Wall Street Prep

Formalized Technical Training for FP&A Professionals

Client

Top 10 Fortune 500 company

Programs

FP&A Technical Mastery Program

Population Size

30

Format

Blended (Synchronous & Asynchronous)

Background

A top 10 Fortune 500 company approached WSP seeking to improve the skill sets of their FP&A team.

  • The participants had been through several functional rotations internally but needed a formalized training program.
  • The curriculum needed to be sufficiently advanced since most participants had a background in accounting and finance.
  • The training needed to be integrated with the diverse job functions they were expected to perform in a variety of roles.

Solution

Complete program redesign to a conference style approach:

  • Core Curriculum followed by Track specific Electives: Participants learned together in a core curriculum before being able to choose elective courses specific to their role.
  • Role-specific capstone project: WSP developed several capstone projects to replicate what the participant’s role once they are on the desk.
  • Online platform design: Wall Street Prep designed an online platform to facilitate the conference style approach, allowing participants to select courses, manage all virtual classroom links and files, and present results and scores to the L&D teams.

Impact

  • Client confirmed trainees were given the additional technical tools necessary to be successful in FP&A roles.
  • Client has engaged WSP to deliver the same program for the team in the coming years.