myCPE
myCPE

FP&A Masterclass - Planning for Financial Excellence 3 Credits

Mar 03, 2025, 02:30 PM ET

FP&A Masterclass - Planning for Financial Excellence 3 Credits

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  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Mar 03, 2025, 02:30 PM ET

Learning Objective

  • Build and interpret accurate financial models for business decision-making.
  • Evaluate financial forecasts to anticipate market trends and opportunities.
  • Identify and analyze variances for actionable performance improvements.
  • Develop comprehensive budgets aligned with organizational strategic goals.
  • Create effective management reports to support informed decision-making.

Course Overview

Are you ready to master the art of financial planning and decision-making? Financial Planning and analysis (FP&A) is the backbone of every successful business, guiding organizations toward achieving their strategic goals. From crafting budgets to analyzing variances and forecasting financial outcomes, FP&A professionals play a critical role in ensuring companies remain competitive and resilient. Imagine having the skills to make data-driven decisions that drive real business results—doesn’t that sound exciting?

This CPE Course will introduce you to the key principles and techniques of FP&A, breaking complex topics into digestible insights. Discover the tools and strategies professionals use to create accurate budgets, evaluate risks, and develop actionable financial models. With interactive examples and hands-on case studies, you’ll explore how FP&A integrates with other business functions like HR, IT, and operations to deliver lasting value. Whether you’re new to the field or want to enhance your expertise, this course equips you to thrive in today's fast-paced financial world.

Dive into a comprehensive learning experience covering major topics like-

  • Budgeting Techniques Overview
  • Forecasting for Success
  • Variance Analysis Simplified
  • Strategic Financial Modeling
  • Management Reporting Essentials

By the end of this course, you’ll have the confidence and knowledge to elevate your career in FP&A. Enroll today and become the strategic thinker every company needs!

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Certified FP&A Professional (FP&A) 3 CE Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Certified FP&A Professional (FP&A) 3 CE Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
CPA - Ireland 3 CPD Eligible

Additional Information

Credits

3

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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.

Step into the world of CPA CPE courses with MYCPE ONE. Our online courses make earning your CPA CPE credits simple and stress-free. Covering a variety of topics taught by experienced professionals, we offer the flexibility to learn on your schedule and at your pace. Say goodbye to outdated methods and hello to a smarter way to grow your expertise. Start your journey to professional success with us today!

About Instructor

Gaurav Sharma

Gaurav Sharma

Instructor, AllFinTalk

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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: 

  • Financial Planning & Analysis (FP&A): A seasoned FP&A expert, Gaurav possesses a deep understanding of financial modeling, forecasting, budgeting, and variance analysis. 
  • Leadership & Strategy: Gaurav's leadership skills and strategic acumen have enabled him to drive successful initiatives and lead high-performing teams. 
  • Public Speaking & Content Creation: As a Toastmaster and content creator, Gaurav excels in effective communication and engaging storytelling. He regularly shares insightful content on FP&A, finance, and career development. 
  • Career Coaching: Gaurav leverages his industry experience and knowledge to guide aspiring finance professionals in their career journeys, providing valuable advice on job hunting, skill development, and career advancement.

On Demand FAQs

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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.

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    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    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.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    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.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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