financial planning and analysis course_2025

Train Your FP&A Team to Deliver Strategic Insights, Not Just Reports

Equip your FP&A team to move from data to decisions.

Your FP&A Transformation Starts Here

This is an intermediate level program Participants will earn 14 CPE credits (14 CPD hours) across the following fields of study:

Course Reviews

What is the FP&A Course?

A hands-on, practical learning experience for modern finance teams.
This course helps your team move beyond reporting tasks to deliver real business insight.

What
You’ll Learn

How It Works:

Master the Skills That Drive Financial Insight

The Skills Every FP&A Function Needs

From Data
to Insight

Most teams report numbers. The best teams extract meaning. Learn how to tell the story behind the numbers and influence business decisions.

Shift from
Support to Strategy

Move beyond reporting cycles. Build credibility with stakeholders, lead with confidence, and embed FP&A into strategic planning.

Forecast with
Confidence

Gain clarity on best practices in modeling, budgeting, and long-range planning. Learn what good looks

Trusted By

Our courses have already delivered transformational learning outcomes to people in the following companies:

Your FP&A Transformation
Starts Here

Step 1

Download the Brochure

Get a full overview of the course, including learning
outcomes, facilitator bios, and the full timetable.

Step 2

Join a Preview Event

Experience the course format live and ask your questions
directly. A low-pressure way to decide if it’s the right fit.

FP&A Boot Camp: Preview Event

Until the next talk
Days
Hours
Minutes
Seconds

Step 3

Enroll in the Next Cohort

Secure your spot in our upcoming program.
💸 Reimbursement support available.

🔐 7-day post-course refund guarantee.

FP&A Boot Camp $1295/£995

Financial Planning & Analysis Course Overview

What Your Team Will Learn and Achieve

Deliver insights that inform better decisions

Help your team go beyond the numbers and guide smarter business choices.

Build trust across the business with confident communication

Engage stakeholders and drive alignment.

Lead planning, forecasting, and reporting with clarity and impact

Simplify key processes and improve alignment across teams.

Use data to tell compelling financial stories

Turn insights into action with clear, visual storytelling.

Influence strategy through stronger stakeholder engagement

Equip your team to challenge, align, and lead across the business.

Who This Course Is Built For

Designed for the Next Generation of Finance Leaders

For FP&A Professionals Ready to Step Up

You’re great at reporting — now learn how to influence.

This course helps ambitious analysts and managers gain the strategic skills needed to become a true business partner, not just a data provider.

For Finance Teams That Want to Lead with Insight

Shift your team from process-heavy to insight-driven.

Equip them with the tools to surface what really matters — and communicate it with clarity, confidence, and credibility.

For Finance Leaders Focused on Growth

Make FP&A your team’s strategic advantage.

Perfect for leaders who want to elevate the role of finance, empower their people, and drive sharper business decisions.

Course Modules

An introduction to the secrets of success in FP&A!
Learn about the planning and forecasting landscape, how to deliver a more effective budget process and explore planning techniques.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)

Master the art and science of forecasting: how to be more effective in our forecasting, break free from the limitations of traditional approaches and navigate stakeholder tensions.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)
Sharpen your financial modeling skills by learning best practices for building models. Explore the landscape of FP&A tools and how they can be successfully deployed in your organisation.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)
Take your business partnering skills to the next level: learn powerful techniques for adding value and influencing your stakeholders.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)
Build on your budgeting and forecasting skills by mastering the art and science of effective long-range planning. Advance your strategic thinking and learn how FP&A can most effectively interact with strategy.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)
Embrace your inner marketeer! Deliver financial presentations that influence and inspire action.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)

Prepare for the future of FP&A: be ready to lead FP&A through the rapidly changing business and technological environment.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)

Benchmark FP&A Skills in Just 15 Minutes!

Our unique Financial Planning and Analysis Competency Framework is designed to measure FP&A skills against finance professionals across nine core competencies.

Once completed, one will have instant access to a free personalized report highlighting the current position and offering actionable steps to enhance FP&A skills.

Ready to Elevate Your Finance Team?

Join the next FP&A Boot Camp cohort — starting May 6.

$1295/£995

100% Guarantee


14 CPD Credits
Live Zoom Sessions
2hrs/week for 7 days

Cohort Schedule

MAY

3, 6, 7, 10, 13, 17, 20, 27

JUNE

3, 10, 17

3:30 - 5:30pm BST

$1295/£995

100% Guarantee


14 CPD Credits
Live Zoom Sessions
2hrs/week for 7 days

Cohort Schedule

MAY

3, 6, 7, 10, 13, 17, 20, 27

JUNE

3, 10, 17

3:30 - 5:30pm BST

$1295/£995

100% Guarantee


14 CPD Credits
Live Zoom Sessions
2hrs/week for 7 days

Cohort Schedule

MAY

3, 6, 7, 10, 13, 17, 20, 27

JUNE

3, 10, 17

3:30 - 5:30pm BST

Meet Your Course Facilitators

Catherine Marks

Facilitator

Ready to get started?

Download a Brochure

Get the full breakdown of the FP&A Boot Camp — course content, learning outcomes, and how it helps finance professionals create strategic value beyond reporting.

Book a Preview Event

Want a closer look? Join a live preview session to meet the team, ask questions, and explore how the program works in real time.

Enroll on the next Cohort

Ready to lead with insight and impact? Join the FP&A Boot Camp and gain the practical skills and confidence to drive better decisions across your business.

The delivery method is Group Internet Based using Zoom. As a prerequisite, candidates will be expected to have a good understanding of the activities undertaken in their own business and the financial. information that is produced and reported by the finance team. No advance preparation is required.