Transform Your FP&A Team with the Financial Planning & Analysis Course

Equip your team with the core FP&A concepts, key skills and best practices to empower your business with valuable insights.

Next Cohort Starts:
23rd April (EMEA) / 21st May (US)

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Hosted By

Catherine Marks

Catherine led the O2 FP&A team through its merger with Virgin Media.

Christian Wattig

Christian has 12 years of FP&A leadership experience at P&G, Unilever.

Need to change the currency? Select your location:
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Enroll onto the next Cohort Now

Your investment is 100% risk-free
If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.

US
Cohort

Starts 21st May 24

$ 1295

EMEA
Cohort

Starts 23rd April 24

US Cohort

Starts 19th September
$ 1295
  • Module 1: Tuesday 19 September 12 - 2 pm EST
  • Module 2: Thursday 21 September 12 - 2 pm EST
  • Module 3: Friday 22 September 12 - 1 pm EST
  • Module 4: Tuesday 26 September 12 - 2 pm EST
  • Optional Q&A: Friday 29 September 12 - 1 pm EST
  • Optional Q&A Tuesday 3 October 12 - 2 pm EST

EMEA Cohort

Starts 19th September
£ 995
  • Module 1: Tuesday 19 September 10 - 12 pm BST
  • Module 2: Thursday 21 September 10 - 12 pm BST
  • Module 3: Tuesday 26 September 10 - 12 pm BST
  • Module 4: Thursday 28 September 10 - 12 pm BST
  • Optional Q&A Friday 29 September 10 - 11 am BST

Financial Planning & Analysis Course Overview

Why do financial planning & analysis teams fail to deliver their full potential and miss out on vital opportunities to drive business value?

We often hear that there is too much focus on process and not enough on the ‘so what’ when it comes to FP&A teams.

The result? Teams fail to recognise powerful insights about their business that they can use to make better decisions and move the business forward.

That’s why we have created the Financial Planning & Analysis Course.

The Financial Planning & Analysis Course will help your finance team to identify objectives from a broad stakeholder perspective and create effective visualizations. By developing a “why, how and so what” mindset, your team will be able to better understand their business and make better decisions to move your business forward.

Build Trusted Relationships & Understand Modeling Best Practices

This course will also help your team to build trusted relationships with their business partners and other stakeholders. Your team will learn modeling best practices and the benefits of machine learning, as well as how to lead a budget process with confidence. With these new skills, your team will be able to elevate the role of finance within your organization by empowering your business with valuable insights.

Tried & Tested by Participants

Our FP&A course has already been tried and tested by hundreds of finance teams – helping them bring powerful insights to stakeholders. Don’t miss this incredible opportunity to transform your FP&A team! 

Who the FP&A course is for?

Ambitious FP&A Professionals:

This program is ideal for Financial Planning & Analysis Professionals who aspire to refine their skills.

Progressive Finance Teams:

The course is perfect for organizations aiming to deepen their team's comprehension of FP&A, thereby nurturing a culture of keen financial insight and strategic decision-making.

Forward-Thinking Finance Leaders:

Great for finance leaders wanting to hone their FP&A skills, propeling their organization's growth through informed and solid financial strategies.

After completing the FP&A course, your team will…

Tools Your Team Will Learn on the FP&A Course

Our course goes well beyond text-book learning and embraces the dynamic reality of FP&A, acknowledging that there’s no one-size-fits-all approach to this.

Experience shows that the best way to develop is through active learning, led by experienced and inspirational course facilitators, and relevant peers who generously share real-life stories. We empower FP&A professionals with practical, real-world strategies to excel in their roles and drive unparalleled success.

We share tools and techniques that other companies use to embed best practices, and practical ways to apply these within your business through powerful case studies, role plays, and breakout discussions.

Poor vs Effective Reporting

Our real life examples bring focus on Signal vs Noise, Insights vs Raw Data, Lagging vs Leading Indicators. We reflect on the pros and cons of one-pagers vs slides.

Delivering Impactful Presentations

A framework employed by consultants to make their ideas stick. Be remembered and plant the seeds for driving change.

Emotional Bank Accounts

Establish a foundation of trust through this proactive approach based on a concept introduced by Stephen R. Covey.

Effective Modeling

Learn how to optimize your models for success with interactive examples, templates and cheat sheets to take away.

Visualizations

An interactive session to help you match the right visualization with the story you are trying to tell.

Successful Teams

Discover what Google learned in its quest to build the perfect team - insight from two years of study across 180 teams.

GROW Framework

Learn how to add value to any conversation, even if you are not the expert or are the most junior person in the room.

Effective Planning

Consider the pros and cons of different planning techniques with real life examples, and a framework for annual budgeting.

