FP&A Professional Formatting & Revenue Forecasting
In CFI’s “Financial Planning & Analysis (FP&A) Professional Formatting & Revenue Forecasting” course, you will learn advanced model formatting techniques and best-in-class practices for revenue forecasting in FP&A models.
Explore advanced custom formatting setting used in FP&A models.
Practice using conditional formatting for FP&A model alerts.
Compare various FP&A revenue forecasting techniques used in the industry.
FP&A Professional Formatting & Revenue Forecasting Overview
FP&A models can be overwhelming and quite complex. CFI’s “FP&A Professional Formatting & Revenue Forecasting” course will help you filter through challenges you may have to learn best-in-class approaches to forecasting revenue in FP&A models. This course will also teach you about custom formatting and conditional formatting in the context of FP&A models.
FP&A Professional Formatting & Revenue Forecasting Learning Objectives
Upon completing this course, you will be able to:
Apply best-in-class practices for forecasting revenue estimates for both the income statement and the cash flow statement.
Explore common financial model formatting techniques commonly used in FP&A models.
Understand detailed formatting common to FP&A models like custom formatting and conditional formatting.
Who Should Take This Course?
This course is perfect for FP&A professionals at a beginner, intermediate, or even advanced level. This course is a part of a series of FP&A courses.
FP&A Professional Formatting & Revenue Forecasting
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Skills LearnedAccounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career PrepFinancial Analyst, Project Evaluator, FP&A Manager and more
This course truly equipped me with the knowledge and skills to create more dynamic financial models
Lee Anselmo Blackman
great knowledge
good info, good formulas
Algirdas Purkenas
Thank you for your efforts and the clear presentation. I have two points I would like to address:
Regarding the "Load Actual / Forecast Here" binary function, could you clarify its purpose? Currently, it appears static rather than dynamic.
While this model is well-suited for certain industries such as construction companies, it may not be universally applicable across all client bases. For instance, in my industry of commercial printing, we handle contracts with various complexities. Some contracts have caps without defined monthly limits, leading to uneven distribution of sales across different months.
Hany Soubhi
Excellent Value
The CFI courses have improved my excel and model building skills exponentially. The courses are engaging and look forward to a lesson daily to sharpen and grow my FP&A toolbox.
Wes Rodgers
Wow This is Something new i have learnt today and its so good to learn from the experts and know wo to improvise your Financial Models and ofcourse the best financial institution who gives practical knowledge .
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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