Introduction
Financial Planning and Analysis (FP&A) plays a critical role in helping organizations make informed decisions, allocate resources efficiently, and drive long-term value. This masterclass is designed to develop the analytical, technical, and strategic skills necessary for modern FP&A professionals. Covering core competencies such as budgeting, forecasting, financial modelling, and performance management, the course offers practical insights and tools that enhance business planning and financial decision-making. Participants will gain a comprehensive understanding of how to interpret financial data, align planning with strategy, and support executive decision-making with high-quality analysis.
Course Outline
- Module 1
- Module 2
- Module 3
- Module 4
- Module 5
- Course Objectives
- Target Audience
FP&A and Strategic Finance
- Role and scope of FP&A in modern organizations.
- Key responsibilities and skills of FP&A professionals.
- How FP&A drives value through insights and business support.
- Building strong partnerships between FP&A and business units.
Budgeting and Forecasting Techniques
- Budgeting approaches: incremental, zero-based, and rolling budgets.
- Forecasting methods: qualitative and quantitative techniques.
- Dynamic forecasting models.
- Common budgeting challenges and how to address them.
Financial Modelling and Scenario Planning
- Principles of effective financial modelling in Excel.
- Building driver-based models for planning and decision-making.
- Conducting scenario and sensitivity analyses.
- Long-range planning and investment appraisal.
Performance Analysis and Business Intelligence
- Key performance indicators (KPIs) and business metrics.
- Variance analysis: planning vs actuals.
- Dashboarding and visualization tools.
- Linking financial performance to strategic outcomes.
Tools, Technologies, and Strategic Insights
- Digital tools for FP&A: Excel, BI platforms, and planning software.
- Leveraging automation and analytics in planning and reporting.
- Improving reporting cycles and stakeholder communication.
- Final wrap-up: trends, best practices, and transformation in FP&A.
By the end of this course, participants will be able to:
- Explore the role and strategic value of FP&A in business decision-making.
- Develop and manage budgets, forecasts, and long-range financial plans.
- Apply financial modelling techniques to support scenario analysis and planning.
- Analyze variances, KPIs, and business drivers to assess performance.
- Communicate financial insights effectively to support strategic decisions.
- Utilize tools and technologies that enhance FP&A efficiency and reporting.
This course is ideal for
- FP&A professionals and analysts.
- Financial controllers and finance managers.
- Budget and planning officers.
- Business analysts and decision support teams.
- Accountants transitioning into strategic finance roles.
- Executives involved in financial strategy and resource allocation.
Course Schedule & Fees
- Kuala Lumpur
- Singapore
- Amsterdam
- Online
- Course Fees
This course will take place in Kuala Lumpur on the following dates:
| 12/05/2025 | 26/05/2025 | 09/06/2025 | 23/06/2025 |
| 07/07/2025 | 21/07/2025 | 04/08/2025 | 18/08/2025 |
| 01/09/2025 | 22/09/2025 | 06/10/2025 | 20/10/2025 |
| 10/11/2025 | 24/11/2025 | 15/12/2025 | 05/01/2026 |
| 26/01/2026 | 16/02/2026 |
This course will take place in Singapore on the following dates:
| 05/05/2025 | 26/05/2025 | 16/06/2025 | 30/06/2025 |
| 21/07/2025 | 11/08/2025 | 01/09/2025 | 22/09/2025 |
| 13/10/2025 | 03/11/2025 | 24/11/2025 | 15/12/2025 |
| 05/01/2026 | 26/01/2026 |
This course will take place in Amsterdam on the following dates:
| 19/05/2025 | 09/06/2025 | 30/06/2025 | 21/07/2025 |
| 11/08/2025 | 01/09/2025 | 22/09/2025 | 13/10/2025 |
| 03/11/2025 | 24/11/2025 | 15/12/2025 | 05/01/2026 |
| 26/01/2026 | 16/02/2026 |
This course will take place Online the following dates:
| 06/05/2025 | 03/06/2025 | 01/07/2025 | 29/07/2025 |
| 26/08/2025 | 23/09/2025 | 21/10/2025 | 18/11/2025 |
| 16/12/2025 | 13/01/2026 | 10/02/2026 |
| Kuala Lumpur | Singapore | Amsterdam | Online |
| USD$ 3,580 | USD$ 5,600 | USD$ 5,600 | USD$ 1,920 |
