Why FP&A? Career & Placement Advantage
- FP&A (Financial Planning & Analysis) is one of the fastest-growing and most in-demand finance functions across every industry — not just BFSI, but also IT, manufacturing, FMCG, e-commerce, pharma, and startups
- FP&A professionals work directly with the CFO's office, business heads, and leadership teams — offering high visibility and faster career growth
- Roles this program prepares you for: FP&A Analyst, Budget Analyst, Business Finance Analyst, MIS Analyst, Financial Planning Manager, Corporate Finance Analyst
- Combines core financial modeling skills with strategic business partnering — budgeting, forecasting, variance analysis, and KPI reporting are used in virtually every company
- A strong differentiator in placements: recruiters actively seek candidates who can build models AND translate numbers into business decisions
- FP&A skills are transferable across industries and geographies, making candidates more employable and future-proof
- Clear long-term career path: FP&A Analyst → FP&A Manager → Head of FP&A → CFO
Sandeep Agrawal
ex Acuity & Evalueserve IBD
CFA Charterholder
Jai Malhotra
ex NTT Data, SBI Cards, Deloitte | B Com, LLB
MS Excel Trainer
Shraddha
American Express FP&A
Chartered Accountant
Shahzor Maka
Ex Tristone
BTech, MBA
Why CFI Education?
90%
Placement Rate
₹6-12L
Avg. Salary
60
Days to Placement
Who can go for this Program?
- BCom, BBA, MBA, CA, ACCA, CPA, or hold similar qualifications in Finance, Economics, and Commerce Graduates / Engineers with a desire to work in the finance industry
- Finance Professionals aspiring for FP&A, Business Finance, Corporate Finance, Budgeting & MIS roles in corporates, IB, research firms, banks, and consultancy
100% Placement Support: We charge a placement fee of 5% of annual fixed CTC. This fee is applicable only when a candidate is selected through our placement team's efforts and accepts the job offer.
Free "CFI-AI Coach" Access for doubt clarity and interview preparation
“FP&A has become the bridge between finance and business strategy — one of the most sought-after skills for finance professionals today.”
2.5 Months . 18 Modules . 120+ Hours
- Keyboard shortcuts, Paste Special Functions (Mathematical, Text, Stats,Date and Time, Transpose, Sumproduct),
- Sum, Product, Power, SQRT, ABS, Lower, Upper, Text, Search, Len,
- Replace, Left, Right, Count, Min, Max, Average, CountA, AverageA, Today, Now, EOMonth, etc.
- Stats Functions (SumIF, CountIF, SumIFs, CountIFs, AverageIF etc)
- Informative Functions (Isblank, Isnumber, Istext, Iserr)
- Database Functions (Dsum, Daverage, Dcount, Dmin)
- Logical Functions (If, Iferror, And, Or, True, False)
- Look and Reference Functions (Vlookup, Hlookup, Indirect, Index Match etc)
- Financial Functions (PV, FV, NPV, PMT etc)
- Grouping / Ungrouping
- Creating Drop Down List
- Conditional Formatting
- Data Validation
- What if Analysis (Goal Seek, Scenario, Data Table)
- Creating Pivot Table and Charts, Column, Stacked Column and Bar Charts
- Line Chart, Pie chart, Waterfall Chart
- Design a Simple Dashboard using Charts & Graphs
- Link charts with Presentations
- Introduction to VBA / Macros; Macro Recording, Running, Setup
- Introduction to Financial Statements
- Quick Tips to Read an Annual Report
- Discussion on IS, BS, and CF
- Concept of EBIT and EBITDA
- Ratio Analysis: Profitability, Liquidity, Leverage, Coverage
- Free Cash Flow: FCFF and FCFE
- Introduction to Financial Statements
- Quick Tips to Read an Annual Report
- Discussion on IS, BS, and CF
- Concept of EBIT and EBITDA
- Ratio Analysis: Profitability, Liquidity, Leverage, Coverage
- Free Cash Flow: FCFF and FCFE
- What is FP&A – Role vs Accounting, Controllership, Treasury
- Role of an FP&A Analyst
- FP&A Career Path – Analyst to CFO progression
- Where FP&A Sits in an Organization – reporting lines & stakeholders
- Types of Business Models – B2B, B2C, Subscription, Product vs Service
- Q&A and Career Path Discussion
- Key FP&A Terms – Runway, Burn, Headcount Cost, OPEX/CAPEX
- Understanding Business Drivers
- How FP&A Adds Value to a Business
- Industry Landscape Overview
- Accrual vs Cash Accounting
- Revenue Recognition Basics
- Cost Classification – Fixed, Variable, Semi-variable
- Margin Metrics – Gross Margin, EBITDA, EBIT, Net Margin
- Working Capital Basics – AR, AP, Inventory
- Zero-Based, Incremental and Rolling Budgeting
- Top-Down and Bottom-Up Budgeting
