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Financial Planning & Analysis (FP&A)
100 Hrs
Completion Certificate
Get a Globally Accepted Certification
Our course is thoughfully designed in such a way that learner gets the Real Time Investment banking & Equity Research exposure. Learner is not necessarily be from finance background, as our course ensures that Basic finance & account concepts are covered in detail with real time examples.
It is 80% practical with industry used case studies.
Our assessment & presentation evaluations are similar to top investment banks & equity research firms Our expert trainers are on hand to help answer any questions you might have along the way.
Course Features
EXPERT SUPPORT
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CERTIFICATION
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REAL TIME CASE STUDIES
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RESUME PREPARATION
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LIFETIME ACCESS
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FORUM
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Introduction
Financial planning and analysis (FPA) is the process of compiling and analyzing an organization's long-term financial strategy. It is the process of preparing a budget based on information about expenses and income. In organisations, assets and liabilities are also considered in the process of financial planning. Implementing the budget, tracking progress, and documenting results are also considered part of financial planning. Financial analysis uses the output of financial planning to assess profitability, liquidity, solvency, and stability for organizations. It also helps companies make decisions about business strategies. In addition to creating an organization's extended financial plan, FP&A departments also generate management reports, analyze financial trends, calculate the monetary effects of potential business decisions and advise the management.
Course Details
Course duration: Intensive 100 Hrs
- Perform Top-Down and Bottom-up Forecasting
- Forecast a Company's Sales
- Forecast a Company's Planned Level of Production
- Calculate Net Cash Flow
- Forecast Various Types of Expenditures
- Estimate Working Capital Needs
- Carry out a Fixed Asset Roll forward
- Forecasting techniques (moving average, regression analysis, etc.)
- Essential Mechanics of the Forecasting Process
- Forecasting Selling, General & Administrative expenses
- Forecasting Balance Sheet Items
BUDGETING
- Budgeting within a strategic framework
- Building a robust budgeting process
- Managing budget psychology
- A practical guide to developing budgets
- Common budgeting approaches (e.g. Incremental, value-based, zero-based, etc.)
- Tracking budget performance with variance analysis (waterfall charts, etc.)
- Applied budgeting tools and techniques (Excel, solver, pivot tables, etc.)
Budgeting
control - meaning
and objectives of budget and budgetary control, essentials of effective
budgeting, types of budget and budget vs actual
Capital Budgeting - Concept and process of capital budgeting, feasibility analysis, managing risk and certainty in capital budgeting, evaluation criteria under discounted and non-discounted cash flow approaches. Evaluate various investment decisions using appropriate tools and techniques and apply them to day-to-day business decisions.
- Getting Started with Financial Planning
- The Accounting Framework
- Financial modeling
- Corporate financial planning/strategic
planning
Business
planning - Concept of 3- and 5-year planning, concept of operational and
sales plan including market forecast, production plan, sourcing plan and how
various operations are inter-linked and aligned with the long-term business
plan
Investment
Decision making - Purpose,
objective and process of investment decisions and evaluation of different types
of project. New line of business, expansion of current product,
backward/forward integration and application of effective financial management.
Analysis
of balance sheet, apply appropriate measures for executing and evaluating the
financial results to support managerial decision-making and setting strategies
Corporate
Financial Reporting - Attributes
of good corporate financial reporting for performance analysis, understanding
profit & loss items, reviewing the balance sheet, variance analysis, non-
performing asset analysis, identifying the cause and taking appropriate action
- Special guide on Global Banking KPIs
- Basel III Financial structure (P&L
account, balance sheet)
- Restructuring items/adjustment items
& their treatments
- Additional information section
- Key performance Indicator (KPIs) – type
of KPIs and its calculation & interpretation
- Regulatory reporting
- SEC
reporting
- FINMA
reporting
- MD&A
(management discussion & analysis)
- Other
external & internal reporting
Pre-Requisites
- Does basic knowledge of Finance / Accounting needed? Not required as we start from basics
- Does basic knowledge of Excel needed? Not required as we start from basics
- Does any Finance degree or Finance background required? Previous finance knowledge will help but not compulsory
Target Audience
Research Companies