Course Reviews

Joey Jo
Joey Jo
Senior Accountant at Hala
Read More
I recommend this to everyone who is interested in understanding FP&A. I'm transitioning to an FP&A role and this course helped me get a jumpstart to prepare myself with the skills required to succeed..
Helen (Eleni) Ioannidis-Flevaris
Helen (Eleni) Ioannidis-Flevaris
Senior FP&A Manager at Citi
Read More
Chris' course was fantastic! It was the perfect refresher I needed to start a new job in FP&A. I thoroughly enjoyed the Zoom class sessions along with the exercises that we did in class.
Anthony Lucero
Anthony Lucero
VP of Finance, Smokey Mos BBQ
Read More
The course takes you through a practical approach to FP&A and you walk away with ideas and strategies you can begin to utilize in your business right away.
Sara Bartruff
Sara Bartruff
Director of Financial Planning & Analysis at Mosaic
Read More
If you are new to FP&A or have been doing it for years, this is a great course to ensure you are on the correct path. The time commitment isn’t so much that you take too much time away from work, but enough that you feel you are getting plenty of resources to take back to your job.
Lambro Anastasiou
Lambro Anastasiou
CFO at Modern Milkman
Read More
A welcome refresher on how to achieve best in class FP&A standards. Starts off with high level concepts and goes progressively deeper with live case-studies and worked examples to aid in retention. Would recommend for rookies and more experienced folk alike.
Steve Davis
Steve Davis
CFO at WAFLA
Read More
This is both a good refresher for seasoned professionals and a good introduction for individuals with less experience. Time went by very fast as it was an enjoyable course.
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Download an FP&A Course Brochure

An Illustrative Timetable

WORKSHOP 1
FINANCIAL STORYTELLING

Tuesday 23 April 24
EMEA: 10 – 12 pm BST

Tuesday 21 May 24
US: 12 – 2 pm EDT

Create reports and deliver financial presentations that inspire action: visualize your financials effectively, tell the story of your business and make it stick.

WORKSHOP 2
BUSINESS PARTNERING

Thursday 25 April 24
EMEA: 10 – 12 pm BST

Thursday 23 May 24
US: 12 – 2 pm EDT

Take your business partnering skills to the next level: start the flywheel of effective business partnering, build trusted relationships and create budget discipline without policing.

WORKSHOP 3
FINANCIAL MODELING

Tuesday 30 April 24
EMEA: 10 – 12 pm BST

Tuesday 28 May 24
US: 12 – 2 pm EDT

Sharpen your financial modeling skills: understand which model is relevant for your business case, and learn best practices for building optimized models

WORKSHOP 4
BUDGETING & FORECASTING

Thursday 2 May 24
EMEA: 10 – 12 pm BST

Thursday 30 May 24
US: 12 – 2 pm EDT

Master the art and science of budgeting and forecasting: successfully navigate budget phases, learn best practices and forecasting techniques

BONUS!

ON DEMAND - THE ART & SCIENCE OF FORECASTING

Additional video lessons with further deep dives, including headcount forecasting, cash flow forecasting, metric selection, forecasting for early stage companies, and more.

Meet the FP&A Course Facilitators

Catherine Marks

Lead Facilitator
UK, Europe, Middle East and Africa

Catherine is an ICAEW FCA qualified at Deloitte, with twenty years finance and M&A experience in the TMT and financial services industries in the UK, Europe and the US.

She led both large and small finance teams and is the former Vice President / Finance Director of Depop, and led the O2 FP&A team through its merger with Virgin Media.

Her career has had a strong emphasis on business change and storytelling, having advised multiple executive teams on successful exit processes and finance integrations.

Christian Wattig

Lead Facilitator
North America

Christian is a seasoned FP&A leader with 12+ years of experience at multinational consumer goods giants and fast-growing tech startups.

As the Founder and Managing Director of FP&A Prep, he dedicated himself to educating finance business leaders in essential FP&A skills.

Christian holds an MBA with a specialization in Strategy and Change Management from NYU Stern School of Business. 

Our US course is delivered alongside our partner, FP&A Prep

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.

Need to change the currency? Select your location:
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Enroll onto the next Cohort Now

US
Cohort

Starts 21st May 24

$ 1295

EMEA
Cohort

Starts 23rd April 24

US Cohort

Starts 19th September
$ 1295
  • Module 1: Tuesday 19 September 12 - 2 pm EST
  • Module 2: Thursday 21 September 12 - 2 pm EST
  • Module 3: Friday 22 September 12 - 1 pm EST
  • Module 4: Tuesday 26 September 12 - 2 pm EST
  • Optional Q&A Friday 29 September 12 - 1 pm EST
  • Optional Q&A Tuesday 3 October 12 - 2 pm EST

EMEA Cohort

Starts 19th September
£ 995
  • Module 1: Tuesday 19 September 10 - 12 pm BST
  • Module 2: Thursday 21 September 10 - 12 pm BST
  • Module 3: Tuesday 26 September 10 - 12 pm BST
  • Module 4: Thursday 28 September 10 - 12 pm BST
  • Optional Q&A Friday 29 September 10 - 11 am BST
Your investment is 100% risk-free
If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.
Buy with confidence
Secure online checkout

Download an FP&A Course Brochure