Programme Content
Module 1 Module 1 Module 1 Module 1 Module 1 Module 1 Module 2 Module 2 Module 2 Module 3 Module 3 Module 3 Module 3 Module 3 Module 4 Module 4 Module 4 Module 4 Module 4 Module 4 Module 5 Module 5 Module 5 Module 5 Module 5 Module 6 Module 6 Module 6 Module 6 Module 6 Module 7 Module 7 Module 7 Module 7 Module 7
Introduction to Financial Planning and Analysis (FP&A)
Module 1Describe the role of FP&A in an organization, its core functions, and the ways it contributes to value creation
Identify the connections and interdependencies between FP&A and accounting
Identify essential skills in FP&A
Understand the role of data in FP&A
Explore the steps of the planning and control cycle
Explain strategic planning as the process of establishing long-term goals, coordinating resources, and outlining actions to drive value creation
Financial Statement Analysis
Module 2Explain the purpose, structure, and key components of the balance sheet, income statement, and statement of cash flows
Reformulate financial statements for profitability analyses
Conduct a profitability analysis to gain insights into key drivers of profitability
Financial Modeling
Module 3Explain the fundamentals of financial modeling, including structure, assumptions, inputs, and outputs
Build integrated income statements, balance sheets, and cash flow statements
Forecast key financial statement line items
Evaluate drivers of profitability using forecasted financial statements
Analyze how business strategies influence profitability drivers and financial performance
Costing and Costing-Based Decisions
Module 4Explain key cost concepts
Apply traditional and activity-based costing methods
Analyze cost behavior to distinguish between fixed and variable costs
Conduct a cost-volume-profit (CVP) analysis
Conduct a sensitivity analysis
Make informed pricing decisions using cost estimates and relevant financial data
Budgeting and Variance Analysis
Module 5Explain the budgeting process, including methods like zero-based budgeting and incremental budgeting
Describe the master budget and its components
Distinguish between budget preparation for manufacturing, merchandising, and service organizations
Analyze variance between budgets, forecasts, and actual results
Generate actionable insights that address variances between actual and budgeted amounts
Liquidity, Performance, and Risk Management
Module 6Explain the principles of working capital and cash flow management
Develop strategies to optimize working capital, manage cash reserves, and enhance liquidity
Conduct liquidity analyses to evaluate an organization's ability to meet short-term financial obligations
Apply performance evaluation methods and key performance indicators to measure financial effectiveness
Conduct risk analyses to inform management of company-specific and market-related risks
Capital Budgeting
Module 7Apply the time value of money in cash flow analysis and investment decision making
Evaluate the viability and strategic alignment of investment opportunities, including potential externalities
Use cash flow forecasts and the weighted average cost of capital to determine project-specific discount rates
Evaluate investments using various criteria, comparing their advantages and limitations
Learn to apply common business valuation methods
