Training on Financial Planning and Analysis (FP&A)

Module 1: Introduction to FP&A and Strategic Planning

• Overview of FP&A and its role in organizations
• Importance of strategic planning in FP&A
• Aligning financial planning with business strategy
• Setting financial goals and objectives
• Case Study: Analyze a company’s strategic financial plan and identify alignment with business objectives.
• Practical Exercise: Develop a mini strategic plan and set measurable financial objectives for a sample business.

Module 2: Budgeting and Forecasting

• Principles of effective budgeting
• Types of budgets: operational, capital, and cash flow
• Forecasting techniques and best practices
• Developing rolling forecasts
• Case Study: Examine a company’s budgeting process and evaluate its effectiveness.
• Practical Exercise: Create a sample operational budget and a rolling forecast for a business scenario.

Module 3: Financial Modeling and Analysis

• Introduction to financial modeling
• Building robust financial models
• Scenario analysis and sensitivity analysis
• Using financial models for decision-making
• Case Study: Assess a company’s financial model to evaluate investment or expansion decisions.
• Practical Exercise: Construct a financial model in Excel or similar tools, run scenarios, and interpret outcomes.

Module 4: Performance Management and Reporting

• Key performance indicators (KPIs) and metrics
• Implementing performance management frameworks
• Financial reporting and analysis
• Dashboard and report design
• Case Study: Review KPIs from a real or simulated company and suggest performance improvements.
• Practical Exercise: Design a dashboard for monitoring financial and operational performance.

Module 5: Advanced FP&A Techniques and Tools

• Advanced data analysis techniques for FP&A
• Leveraging technology in FP&A (Excel, Power BI, or similar tools)
• Integrating FP&A with other business functions
• Best practices and emerging trends in FP&A
• Case Study: Analyze how a company uses FP&A tools to drive better decision-making.
• Practical Exercise: Apply advanced analytics to sample data to provide actionable insights for management.