Financial Planning & Analysis Modeling Certification

Financial Planning & Analysis Modeling Certification

Financial Planning & Analysis Modeling Certification (FPAMC©)

Wall Street Prep’s globally recognized certification program prepares trainees with the skills they need to succeed as a Financial Planning and Analysis (FP&A) professional.

• Bridging the gap between theory and practice in FP&A The FPAMC^© is focused on equipping learners with actual, practical competencies and best practices in FP&A. Developed by FP&A professionals and used by finance teams from the world’s leading companies, you’ll learn how to forecast detailed operating models step-by-step, create long-range plans with built-in scenarios, and craft both short- and long-term projection models and construct data visualizations that bring numbers to life.
• Job-Focused Certification Program Solid financial modeling, data analysis and forecasting know-how is just one part of the FP&A professional’s toolbox. This challenging position also requires interpreting, visualizing and presenting data – often stepping back from modeling and data analysis to work cross-functionally to arrive at answers. The FPAMC^© fills these knowledge gaps and establishes best practices for FP&A professionals.

Your Path to the FPAMC^©

This FP&A certification course is career-focused. We begin with an overview of the FP&A career pathway, what the role entails and the systems and concepts you need to know. We move on to build an operating and forecasting model and create a long-range planning model to discuss the use of scenarios and sensitivities in forecasting. Finally, we learn how to use short-term pacing models, dynamic dashboards and data visualization to inform and influence business partners. As a bonus, we explore how to utilize advanced corporate finance principles to guide firm strategy.

1. An Introduction to FP&A Week 1
2. Building the Operating Model – The Income Statement Week 2
3. Building the Operating Model – The Balance Sheet Week 3
4. Building the Operating Model – The Cash Flow Statement Week 3
5. Pulling Together the Operating Model Week 4
6. Project Management, Long-Range Planning & Analysis Week 5
7. Presentation Best Practices & Building Dashboards Week 6
8. Appendix: Corporate Finance Principles Week 6

Skills FP&A Employers Look For

• Forecasting and Budgeting  Covered
• Variance Analysis  Covered
• Financial and Strategic Planning  Covered
• Pacing, Projections, and Dashboards  Covered
• Building Presentations  Covered

Top Jobs the FPAMC Will Prepare You For

Position 1st Year Salary + Bonus *
FP&A Analyst $70-95,000
FP&A Manager $85-115,000
FP&A Senior Manager $130-160,000
FP&A Director $160-200,000
Corporate Finance Manager $105-140,000
Chief Financial Officer $170-350,000+

* Based on glassdoor.com estimates: the starting point of the range is generally set at the role average, to account for bonuses which are typically not included in glassdoor.com salary estimates for this role, and which are generally in the range of 10-20% of salary. Estimates do not include stock options or Restricted Stock Units, common incentives in some sectors hiring for FP&A roles.

The FPAMC^© Includes the Following 8 Modules

Appendix: Corporate Finance Principles

Get the FP&A Modeling Certification (FPAMC^©)

Trainees are eligible to take the FPAMC^© Exam for 24 months from the date of enrollment. Those who complete the exam and score above 70% will receive a the certification. The exam is a challenging online assessment that covers the most difficult concepts taught in the program.