Exam Preparation
FP&AFinancial Planning and Analysis
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English
Intermediate
FACE 2 FACE
ON SITE TRAINING
LIVE VIRTUAL
TRAINING
COACHING
& MENTORING
SELF-PACED
TRAINING
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Course Overview
As organizations around the globe continue to adjust to economic uncertainties, the need for experienced finance professionals in the corporate environment has steadily increased over the past several years. As a result, many firms are seeking the most qualified individuals to analyze trends and manage the financial future of their organization. For individuals who practice financial planning and analysis (FP&A), this unique professional designation will enable them to differentiate themselves within the finance profession and validate their understanding of the complex processes, tools and uniform standards. It will also allow employers to identify the best candidates.
As the finance industry continues its transformation globally, FP&A professionals need to spend less time on basic budgeting and reporting responsibilities, and more on analysis and recommendations to drive the organization’s future growth. The AFP FP&A Learning System is a comprehensive and flexible educational program for FP&A professionals, designed to address a need for new skills required by the new industry priorities. This valuable study tool offers online and print study materials including e-flashcards, case studies, practice exams and mobile tools.
As the finance industry continues its transformation globally, FP&A professionals need to spend less time on basic budgeting and reporting responsibilities, and more on analysis and recommendations to drive the organization’s future growth. The AFP FP&A Learning System is a comprehensive and flexible educational program for FP&A professionals, designed to address a need for new skills required by the new industry priorities. This valuable study tool offers online and print study materials including e-flashcards, case studies, practice exams and mobile tools.
Key Takeaways
1
Discover the knowledge and gain the confidence you need to pass AFP’s Certified Corporate FP&A Professional exam.
2
Identify specific opportunities to increase the strategic value offered by the FP&A function at your company.
3
Learn how to manage FP&A projects and align people, process and right-size the technology to deliver the FP&A services.
4
Learn how to build and refine models, effective analysis of data and aptly use them in the planning process.
5
Learn how to leverage Business Intelligence (BI), Corporate Performance Management (CPM), Excel, and ERP systems to deliver a best in class FP&S function at your company.
Association for Financial Professionals
The Association for Financial Professionals (AFP) serves a network of more than 16,000 treasury and finance professionals. Headquartered in Bethesda, MD, AFP provides members with breaking news, economic research and data on the evolving world of treasury and finance, as well as world-class treasury certification programs, networking events, financial analytical tools, training, and public policy representation to legislators and regulators. AFP is the daily resource for treasury and finance professionals. AFP’s global reach extends to over 150,000 treasury and financial professionals worldwide, including AFP of Canada, London-based gtnews, an on-line resource for the treasury and finance community, and bobsguide, a financial IT solutions network. The Committee on Investment of Employee Benefit Assets (CIEBA), an AFP affiliate, represents more than 110 of the largest corporate pension funds in the U.S. with over $1.5 trillion in retirement plan assets
Course Outline
Day 1
Welcome Session and Course Introduction
→ Course Schedule
→ Instructor and Participant Introductions
→ Using the Online components
→ Review pre-assigned Pre-Tests (Parts I and II)
→ Certification Information
→ Questions
→ Instructor and Participant Introductions
→ Using the Online components
→ Review pre-assigned Pre-Tests (Parts I and II)
→ Certification Information
→ Questions
SESSION 1: Part 1, Domain A: Gathering and Interpreting Information
→ Chapter 1: Information and FP&A
→ Chapter 2: Strategy
→ Chapter 3: Organization
→ Chapter 2: Strategy
→ Chapter 3: Organization
SESSION 2
→ Chapter 4: Industry
→ Chapter 5: Macroenvironment
→ Chapter 5: Macroenvironment
Part I, Domain B: Finance Fundamentals
→ Chapter 6: Finance Principles and Processes
BEGIN SESSION 3
→ Chapter 7: Financial Accounting and Reporting
Day 2
BEGIN SESSION 3
