# Financial Planning, Analysis and Control (FP&A)

> Build driver-based plans, rolling forecasts and management reports that help leaders steer performance.

- **Provider:** Afriskora Training Solutions
- **Category:** Finance, Accounting & Audit
- **Duration:** 5 days
- **Formats:** classroom (cities across Africa), live virtual (Zoom/Teams), in-house for teams
- **Certificate:** Afriskora Certificate of Completion, verifiable online
- **Booking:** request dates and a quote; invoice and EFT payment
- **Web page:** https://afriskora.co.za/courses/finance-accounting-audit/financial-planning-analysis-and-control-fp-and-a
- **Request dates:** https://afriskora.co.za/request-training?course=financial-planning-analysis-and-control-fp-and-a

## 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

## Learning outcomes

- 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 1: The FP&A role

- From reporting to business partnering
- The planning calendar
- Key performance drivers by industry
- Data sources and systems

### Day 2: Planning and budgeting

- Driver-based budgeting
- Zero-based and incremental approaches
- Headcount and capital planning
- Scenario planning

### Day 3: Forecasting

- Rolling forecasts in practice
- Statistical and machine-learning forecasts
- Cash-flow forecasting
- Forecast accuracy tracking

### Day 4: Analysis and control

- Price, volume and mix variances
- Root-cause analysis with operations
- Cost control and efficiency reviews
- Internal controls over planning data

### Day 5: Reporting that drives action

- Designing the monthly management pack
- Dashboards in Power BI
- Commentary that tells the story
- Presenting to the executive committee