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An Introduction to FP&A
Module 1 of the FP&A Modeling Certification Program (FPAMC©) starts with an introduction to the ...
Financial Planning & Analysis Modeling Certification (FPAMC©)
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Self-Paced FP&A Certification Program
Financial Planning & Analysis Modeling Certification (FPAMC©)
8 Courses
28h 3m
11,563 Students
Wall Street Prep's globally recognized certification program prepares trainees with the skills they need to succeed as a Financial Planning and Analysis (FP&A) professional.
-
Earn a verified certification
Shareable on LinkedIn and in resumes
-
Earn 33 CPE Credits
The FPAMC© is a NASBA-registered continuing professional development program
-
Globally Recognized
Used by by the world's leading companies to train their FP&A Analysts and Managers
Major Skills Covered
- The FP&A Profession
- Budgeting
- Forecasting
- Operating Model
- Data Visualization
- Data Presentation
- Corporate Finance
- Market Research
- Project Management
The First Rigorous Certification for the FP&A Profession
The FPAMC© is a career-focused program designed for:
- FP&A Analysts and Managers
- Financial Reporting Groups
- Controllers and CFOs
- Accounting Professionals
- Bridging the gap between theory and practice in FP&A The FPAMC© is focused on equipping learners with actual, practical competencies and best practices in FP&A. Developed by FP&A professionals and used by finance teams from the world’s leading companies, you'll learn how to forecast detailed operating models step-by-step, create long-range plans with built-in scenarios, and craft both short- and long-term projection models and construct data visualizations that bring numbers to life.
- Job-Focused Certification Program Solid financial modeling, data analysis and forecasting know-how is just one part of the FP&A professional’s toolbox. This challenging position also requires interpreting, visualizing and presenting data - often stepping back from modeling and data analysis to work cross-functionally to arrive at answers. The FPAMC© fills these knowledge gaps and establishes best practices for FP&A professionals.
What You'll Learn
Module 1: An Introduction to FP&A
- Explore where FP&A sits in the organization and what the “typical” FP&A career path looks like
- Develop good financial modeling practices such as proper color-coding of inputs and calculations, good modeling structure, and how to create dynamic, reusable model templates
- Learn about the different types of forecasting and budgeting processes that FP&A is involved in, such as the rolling forecast, budget development, and annual and long-range plans
- Deep dive into spreadsheet and presentation software staples, as well as additional data and analysis systems used in FP&A such as SQL, Python, and Tableau
- Leverage hands-on examples to enhance understanding of core accounting, time value of money, statistics, and data analysis concepts
- Explore key corporate finance concepts such as net present value, internal rate of return, and compound annual growth rate (CAGR)
- Learn how to clean data for analysis, and use pivot tables and pivot charts to quickly analyze and visualize trends and patterns in our data
Module 2: Building the Operating Model - The Income Statement
- Model a rolling 18-month income statement forecast, including expenses, headcount, and revenues using detailed, bottoms-up metrics
- Dive deep into the forecasting process and timeline, as well as the different sources of trends and patterns that are used to forecast (historical, internal, and external)
- Understand the headcount forecasting process and how the different drivers such as revenues, operating metrics, and even other headcount, affect the total headcount forecast
- Leverage a top-down, market-based approach to estimate the total addressable market, market share, and margins to develop high-level expectations of future revenues
- Discover how time-series and regression analysis techniques can be used to project revenues
- Utilize sales funnel to project the full income statement for a hypothetical online travel agent
Module 3: Building the Operating Model - The Balance Sheet
- Model a fully-integrated balance sheet forecast, including:
- How to use efficiency ratios to forecast working capital, as well as how working capital management affects the business
- Accrual and reserve accounts, what they are, how they’re different, and how are they forecasted
- Balance sheet account rollforwards and how they are used to analyze the key moving pieces of any balance sheet account
- Capital expenditures, Debt, and Equity accounts, and how these are handled in FP&A forecasts
Module 4: Building the Operating Model - The Cash Flow Statement
- Model a complete, integrated cash flow statement forecast
- Dive into how working capital and fixed asset and liability accounts affect cash flows
- Explore the Indirect vs Direct cash flow statement presentation, and understand the pros and cons of each
Module 5: Pulling Together the Operating Model
