Build the Forecasting and Planning Skills That Move Accountants Into Finance Leadership
From Staff Accountant to Controller Without Years of Trial and Error
The FP&A Academy teaches accountants and analysts how to build real financial models, develop budgets, and run variance analysis – the core skills that separate Controllers from CFOs and Senior Analysts from Finance Directors.
FP&A Academy is an immersive, 9-hour online course that awards 11 CPE credits and delivers the practical expertise finance professionals need to excel in budgeting, forecasting, and reporting. You’ll begin by defining the three core financial statements—Income Statement, Balance Sheet, and Cash Flow Statement—and exploring how they interlink to tell a cohesive story of organizational performance. From there, you’ll learn to distinguish between top-down and bottom-up forecasting approaches, apply each to revenue and expense models, and identify key drivers within a SaaS P&L to build accurate cost and revenue projections. Along the way, you’ll gain fluency in constructing comprehensive operating budgets and separating workforce from non-workforce costs, ensuring you can navigate every facet of the budgeting process with confidence.
Define the core financial statements—Income Statement, Balance Sheet, and Cash Flow Statement—and describe how they are interconnected.
Distinguish between top-down and bottom-up forecasting approaches and apply each method to revenue and expense planning.
Identify the key components and drivers of a SaaS company’s P&L and apply them to cost and revenue forecasting models.
Recognize the structure of a comprehensive operating budget and differentiate between workforce and non-workforce cost planning techniques.
Evaluate budget vs. actual results using variance and trend analysis, and assess their implications for strategic financial decision-making.
Apply financial insights to develop management reports, including consolidated P&L, departmental expenses, and cash performance metrics.
Construct a fully integrated three-statement financial model (Income Statement, Balance Sheet, and Cash Flow Statement) to support planning and forecasting activities.
You're an accountant or analyst who wants to move into a Financial Planning & Analysis role, or a Controller who wants to think and communicate more strategically. You're comfortable with the basics but want to understand how finance leaders actually build models and make decisions.
If you don't yet have a solid foundation in accounting principles, complete the Controller Academy or Excel Academy first.
Unlock The FP&A Academy now
80 lectures (9 hours)
5+ excel templates
30+ quizzes to practice
11 CPE credits
14-day money back guarantee
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Your Fastest Path to the Next Career Level
Our bundles aren’t just discounted course collections. They’re designed around specific career outcomes. So, you always know exactly what you’re building toward.