- Annual Operating Plan (AOP) Cycle
- Stakeholder Inputs & Timelines
- Practical Exercise – AOP Timeline Mapping
- Identifying Business Drivers
- Rolling Forecasts
- Revenue Forecasting – by Product/Region/Segment
- Best/Base/Worst Case Scenarios
- What-If Analysis
- Practical Exercise – Build a Driver-Based Forecast
- Actual vs Budget vs Forecast Analysis
- Building Variance Templates
- Price-Volume-Mix Variance Analysis
- Common Variance Analysis Mistakes
- GenAI for Commentary & Variance Analysis
- Practical Exercise – Build a Variance Report
- Management Information System (MIS) – it includes management reporting
- Executive Reporting – commentary to leadership
- Financial & Operational KPIs
- Dashboard Development
- Business Review Reporting
- Practical Reporting Exercise
- Chart Types for FP&A Reporting
- Dynamic Dropdowns & Conditional Formatting
- KPI Cards & Visual Indicators
- Building an Interactive Dashboard
- Practical Exercise – Build a Sales Dashboard
- Translating Data into Business Insights
- Writing Executive Summaries & Commentary
- Structuring a Board/CFO-Ready Narrative
- Common Mistakes in Reporting Communication
- Practical Exercise – Write Commentary for a Live Report
- What Business Partnering Means – Reporting to Advising
- Partnering with Sales & Marketing – CACs
- Building Cross-Functional Relationships
- Understanding Non-Finance Stakeholder Priorities
- Practical Exercise – Mock Sales Partnering Discussion
- Assembling a Full Company Model
- Stress-Testing the Model
- Peer Review & Feedback
- Model Presentation
- Practical Exercise – Present Your Model
- Structuring a Board/CFO Deck
- The “So-What” – Insight Over Information
- Handling Pushback & Difficult Conversations
- Negotiation Basics for FP&A
- Practical Exercise – Mock Leadership Presentation
Project Work and Assessment
- Assessment Test: There will be an assessment test for the Program Completion Certificate
- Project Work: Post classroom sessions, candidates complete an integrated project covering all training aspects of the program
- Outcome: Training will help candidates get a strong hold of FP&A concepts and make them interview-ready
Top Companies Hiring for FP&A & Corporate Finance Roles
Our FP&A training prepares you for careers across leading GCCs, technology companies, financial institutions, consumer brands and global MNCs.
GCCs
BFSI
Consumer / MNC
Industrial / Corporate
Success Stories of Successful Students
Sanuj
“My experience with CFI Education was truly exceptional. The Financial Modeling and Valuation course was meticulously designed, offering a comprehensive and in-depth understanding of financial concepts. The course content was well-structured, breaking down even the most complex topics into simple, actionable insights, which made the learning process both effective and engaging.
The placement team went above and beyond, providing end-to-end support throughout the placement process. From personalized guidance on resume building and profile enhancement to conducting rigorous mock interview sessions, they ensured that we were well-prepared to face real-world challenges with confidence.
In addition to technical expertise, the course emphasized practical application and industry relevance, which greatly enriched the learning experience. I am grateful to CFI Education for their unwavering support and dedication, and I would highly recommend this course to anyone looking to excel in Financial Modeling and Valuation”
Rishabh Jha
“I had a great learning experience with Corporate Finance Institute (CFI). The courses are very well structured and focus on practical financial skills that are useful in real-world scenarios. The instructors explain complex concepts in a simple and clear way.
I would also like to appreciate the placement team, who were very supportive throughout the process and helped me get the right opportunity. Their guidance and support played an important role in helping me start my career in finance.
Overall, I highly recommend CFI to anyone who wants to build a strong foundation in finance and grow their career.”
Akash Kumar
“The Financial Modeling course at CFI strengthened my fundamentals in valuation, financial modeling, and financial statement analysis. The guidance from Sandeep Sir, Shahzor Sir, and Divyam sir was excellent and made learning practical and engaging. A great addition to my financial modeling and valuation preparation.