- Build an understanding of ratio analysis, and how these ratios can be used to better understand the nature of the organization
- Learn about the various types of financial modeling error checks, and how to easily spot issues in our model using conditional formatting
- Dive into Data pull / lookup tips and tricks by developing a highly reusable, flexible data lookup system using dynamic named ranges, helper columns, and INDEX() and MATCH() to create powerful lookup formulas
- Learn how to allocate indirect costs, calculate unit economics and profitability, as well as breakeven units of production for one of our forecasted products
Module 6: Project Management, Long-Range Planning & Analysis
- Explore project management best practices and processes to come in ahead of schedule and under budget on implementation, analysis, and presentation projects
- Model a 5-year long-range plan, incorporating multiple scenarios to create a flexible, informative plan to explain market and competitor impacts on the organization’s results
- Learn to sensitize important model inputs using data tables to analyze their impact on key forecast outputs such as growth, profitability, and efficiency
- Create dynamic, reusable budget versus actual models complete with built in rate-volume analysis to analyze the cause of variances in the forecast
- Connect the variance and rate-volume analysis outputs to waterfall charts to visually bridge from one value to another, quickly highlighting the main drivers of change
Module 7: Presentation Best Practices & Building Dashboards
- Explore principles of good design and data visualization, as well as tips to building highly compelling presentations using data
- Discover how to think like a designer by utilizing visuals, slide organization and alignment, and other design attributes to increase the efficiency and effectiveness of our presentations
- Create a short-term projection model of product sales volumes using variable lag periods, built-in visuals, and dynamic chart ranges
- Design and create a realistic financial results dashboard, from start to finish, utilizing combination charts, hidden axes, dynamic chart titles, and data callouts to immediately highlight key takeaways
Module 7: Appendix: Corporate Finance Principles
- Explore and understand the first principles of corporate finance and how they can be applied to your organization to increase value
- Learn how to calculate the cost of debt and cost of equity for your organization, including through the use of the Capital Asset Pricing Model (CAPM)
- Understand how to build up betas to create dynamic cost of capital calculations, and to determine the optimal mix of debt and equity for your firm
- Analyze, understand, and utilize operating and financial leverage, and discover how each affect financial results and cost of capital calculations
- Discover and calculate the fundamental drivers of future growth in operating income and earnings per share
- Discuss the most common strategic analysis frameworks - what they are, what they mean, and how to use them in the context of FP&A
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The FPAMC© is the same program used to train FP&A hires at some of the world's leading Fortune 500 firms.
Wall Street Prep trains FP&A professionals and others across the CFO suite at leading global corporations.
“"We use WSP’s FP&A program because it's the only cohesive training we've seen that connects the dots of accounting, technical finance and corporate strategy and gets to the heart of the FP&A function."
— VP of Finance, Fortune 500 Cloud Computing Enterprise Software Firm
”
Who is This Program For?
This program is designed by FP&A professionals across various industries and groups to nail down exactly what you need to know to be successful in the following roles:
- FP&A Analysts and Managers
- Internal & External Financial Reporting Groups
- Controllers and CFOs
- Accounting Professionals
Your Path to the FPAMC©
This FP&A certification course is career-focused. We begin with an overview of the FP&A career pathway, what the role entails and the systems and concepts you need to know. We move on to build an operating and forecasting model and create a long-range planning model to discuss the use of scenarios and sensitivities in forecasting. Finally, we learn how to use short-term pacing models, dynamic dashboards and data visualization to inform and influence business partners. As a bonus, we explore how to utilize advanced corporate finance principles to guide firm strategy.
Recommended Path
- 1 An Introduction to FP&A Week 1
- 2 Building the Operating Model - The Income Statement Week 2
- 3 Building the Operating Model - The Balance Sheet Week 3
- 4 Building the Operating Model - The Cash Flow Statement Week 3
- 5 Pulling Together the Operating Model Week 4
- 6 Project Management, Long-Range Planning & Analysis Week 5
- 7 Presentation Best Practices & Building Dashboards Week 6
- 8 Appendix: Corporate Finance Principles Week 6
Complete in 30 Hours
The FPAMC is a job-focused program that drills down on what FP&A professionals need to know while cutting out the rest. Average completion time (coursework + exam) is 30 hours.
