Course
The FP&A Academy
This Course Will Put You On Your Way To Lead in A Financial Analysis Role
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.
- FP&A
- Intermediate
- Finance
- 11 CPE credits
- 9 hours of lectures
- 80 lectures
You save $208.50 while the current sale is running. Discount is applied at checkout.
Pay in full
$695 $486.50
3 monthly payments
3 × $175.00
$525.00 total during the sale (regular $750 total)
Enroll with 3 monthly payments- Lifetime On-Demand Access
- Access To Instructor
- Certificate Of Completion
- 14-day Money-back Guarantee
Checkout and course delivery are hosted on Teachable.
Real results from students
Unedited emails, LinkedIn posts, YouTube comments and course feedback from students who took this training.
Stronger forecasting and decision-making confidence
She says the FP&A Academy enhanced her financial planning and forecasting abilities and increased her confidence in analyzing financial data and making informed business decisions.
“The knowledge gained has increased my confidence in analyzing financial data and making informed business decisions, making it a valuable asset for my career advancement.”
Sujatha Chengalrao
Course comment inside The FP&A Financial Planning & Analysis Academy
Practical guidance across close, reporting and career growth
He says Bill's content has been a source of practical guidance for month-end and year-end close, financial analysis, reporting dashboards, automation, career growth and strategic job changes, reshaping how he views success. Broader content, no course-specific attribution.
Franklin Nyirenda, Assistant Manager | Audit, Tax & Advisory
LinkedIn comment from Franklin Nyirenda, Assistant Manager
Course facts
What's included
11
CPE credits
9h
Lecture hours
80
Lectures
5+ Excel Templates
Templates
30+ Quizzes
Quizzes
- Duration
- 9 hours
- Access Duration
- Lifetime on-demand access
- Field of study
- Finance
- CPE Credits - NASBA
- 11
- Knowledge Level
- Basic
- Delivery Method
- QAS Self-Study (on-demand video lectures)
- Prerequisites
- College-level Accounting/Finance
- Advanced Prep
- None
Learning objectives
What you will be able to do
- 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.
Inside the course
Curriculum
01Module 1: Introduction & Overview of The Financial Statements
30 minutes covering fundamentals of financial statements. Learn income statement, balance sheet, and cash flow statement relationships. 3 Lectures
02Module 2: Learn Financial Forecasting
3 hours of in-depth financial forecasting training. Master revenue and cost forecasting using real-world SaaS company examples. 12 Lectures
03Module 3: Learn How To Create a Budget
1.5 hours on budget creation techniques. Build revenue forecasts and detailed cost budgets for a complete 2025 P&L. 7 Lectures
04Module 4: Learn How To Analyze Financial Statements
1.5 hours covering financial analysis techniques. Learn variance analysis, trend analysis, and how to extract business insights. 9 Lectures
05Module 5: Learn How To Create Management Reports
30 minutes focused on building effective management reports. Design revenue, P&L, departmental expense, and cash reporting templates. 5 Lectures
06Module 6: How To Build The 3-Statement Model/Budget
1 hour on constructing a complete three-statement model. Create AP/AR schedules, balance sheet, and cash flow statement forecasts. 5 Lectures
Audience
Who this is for
Enrollment
How it works
- Step 1
Decide whether it is right for you
Review who it is for and what past students say.
- Step 2
Enroll
Choose the one-time payment or, where available, the 3-month payment plan.
- Step 3
Take the course
On-demand lectures you can watch at your own pace. Most students finish in about 4-6 weeks, with quizzes and downloadable Excel templates to practice along the way.
- Step 4
Certificate of completion
After completing the course and passing the final quiz, download your PDF certificate of completion.
Testimonials
What students say
“This course covers all accounting aspects such as Debit and Credit rules, Billing, Payroll, AR, AP, Moth-end close and the most important Financial report analysis. “Highly recommended to those who really want to reach at the peak of your accounting profession”.”
“This course will save you a lot of time, since it is very specific for accountants and finance professionals. Thank you!”
“Bill does an excellent job explaining key concepts, supported by clear examples. As someone who speaks English as a second language, I found his explanations to be easy to comprehend”
“You make all finance related topics so easy to understand. It's help me a lot in my day to day work. And in my interview preparation as well. Thank you for making these videos.”
“Bill's lecture does not take much of my time as it is very short and straightforward. The best part is that he includes a real-world application of the most important principles, which is indeed effective. The price is worth investing.”
“Fantastic course. I would have loved to see a lot more multiple choice quiz but for the most part its great.”
“I think this course is very useful and helpful. Bill's teaching is concise and to the point of which I'm using right now to help self-learn the skills I need before I start my new role as a Junior Financial Controller!”
“Hi Bill, thought I'd let you know I got the job. I have to say thank you. Your interview videos and thank you email templates really helped me prepare and organize my thoughts.”
“That is probably the best & most succinct explanation of these 3 ratios. Look forward to watching more of your videos.”
“Mr. Hanna's module lectures present all relevant course materials and topics in concise and easy to understand language. I highly recommend the Controller Academy to all accounting professionals whom aspire to become Controllers of an organization.”
“I have found extremely useful, and for any accounting enthusiast to learn and apply in daily life, I recommend to sign up and get the most valuable insights on practical accounting. Thank You!”
Credibility
Your instructor
Hey, I am Bill Hanna
Bill Hanna
Founder, Controller Academy
I have had 18+ years of progressive roles in Accounting and Finance, both in Manufacturing and SAAS. I summarize my experiences in my courses, so you do not have to spend years learning them!!
FAQ
Frequently asked questions
Enroll
Ready to start The FP&A Academy?
You save $208.50 while the current sale is running. Discount is applied at checkout.
Pay in full
$695 $486.50
3 monthly payments
3 × $175.00
$525.00 total during the sale (regular $750 total)
Enroll with 3 monthly payments- Lifetime On-Demand Access
- Access To Instructor
- Certificate Of Completion
- 14-day Money-back Guarantee
Checkout and course delivery are hosted on Teachable.
Good to know
CPE disclosure
CPE sponsor disclosure
Controller Academy LLC 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 through its website.