Financial Planning & Analysis Course
Financial Planning & Analysis Course
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Course Description
In this comprehensive Financial Planning & Analysis certification course, learn how to budget, forecast, analyze, and track finances in a detailed manner.
Commence your journey with the capital budgeting and forecasting methods to prepare budgets for that period. Additionally, with popular case studies like JPMorgan and other firms decode their FP&A structure and learn to perform ratio and financial statement analysis. Nonetheless, you also get familiar with the basic accounting techniques, principles, and practices followed by FP&A analysts worldwide.
Why This Course Is Perfect For You
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🕒 Course Access Within 3 Hours
You’ll get full course access on your email within 12 hours of purchase.
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📚 100% Self-Paced Learning
Learn at your own schedule – no deadlines or fixed classes.
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📆 1-Year Unlimited Access
Enjoy unlimited access of all lessons, materials, and content for a full year.
Unlock Premium Course Benefits Worth $300+!
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FP&A Essentials (Benefits Included)
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Advanced Financial Modeling for FP&A (Benefits Included)
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Strategic Cost Management & Budgeting (Benefits Included)
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Data-Driven FP&A & Financial Statement Analysis (Benefits Included)
Key Features & Highlights
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Budgeting & Cost Management Mastery
Learn to build effective budgets and control costs for strategic financial planning
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Dynamic Financial Modeling
Create robust financial models used by top investment banks and Fortune 500 firms.
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Excel & Automation for FP&A
Leverage Excel and automation tools to streamline financial planning and analysis.
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FP&A in M&A & Investments
Understand the role of FP&A in mergers, acquisitions, and investment strategies.
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1,000+ 5-Star Ratings
The most trusted FP&A program worldwide.
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Certification
Earn a prestigious certificate to stand out to top recruiters.
What Will You Learn?
- Capital budgeting and forecasting
- Cost accounting
- Financial accounting
- Financial planning and analysis
- Interpretation of financial statements
- Ratio analysis
- Financial modeling
- Time series and regression analysis
- Financial risk management
- FP&A in Mergers and Acquisitions (M&A)
Equip yourself with the skills required to assist companies in their financial planning with our Financial Planning and Analysis training course. Learn about popular concepts like capital budgeting, cost accounting, cost management, forecasting, FP&A, and many more with us. Also, find the appropriate job prospects to become a financial planning and analysis (FP&A) analyst. Not only that, but you also get familiar with Excel tricks and tips to prepare financial models in a quick span. Lastly, with a strategic thinking mindset, make informed investment decisions on vital projects.

Who Should Attend the Financial Planning & Analysis Course?
- Finance students & professionals
- FP&A analysts
- Financial analysts
- Financial planners
- Business consultants

Earn A Certificate On Completion Of This Course
Complete our corporate financial planning and analysis certification to evidence your knowledge on FP&A. Master the subject and restore the knowledge through MCQ-based exercises and final assessment. On completion, receive FP&A analyst certification badge to enhance your resume’s worth. Also, you will gain unlimited access to the course content, Excel templates, and related resources with 1-year validity.

Careers With Budgeting Certifications
- FP&A Analyst
- Financial Analyst
- Budget Analyst
- Financial Controller
- Private Equity Analyst
Prerequisites For Financial Planning & Analysis Course
At WallStreetMojo, our curated online course on financial planning and analysis does have some minor requirements:
This financial planning and analysis online course does require some prerequisites for an easy grip on the topic and the betterment of the learner. Having a basic knowledge of financial terms and concepts, a stable and secure internet connection, and a relevant device to access the course are a must. Most importantly, your ability to read company reports and statements makes this course an excellent choice for gaining an understanding of budgeting, financial planning, and forecasting. Nonetheless, having equivalent familiarity with Excel spreadsheets and its tools makes the learning process even more efficient.