Covering Skills FP&A Employers Look For
- Forecasting and Budgeting
Covered - Variance Analysis Covered
- Financial and Strategic Planning Covered
- Pacing, Projections, and Dashboards Covered
- Building Presentations Covered
Top Jobs the FPAMC Will Prepare You For
| Position | 1st Year Salary + Bonus * |
|---|---|
| FP&A Analyst | $70-95,000 |
| FP&A Manager | $85-115,000 |
| FP&A Senior Manager | $130-160,000 |
| FP&A Director | $160-200,000 |
| Corporate Finance Manager | $105-140,000 |
| Chief Financial Officer | $170-350,000+ |
* Based on glassdoor.com estimates: the starting point of the range is generally set at the role average, to account for bonuses which are typically not included in glassdoor.com salary estimates for this role, and which are generally in the range of 10-20% of salary. Estimates do not include stock options or Restricted Stock Units, common incentives in some sectors hiring for FP&A roles.
The FPAMC© Includes the Following 8 Modules
1
FPAMC©
53 Lessons
8h 7m
View Course TOC
Course TOC
An Introduction to FP&A
Module 1 of the FP&A Modeling Certification Program (FPAMC©) starts with an introduction to the FP&A role and explores the types of responsibilities typical for an FP&A professional, such as recurring reporting and accounting close, forecasting and budgeting, pacing & performance rep ...
Module 1 of the FP&A Modeling Certification Program (FPAMC©) starts with an introduction to the FP&A role and explores the types of responsibilities typical for an FP&A professional, such as recurring reporting and accounting close, forecasting and budgeting, pacing & performance reporting, project analysis, and ad hoc analysis. We then cover the types of tools and systems used on the job, focusing on the most common of these, Excel and PowerPoint. We finish the module by exploring the accounting, corporate finance, statistics, and data analysis foundations you’ll need to hit the ground running.
More
Less
Introduction to FP&A
1. In Introduction to FP&A
2:11
2. Course Downloads
Files
3. FP&A Within the Organization
10:05
4. The FP&A Analyst - A Brief Example
1:58
5. FP&A Key Responsibilities & Tasks
5:24
6. FP&A Areas of Knowledge
6:24
7. The FP&A Career Path
19:13
What is FP&A?
8. FP&A's Role: Reporting & Forecasting
24:05
9. FP&A's Role: Annual Plan & Budgeting
18:15
10. FP&A's Role: Projects and Strategy
12:36
11. FP&A's Role: Ad Hoc Reporting
7:17
12. Introduction to Our FP&A Example
6:54
13. Example Salary Expense Forecast,.
7:27
14. Salary Expense Budget Vs Actual Example
10:04
15. Rate-Volume Variance Example
12:52
FP&A Systems and Tools
16. FP&A Systems & Tools
10:58
17. Excel Settings
7:54
18. Excel Best Practices
34:46
19. Vba, Lambda, Add-ins and Alternatives
12:49
20. Powerpoint Intro and Settings
23:16
21. Data Analysis: SQL
4:57
22. Data Analysis: Python
4:44
FP&A Core Concepts: Accounting
23. FP&A Core Concepts Overview
6:21
24. Accounting & Financial Reporting Overview
4:49
25. Double Entry Accounting Example
3:37
26. Accounting Debits and Credits
3:26
27. Accounting Debits & Credits Exercise
16:05
28. Accrual Accounting: Matching Principle
4:26
29. Revenue Recognition
11:11
30. Revenue Recognition Example
8:57
31. Matching Principle
3:56
32. Financial Statements
12:00
33. Financial Statement Relationships
3:04
34. Financial Modeling and Business Drivers
6:15
FP&A Core Concepts: Corporate Finance
35. Corporate Finance in FP&A
2:15
36. Time Value Of Money
4:15
37. TVM Examples
12:20
38. Net Present Value
6:43
39. NPV Examples
6:34
40. Internal Rate Of Return
6:10
41. Growth Formulas
17:18
42. Process and System Flows
9:42
43. Common Statistical Concepts
13:27
FP&A Core Concepts: Data Analysis
44. Data Analysis: Preparing Our Data
7:35
45. Cleaning Up Data in Excel
15:18
46. Creating Dynamic Named Ranges
11:02
47. Introduction to Pivot Tables
7:06
48. Pivot Table - Grouping
5:55
49. Pivot Table - Calculated Fields
3:55
50. Pivot Table - Get Pivot Data Formula
10:25
51. Data Validation Drop-down Menus
6:44
52. Pivot Charts
6:50
53. Pivot Charts - Slicers
4:35
2
FPAMC©
35 Lessons
4h 56m
Building the Operating Model - The Income Statement
35 Lessons
4h 56m
Module 2 of the FP&A Modeling Certification Program (FPAMC©). A major responsibility of the FP&A function is to come up with reasonable, defensible, and insightful expectations of future sales, expenses, and headcount requirements. Here we’ll learn the difference between fixed and variable expenses, different approaches to forecasting reven ...
