Requesting Manager Approval
To help you request for managerial approval, we’ve crafted an email template for you to use:
Hi [Insert name], I’ve found an online course called Financial Planning & Analysis Bootcamp, and I’m writing to request your approval to make the purchase. The course covers technical and soft skills, such as reporting, financial modeling, and business partnering. Based on the content I’ve seen, I believe I’ll be able to bring back actionable techniques that I can apply to our efforts to improve [add job-related goal here]. You can view the course curriculum, components, and other details here. It’s 4 two-hour-long live workshops via Zoom with the instructor, an experienced FP&A Manager with 12 years of leadership experience at Procter & Gamble, Unilever, and Squarespace. In addition, I’ll also get to: ● Practice skills in a safe environment, such as telling the financial story of the business, improving accountability without “policing”, and gaining insights through business partnering and financial modeling. ● Learn with a select group of fellow students during small group discussions, getting direct advice and feedback ● Bring back hand-outs, cheatsheets, and frameworks that I can share with the team I think participating in this course would especially help me on these projects: – [add project or initiative] – [add project or initiative] – [add project or initiative] The course is held online via Zoom, which means it won’t require airfare or lodging expenses. The total cost is $ 1,200. Thank you for considering this request. I’m happy to talk with you if you’d like any further information. Regards, [Insert your name]
Hi [Insert name],
I’ve found an online course called Finance Business Partner, and I’m writing to request your approval to make the purchase.
The course covers technical and soft skills, such as sales, presentation, negotiation, and conflict management. Based on the content I’ve seen, I believe I’ll be able to bring back actionable techniques that I can apply to our efforts to improve [add job-related goal here].
You can view the course curriculum, components, and other details here.
It’s 7 two-hour-long live workshops via Zoom with the instructor, an experienced ICAEW FCA based out of the UK, a PCC certified coach with ICF and a former Microsoft Finance Director.
In addition, I’ll also get to:
- This course will provide me with the essential skills and knowledge to transition from my traditional finance role to a more strategic Finance Business Partner role. It's packed with practical tools for influencing others, turning data into key messages, building rapport, and managing challenging situations.
- I'll gain hands-on experience: Rather than just studying theory, I'll learn how to apply these concepts in the real world. Using the same tools that other professionals use to influence in the commercial world, and I'll getting the chance to see these tools in action through real-life examples.
- This course will teach me how to present and communicate clear messages with confidence. I'll learn how to turn a table of numbers into an engaging dashboard and craft my stories in a way that people will remember. Plus, I'll mastering techniques to build instant rapport and challenge ideas without damaging relationships.
I think participating in this course would especially help me on these projects:
– [add project or initiative]
– [add project or initiative]
– [add project or initiative]
The course is held online via Zoom, which means it won’t require airfare or lodging expenses. The total cost is $ 1,270.
Thank you for considering this request. I’m happy to talk with you if you’d like any further information.
Regards,
[Insert your name]
Download the Finance Business Partner Course Brochure to share with your Manager
