Wall Street Prep
Tue Dec 6 - Wed Dec 7, 2022 (ET)

FP&A Technical Mastery

Boot Camp + "FP&A Strategic Planning" Bonus Course
Format: Live Virtual
Date: Dec 6-Dec 7, 2022
Times: 9a-5p Daily (ET)
CPE Credits: 18

This 2-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. The boot camp includes 2 days of focus on technical FP&A and 1 day of focus on Strategic FP&A.

Learn the Core FP&A Technical Skill Set

  • Excel Modeling and Data AnalysisYou will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company's leadership while learning invaluable skills in problem-solving, risk management, and growth planning.
  • Free Boot Camp: "FP&A Strategic Planning" Includes free enrollment in any upcoming "FP&A Strategic Planning" boot camp. (Free Enrollment information and schedule sent via email invite).
  • Used by Top Financial InstitutionsLed by experienced FP&A professionals, this virtual boot camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top corporations and financial institutions.

Agenda

This event is in Eastern Time (ET). Each day runs from 9a-5p.
Day 1
  • Introduction to the modern FP&A function
  • The power and art of business modeling
  • Dynamic business modeling
Day 2
  • Data visualization and business storytelling
  • Presenting outputs and variance analysis
  • Managing assumptions, business scenarios, and sensitivities
Bonus!
  • Enrollment in this course includes free enrollment to any upcoming "FP&A Strategic Planning" 1-day boot camp.
  • Take your FP&A skills to the next level with this in-depth application of forecasting, planning, and analysis techniques to strategic finance.
  • Free enrollment details and schedule sent via email.
Online
Pre-Seminar Excel training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

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Wall Street Prep training is used at ...

clients clients

Who is this boot camp for?

  • Analysts and managers in financial planning and analysis
  • Business decision support
  • Internal & external financial reporting groups
  • Controllers
  • Corporate accounting professionals

Boot Camp Details

Revisit what you learn This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.

Instructor

Carl-SeidmanThe course is taught by Carl Seidman, Business Strategist, CFO Advisor, TedX Speaker, and Trainer in Leadership and Financial Management. Carl has 10+ years of management consulting experience in finance and strategy, including turnarounds, restructurings, valuation, transactions, and crisis management. With a passion for teaching and years of directly relevant real-world experience, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job.

What’s Included?
  • The training materials that trainees receive are comprehensive and intuitive, and are designed to serve as stand-alone materials for easy use long after the training session has ended.
  • Up to 27 FP&A recertification credits
  • Up to 27 CPE credits
What to Bring

Laptop, Notepad, and Calculator.

Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar.

FP&A Recertification Credit

This seminar is approved for up to 27 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

CPE Credit

CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

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Trainee Reviews

"It was extremely helpful to get an intermediate knowledge, beyond the basics, but not too complex. It did not feel like a two-day training-it was much more engaging than past training that I have been in."
Elizabeth M.
"Exceptionally good course! Extremely enjoyable. I learned so much in these 3 days. Carl is engaging, patient, personable, knowledgeable, and a highly effective communicator. He is an outstanding presenter! This is the best training I’ve attended. Thank you, Carl! I’ll be sure to check out other training offerings."
Sally G.
"Engaging, captivating, educational, motivational.Compared to previous experiences, the instructor was more direct and to the point. Also had a good breadth of knowledge on everything he covered. Did a great job or answering questions and relating the material to real life stories."
Daniel Philpot
"It improves efficiencies, expands capabilities, and is relevant to anyone working in/interested in corporate finance. It’s the best course I’ve participated in. I learned a lot!”"
Nathan H.
"“Everyone in finance/FP&A should take this course. It helps save time in model building, dynamic tables, and representations. This was excellent. The instructor is an extremely knowledgeable teacher. He is an asset to Verizon’s learning curriculum."
Ryan C.
"Any Excel user will benefit. The knowledge gained in this course is more relevant and can be applied to financial modeling."
William K.

Why attend a boot camp?


  • Comprehensive training

    Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.


  • Learn by doing

    Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.


  • Networking opportunity

    Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.


  • Experienced instructors

    Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.


  • Excel Mastery

    Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.


  • Continuing ed & webinars

    Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.

CPE logo

Earn 18 CPE Credits for this Seminar

CPE logo Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685

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