Module 2 of the FP&A Modeling Certification Program (FPAMC©). A major responsibility of the FP&A function is to come up with reasonable, defensible, and insightful expectations of future sales ...
Module 2 of the FP&A Modeling Certification Program (FPAMC©). A major responsibility of the FP ...
View Course TOC
Course TOC
Building the Operating Model - The Income Statement
Module 2 of the FP&A Modeling Certification Program (FPAMC©). A major responsibility of the FP&A function is to come up with reasonable, defensible, and insightful expectations of future sales, expenses, and headcount requirements. Here we’ll learn the difference between fixed and variable e ...
Module 2 of the FP&A Modeling Certification Program (FPAMC©). A major responsibility of the FP&A function is to come up with reasonable, defensible, and insightful expectations of future sales, expenses, and headcount requirements. Here we’ll learn the difference between fixed and variable expenses, different approaches to forecasting revenue, and how headcount needs are determined. Of note will be a focus on not just financial metrics, but the critical operating metrics which drive them.
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Less
Forecasting Expenses
1. Income Statement: What We'll Cover
0:47
2. Course Downloads
Files
3. Income Statement Overview
3:57
4. Forecasting Fundamentals
9:41
5. Expense Forecasting
4:53
6. Worksheet Structure and Navigation
12:53
7. Forecasting Fixed Expenses Part 1
10:14
8. Forecasting Fixed Expenses Part 2
0:47
9. Forecasting Variable Expenses Part 1
5:14
10. Forecasting Variable Expenses Part 2
9:53
11. Forecasting Semi-fixed Expenses
8:57
12. Forecasting Cost Of Sales
16:39
13. Forecasting the Remaining Variable Expenses
16:39
14. Forecasting Marketing Expenses Part 1
15:18
15. Forecasting Marketing Expenses Part II
10:16
16. Forecasting Interest and Tax Expense
9:16
17. Forecasting Expenses Wrap-up
1:30
18. Expense Summary Schedule
7:48
Forecasting Headcount
19. Headcount Introduction
5:12
20. Forecasting Headcount: Ratios
7:49
21. Forecasting Headcount: Operating Metric
15:34
22. General & Administrative Headcount
15:44
23. Sales and Marketing Headcount
8:38
24. Research and Development Headcount
9:31
25. Headcount Summary Schedule
3:44
Forecasting Revenues
26. Introduction to Revenue Forecasting
9:02
27. Top-Down Forecast: Time Series
7:53
28. Top-Down Forecast: Market Approach
7:53
29. Detailed Revenue Forecast: The Funnel
2:51
30. Detailed Revenue Forecast: Volumes
12:35
31. Detailed Revenue Forecast: Transactions
4:54
32. Detailed Revenue Forecast: Revenues
11:29
33. Ancillary Revenue and Revenue Summary
15:30
34. Summary Income Statement
7:09
35. Key Takeaways and Ratios
5:08
3
FPAMC©
17 Lessons
2h 0m
Building the Operating Model - The Balance Sheet
17 Lessons
2h 0m
Module 3 of the FP&A Modeling Certification Program (FPAMC©). To support our future expectations of business performance, investments, research, and projects need to be developed and initiated today. This requires building projections around these items to determine funding requirements and future impacts on the business.
Module 3 of the FP&A Modeling Certification Program (FPAMC©). To support our future expectations of business performance, investments, research, and projects need to be developed and initiated tod ...