→ Chapter 8: Ratio Analysis
SESSION 4
→ Chapter 9: Managerial and Cost Accounting
→ Chapter 10: Microeconomics
→ Chapter 10: Microeconomics
SESSION 5
→ Chapter 11: Managing FP&A Projects
→ Chapter 12: Effective Communication
→ Chapter 12: Effective Communication
Part II, Domain A: Analyzing Information
→ Chapter 1: Specifying Outputs and Getting Inputs
Day 3
SESSION 6
→ Chapter 2: Improve the Quality of Information
→ Chapter 3: Refining Data, Risks and Opportunities, and Plans
→ Chapter 3: Refining Data, Risks and Opportunities, and Plans
SESSION 7
→ Chapter 4: Building and refining models
→ Chapter 5: Using Models and Sensitivities/Scenarios
→ Chapter 6: Making Conclusions and Recommendations
→ Chapter 5: Using Models and Sensitivities/Scenarios
→ Chapter 6: Making Conclusions and Recommendations
BEGIN SESSION 8
→ Chapter 7: Analyzing Information and Giving Feedback
Day 4
COMPLETE SESSION 8 Part II, Domain B: Building Financial Projections
→ Chapter 8: Looking Forward
→ Chapter 9: Sales Volume and Revenue Projections
→ Chapter 9: Sales Volume and Revenue Projections
SESSION 9
→ Chapter 10: Financial Statement Projections
→ Chapter 11: Valuing Projects, Customers, Deals and Products
→ Chapter 11: Valuing Projects, Customers, Deals and Products
SESSION 10
→ Chapter 12: Risk Analysis
Part II, Domain C: Using Technology/Software
→ Chapter 13: Applying Best Practices to FP&A Technology/ Software
Day 5
SESSION 11
→ Chapter 14: Using Worksheets and Worksheet Functions (Topics 1-4)
SESSION 12
→ Chapter 14: Using Worksheets and Worksheet Functions (Topics 5-10)
SESSION 13
→ Chapter 15: Working with Databases, ERP/GL and BI Systems
End-Course Review Session – Part II
→ Test Taking Tips
→ Additional Resources
→ Additional Resources
Who Should Attend?
This highly practical and interactive course has been specifically designed for
Financial planning and analysis is an important part of any corporate finance strategy. As a result, many firms are seeking the most qualified individuals to analyze trends and manage the financial future of their organization. Consequently, this course will benefit:
→ Corporate practitioners performing or managing finance planning and analysis functions, including:
• Budgeting
• Forecasting
• Financial modeling
• Corporate financial planning/strategic planning
• Financial analysis
→ Technical and administrative staff supporting the corporate finance function
→ Professionals developing and implementing products and services for use by finance organization
→ Consultants specializing in the finance arenas
→ Finance instructors teaching at educational institutions
→ Students with interests in finance-/ business-related fields
→ Individuals preparing for the Certified Corporate Financial Planning & Analysis Professional (FP&A) examination
→ The AFP FP&A Learning System course is an excellent resource for those preparing for the Certified Corporate Financial Planning & Analysis Professional (FP&A) examination as well as everyday work practice.
FAQ
What language will the course be taught in and what level of English do I need to take part in a LEORON training program?
Most LEORON courses are delivered in English. However, there are some courses offered in Arabic, mainly online. For our in-house courses, sessions can be curated and delivered in any language upon request. In general, the best way to confirm language availability is to check with our Enrollment Managers for the most up-to-date information. Simply click on “Let’s talk on WhatsApp” to chat with us directly.
What formats are the courses offered in?
LEORON delivers training in various formats including face-to-face, live virtual sessions, self-paced learning, in-house delivery as well as online courses.
Are LEORON Public courses certified by an official body/organization?
Yes, most LEORON public courses are accredited by internationally recognized bodies such as CIPD, ATD, PMI, EdEx, and many others—depending on the course.
Who accredits LEORON’s training programs?
LEORON partners with over 20 international bodies such as PMI, CIPD, ATD, EdEx, NASBA, CISI, GARP, HRCI, SHRM, ACCA, ASQ, IIA, ILM, IAC, and others
Are CPD points or PDUs provided?
Yes, learners can earn CPD credits and professional development units (PDUs) including NASBA CPEs, PMI PDUs, CISI, GARP, HRCI, SHRM, and more.
How can I register for a course?
You can register through our website by filling in the inquiry form, or by speaking directly with one of our consultants via WhatsApp or email. Once we confirm your interest, we’ll guide you through the steps.
When is the registration deadline for public courses?
