Financial Planning & Analysis (FP&A)
4.5 MONTHS
3+ Year Experience in Any Field (MBA/PGDM Finance, CA, CFA, CS, CMA, M.Com, B.Com, BBA, BE, M.Tech, CIMA)
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
Online support from our team for all your queries based on ticket based tracking system
CERTIFICATION
Get 3 certifcations inone course financial modeling, equity research and advance excel. You can show them seperately in resume.
REAL TIME CASE STUDIES
Live case studies for each financial topics to ensure that learner can understand it thoroughly.
RESUME PREPARATION
Our expert will assist you in resume building and job portal updation.
LIFETIME ACCESS
You get lifetime access to the FINXL LMS which includes videos, excel spreadsheets, presentations, ebooks, quizzes and case studies.
FORUM
Our career square forum is ths most dynamic platform to connect with expert across the globe.
Introduction
In today's fast-paced business world, financial planning and analysis have become crucial for any organization's success. Financial Planning and Analysis (FP&A) is the process of analyzing an organization's financial performance and creating a forecast for the future. It helps businesses make informed decisions by providing insights into financial trends, risks, and opportunities.
Course Details
Course duration: Intensive 4.5 MONTHS
COURSE HIGHLIGHTS:
The #1 Course to Land a Job in Financial Planning & Analysis
Certified Financial Planning & Analysis Course with 100% Placement assistance
3/6 months internship with an Analytics firm
Gain hands-on, practical experience as you will work as an employee in a Financial Analytics firm along with training
80% of the Real-time industry used Case study-based learning
Our trainer: FP&A working professional
A guide to over 100+ frequently asked FP&A questions and their answers
Build 5 financial models from scratch of your chosen Listed/Private companies
Be part of our Global FP&A alumni network
Learn the best Planning, Budgeting, Forecasting, KPIs Analysis, Reporting & Presentation practices used in the industry
Prepare a company’s Budget from Scratch
Dedicated Placement Manager with 1-on-1 mentorship.
MODULE 1: MS EXCEL EXPERT
Excel Essentials & keyboard accelerators
Basic & advanced Excel functions
Conditional Formatting, Paste Special
Using VLOOKUP/HLOOKUP/ Match Index
Using SUMIF, COUNTIF, AND AVERAGEIF
DATEDIF, YEAR, YEARFRACE & MONTH
Index, Search, Choose, offset
Sensitivity analysis with Data tables
Pivot table, Charting commonly used
Dashboards, templates, Macros
MODULE 2: DATA COLLECTION AND MODELING
Sources for authentic financial data for US, India, China, Germany, and Singapore companies
Tricks to collect data in the shortest time
Data collection & Data structuring for model
Understanding of Financial Reports & their types
Types of filing 10-K, 10-Q, 8-K, 20-F etc
Create a Model template for 5 years of historical data for
Revenue Drivers
Cost Drivers
Income statement
Balance sheet
Cash flow statement
Dividend schedule
Asset Schedule
Debt Schedule
Equity Schedule
MODULE 3: FINANCE & ACCOUNTS CONCEPTS UNDERSTANDING
Finance principles and processes (e.g. financial management concepts, corporate finance activities, etc.)
General financial concepts and common financial formulas (e.g. time value, opportunity costs, debt structures and covenants, earnings per share, cost of capital, etc.)
Financial accounting concepts, principles, and practices
Interactions/ interrelationships of common financial statements
Basic microeconomics (e.g. marginal costs, pricing, price elasticity of supply and demand, etc.)
Managerial accounting/reporting and cost accounting concept
MODULE 4: FINANCIAL MODELING & VALUATIONS
Interlinking of financial statements (IS, BS, CFS)
Tallying the balance sheet in 30 minutes
Use best practices in Financial Model building
Understand & develop a forecasting basis for each line of IS, BS & CFS
Build & Forecast Advanced Schedules including the following points
Debt Repayment Schedule (DRS)
Fixed Assets Module (FAM)
Dividend & Equity Schedule (ES)
RATIOS:
In-depth conceptual understanding of financial ratios, we include the following points
Liquidity ratios
Leverage ratios
Efficiency ratios
Profitability ratios
Market value ratio
Calculation and analysis of ratios on your chosen company
Compare your company's ratios with competitors
DUPONT analysis
VALUATION:
(Understanding of various Valuation methods)
DISCOUNTED CASH FLOW (DCF)
In-depth step-by-step understanding of DCF
Product/business/economic life cycle concepts
Time value of money concepts
Understanding & calculation of FCFF & FCFE
Cost of Equity using the Capital Asset Pricing Model (CAPM)
Cost of Debt (Kd)
Cost of preference shares (Ke)
The risk-free rate of return (Rf) for listed & non-listed SMEs
In-depth analysis of systematic & unsystematic Risk
Beta, levered & Un-levered beta
Calculate beta(β) using the last 5 years' price
Cost of capital (WACC)
Market Premium (Rm)
Net present value /company value
Sensitivity analysis
Application of DCF on your chosen company
’Buy' or a 'Sell' rating based on analysis
MODULE 5: PLANNING
Getting Started with Financial Planning
The Accounting Framework
Financial modeling
Corporate financial planning/strategic planning
GATHERING & INTERPRETING INFORMATION
Sources of historical information and historical financial data and corporate structure and functions
Sources of information about a company's business environment (e.g. business models, financial ratios, and industry metrics)
Reading and interpreting corporate annual reports
Determining peer groups and competitors
Basic macro-economic concepts used in financial planning (e.g. consumer price index, gross domestic product, exchanges rates, interest rates, inflation rates, economic indicators, etc
Implications of tax policies on Projections
Risk Factors and risk management concept
Financial and non-financial key performance indicators (KPIs)
Strategic planning concepts and frameworks include the following points:
SWOT Analysis
Porter's five forces model
Growth share matrix
Determining information needs for and gathering information from internal/external stakeholders and business partners
Tools for information gathering (e.g. templates, surveys, etc.)