Module 3 of the FP&A Modeling Certification Program (FPAMC©). To support our future expectations ...
View Course TOC
Course TOC
Building the Operating Model - The Balance Sheet
Module 3 of the FP&A Modeling Certification Program (FPAMC©). To support our future expectations of business performance, investments, research, and projects need to be developed and initiated today. This requires building projections around these items to determine funding requirements and future impacts on the business.
Introduction & Working Capital
1. Introduction to the Balance Sheet
7:04
2. Course Downloads
Files
3. Accruals and Reserves
4:11
4. Balance Sheet Rollforwards
10:41
5. AP Rollforward Example Part 1
3:27
6. AP Rollforward Example Part 2
9:55
7. AP Rollforward Example Part 3
1:53
8. Working Capital
8:08
9. Working Capital Forecasts
10:13
10. Balance Sheet Rollforwards Example
16:28
Fixed Assets & Liabilities
11. Fixed Assets and Liabilities
6:53
12. Forecasting Contra Accounts
4:08
13. Forecasting Debt and Equity
6:01
14. Modeling Fixed Assets and Contra Account
15:27
15. Modeling Debt and Equity
6:03
16. Error Checks and Summary Bs
7:12
17. Common Balance Sheet Ratios
2:17
4
FPAMC©
5 Lessons
0h 28m
Building the Operating Model – The Cash Flow Statement
5 Lessons
0h 28m
Module 4 of the FP&A Modeling Certification Program (FPAMC©). While projections of revenues, expenses, and capital projects can be incredibly insightful, cash flows are incredibly important for understanding the impact on company liquidity as well as its ability to finance required payments and projects. Understanding how cash flows through the ...
Module 4 of the FP&A Modeling Certification Program (FPAMC©). While projections of revenues, expenses, and capital projects can be incredibly insightful, cash flows are incredibly important for un ...
Module 4 of the FP&A Modeling Certification Program (FPAMC©). While projections of revenues, exp ...
View Course TOC
Course TOC
Building the Operating Model – The Cash Flow Statement
Module 4 of the FP&A Modeling Certification Program (FPAMC©). While projections of revenues, expenses, and capital projects can be incredibly insightful, cash flows are incredibly important for understanding the impact on company liquidity as well as its ability to finance required payments and ...
Module 4 of the FP&A Modeling Certification Program (FPAMC©). While projections of revenues, expenses, and capital projects can be incredibly insightful, cash flows are incredibly important for understanding the impact on company liquidity as well as its ability to finance required payments and projects. Understanding how cash flows through the business can also highlight opportunities to improve cash flows.
More
Less
Building the Operating Model – The Cash Flow Statement
1. Introduction to the Cash Flow Statement
2:29
2. Course Downloads
Files
3. Working Capital and Cash Flows
8:35
4. Modeling the Cash Flow Statement
11:19
5. Indirect vs Direct Cash Flow Statements
5:35
5
FPAMC©
22 Lessons
2h 51m
Pulling Together the Operating Model
22 Lessons
2h 51m
Module 5 of the FP&A Modeling Certification Program (FPAMC©). With detailed forecasts of the Income Statement, Balance Sheet, and Cash Flow Statements, we pull all three financial statements together to understand the full impact to the business. These operating models can be tailored to report on things such as fundraising and liquidity needs, ...
Module 5 of the FP&A Modeling Certification Program (FPAMC©). With detailed forecasts of the Income Statement, Balance Sheet, and Cash Flow Statements, we pull all three financial statements toget ...
Module 5 of the FP&A Modeling Certification Program (FPAMC©). With detailed forecasts of the Inc ...
View Course TOC
Course TOC
Pulling Together the Operating Model
Module 5 of the FP&A Modeling Certification Program (FPAMC©). With detailed forecasts of the Income Statement, Balance Sheet, and Cash Flow Statements, we pull all three financial statements together to understand the full impact to the business. These operating models can be tailored to report ...
Module 5 of the FP&A Modeling Certification Program (FPAMC©). With detailed forecasts of the Income Statement, Balance Sheet, and Cash Flow Statements, we pull all three financial statements together to understand the full impact to the business. These operating models can be tailored to report on things such as fundraising and liquidity needs, profitability and returns trends, as well as trends in operating efficiency.
