Financial Planning, Analysis and Control (FP&A)
Build driver-based plans, rolling forecasts and management reports that help leaders steer performance.
- 5 days
- Classroom · Live virtual · In-house
- Afriskora Certificate of Completion
Course overview
Finance teams are expected to be forward-looking partners, not just historians. This course develops FP&A practice: linking strategy to driver-based budgets, running rolling forecasts, analysing variances that matter and designing management reports executives actually read. Participants build a working forecasting model and a one-page performance pack in Excel and Power BI.
Who should attend
- FP&A analysts and finance business partners
- Financial controllers and finance managers
- Budget and planning officers
- Accountants moving into planning roles
What you will be able to do
- Link strategic goals to operational drivers and financial plans
- Build driver-based budgets and rolling forecasts
- Analyse variances and identify the real causes
- Design concise, decision-focused management reports
- Partner with operational managers to improve performance
Course outline
Day 1The FP&A role
- • From reporting to business partnering
- • The planning calendar
- • Key performance drivers by industry
- • Data sources and systems
Day 2Planning and budgeting
- • Driver-based budgeting
- • Zero-based and incremental approaches
- • Headcount and capital planning
- • Scenario planning
Day 3Forecasting
- • Rolling forecasts in practice
- • Statistical and machine-learning forecasts
- • Cash-flow forecasting
- • Forecast accuracy tracking
Day 4Analysis and control
- • Price, volume and mix variances
- • Root-cause analysis with operations
- • Cost control and efficiency reviews
- • Internal controls over planning data
Day 5Reporting that drives action
- • Designing the monthly management pack
- • Dashboards in Power BI
- • Commentary that tells the story
- • Presenting to the executive committee
Frequently asked questions
How long is the Financial Planning, Analysis and Control (FP&A) course?
The course runs for 5 days. Daily start and finish times are confirmed in your joining instructions. Live virtual sessions cover the same programme.
Do I receive a certificate?
Yes. Every participant who completes the course receives an Afriskora Certificate of Completion with a unique code that employers can verify online.
Can this course be delivered in-house for our team?
Yes. We can run it at your premises or online for your team, on dates that suit you, and adapt examples and case studies to your sector.
How do I book and pay?
Request dates and we'll send available sessions and a quote. Bookings are confirmed by invoice and paid by EFT. South African clients can include the course in their Workplace Skills Plan.
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