Financial Planning And Analysis

Financial Planning and Analysis (FP&A) plays a vital role in helping organizations plan for the future, monitor performance, and make informed decisions. FP&A professionals are expected to go beyond reporting historical results and instead provide insights that support budgeting, forecasting, performance management, and strategic planning.

The Financial Planning and Analysis (FP&A) course is designed for finance professionals who already have a foundation in accounting or finance and are looking to strengthen their planning and analytical capabilities.

Within BOOST, this program focuses on how FP&A works in practice—how data is turned into insight, how forecasts are built and updated, and how finance partners with the business.

The course emphasizes practical FP&A activities such as budgeting, forecasting, variance analysis, and performance reporting. Participants will explore how assumptions are developed, how financial models support planning, and how FP&A teams communicate insights to management in a clear and meaningful way.

By the end of the program, participants will have a clearer understanding of the FP&A function and will be better equipped to support planning cycles, improve forecast accuracy, and contribute to better business decisions.

• Understand the role of FP&A within the finance function
• Support budgeting and forecasting processes effectively
• Analyze financial performance and explain variances
• Develop and assess key assumptions and business drivers
• Use financial data to support planning and decision-making
• Improve the quality and usefulness of FP&A reports
• Communicate financial insights clearly to stakeholders
• Contribute to continuous improvement in FP&A activities