Step 1.
For Individuals
For Teams
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FP&A Program: 19 courses to earn FP&A certificate -
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Self-Paced & 100% Online -
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Get full FP&A program, community, & more with a CFI membership
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Get this program and CFI's full training catalog for your organization -
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Manage learning, create custom paths & measure progress -
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For teams of 2 or more learners
FP&A Specialization Overview
Financial Planning & Analysis (FP&A) is one of the most in-demand areas of finance. CFI’s FP&A Specialization teaches the skills and knowledge to excel as an FP&A professional by supporting business leaders with top-tier financial models, budgets, forecasts, analysis, and more.
You’ll learn to use quantitative and qualitative analysis to evaluate a company’s financial progress, develop clear, well-formatted Excel financial models, and use modern data tools like Power Query and Power BI to boost productivity and visualize your analysis.
Whether you're a financial analyst, finance student, accountant, or new to finance, earning an FP&A Specialization certificate will enhance your ability to shape the financial future of businesses and influence strategic financial decisions. Gain practical expertise in modeling, budgeting, forecasting, and data analysis, and become a CFI-certified FP&A Specialist.
What's in the Financial Planning & Analysis Specialization?
21 courses
21 courses and 936 lessons
930+
interactive exercises
Receive a Certificate
To verify your skills
500,000+ 5-star ratings
Best-in-class training, as rated by you
How the Program Works
Step 2.
19 Required Courses
Skills & Learning Objectives in Financial Planning & Analysis (FP&A)
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Understand best practices for FP&A model design and how they may differ from other types of financial models.
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Practice building models in Excel to learn common formulas and functions commonly used for FP&A models.
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Learn a detailed procedure for filing monthly models, setting a new budget forecast, and rolling the models forward for each new fiscal year.
Taught by Industry Experts
Duncan McKeen
Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity.
Scott Powell
Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector, particularly in the areas of commercial banking, investment banking, capital markets, and asset management.
Jeff Schmidt
Jeff is the Vice President, Financial Modeling at CFI. Prior to joining CFI, Jeff Schmidt taught financial modeling and valuation to thousands of learners all over the world for over a decade.
Tim Vipond
Tim is the Chair of the Board of CFI Education with an extensive background in entrepreneurship, financial analysis, and investment banking.
Sebastian Taylor
Sebastian leads our BIDA® program, and has worked with a variety of BI tools across a number of industries. From quant energy risk management to financial and retail analysis, Seb loves the challenge of automating and communicating complex analysis with simplicity and clarity.
Joseph Yeates
Joseph is passionate about driving better decision making by creating, curating, and communicating insights from data. He has a degree in Business Administration and Finance, with further certifications in Business Analytics & Decision Making and Applied Database Administration & Design.
Carl Seidman
Carl’s FP&A development methodologies and curriculums have been implemented by leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders.
Careers in Financial Analysis & Strategy
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![Financial Analyst]()
Financial Analyst
Work closely with other members of the finance team. Financial Analysts must regularly provide insights and recommendations to help in strategic decision-making. Also, Financial Analysts work alongside sales, marketing, and operations to support financial planning and decision-making. -
![Project Evaluator]()
Project Evaluator
Work with project managers and senior management to evaluate potential projects and create project budgets. Project Evaluators also collaborate with marketing, engineering, and operations. Also, Project Evaluators with other financial analysts and members of the FP&A team for peer review and collaboration. -
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FP&A Manager
Lead an FP&A team and collaborate across departments for cohesive financial planning. FP&A Managers typically develop and manage the annual budget and forecasts. FP&A Managers also analyze financial reports for insights into company performance and make recommendations to senior management.
Our Learners Work At:
What Our Students Say
Over 75% of CFI learners report improved productivity or competency within weeks.
I’ve transitioned from audit to FP&A. Not only did I transition to a new role, but it allowed me to pick up the new role fast and gain several spot bonuses.
Travis Bruns
Everything was explained clearly and carefully by the instructor which made things easy to understand.
Joss Atkinson
The skills are actual real-world skills (unlike most financial qualifications) that have already helped me land a new role.
Mark Wheeler
I would absolutely recommend CFI’s training for anyone who’s looking to rapidly increase their ability to add value through a certification program.
Anthony Santillanes
Frequently Asked Questions
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If you haven’t found your answer from our FAQ, please send us a message.
