Curriculum
- 9 Sections
- 75 Lessons
- 66 Hours
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- Module 1: FP&A as a Strategic Business PartnerMaster the mindset and skills required to become a trusted finance business partner, turning data into insights and building strong business relationships.5
- Module 2: Budgeting & ForecastingLearn different budgeting and forecasting techniques and how to apply them to sales, headcount, and operational expenses projections.5
- Module 3: Performance Reporting & AnalysisUnderstand variance analysis, profitability analysis, and financial ratios to provide actionable insights into business performance.6
- Module 4: Data StorytellingDevelop the art of data storytelling by transforming numbers into compelling narratives and using visuals to communicate insights effectively.14
- 4.1The essence of data storytelling
- 4.2Exploratory & explanatory data analysis and visualization
- 4.3Understanding the context
- 4.4Transform numbers into narrative
- 4.5Building data story process – Step by Step
- 4.6Select an effective visual for data story.
- 4.7Data visualization best practices
- 4.8Focusing on one story and one big idea
- 4.9Knowing your audience, Speaking their language
- 4.10Giving the audience reason to care about the story
- 4.11Explaining the data with context and story behind it
- 4.12Powerful Storytelling techniques
- 4.13The rule of 3
- 4.14Practicing your data storytelling skill
- Module 5: Strategic Planning for the FP&A’sGain knowledge in strategic planning frameworks, including setting corporate and competitive strategies, and linking financial performance to strategic goals.6
- Module 6: Generative AI & ChatGPT for FP&A’sDiscover the emerging role of AI in FP&A and learn how to use tools like ChatGPT to automate processes and generate predictive insights.12
- 6.1The Emerging Role of AI in FP&A
- 6.2Understanding Generative AI
- 6.3Role of Data Analytics in FP&A
- 6.4AI-Powered Predictive Insights
- 6.5Overcoming Data Analytics Challenges
- 6.6Exploring Generative AI Technologies
- 6.7Mechanics of Generative AI (Prompt Engineering)
- 6.8Trends in Generative AI Technologies
- 6.9Introduction to ChatGPT in FP&A
- 6.10Practical Applications in FP&A
- 6.11Optimizing FP&A Processes
- 6.12Ethics in AI & Finance
- Module 7: Data Analytics using Excel & PowerBI for FP&A’sMaster advanced Excel and Power BI techniques to create dynamic reports, dashboards, and models for FP&A.15
- 7.1Overview of Tools: Excel and Power BI
- 7.2Basics of Excel for Financial Data
- 7.3Data Connection and Manipulation
- 7.4Advanced Excel Techniques for FP&A
- 7.5Getting Started with Power BI
- 7.6Connecting Data Sources
- 7.7Basic Data Modeling in Power BI
- 7.8Importing and Linking Excel Data
- 7.9Linking Excel and Power BI for Dynamic Reporting
- 7.10Best Practices for Integration
- 7.11Principles of Effective Data Visualization
- 7.12Creating Interactive Dashboards
- 7.13Advanced Reporting Techniques
- 7.14Case Studies in Financial Data Analysis
- 7.15Forecasting and Budgeting Applications
- Module 8: Capital Budgeting and Investment AppraisalsLearn the capital budgeting process and how to assess investment opportunities using advanced financial models.5
- Module 9: Financial Modelling for FP&A’sBuild financial models that include projections for the income statement, balance sheet, and cash flow, and learn best practices for model analysis and review.7