FP&A Professional Model Protection & Presentation

In CFI’s “FP&A Professional Model Protection & Presentation” course, you will learn how to protect the integrity of FP&A models at the cell, worksheet, and workbook levels. The course will also review best practices for presenting and sharing financial results from FP&A models.

Learn how to lock individual cells and protect them with passwords to maintain the model's integrity.
Design protection at multiple levels allowing full access to model designers and restricting access to inputs for other users.
Review best-in-class approaches to printing and presenting FP&A model results to share with important stakeholders.

Get Started

Corporate Finance Institute

Overview

FP&A Professional Model Protection & Presentation Overview

CFI’s “FP&A Professional Model Protection & Presentation” course will help you understand how to protect FP&A models on multiple levels to maintain financial model integrity. The course will also review best-in-class approaches to printing & presenting model results to important stakeholders.

FP&A Professional Model Protection & Presentation Learning Objectives

Upon completing this course, you will be able to:

Understand various levels for applying protection in FP&A financial models in order to maintain financial model integrity.
Configure protection to allow full access to model designers but restrict access to only inputs for others who are only updating for actual results.
Review the best approaches to print settings in order to present the model findings to important stakeholders.

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.

What you'll learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

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.

Financial Planning & Analysis (FP&A) Specialization

Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

Learn More

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

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.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

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.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

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.

FP&A Professional Model Protection & Presentation

FP&A Professional Model Protection & Presentation Overview

FP&A Professional Model Protection & Presentation Learning Objectives

Who Should Take This Course?

FP&A Professional Model Protection & Presentation

What you'll learn

Startup

Vertical Stack

Model Auditing

Print Settings

Protection

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Planning & Analysis (FP&A) Specialization

Frequently Asked Questions