Registration typically closes 14 days before the course start date, with occasional late registrations accepted upon confirmation
What is included in the course fee?
The fee generally covers 5-star venue facilities, training materials, certified instruction, lunches and refreshments, plus certification and membership where applicabl0065
Are there group rates or discounts?
Yes, group bookings and corporate-level discounts are available. Learners are encouraged to reach out to discuss specific arrangements
What support is available with registration?
Enrollment Managers and a Registration Desk assist with the entire process, including deadlines, travel logistics, and course customization. As well as any other special requests you might have. Simply to go your preferred course and click on “Let’s chat on WhatsApp” to do so.
Can I request a bespoke course at my location or within my organization?
Yes, in-house training is fully customizable in terms of curriculum, language, delivery, and timing. You can suggest dates and locations. Simply to go your preferred course and click on “Let’s chat on WhatsApp” in order to address any questions or concerns in this regards.
What is the refund or cancellation policy?
Refund and cancellation policies vary depending on the course type and location. Generally, cancellations made at least 14 days before the course start date may be eligible for a full or partial refund, while cancellations made closer to the course date may incur a fee. For exact terms, please consult your Enrollment Manager or refer to the course confirmation email.
Can I register multiple employees from my company?
Yes. We support group registrations and offer corporate packages for organizations enrolling multiple participants. Our team can help coordinate the logistics for group bookings.
Who should attend these courses?
LEORON caters to a variety of professionals: from those seeking leadership development to project managers, HR specialists, finance professionals, cybersecurity, procurement, Ai enthusiasts and many others.
Do I need prior experience or academic qualifications?
Not always. Many specialized paths, like cybersecurity, accept learners without prior experience. However, some courses (e.g., PMI PDU-based ones) may have recommended prerequisites. Its always better to chat with one of our Enrollment Managers to discuss more. Simply to go your preferred course and click on “Let’s chat on WhatsApp” to do so.
Will I receive a certificate after completing the course?
Yes. Upon full attendance and successful completion, you will receive a certificate of participation or accreditation, depending on the course.
Are meals and refreshments included in face-to-face courses?
Yes. For in-person courses, lunch and coffee breaks are provided daily at the venue.
Can LEORON deliver a course in-house at our organization?
Absolutely. All programs can be delivered privately at your company or virtually for your team, customized to match your internal goals and structure.
Reviews
- Review:IAMM Internal Audit Maturity ModelIn recognition of their dedication and contribution supporting IKEA Saudi Arabia in arranging training programs during 2017 & 2018, looking forward for more development and exciting effort this year. On behalf of IKEA Saudi Arabia, THANK YOU!Dalal KutbiCountry Learning & Development Manager at IKEA Saudi Arabia
- Review:Certified Professional in Quality and Patient SafetyDating back to 2014, Mobily’s “LEORON” experience has grown from a single collaboration to a long-term partnership. We consider ‘’LEORON” Institute as a strategic partner, whose contribution has been nothing but premium in equipping our staff with field-based knowledge and information. Past three years have resulted with an expanded collaboration with superior customer service and support. Best Regards,Turki S. AlsahaanDir L&D, Talent Management at Mobily, Etihad Etisalat Company
- Review:Certified Professional in Quality and Patient SafetySince the partnership was signed between BAE Systems Saudi Development & Training and LEORON in 2017, we have been working together to offer the Saudi market a complete portfolio of training solutions benefiting from the wide and extensive experience of both parties. Recognizing the great success of this partnership, we are looking for further collaborations in the future that will position both companies as one of the leading training providers in Saudi Arabia. We thank the LEORON team for their full cooperation and continuing support, and look forward to further success together in the years to come.Emad AlrajihVP, Business Winning at BAE Systems Saudi Development & Training
- Review:Certified Professional in Quality and Patient SafetyWe have been working with LEORON for the past two years and will be working with them again this upcoming year. The programs they delivered were fruitful and exciting and our organization has received positive feedback from the participants. What our organization aims to do is to provide at no cost training for all the private sector employees so that they may benefit from our offered programs in Innovation and Professional development. Leoron has helped us achieve this goal. We look forward to continuing this service and wish them the best of luck. Regards,Nasser M. Al-SubaieSr. Program Officer, Enterprise Learning & Human Development at Kuwait Foundation for the Advancemen