More
Less
Cross-Statement Ratios
1. Course Downloads
Files
2. Tying the Statements Together, Part 1
6:12
3. Tying the Statements Together, Part 2
5:54
4. Cross-Statement Ratios
1:35
5. Efficiency Ratios
6:05
6. Solvency Ratios
3:25
7. Coverage Ratios
5:25
8. Profitability Ratios
9:14
Error Checks
9. Error Checks and Conditional Formatting
14:41
Using Excel to Pull Data
10. Data Lookups
2:05
11. Offset Function
8:30
12. Index Function
2:49
13. Match Function
4:04
14. Xlookup Function
7:46
15. Indirect Function
12:39
16. Index Match Function
8:44
17. Sumproduct Function
13:53
18. Choose Function
4:49
19. Data Lookup Example Part 1
13:14
20. Data Lookup Example Part 2
17:15
Unit Economics
21. Cost Allocations and Unit Economics
5:50
22. Unit Economics Example
16:30
6
FPAMC©
23 Lessons
4h 30m
Project Management, Long-Range Planning & Analysis
23 Lessons
4h 30m
Module 6 of the FP&A Modeling Certification Program (FPAMC©). The beauty of well-built financial models lies not just in being building out detailed projections for the next 12-18 months, but being able to create more dynamic, long-range plans to visualize the impact that changes in these assumptions will have on the expected course of the busi ...
Module 6 of the FP&A Modeling Certification Program (FPAMC©). The beauty of well-built financial models lies not just in being building out detailed projections for the next 12-18 months, but bein ...
Module 6 of the FP&A Modeling Certification Program (FPAMC©). The beauty of well-built financial ...
View Course TOC
Course TOC
Project Management, Long-Range Planning & Analysis
Module 6 of the FP&A Modeling Certification Program (FPAMC©). The beauty of well-built financial models lies not just in being building out detailed projections for the next 12-18 months, but being able to create more dynamic, long-range plans to visualize the impact that changes in these assump ...
Module 6 of the FP&A Modeling Certification Program (FPAMC©). The beauty of well-built financial models lies not just in being building out detailed projections for the next 12-18 months, but being able to create more dynamic, long-range plans to visualize the impact that changes in these assumptions will have on the expected course of the business. Together we’ll build a three-statement 5-year plan for our company, and will layer scenarios and sensitivities onto our model to answer insightful what-if’s about future performance, and will build a highly dynamic, reusable Budget vs Actual template for Revenue complete with Rate-Volume analysis and Waterfall chart.
More
Less
Introduction to Project Management
1. Course Downloads
Files
2. Project Management Best Practices
14:42
Strategic & Long-Range Plans
3. Strategic and Long-range Plans
8:36
4. Long-range Planning Model Part 1
15:00
5. Long-range Planning Model Part 2
10:41
6. Long-range Planning Model Part 3
10:33
7. Long-range Planning Model Part 4
12:39
8. Long-range Planning Model Part 5
17:23
9. Long-range Planning Model Part 6
13:57
Scenario & Sensitivity Analyses
10. Scenarios
15:16
11. Scenarios Example
18:59
12. Custom Scenario Buildout Part 1
9:54
13. Custom Scenario Buildout Part 2
16:00
14. Sensitivities
11:13
15. Sensitivities Example
13:22
16. Risks and Opportunities
1:54
Additional Analyses
17. Ad Hoc Analyses
8:28
18. Ad Hoc Analyses Example Part 1
14:00
19. Ad Hoc Analysis Example Part 2
5:53
20. Rate-Volume Analysis Example
10:34
21. Waterfall Example Part 1
15:00
22. Waterfall Example Part 2
10:05
23. Waterfall Example Part 3
15:11
7
FPAMC©
25 Lessons
3h 44m
Presentation Best Practices & Building Dashboards
25 Lessons
3h 44m
Module 7 of the FP&A Modeling Certification Program (FPAMC©). One of the most important roles of FP&A is learning how to surface the right data, at the right time, to the right individuals, all in a format that is easy to digest. We’ll also learn how to build data lookups, dynamic charts, and output summaries while we build out a projection ...
