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Excel for Financial Planning and Analysis (FP&A) Preview

Excel for Financial Planning and Analysis (FP&A)

With Carl Seidman Liked by 3,208 users
Duration: 2h 34m Skill level: Advanced Released: 1/23/2024

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Course details

Financial planning and analysis (FP&A) is a rapidly evolving field within corporate finance and one of the most important functions of any successful finance department. While there are a number of different data visualization tools that support FP&A, most companies rely on the ubiquitous Microsoft Excel.

In this course, join instructor, CSP, and CPA Carl Seidman as he provides a comprehensive overview of how to harness the power of Excel for forecasting, planning, analysis, and modeling. Along the way, find out why Excel can be so useful for FP&A, including coverage of how to leverage key analytic tools such as dynamic data tables, dynamic data ranges, dynamic data arrays, and more.

This course is part of a Professional Certificate from Corporate Finance Institute.

Skills you’ll gain

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Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.

Sample certificate

Certificate of Completion

  • Showcase on your LinkedIn profile under “Licenses and Certificate” section

  • Download or print out as PDF to share with others

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Meet the instructor

Learner reviews

4.8 out of 5

1,981 ratings
  • 5 star
    Current value: 1,614 81%
  • 4 star
    Current value: 314 16%
  • 3 star
    Current value: 43 2%
  • 2 star
    Current value: 4 <1%
  • 1 star
    Current value: 6 <1%
  • Khalid Iqbal Khalid Iqbal

    Khalid Iqbal

    Financial Planing & Analysis | Bookkeeping & Financial Solutions Expert | US LLC Formation & Compliance | US & International Tax Advisory | ACCA | BS…

    5/5 May 18, 2025
    highly recomended
    Helpful · Report
  • Jonathan Jose Neo Jonathan Jose Neo

    Jonathan Jose Neo

    Penultimate Finance student at SUSS

    5/5 May 8, 2025
    Might be tough for beginners to follow along, step by step should be guided with more tutorials and guidance.
    Helpful · Report
  • Mir Jawad Ali Mir Jawad Ali

    Mir Jawad Ali

    Financial Data Analyst @ OptiSol Business Solutions | Financial Analysis, Financial Reporting

    5/5 May 5, 2025
    As a beginner, it wasn't easy to grasp all the knowledge and retain it, but surely needs more practice to master this
    Helpful · Report

Contents

What’s included

  • Practice while you learn 2 exercise files
  • Test your knowledge 4 quizzes
  • Learn on the go Access on tablet and phone
  • Stay up to date Continuing Education Units

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