Financial Planning and Analysis

LEORON Professional Development Institute
Training overview
Professional Course
Virtual Classroom
2 days

Start dates


Course description

Financial Planning and Analysis

As organizations around the globe continue to adjust to economic uncertainties, the need for experienced finance professionals in the corporate environment has steadily increased over the past several years. As a result, many firms are seeking the most qualified individuals to analyze trends and manage the financial future of their organization. For individuals who practice financial planning and analysis (FP&A), this unique professional designation will enable them to differentiate themselves within the finance profession and validate their understanding of the complex processes, tools and uniform standards. It will also allow employers to identify the best candidates.

As the finance industry continues its transformation globally, FP&A professionals need to spend less time on basic budgeting and reporting responsibilities, and more on analysis and recommendations to drive the organization’s future growth. The AFP FP&A Learning System is a comprehensive and flexible educational program for FP&A professionals, designed to address a need for new skills required by the new industry priorities. This valuable study tool offers online and print study materials including e-flashcards, case studies, practice exams and mobile tools.

Who should attend?

Who Should Attend?

This highly practical and interactive course has been specifically designed for

Financial planning and analysis is an important part of any corporate finance strategy.

As a result, many firms are seeking the most qualified individuals to analyze trends and manage the financial future of their organization. Consequently, this course will benefit:

Corporate practitioners performing or managing finance planning and analysis functions, including:

  • Budgeting
  • Forecasting
  • Financial modeling
  • Corporate financial planning/strategic planning
  • Financial analysis
  • Technical and administrative staff supporting the corporate finance function
  • Professionals developing and implementing products and services for use by finance organization
  • Consultants specializing in the finance arenas
  • Finance instructors teaching at educational institutions
  • Students with interests in finance-/ business-related fields
  • Individuals preparing for the Certified Corporate Financial Planning & Analysis Professional (FP&A) examination
  • The AFP FP&A Learning System course is an excellent resource for those preparing for the Certified Corporate Financial Planning & Analysis Professional (FP&A) examination as well as everyday work practice.

Training content

Day 1

Welcome Session and Course Introduction

  • Course Schedule
  • Instructor and Participant Introductions
  • Using the Online components
  • Review pre-assigned Pre-Tests (Parts I and II)
  • Certification Information
  • Questions

Session 1: Part 1, Domain A: Gathering and Interpreting Information

  • Chapter 1: Information and FP&A
  • Chapter 2: Strategy
  • Chapter 3: Organization

Session 2

  • Chapter 4: Industry
  • Chapter 5: Macroenvironment

Part I, Domain B: Finance Fundamentals

Chapter 6: Finance Principles and Processes

Begin Session 3

Chapter 7: Financial Accounting and Reporting

Day 2

Begin Session 3

Chapter 8: Ratio Analysis

Session 4

  • Chapter 9: Managerial and Cost Accounting
  • Chapter 10: Microeconomics

Session 5

  • Chapter 11: Managing FP&A Projects
  • Chapter 12: Effective Communication

Part II, Domain A: Analyzing Information

Chapter 1: Specifying Outputs and Getting Inputs

Certification / Credits

Key Takeaways

  • Discover the knowledge and gain the confidence you need to pass AFP’s Certified Corporate FP&A Professional exam.
  • Identify specific opportunities to increase the strategic value offered by the FP&A function at your company.
  • Learn how to manage FP&A projects and align people, process and right-size the technology to deliver the FP&A services.
  • Learn how to build and refine models, effective analysis of data and aptly use them in the planning process.
  • Learn how to leverage Business Intelligence (BI), Corporate Performance Management (CPM), Excel, and ERP systems to deliver a best in class FP&S function at your company.

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...

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LEORON Professional Development Institute


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