MODULE 6: FORECASTING
Perform Top-Down and Bottom-up Forecasting
Forecast a Company's Sales
Calculate Net Cash Flow
Forecast a Company's Planned Level of Production
Forecast Various Types of Expenditures
Estimate Working Capital Needs
Carry out a Fixed Asset Roll forward
Forecasting techniques (moving average, regression analysis, etc.)
Forecasting Selling, General & Administrative expenses
Essential Mechanics of the Forecasting Process
Forecasting Balance Sheet Items
MODULE 7: BUDGETING
Budgeting within a strategic framework
Building a robust budgeting process
A practical guide to developing budgets
Managing budget psychology
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 budgets and budgets 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.
MODULE 8: FINANCIAL ANALYSIS
Investment Decision making- Purpose, objective, and process of investment decisions and evaluation of different types of projects. The new line of business, expansion of the current product, backward/forward integration, and application of effective financial management.
Analysis of the balance sheet, app of appropriate measures for executing and evaluating the financial results to support managerial decision-making and setting strategies.
MODULE 9: REPORTING & PRESENTATION
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.
GLOBAL BANKING SPECIAL
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
MODULE 10: POWER BI
Power BI is a business analytics service provider by Microsoft. It provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves without having to depend on any information technology staff or data base administrator. Power BI certification course shares knowledge on how it provides cloud based BI services-known as Power BI Services, along with a desktop-based interface called Power BI Desktop. It offers data modeling capabilities including data preparations, data discovery, and inter active dashboards.
TOPICS COVERED:
Introduction to Power BI
Basic components of Power BI
Loading Data in Power BI Desktop
Data Cleaning using Power BI query editor
Transform, Clean, Shape and Model Data for further analysis.
Creating Calculated Columns and measures
Performing data analysis using DAX
Visualization Charts in Power BI
Slicers and Map Visualizations
Creating cards, measures, KPI, reference line, and slicers
Creating reports and dashboards
Publishing reports on Power BI Services
Using Power BI service for operations on reports
MODULE 11: PRESENTATION, REAL CASE STUDIES MOCK INTERVIEWS, SOFT SKILL
10 real time case studies
Prepare you on 100+ frequently asked FP&A Analyst interview questions with answers
Positive attitude and emotional intelligence training
Placement managers for 1 on 1 mentorship
Communication and interpersonal skills training
Conduct regular mock interviews
Work on individual strengths, and weaknesses and prepare an interview script
Profile building and marketing
Interview scheduling& helping candidates in placements
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
Any commerce Graduates & Post Graduates (BBA, BCOM, BBM, MCOM), Non-Commerce Graduate or Post Graduate (BSC, Engineers, B.E., B. Tech, M.E., After MBA OR During MBA, CFA or any degree in Finance, MBA/CFA/CA Aspirants, CPAs, ICWA, CS, Back office/operations working professionals, accounting working professionals, KPOs/BPOs professionals, Financial Analysts, Business Analysts, Start-up founders, Bankers, Financial Controllers, CFOs, CEOs, Fund Managers, PE Fund Managers, Account Receivables (AR), Accounts Payables (AP), Record To Report (R2R), Reconciliation background professionals, housewives after a long gap of marriage or kids to make a career in the Finance field, Businessman / Entrepreneur
Sales and Marketing skilled Individuals seeking a career change to the core finance domain
Research Companies
| > UBS | > Deloitte | > Deutsche Bank |
| > FIS | > BNP Paribas | > Honeywell |
| > Nomura | > J.P. Morgan | > Grand Thornton |
| > Syngenta | > TCS | > Transparent Value |
| > HSBC | > Bajaj Finserv | > Capgemini |
| > WNS Global | > Pitte | > Johnson Controls |
| > Elanco | > Spectra | > PKF Advisory |
| > Shore Infotech | > DSIJ | > Eversana |
| > Crisil | > Maersk | > BMC Software |
| > Reval Analytics | > Accenture | > Moody's Analytics |
| > Qualys | > Danfoss | > Veritas |
| > Daloopa | > EY | > Morningstar |
| > Citco | > KPMG | > Barclays |
| > TIAA | > Citicorp | > Tristone |
| > State Street | > Rocket Software | > Cognizant |
| > ZS Associates | > Mitcon Consultancy | > SG Analytics |
| > Credit Suisse | > Infosys | > Thomson Reuters |
| > Vodafone | > Force Motors | > Alcor Fund |
| > Wheaton Advisors | > Cians Analytics | > Dalal Street |
| > Morgan Stanley | > Aspera Advisors | > Genpact |
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