Financial Planning & Analysis Modeling (CFPAM™)
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The First Rigorous Certification for the FP&A Profession
The CFPAM™ is a career-focused program designed for:
- FP&A Analysts and Managers
- Financial Reporting Groups
- Controllers and CFOs
- Accounting Professionals
Bridge the Gap Between Theory and Practice
The CFPAM™ 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 CFPAM™ fills these knowledge gaps and establishes best practices for FP&A professionals.
The CFPAM™ 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
Your Path to Certification
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 CFPAM™ 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.
Skills FP&A Employers Look For
-
Forecasting and Budgeting
-
Variance Analysis
-
Financial and Strategic Planning
-
Pacing, Projections, and Dashboards
-
Building Presentations
Top Jobs the CFPAM™ 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.
What's Included
CFPAM™An Introduction to FP&A
Module 1 of the Certification in FP&A Modeling (CFPAM™) starts with an introduction to the FP ...
1
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Course TOC
An Introduction to FP&A
Module 1 of the Certification in FP&A Modeling (CFPAM™) 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 reportin ...
Module 1 of the Certification in FP&A Modeling (CFPAM™) 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.
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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
Building the Operating Model - The Income Statement
Module 2 of the Certification in FP&A Modeling (CFPAM™). A major responsibility of the FP&A ...
2
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Course TOC
Building the Operating Model - The Income Statement
Module 2 of the Certification in FP&A Modeling (CFPAM™). 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 expens ...
Module 2 of the Certification in FP&A Modeling (CFPAM™). 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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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
Headcount Forecasting
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
Building the Operating Model - The Balance Sheet
Module 3 of the Certification in FP&A Modeling (CFPAM™). To support our future expectations of b ...
3
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Course TOC
Building the Operating Model - The Balance Sheet
Module 3 of the Certification in FP&A Modeling (CFPAM™). 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
Building the Operating Model – The Cash Flow Statement
Module 4 of the Certification in FP&A Modeling (CFPAM™). While projections of revenues, expenses ...
4
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Course TOC
Building the Operating Model – The Cash Flow Statement
Module 4 of the Certification in FP&A Modeling (CFPAM™). 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 proje ...
Module 4 of the Certification in FP&A Modeling (CFPAM™). 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.
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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
Pulling Together the Operating Model
Module 5 of the Certification in FP&A Modeling (CFPAM™). With detailed forecasts of the Income S ...
5
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Course TOC
Pulling Together the Operating Model
Module 5 of the Certification in FP&A Modeling (CFPAM™). 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 th ...
Module 5 of the Certification in FP&A Modeling (CFPAM™). 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.
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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
Project Management, Long-Range Planning & Analysis
Module 6 of the Certification in FP&A Modeling (CFPAM™). The beauty of well-built financial mode ...
6
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Course TOC
Project Management, Long-Range Planning & Analysis
Module 6 of the Certification in FP&A Modeling (CFPAM™). 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 ...
Module 6 of the Certification in FP&A Modeling (CFPAM™). 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.
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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
Presentation Best Practices & Building Dashboards
Module 7 of the Certification in FP&A Modeling (CFPAM™). One of the most important roles of FP ...
7
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Course TOC
Presentation Best Practices & Building Dashboards
Module 7 of the Certification in FP&A Modeling (CFPAM™). 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 out ...
Module 7 of the Certification in FP&A Modeling (CFPAM™). 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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Creating Presentations & Telling the Story
1. Course Downloads
Files
2. When Do We Create Presentations?
4:03
3. Mediums of Presentation
5:52
4. Quick Presentation Caveats
3:46
5. Telling the Story with Data Part 1
12:31
6. Telling the Story with Data Part 2
15:53
Pacing & Projections
7. Pacing and Short-term Projections
14:44
8. Pacing Model Overview and Setup
12:46
9. Pacing Model Example Part 1
16:27
10. Pacing Model Example Part 2
17:08
11. Pacing Model Example Part 3
8:15
12. Pacing Model Example — Charts Part 1
12:58
13. Pacing Model Example — Charts Part 2
7:27
Dashboards
14. Introduction to Dashboards
11:14
15. Dashboard Example Overview
1:17
16. Dashboard Example Part 1
14:57
17. Dashboard Example Part 2
7:53
18. Dashboard Example — Charts Part 1
10:29
19. Dashboard Example — Charts Part 2
10:35
20. Dashboard Example — Charts Part 3
11:16
21. Dashboard Example — Charts Part 4
7:27
22. Dashboard Example — Charts Part 5
13:51
23. Dashboard Example Wrapup
0:35
Program Wrap-Up
24. FPAMC© Program Wrap-up
1:47
Appendix: Corporate Finance Principles
An Appendix of the Certification in FP&A Modeling (CFPAM™). FP&A professionals must be able ...
8
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Course TOC
Appendix: Corporate Finance Principles
An Appendix of the Certification in FP&A Modeling (CFPAM™). 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, tra ...
An Appendix of the Certification in FP&A Modeling (CFPAM™). 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)
Get the Certification in FP&A Modeling (CFPAM™)
FP&A Modeling learners are eligible to earn Wall Street Prep's globally recognized Certification in FP&A Modeling (CFPAM™). The certification is earned by successfully completing the final exam from each of the program's individual courses. These online assessments can be taken any time after enrollment in the program.
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