- Basic knowledge of financial terms and concepts
- Good, stable internet connection
- A laptop, desktop, tablet, mobile, or any device for content access
- Access to Microsoft Excel software for reference
Still have a question? Get in Touch with our Experts
Course Curriculum
FP&A Essentials
- Demystifying Financial Planning & Analysis (FP&A)
- Understanding FP&A Framework - Part 1
- Understanding FP&A Framework - Part 2
- FP&A Cycle: Meaning & Explanation
- FP&A vs. Financial Accounting
- FP&A Job Prospects - Part 1
- FP&A Job Prospects - Part 2
- Case Study: FP&A Structure of JPMorgan Chase
Building Effective Budgets
- Understanding Budgeting
- Budgeting vs. Forecasting
- Budgeting Objectives & Process
- Types of Budget
- Fixed Budget
- Flexible Budget
- Cash Budget
- Master Budget
- Zero-Based Budget
- Activity Based Budgeting
- Case Study
Mastering Forecasting Techniques
- FP&A Forecasting - Part 1
- FP&A Forecasting - Part 2
- Selecting the Right Forecasting Technique
- Time Series Analysis
- Regression Analysis
Understanding Financial Statements
- Financial Statements
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Ratio Analysis: Introduction
- Ratio Analysis: Liquidity Ratio
- Ratio Analysis: Profitability Ratios
- Efficiency Ratios - Part 1
- Efficiency Ratios - Part 2
- Efficiency Ratios - Part 3
- Solvency Ratios - Part 1
- Solvency Ratios - Part 2
- Case Study
Cost Management for FP&A
- Cost Management - Part 1
- Cost Management - Part 2
- Cost Accounting - Part 1
- Cost Accounting - Part 2
- Job Order Costing
- Process Costing
- Activity Based Costing - Part 1
- Activity Based Costing - Part 2
- Standard Costing - Part 1
- Standard Costing - Part 2
- Cost Control Techniques
- Cost-Volume-Profit Analysis
Financial Modeling for FP&A
- Role of Financial Modeling for FP&A
- Financial Modeling Pre-Requisite - Part 1
- Financial Modeling Pre-Requisite - Part 2
- Financial Modeling Projections - Part 1
- Financial Modeling Projections - Part 2
- Financial Modeling Projections - Part 3
- Financial Modeling Projections - Part 4
- Discounted Cash Flow Model
FP&A for Strategic Decision Making
- Role of FP&A in Mergers and Acquisitions
- Capital Budgeting - NPV
- Capital Budgeting - IRR
- Capital Budgeting - Payback Period
- Financial Dashboards & Reports
- Role of FP&A in Financial Risk Management
Very informational videos which are easy to understand
Very informational videos which are easy to understand
An excellent place to learn finance
This is my first time learning from wallstreetmojo. It was wonderful and very clear on each concept. The examples used were very practical. The concepts were on point. Even though it was the jist of the topic they have covered everything possible and I am definitely sure that this video's and assessment will help me with my placements and also a guide to future career options. Honestly it was a great learning because they have even explained on who can apply for what role in their videos which I have seen rarely in any tutorials. Thanks alot for this great learning.
An excellent place to learn finance
Frequently Asked Questions
How do I become a financial planner and analyst?
Becoming a financial planner and analyst requires some basic requirements, like owning a bachelor’s degree in accounting, finance, or a similar field. They can pursue further qualifications in financial planning and analysis certification courses like Certified Financial Planner (CFP), public accountant, and chartered financial analyst (CFA). Similarly, you can take these courses alongside our FP&A classes for a versatile learning experience.
How do I become a financial planning and analysis analyst?
In contrast to the above question, you can choose to become a financial planner or FP&A analyst. The only difference lies in the role performed. For instance, becoming an FP&A analyst requires a bachelor’s degree in finance and accounting, and fundamental knowledge of accounting principles and modeling techniques.
Additionally, familiarity with Excel and data analysis proves fruitful. However, financial planners would focus mostly on budgeting, costing, and forecasting methods.
What is the Financial Planning & Analysis (FP&A) course offered by WallStreetMojo?
