Build Your FP&A Edge with Real-World Tools and Expert Guidance

In this module, we introduce you to the FP&A course and your instructor. You’ll learn what to expect from the course, how it’s structured, and how the skills taught here can directly improve your performance in an FP&A role. We also briefly outline what FP&A is and why it’s essential to a company’s financial success.

This module kicks off your FP&A toolkit by covering the foundations of variance analysis. You’ll learn how to compare actuals vs. budget, interpret differences, and extract insights. We walk through examples and exercises to make sure you’re confident in applying variance analysis in real-world settings.

In this module, you’ll master the PVM framework—breaking down profitability changes into Price, Volume, Mix, and Exchange Rate effects. We cover each component methodically and walk through step-by-step calculations to help you internalize this powerful tool for explaining financial results.

Now that you've learned the PVM framework, we apply it to real-world scenarios. This includes margin analysis, visualizations, and practical exercises with guided solutions. You’ll also get actionable advice on how to implement PVM in your organization and present it to stakeholders.

This module expands your analysis skills with tools like standard costing, margin analysis, and overhead analysis. Learn how to identify cost drivers, reduce inefficiencies, analyze project KPIs, and use financial insights to influence decision-making across departments.

In this module, we cover a wide range of FP&A techniques including sensitivity analysis, horizontal/vertical analysis, headcount analysis, and back-of-the-envelope calculations. You’ll also learn how to gain insights from raw data and apply Pareto analysis to uncover what really matters.

In this module, we break down the most common budgeting methods—historical, top-down, activity-based, rolling forecasts, and zero-based budgeting. We also show how to account for risks and opportunities, equipping you with the knowledge to choose and apply the right approach for your organization.

Learn how to effectively manage a budgeting cycle from start to finish. We cover budgeting best practices, the role of finance, common mistakes to avoid, and how to manage budgets at the departmental level—all with the goal of making your budget process smoother and more impactful.

In this module, you’ll explore how to forecast revenue using both traditional and data-driven approaches. We walk through the pros and cons of different techniques and provide examples of how to apply them in real business settings for more accurate planning.

This module teaches a 5-step framework for transforming reporting from a routine task to a value-added activity. You’ll learn how to streamline reports, accelerate reporting cycles, and use automation to save time. We also show you how to tailor your reports to stakeholders and make them self-explanatory.

FP&A is more than just numbers—it’s about working with the business. In this module, you’ll learn how to understand your business partner’s needs, manage deadlines, and translate operational events into financial language that helps drive better decisions.

Learn how to communicate financial insights in a clear and compelling way. We share practical tips for creating effective visuals, structuring your message, choosing the right chart, and designing PowerPoint decks that stand out—all with real-world examples.

This module walks through how to lead a financial presentation from start to finish. Learn what to do before, during, and after the meeting—including how to build confidence, engage your audience, and go the extra mile to leave a lasting impression.

In this final module, we dive deeper into FP&A-specific storytelling. You’ll learn how to prepare your data, respond to last-minute requests, boost your credibility, and use executive summaries to drive clarity. We also provide practical advice for beginners on how to get better at presenting over time.

Get familiar with the structure of the course, meet your instructor, and unlock your downloadable resources — including the Companion PDF Guide and 450+ ready-to-use ChatGPT prompts for finance.

Understand how ChatGPT and large language models (LLMs) actually work — and how to use this knowledge to interact more effectively with AI in your daily finance workflows.

Master ChatGPT’s full toolkit from data analysis and custom GPTs, to advanced features like memory, search, and project management. Plus, learn how to write high-impact prompts that generate accurate, relevant results.

Automate writing tasks, create templates and procedures, and even train ChatGPT to write in your tone and style. Perfect for analysts writing memos, reports, or documentation.

Use ChatGPT as your strategic brainstorming partner. Whether you're troubleshooting financial models, developing presentation ideas, or structuring deliverables—this module shows you how.

Upload Excel files and conduct in-depth analysis using ChatGPT. From financial statement breakdowns to writing investor commentaries and handling confidential data—this module is packed with practical tools.

Learn how to make ChatGPT your personal tutor for Excel, coding, ERPs, and more. Stop Googling formulas and commands—ChatGPT can now guide you through tools in real time.

Understand how to access Microsoft Copilot and what it can do. You'll learn how to craft effective prompts, apply prompt engineering techniques, and explore the real benefits of using Copilot across your workflow.

Dive into Copilot’s Excel capabilities. Learn how to analyze financial data, build dashboards, and use AI for storytelling with numbers. Includes hands-on exercises and 50+ use cases to practice what you learn.

Stay current with the latest Copilot features as of November 2024. Learn how to clean and summarize large datasets more efficiently, and explore sleek UI improvements designed to save time.

Turn Copilot into your AI presentation assistant. Learn how to generate slides, summarize decks, and even build financial presentations from Word files—all in minutes.

Write smarter with Copilot in Word and Outlook. From summarizing reports to drafting standard operating procedures and composing emails, this module shows how Copilot can streamline your communication tasks.

Discover where Copilot works best and how to troubleshoot common bugs. These final tips will help you avoid bottlenecks and maximize Copilot’s value day-to-day.