Financial Planning and Analysis (FP&A) Essentials 1 Credit
Learning mode
Financial Planning and Analysis (FP&A) is the heartbeat of strategic decision-making, bridging financial insights with organizational goals. Are you looking to transform data into actionable strategies, optimize resources, and drive business growth?
This CPE course takes the mystery out of FP&A, offering clear, practical guidance to finance professionals who want to master budgeting, forecasting, and reporting. Whether you’re new to FP&A or seeking to sharpen your skills, this comprehensive course provides the tools to elevate your financial planning processes. Throughout the course, participants will explore essential FP&A techniques, such as driver-based budgeting, rolling forecasts, and scenario planning. Dive into the critical role of FP&A within an organization, differentiating it from other finance functions.
Major Topics Covered:
Join this course, it will highlight the value of leveraging ERP systems to streamline workflows and improve data accuracy. By the end of the course, you'll feel confident transforming financial data into strategic insights that inform better decisions.
For more CPE Finance courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Take your valuation expertise to the next level with MYCPE ONE’s CTP CE Courses, designed specifically for Certified Treasury Professionals. Our courses go beyond meeting your CPE requirements—they’re crafted to deepen your skills and expand your understanding. With a wide range of engaging topics, we ensure you stay ahead in the ever-evolving world of valuation. Strengthen your knowledge and stay competitive with MYCPE ONE by your side!
Gaurav Sharma is a seasoned finance professional with a diverse skill set encompassing FP&A, leadership, public speaking, content creation, and career coaching. With an MBA in Applied Finance and Leadership & Strategy from NMIMS, Gaurav boasts a 17+ year career spanning renowned organizations like Genpact, IHG Hotels & Resorts, Bharti Airtel, Infosys, and ACS Solutions.
Currently serving as an Associate Director - FP&A at Pyramid Consulting Inc., Gaurav is passionate about sharing his knowledge and experience. Over the past four years, he has actively engaged in training sessions, workshops, and guest lectures at prestigious institutions like DTU, IIM, SIRT, and IMA to educate and inspire aspiring finance professionals.
Gaurav's expertise lies in the following areas:
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Very nicely explained for a beginner interested to learn about FP&A. Can you please check question - What is the core activity of FP&A that involves projecting the future financial performance of the organization? The evaluation test is showing Management Reporting as the correct answer. As per my understanding it should be forecasting.
CL
Great!
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Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
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