📊 Financial Planning and Analysis (FP&A) Training

Overview

📝 Course Description

This course provides an in-depth understanding of the role of Financial Planning & Analysis (FP&A) in today’s dynamic business environment. Participants will learn how to develop financial models, create forward-looking plans, manage budgets, conduct variance analysis, and communicate strategic financial insights to support informed decision-making. The course blends finance theory, best practices, and hands-on exercises using Excel.

🎯 Learning Objectives

By the end of this course, participants will be able to:

Understand the FP&A function and its alignment with corporate strategy
Build and analyze integrated financial models (P&L, Balance Sheet, Cash Flow)
Forecast revenues and costs using various techniques
Analyze performance using KPIs and variance analysis
Improve budgeting processes: rolling, zero-based, and scenario-based
Support business decisions through financial storytelling and dashboards

👥 Who Should Attend

FP&A Analysts and Managers
Finance Managers, Business Controllers
Budgeting & Forecasting Teams
Strategy Analysts
Senior Accountants & Cost Controllers
Finance Business Partners
Anyone transitioning into an FP&A role

🧩 Training Methodology

Practical Excel-based exercises
Group case studies and simulations
Interactive discussions and polls
Templates for budget, forecast, variance reports
Dashboards and storytelling techniques

📅 Detailed Daily Agenda with Time Breaks

📘 Day 1: Introduction to FP&A and the Strategic Finance Function

Time	Topic
08:30 – 09:00	Welcome, Introductions, Objectives
09:00 – 10:30	The Role of FP&A in the Business & Corporate Value Chain
10:30 – 10:45	☕ Coffee Break
10:45 – 12:15	Understanding Business Models and Strategy Alignment
12:15 – 13:15	🍽 Lunch
13:15 – 14:45	Key Responsibilities of the FP&A Function
14:45 – 15:00	☕ Coffee Break
15:00 – 16:30	Financial Planning Cycles: Annual, Quarterly, Rolling Forecasts

📗 Day 2: Budgeting, Forecasting and Cost Management

Time	Topic
08:30 – 10:00	Budgeting Techniques: Traditional, Zero-Based, Activity-Based
10:00 – 10:15	☕ Coffee Break
10:15 – 12:15	Forecasting Approaches: Driver-Based, Top-Down, Bottom-Up
12:15 – 13:15	🍽 Lunch
13:15 – 14:45	Excel Workshop: Build a Rolling Forecast Model
14:45 – 15:00	☕ Coffee Break
15:00 – 16:30	Capex & Opex Planning and Monitoring

📙 Day 3: Financial Modeling and Analysis

Time	Topic
08:30 – 10:00	Integrated Financial Statements Modeling (P&L, BS, CF)
10:00 – 10:15	☕ Coffee Break
10:15 – 12:15	Sensitivity, Scenario & Break-Even Analysis in Excel
12:15 – 13:15	🍽 Lunch
13:15 – 14:45	Ratio and KPI Analysis for Business Units
14:45 – 15:00	☕ Coffee Break
15:00 – 16:30	Excel Workshop: Build a KPI Dashboard

📕 Day 4: Performance Management & Variance Analysis

Time	Topic
08:30 – 10:00	Setting SMART Financial KPIs
10:00 – 10:15	☕ Coffee Break
10:15 – 12:15	Variance Analysis: Price, Volume, Mix, Productivity
12:15 – 13:15	🍽 Lunch
13:15 – 14:45	Excel Workshop: Variance Reports with Commentary
14:45 – 15:00	☕ Coffee Break
15:00 – 16:30	Linking Strategy to Performance: Balanced Scorecard

📒 Day 5: Business Decision Support, Communication and Reporting

Time	Topic
08:30 – 10:00	Business Case Development and NPV/IRR Models
10:00 – 10:15	☕ Coffee Break
10:15 – 12:15	Storytelling with Financial Data: How to Communicate with Impact
12:15 – 13:15	🍽 Lunch
13:15 – 14:45	Presentation Techniques for FP&A Professionals
14:45 – 15:00	☕ Coffee Break
15:00 – 16:30	Final Workshop: Presenting a Business Review Dashboard

🎓 Course Deliverables

Excel templates for budget, forecast, and dashboards
Financial modeling tools and practice models
FP&A performance scorecard template
Certificate of Completion

Target audiences

Reservoir Engineers, Geologists

$ 5,800

Course Features

Lecture 0
Quiz 0
Duration 5 days
Skill level All levels
Language English
Students 40
Assessments Yes