Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This Financial Planning and Analysis Certificate (FP&A Certificate) will enable you to master financial planning and analysis, contribute to strategic decision-making, and discover a wide range of career prospects beyond conventional accounting positions.
Details:
- Delivered virtually over Zoom
- Completed in two weeks
- No homework required
- Four 2-hour long workshops and two Q&A sessions (10 hours in total)
Course Outline:
| Topics | Description |
|---|---|
| Create Reports and Deliver Financial Presentations that Inspire Action |
|
| Take your Business Partnering Skills to the Next Level |
|
| Develop your Financial Modelling Skills |
|
| Master Planning & Forecasting |
BONUS: Real-life examples of the three most common techniques, 2 cheat sheets, slides with notes. |
Other Available Sessions
- Session for November 3rd available here.
Speak to an Advisor
To speak to an advisor, please fill out this form.
Schedule
Week 1:
- Day 1: Financial Storytelling Workshop (2 hours) - May 5, 2025, 2:00 p.m. - 4:00 p.m.
- Day 2: Business Partnering Workshop (2 hours) - May 7, 2025, 2:00 p.m. - 4:00 p.m.
- Day 3: Q&A Session #1 (1 hour) - May 9, 2025, 2:00 p.m. - 3:00 p.m.
Week 2:
- Day 1: Financial Modeling Workshop (2 hours) - May 12, 2025, 2:00 p.m. - 4:00 p.m.
- Day 2: Planning & Forecasting Workshop (2 hours) - May 14, 2025, 2:00 p.m. - 4:00 p.m.
- Day 3: Q&A Session #2 (1 hour) - May 16, 2025, 2:00 p.m. - 3:00 p.m.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
Examples of professions who would benefit from this certificate include:
- Vice President of Finance
- Director of Finance
- Corporate Controller
- Financial Controller
- Manager, Financial Planning and Analysis
- Manager, Finance
- Accountants
- Finance Business Partnering Analyst
- Financial Analyst
Need Approval to Attend
Attendance Requirements
To earn your CPD hours and Digital Badge you must attend all live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access the Course
We're pleased to invite you to register for our Certificate courses. Whether or not you're a CPA, you're more than welcome to join us on this learning journey. To get started, you'll need to create an account. Don't worry if you don't have a CPA Ontario ID yet; you can easily set up your account right here. Let's begin your learning adventure together.
This course is a live course. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Christian Wattig is one of the world’s leading experts in FP&A having led teams at Unilever, Procter & Gamble, and Squarespace. Today Christian leads the top-rated FP&A Bootcamp explicitly designed for professionals who work full-time and want to ramp up their FP&A game.