibility

Professional Experience

Some experience in finance or business is beneficial but not mandatory.

Learning Commitment

A readiness to actively participate in a comprehensive learning experience.

Educational Foundation

A bachelor's degree or global equivalent in finance, accounting, business, or a related field. Or Professional qualifications like CA, CPA, CFA, CMA, CIMA, ACCA, or equivalent.

Tech Proficiency

Basic knowledge of MS Office tools like Excel, Word, and PowerPoint with a willingness to learn advanced tools.

Strategic Outlook

An interest in leveraging financial analysis for strategic business decisions.

Program Certification

The certificate is offered by FP&A Professionals Institute, upon completion, you will earn a professional certificate in Financial Modelling for FP&A​ that will add considerable value and help your career evolve in Finance.

Earn your
Certificate

Share your
Achievement

Success Stories from Our Alumni

Kamalesh Naran,
Kamalesh Naran,
Business Transformation Consultant
The program was highly practical with interactive live sessions, allowing for valuable insights from instructors's experience. I appreciated learning the distinction between financial modeling for FP&A versus private equity, which I hadn't understood before. Overall, I thoroughly enjoyed the course and have no regrets about attending every session
Carlos Tamaklo
Carlos Tamaklo
Finance Professional, Tech Enthusiast
I learned a lot from your presentation and the shared files. I am currently working as a Budget and Forecast Analyst and the experience shared is valuable. The cases discussed were awesome and practical. I can proudly say that I am more capable now of performing my job with ease. I will certainly join some of your future programs soon. I have also recommended your program to some of my colleagues as well.
Aramide Osague
Aramide Osague
Senior Financial Analyst
I really enjoyed the Program. Especially the practical examples and scenarios shared. The hands-on practice in class was particularly helpful for me, as it allowed me to apply what I've learned. Even though I don't often work with cash flows, revisiting them in class brought back memories and enhanced my understanding. Learning new formulas like goal-seeking and scenario manager was also valuable. Overall, I give it a hundred percent—I feel confident and grateful for the wonderful teaching.
Jenny Dai
Jenny Dai
FP&A Manager
I was a participant of Batch 4 of the Financial Modeling for FP&A Program. I found this program incredibly helpful. The models, especially the scenario demonstrations, were immediately applicable to my interviews where I had to build a financial model, helping me advance to the next interview round. Overall, I really liked the program and the curriculum.
Aakash Keswani
Aakash Keswani
Finance Manager
I found the session to be highly practical, especially regarding the cash flow statement and financial models. The formulas learned will save time not just at work but also in other areas. I feel confident in immediately applying these concepts, including goal seek and scenario panning in my role.
Dennis Kasuku
Dennis Kasuku
Investment Analyst
Financial modelling has become crucial for me in my new role, and I'm grateful for the insights gained from the business model canvas, which greatly improved my business analysis skills. The sensitivity analysis and financial modeling techniques have been instrumental in my work, particularly in analyzing portfolio companies. While there's a lot to cover in limited time, the pre-class videos help in preparation, making class time a valuable recap and opportunity for deeper understanding. I highly recommend this program.
Olapeju Sanusi
Olapeju Sanusi
Manager, Finance Advisory
One of my key takeaways from the course was learning best practices for financial modelling, including the importance of differentiating assumptions from formulas. I also appreciated the hands-on practice during class, which allowed me to improve my Excel skills and learn more about complex functions. Overall, I found the program valuable, with major insights gained in these areas.
Swathi Anantharaman
Swathi Anantharaman
Lead Accountant
Entering into financial modelling and FP&A for the first time seemed daunting, but after going through these sessions, I realized it's manageable with the right guidance. Your approach made it easier to understand, especially with the hands-on scenarios presented in real-time during class. Your patience in addressing queries and clarifying doubts has been invaluable, making the learning experience smoother. Thank you for your time and for simplifying the classes for us."
Festus Audu
Festus Audu
Finance & strategy
Joining this program was a midway decision for me, but it turned out to be highly beneficial. I aimed to reinforce my understanding of financial modeling from an investment banking perspective, and these sessions helped me distinguish between valuation and other aspects. Learning about the business model canvas provided a comprehensive overview of businesses, even those I hadn't encountered before, while exploring different revenue models expanded my understanding beyond my current environment. These were key learning points that have greatly impacted my perspective.

Fees

Recorded

$ 97
Single Attendee
  • Access Immediately
  • Lifetime Access
  • Certificate upon completion

Live + Recordings

$ 247
Single Attendee
  • Attend Live Sessions
  • Permanent Access to Recordings
  • Live Monthly Q&A and Networking

Live + Recordings + 1:1 Coaching Call

$ 347
Single Attendee
  • Everything in Live + Recordings
  • Permanent Access to Recordings
  • Live Monthly Q&A and Networking
  • 60 minute 1:1 Coaching Call

Frequently Asked
Questions

Financial Modelling is an essential FP&A skill set. This program is aimed at mastering the art of financial modelling with a specific focus on FP&A. This will help the participants build a strong foundation for Financial Analysis, Budgeting & Forecasting. We also cover Cash Flow Forecasting, Scenario planning, & Sensitivity Analysis.

Yes, you will have continued access to the course materials after the Live program concludes. This will allow you to revisit the content at your own pace and refer back to specific lessons whenever needed.

Class Recordings will be uploaded within 24 Hours of the Session. You will be able to refer to the course recordings before coming to the next session.

Most Financial Modelling Programs are aimed at building a broad skill set that applies to a variety of disciplines like Investment Banking, Equity Research, Private Equity, etc. This program is specifically focused on practical FP&A use cases.

If you’re not happy with the program after attending the first live session, you can ask for a refund within 3 days of you attending the 1st live session. Just by sending an email to [info@fpnaprofessionals.com.] No questions will be asked.
Once we receive your refund request, we will process it promptly and issue a full refund to your original payment method.

Note: No refunds will be issued after 72 hours of the first live session. Also, you will lose access to the LMS and future updates once you receive a refund.

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