Yash Sahu
Had a great experience of learning and practical exposure in this institute. Everyone is supportive and helping from learning phase to placement phase.
Financial Planning & Analysis (FP&A) Program - Course Fee
100% Placement Support
CFI Education provides placement assistance to all the candidates who complete our in-house Financial Modeling or Investment banking programs. Apart from technical classroom training, we prepare candidates for soft skills, and conduct mock interviews. Once they feel confident, they can start applying for various job opportunities provided by our dedicated placement team. The placement process is usually start at 8th week of the training program.
We charge a placement fee of 5% of annual fixed ctc. This fee is applicable only when candidates is selected through our placement team efforts and accepts the job offer. Contact our team to know more about how CFI Education can help you launch your career in core finance domain.
Minimum Requirements
Education
Graduation degree or 1st year student
Tech
Laptop with MS Excel 2019+ or Office 365
Pre-Knowledge
Commerce, finance, economics background preferred but not mandatory
Answers to Faqs Related to Our Courses
FP&A stands for Financial Planning & Analysis. It is a core finance function focused on budgeting, forecasting, financial analysis, management reporting, performance tracking, and helping businesses make better financial decisions.
You will learn the complete FP&A process, including budgeting, forecasting, variance analysis, management reporting, financial planning, KPI analysis, scenario planning, financial modeling, dashboards, and business performance analysis using real-world case studies.
The program is suitable for accounting & finance candidates like MBAs (Finance), CAs, ACCAs, CPAs, or commerce graduates and working professionals looking to build or advance their careers in FP&A, corporate finance, business finance, or financial analysis.
Yes. The program is designed to build your FP&A skills progressively, starting with the fundamentals of financial planning and analysis and moving toward advanced modeling, forecasting, reporting, and business analysis.
Financial modeling is primarily a technical skill used to build financial models and forecasts and is used in variety of accounting & finance roles. FP&A is a broader finance function that uses financial models along with budgeting, forecasting, variance analysis, management reporting, KPIs, business partnering, and decision-making.
Yes. Financial modeling is an important part of modern FP&A. You will learn how to build dynamic models for revenue, costs, working capital, headcount, P&L, cash flow, forecasting, scenarios, and other business planning requirements.
Yes. The program emphasizes practical learning through case studies, projects, exercises, and real-world business scenarios so that you can apply FP&A concepts to situations similar to those encountered in the workplace.
The program can prepare you for roles such as FP&A Analyst, Financial Analyst, Business Finance Analyst, Corporate Finance Analyst, Management Reporting Analyst, Budgeting & Forecasting Analyst, and Finance Business Partner.
Yes. The program is particularly relevant for finance professionals who want to move into FP&A, strengthen their financial analysis skills, transition into corporate finance, or take on more business-facing finance responsibilities.
Yes. Professionals with accounting, audit, financial reporting, or similar backgrounds can use FP&A training to build the planning, forecasting, modeling, analysis, and business partnering skills required for FP&A roles.
Yes. The program focuses on practical FP&A concepts and real-world scenarios that can help you prepare for technical discussions and interviews. Resume and interview preparation can also help you communicate your FP&A skills effectively.
An accounting qualification or MBA is helpul, however, the program is open to candidates from different educational and professional backgrounds. Graduates, post-graduates, finance professionals, and candidates pursuing qualifications such as CA, MBA, or ACCA can benefit from the program.
Yes. FP&A is one of the key career paths within corporate finance. The skills developed through the program—forecasting, budgeting, financial modeling, performance analysis, scenario planning, and management reporting—are directly relevant to corporate finance roles.
Accounting focuses primarily on recording, reporting, and interpreting historical financial information. FP&A is forward-looking and focuses on planning, forecasting, performance analysis, business drivers, scenarios, and helping management make financial decisions.
Yes. CFI Education provides placement assistance to eligible candidates, including resume preparation, interview preparation, mock interviews, and assistance with relevant job opportunities based on the candidate’s profile and performance.
The program combines FP&A concepts with practical financial modeling, Excel, Power BI, dashboards, AI tools, case studies, and project-based learning. The objective is not just to teach concepts but to develop practical skills that can be applied in a real finance environment.
- Industry recognized FP&A certification
- 100% Placement assistance
- 120+ hours of expert-led content
- 15+ real-world projects & capstone
- Lifetime access to course materials
- Industry-recognized FP&A certificate
- 1:1 mentorship & doubt clearing
- Resume review & mock interviews
- Downloadable templates & resources