Module 7 of the FP&A Modeling Certification Program (FPAMC©). One of the most important roles of FP&A is learning how to surface the right data, at the right time, to the right individuals, al ...
Module 7 of the FP&A Modeling Certification Program (FPAMC©). One of the most important roles of ...
View Course TOC
Course TOC
Presentation Best Practices & Building Dashboards
Module 7 of the FP&A Modeling Certification Program (FPAMC©). One of the most important roles of FP&A is learning how to surface the right data, at the right time, to the right individuals, all in a format that is easy to digest. We’ll also learn how to build data lookups, dynamic charts, an ...
Module 7 of the FP&A Modeling Certification Program (FPAMC©). One of the most important roles of FP&A is learning how to surface the right data, at the right time, to the right individuals, all in a format that is easy to digest. We’ll also learn how to build data lookups, dynamic charts, and output summaries while we build out a projection model for daily transactions. We’ll end the chapter by building out a very useful Dashboard to highlight historical financial results.
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Less
Creating Presentations & Telling the Story
1. FP&A Analysis and Presentation Introduction
0:47
2. Course Downloads
Files
3. When Do We Create Presentations?
3:56
4. Mediums of Presentation
5:52
5. Quick Presentation Caveats
3:46
6. Telling the Story with Data Part 1
12:31
7. Telling the Story with Data Part 2
15:53
Pacing & Projections
8. Pacing and Short-term Projections
14:44
9. Pacing Model Overview and Setup
12:46
10. Pacing Model Example Part 1
16:27
11. Pacing Model Example Part 2
17:08
12. Pacing Model Example Part 3
8:15
13. Pacing Model Example — Charts Part 1
12:58
14. Pacing Model Example — Charts Part 2
7:27
Dashboards
15. Introduction to Dashboards
11:14
16. Dashboard Example Overview
1:17
17. Dashboard Example Part 1
14:57
18. Dashboard Example Part 2
7:53
19. Dashboard Example — Charts Part 1
10:29
20. Dashboard Example — Charts Part 2
10:35
21. Dashboard Example — Charts Part 3
11:16
22. Dashboard Example — Charts Part 4
7:27
23. Dashboard Example — Charts Part 5
13:51
24. Dashboard Example Wrapup
0:35
Program Wrap-Up
25. FPAMC© Program Wrap-up
1:47
8
FPAMC©
16 Lessons
1h 28m
Appendix: Corporate Finance Principles
16 Lessons
1h 28m
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be able to understand corporate finance best practices, in addition to being able to build financial models. Here we’ll discuss corporate finance theory, understanding how companies fund their operations, trade-offs of debt and optimal debt ratios, fund ...
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be able to understand corporate finance best practices, in addition to being able to build financial mo ...
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be ...
View Course TOC
Course TOC
Appendix: Corporate Finance Principles
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be able to understand corporate finance best practices, in addition to being able to build financial models. Here we’ll discuss corporate finance theory, understanding how companies fund their operations ...
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be able to understand corporate finance best practices, in addition to being able to build financial models. Here we’ll discuss corporate finance theory, understanding how companies fund their operations, trade-offs of debt and optimal debt ratios, fundamental drivers of company growth, and other topics.
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Investing • Financing and Dividend Principles
1. Course Downloads
Files
2. Corporate Finance Principles
2:47
3. First Principles - Investing Decision
8:46
4. Growth Fundamentals
10:53
5. First Principles - Financing Decision
2:06
6. Calculating Cost Of Debt Part 1
1:46
7. Calculating Cost Of Debt Part 2
3:47
8. Cost Of Equity
3:19
9. Capital Asset Pricing Model
5:16
10. Building Up Beta
12:14
11. Weighted Average Cost Of Capital
3:08
12. WACC & Optimal Debt
4:12
13. First Principles - Dividend Decision
3:10
Operating & Financial Leverage
14. Operating Leverage
7:08
15. Financial Leverage
6:27
Strategic Analysis Frameworks
16. Strategic Frameworks
12:44
Course Samples
Course Intro
Salary Expense Budget Vs Actual Example
Pivot Charts
Detailed Revenue Forecast: Transactions
Accruals and Reserves
Operating Leverage
Dashboard Example Overview
Budget vs. Actual (Excel Sample)
Long-Range Plan (Excel Sample)
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