FP&A Masterclass (FPAMC®)
Learn FP&A with hands-on training in budgeting, forecasting, management reporting, data storytelling, and business partnering. Elevate your FP&A skills to create impact, influence stakeholders, and kickstart your career in FP&A.
Self paced
4 Weeks
Beginner
Program Benefits
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Build Confidence in FP&A Roles:
Gain the skills to independently handle FP&A tasks.Build the confidence to lead FP&A initiatives and even establish teams from scratch. -
Comprehensive and Practical Curriculum:
Explore everything from budgeting and variance analysis to reporting and financial presentations. -
Practical, Real-World Focus:
Work on real-life case studies to gain hands-on experience.earn through scenarios and challenges applicable across various industries.
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Learn Budgeting, Forecasting and Management Reporting:
Create budgets and forecasts and deliver impactful management reports. -
Enhance Storytelling and Presentation Skills::
Learn the art of data storytelling to communicate key insights clearly. Deliver compelling presentations that drive decision-making. -
Become a Finance Business Partner:
Build trust and credibility with stakeholders by providing actionable financial insights. Strengthen your ability to influence business decisions.
Who is this Program for?

Finance and Accounting Professionals
Finance Managers and Controllers looking to strengthen their FP&A expertise.

Professionals Transitioning into FP&A
Accountants, auditors, and other finance professionals planning to shift to FP&A roles. individuals exploring a career change to FP&A.

Early-Career Finance Professionals
Fresh graduates or those new to finance looking to establish a strong foundation in FP&A practices.

Consultants and Fractional CFOs
Finance consultants and advisors aiming to provide data-driven solutions and insights to their clients.
Program Curriculum
- Understand the core role of FP&A in driving organizational strategy and performance.
- Learn how FP&A integrates with other finance and business functions.
- Explore essential FP&A tools and frameworks for decision-making.
- Gain insights into the monthly and weekly calendars used in FP&A processes.
- Understand and apply budgeting techniques, including Top-Down vs. Bottom-Up, Incremental vs. Zero-Based Budgeting (ZBB), and rolling forecasts.
- Learn about the Annual Operating Plan (AOP) process, including the budgeting calendar milestone timelines.
- Examples of Different components of budgets including the Revenue Budget, COGS, Headcount, marketing, and other Operating Expenses.
- Learn forecasting techniques. Create driver-based forecasts, incorporate trends and seasonality.
- Learn to create insightful reports like Month-End, Quarter-End, and Flash Reports
- Variance Analysis Actuals vs Budget and actuals vs forecast using tools and frameworks/.
- Craft impactful commentaries with variance explanations, comparative analyses (e.g., MoM, YoY), and actionable recommendations for senior management.
- Conduct profitability analysis across products, services, and regions while understanding recharges and allocations to reflect true business unit performance
- Learn to transform financial data into compelling stories that drive decision-making.
- Understand the audience needs to tailor presentations for maximum impact.
- Develop key skills, including storytelling, business acumen, relationship-building, and communication to influence decisions.
- Collaborate with business leaders to align financial insights with strategic goals, offer actionable recommendations, and become a trusted advisor in driving business decisions.
Meet Our Trainers

Dhawal Parvatikar
CFO, Finance Career Coach
Co-founder, FPI

Asif Masani
FP&A Leader, Author,
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 FP&A Masterclass that will add considerable value and help your career evolve in Finance.
- Monthly Q&A Calls
- WhatsApp query support
- Guest Speaker Sessions
- Networking with Alumni

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Success Stories from Our Alumni
Frequently Asked
Questions
Are there any prerequisites to Join the FP&A Masterclass?
There are no specific prerequisites to join the FP&A Masterclass. It is designed for both beginners and experienced professionals looking to enhance their FP&A skills.
How long do I have access to the material?
You’ll have permanent access to the course materials and recordings
Is the class theory, or will you share practical examples?
Our FP&A Masterclass focuses on practical applications. You’ll learn through real-world examples and case studies.
Can I download the class materials and Excel files to practice?
Yes, you can download the course materials, including class slides and Excel files, for practice and reference as needed.
What if I enrol and find out this is not for me?
We offer a money-back guarantee. If you enroll and find that the program isn’t a good fit for you, You can request a refund within 7 working days.
Will I get a certificate after the course?
Yes, upon successful completion of the FP&A Masterclass, you will receive a certificate to showcase your expertise.