Next Cohort Starts: 10th March
Hosted By
Catherine Marks
Catherine led the O2 FP&A team through its merger with Virgin Media.
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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.
Next Cohort
Starts 10th March 25
- Module 1: Monday, 10 March 2025 3:30 pm – 5:30 pm GMT
- Module 2: Monday, 17 March 2025 3:30 pm – 5:30 pm GMT
- Module 3: Monday, 24 March 2025 3:30 pm – 5:30 pm GMT
- Module 4: Monday, 31 March 2025 3:30 pm – 5:30 pm BST
- Module 5: Tuesday, 1 April 20253:30 pm – 5:30 pm BST
- Module 6: Tuesday, 8 April 2025 3:30 pm – 5:30 pm BST
- Module 7: Tuesday, 15 April 2025 3:30 pm – 5:30 pm 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…
- Reflect on the objectives of reporting from a broad stakeholder perspective
- Understand Poor Vs Effective Reporting and create powerful visualizations
- Embed a “why, how and so what” mindset and feel confident about delivering impactful presentations
- Build trusted relationships with their business partners and other stakeholders
- Add value to business discussions even when they are not the expert
- Understand modeling best practices and how to approach scenarios and sensitivities
- Reflect on the benefits of machine learning, and understand key concepts
- Feel confident leading a budget process and understanding effective planning
- Elevate the role of finance and empower your business with insight
Course Reviews
Senior Accountant at Hala
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..
Senior FP&A Manager at Citi
This 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.
VP of Finance, Smokey Mos BBQ
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.
Director of Financial Planning & Analysis at Mosaic
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.
CFO at WAFLA
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.
An Illustrative Timetable
WORKSHOP 1
PLANNING
Monday, 10 March 25
EMEA: 3:30 pm – 5:30 pm GMT
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)
WORKSHOP 2
BUDGETING & FORECASTING
Monday, 17 March 2025
EMEA: 3:30 pm – 5:30 pm GMT
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)
WORKSHOP 3
FINANCIAL MODELING
Monday, 24 March 2025
EMEA: 3:30 pm – 5:30 pm GMT
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)
WORKSHOP 4
BUSINESS PARTNERING FOR FP&A
Monday, 31 March 2025
EMEA: 3:30 pm – 5:30 pm GMT
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)
WORKSHOP 5
Strategy and Long-Range Planning
Tuesday, 1 April 2025
EMEA: 3:30 pm – 5:30 pm GMT
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)
WORKSHOP 6
Financial Storytelling
Tuesday, 8 April 2025
EMEA: 3:30 pm – 5:30 pm GMT
Embrace your inner marketeer! Deliver financial presentations that influence and inspire action.
Field of Study:
Finance 2 CPE Credits (2 CPD Hours)
WORKSHOP 7
The Future of FP&A
Tuesday, 15 April 2025
EMEA: 3:30 pm – 5:30 pm GMT
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)
Meet the FP&A Course Facilitators
Catherine Marks
Lead Facilitator
UK, Europe, Middle East and Africa
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.
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:
Next Cohort
Starts 10th March 25
- Module 1: Monday, 10 March 2025 3:30 pm – 5:30 pm GMT
- Module 2: Monday, 17 March 2025 3:30 pm – 5:30 pm GMT
- Module 3: Monday, 24 March 2025 3:30 pm – 5:30 pm GMT
- Module 4: Monday, 31 March 2025 3:30 pm – 5:30 pm BST
- Module 5: Tuesday, 1 April 20253:30 pm – 5:30 pm BST
- Module 6: Tuesday, 8 April 2025 3:30 pm – 5:30 pm BST
- Module 7: Tuesday, 15 April 2025 3:30 pm – 5:30 pm 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
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