The FP&A Financial Planning & Analysis Academy
This Course Will Put You On Your Way To Lead in A Financial Analysis Role!
Course Curriculum
Module 1: Introduction & Overview of The Financial Statements
Available in
days
days
after you enroll
Module 2: Learn Financial Forecasting
Available in
days
days
after you enroll
- Download The Forecast Template
- Mini Lecture - Timeline Of Our Forecast (1:06)
- Lecture 1 Two Approaches to Budget: Top Down and Bottom Up (15:14)
- Lecture 2 Revenue Forecasting Overview (7:05)
- Mini Lecture - Revenue Cycle At SaaS Companies (2:14)
- Lecture 3 Revenue Forecast - New Customers (20:32)
- Lecture 4 Revenue Forecast - Existing Customers (9:01)
- Mini Lecture - Sources of Data (1:48)
- Lecture 5 Intro To Cost Of Sales (COS) (4:16)
- Lecture 6 Intro To Operating Cost (OPEX) (6:07)
- Mini Lecture - The Anatomy of P&L At SaaS Companies (2:12)
- Lecture 7 Cost of Sales (COS) Forecasting (14:10)
- Lecture 8 OPEX Forecasting - Top Down Approach (24:50)
- Lecture 9 OPEX Forecast - Bottom Up (Detailed) - Workforce Costs (9:00)
- Lecture 10 OPEX Forecast - Bottom Up (Detailed) Non Workforce Costs (17:14)
- Lecture 11 Summary of Top-Down and Bottom Up Approaches (4:44)
- Lecture 12 Cash Forecast (11:23)
- Lecture 13 Cash Flow Forecast - Continued (17:00)
Module 3 Learn How To Create A Budget
Available in
days
days
after you enroll
- Download The Budget Master File
- Recap, Revenue Forecast Various Methods, Assumptions (6:08)
- Introduction To Budgeting (2:09)
- Lecture 1 - Revenue Budget - New Business (19:32)
- Lecture 2 Revenue Budget - Existing Business (5:43)
- Lecture 3 Cost Budget - Workforce Costs (11:56)
- Lecture 4 Cost Budget - Cost of Sales (COS) (8:34)
- Lecture 5 Cost Budget - Operating Expenses (10:04)
- Lecture 6 Cost Budget - Sales Department Budget (17:19)
- Lecture 7 2025 P&L Budget (5:26)
Module 4 Learn How To Analyze Financial Statements
Available in
days
days
after you enroll
Module 5 Learn How To Create Management Reports
Available in
days
days
after you enroll
Excel Foundation
Available in
days
days
after you enroll
- Lecture 1 Introduction to Lookups (5:17)
- Lecture 2 Vlookup, why it is helpful and why it-s has issues (9:44)
- Lecture 3 Xlookup and its many benefits (8:24)
- Lecture 4 Xlookup - Bring the last match, and why (3:53)
- Lecture 5 Horizontal Xlookup (1:51)
- Lecture 6 Wildcard - a type of Fuzzy lookup (3:00)
- Lecture 7 Filter - when there are multiple results (3:14)
- Lecture 8 Index Match - Another way to lookup data (7:18)
- Lecture 9 Xlookup with multiple criteria (3:00)
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