Financial Planning & Analysis (FP&A)


 Rating
         
 Duration
100 Hrs
 Eligible For
Completion Certificate
Course Price at    30000

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.

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Course Features


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


FORECASTING

  • 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.


PLANNING

  • 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


FINANCIAL ANALYSIS

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

REPORTING

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



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

CFA, CA, MBAs, B Com, Accountant, Accounts payable professionals, Accounts Receivable professionals, Financial Reporting professionals, Operations and back office professionals

Research Companies

BANKS IN PUNE

§  HSBC

§  Barclays

§  Deutsche Bank

§  Credit Suisse

§  UBS

§  Tiaa

 

COMPANIES IN PUNE

§  BMC

§  EY

§  ZS associates

§  CITCO

§  Syngenta

§  Capgemini

§  Eton

§  Accenture

§  KPMG

§  FIS Global Services (Sun Gaurd Fidelity)

§  Vodafone

§  Red head

§  Honeywell

§  SABA software

§  Holidayme

§  OYO Rooms

§  Genpact

§  Infosys

§  Cognizant

§  TCS

§  Maersk line

§  Axa BS

§  Grant thortan

§  Genpact

§  Bajaj Fineserv

§  ADP

§  Qualys, SB Road, Pune

§  IT companies with 100+ headcount will have FP&A team

 

BANKS IN MUMBAI

§  Citi corp

§  Nomura

§  BNP Paribas

§  White Owl Brewries



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