Our best financial planning and analysis courses offered at WallStreetMojo fulfill all your knowledge gaps regarding FP&A. It provides a comprehensive guide on the various concepts ranging from capital budgeting, cost accounting, ratio analysis, to financial modeling techniques. However, the benefits do not end here. There are multiple additional content provided like downloadable templates with an unlimited access for an entire year.
What topics are covered in the FP&A course?
In the Financial Planning & Analysis certification program, witness an overview of all major concepts required to become an FP&A professional. It covers detailed learning on topics such as capital budgeting, forecasting, costing, ratio analysis, time series analysis, regression analysis, financial modeling and accounting, types of costing jobs, requisities for FP&A job role, and much more.
Who are the instructors for the FP&A course?
We have industry experts and former finance professionals on board to deliver their lectures and share their knowledge with the learners. During the sessions, they talk about their experiences as well, giving learners practical exposure to the industry. Their theoretical base and practical skills make the lessons even more effective. Not only that, when you contact them for queries, they ensure attending to them as early as possible.
What kind of support do participants receive during the course?
We do provide support to all your queries and doubts regarding the courses. As a trusted and beloved member of the WSM community, you can always contact us by writing an email to support@wallstreetmojo.com for any queries. Also, there are multiple blogs and courses made available for each topic, which learners can use as a ready reference.
Will I receive a certificate upon completion of the FP&A course?
Yes, all our courses at WallStreetMojo do include a certificate upon course completion for any course you enroll in. Learners must complete all modules and MCQ-related practical exercises to become eligible for a final assessment test. As you clear the final exam, you receive the certificate financial planning and analysis. It evidences your knowledge that can add enough value to their resume.
Can the FP&A course be customized for our organization?
Our FP&A courses online certification have been designed keeping in mind the industry requirements. Our research and development team prepared the curriculum based on what is the current trend in the industry. Thus, it fits in to the requirements of almost every organization. Thus, if you have a doubt whether the curriculum is as per the need of your organization, we can ensure it would work well for any organization in the industry.
Who should take the FP&A course?
Our FP&A online course is curated for those individuals who want to become certified financial planning and analysis professional. Such individuals may include aspiring FP&A analysts, finance professionals, students and academics. Similarly, investors, management consultants, or anyone interested in enhancing or upgrading their financial education can enroll in this course.
How is the FP&A course delivered?
The financial planning and analysis course content is delivered via online mode. Learn the financial concepts online and view the content and related modules anytime and gain the experience of versatile learning. Additionally, learners gain a more professional understanding of this field from our highly-experienced instructors. Hence, it turns out to be as effective as any training program taken in person.
What is the duration of the FP&A course?
Technically, the financial planning & analysis course duration is approximately 11 hours. At the same time, it depends on how much time you allot to your learning. This Financial Planning and Analysis certification course is lengthy because of the extensive detailed concepts explained by our instructors. Some modules may extend your learning duration by 11 or more hours in some cases.
Are there any prerequisites for enrolling in the FP&A course?
Definitely, there are certain eligibility criteria for enrolling in this course. It includes having basic knowledge of some finance concepts and terms. Also, one must know how to read financial statements and have similar knowledge in handling Excel software. Additionally, one must also have a good internet connection and device to access these modules. The rest you can assure with our FP&A course.
How can I track my progress in the FP&A course?
To track the progress of the FP&A certification course, you need to first log in to your WallStreetMojo account with your credentials. Then, click on the FP&A course taken and find a progress percentage on the top of the homepage. As you complete the modules and MCQ-based exercises, the percentage rate increases until you reach 100%. And this target will give you a certificate of completion in return.
What are the payment options for enrolling in the FP&A course?
With us, at WallStreetMojo, you get multiple payment methods to pay for the courses. Our Pay Securely option takes you to different payment modes, including VISA, Apple Pay, PayPal, GPay, Amazon Pay, InstaMojo, etc. You can choose your mode of payment per your suitability.