Financial Planning & Analysis MasterClass
🚨 Flat 20% Off on all MasterClasses Code: TB20
Contact us

Financial Planning & Analysis Masterclass

Become Industry ready in Financial Planning & Analysis MasterClass and Join top firms

25+ Hrs Hands-on FP&A Training
15+ Comprehensive Workpapers
Dynamic Forecasting, Budgeting, Data Modelling & Performance Measurement
0
Recruiters
0
Enrollments
0
Reviews

Our Alumni Placed in 100+ Top Companies

p1

Saitej Paruchuru

|

Audit Masterclass

p1

Vinamrata Hada

|

Career MasterClass

p1

Mohit Sudhindra

|

Excel & Power BI

p1

Palak Gupta

|

Audit MasterClass

p1

Harsh Gupta

|

Articleship Master

p1

Chirag Maindan

|

Transfer Pricing

p1

Reema Sharma

|

Interview Masterclass

p1

Jeevesh Wadhwa

|

Transfer Pricing

p1

Naman Jain

|

Transfer Pricing

p1

Vulli Saikiran

|

Career Masterclass

p1

Jaikishin Badlani

|

Direct Tax

p1

Vivek Taneja

|

Internal Audit

p1

Pavni Gupta

|

GST Masterclass

p1

Sanchita Agarwal

|

GST MasterClass

p1

Som Khandelwal

|

Audit Masterclass

p1

Aditi Khaitan

|

Audit MasterClass

p1

Aashna Gupta

|

GST Masterclass

p1

Harshada Khandelwal

|

Interview MasterClass

p1

Anshika Kesarwani

|

Interview MasterClass

p1

Raj Kumar

|

Excel & Power BI

p1

Shobhit Gupta

|

Audit & Internal Audit

p1

Mohicka Varsha

|

Articleship Master

p1

Shreyansh Agrawal

|

Interview MasterClass

p1

Saitej Paruchuru

|

Audit Masterclass

p1

Manisha Agrawal

|

Internal Audit

p1

Mohit Sudhindra

|

Power BI MasterClass

p1

Palak Gupta

|

Audit MasterClass

p1

Yashwant Raj

|

Audit Masterclass

p1

Reema Sharma

|

Interview Masterclass

p1

Jeevesh Wadhwa

|

Transfer Pricing

p1

Naman Jain

|

Data Analytics

p1

Vulli Saikiran

|

Career Masterclass

p1

Jaikishin Badlani

|

International Tax

p1

Vivek Taneja

|

Internal Audit

p1

Radheshyam Agarwal

|

Career Masterclass

p1

Sanchita Agarwal

|

Audit & GST ....

p1

Som Khandelwal

|

Audit Masterclass

p1

Aditi Khaitan

|

Audit MasterClass

p1

Ritik Giri

|

GST Masterclass

p1

Harshada Khandelwal

|

Interview MasterClass

p1

Anshika Kesarwani

|

Interview MasterClass

p1

Harsha Vardhan Pulla

|

Audit MasterClass

p1

Chirag Garg

|

Audit MasterClass

p1

Prachi Ramraika

|

Articleship Master..

p1

Shreyansh Agrawal

|

Interview MasterClass

Key Highlights

20+ Hours Financial Planning & Analysis Lectures

15+ WorkpapersComprehensive FP&A Exercises

Capstone Project Capstone Project for Practice in FP&A

Budgets & ForecastsBudgeting, Forecasting & MIS Reporting

Interview Guidebook30+ Interview Q&A's On FP&A

EvaluationMCQ-Based evaluation for FP&A

Our Experienced Faculty

CA Abhinav Aggarwal
CA Abhinav Aggarwal
10+ yrs of Experience |

Abhinav Aggarwal is a Chartered Accountant. He has over 10 years of experience in Financial Planning and Analysis, Business transformation & Tool Implementation with organizations like Infosys Limited, Sumitomo & other global MNCs. He has handled Finance Transformation Projects, ERP & FPA Tool Implementations, Process Improvement & Business Analytics projects in FP&A.

Worked With

CA Gaurav Malik
CA Gaurav Malik
10+ yrs of Experience |

Gaurav Malik is a Chartered Accountant. He has over 9 years of experience in Financial Planning and Analysis, Data Analytics with organizations like EY, Vedanta Limited, Kotak Mahindra Bank Limited & other global MNCs. He has handled Budgeting, Margin/Profitability Analysis, Financial modelling , Credit Rating , Due Diligence, Internal Management Reporting , External reporting like investor presentation, press release and Annual reports in FP&A

Worked With

Session Plan

  • Importance of FP&A in strategic and operational decision-making
  • Role of FP&A Analyst and organisational fitment
  • FP&A vs Audit/Accounting roles
  • Challenges in FP&A

  • Introduction to Budgeting Concepts and Importance
  • Top-down vs Bottom-up Budgeting Techniques
  • Intro to Forecasting and Difference vs Budgeting

  • Forecasting techniques
  • Rolling Forecasting
  • Plan v/s Budget v/s Forecast
  • Challenges in Budgeting & Forecasting

  • Introduction to Management Reporting
  • Designing actionable reports
  • Building a Financial Dashboard

  • Difference between Statutory and Management Reporting
  • Creation of a comprehensive Reporting Pack/ MIS
  • Variance Analysis: Budget vs Actuals

  • Categories and Types of KPIs
  • KPI report creation steps
  • Dashboard design and storytelling through data
  • Use of Excel, Power BI, Tableau for dashboarding

  • Horizontal Analysis
  • Vertical Analysis
  • Variance Analysis
  • Price Volume Mix (PVM) Analysis
  • FSLI Analysis
  • Pareto Analysis
  • Break-even Analysis
  • Sensitivity Analysis

  • Importance of storytelling in finance
  • Visual communication: Choosing right charts and visuals
  • Crafting narrative from data analysis
  • Real-life analogies and boardroom-ready presentations

  • Introduction to Data Analytics Concepts
  • Tackling Data Quality Issues – How to handle duplicates, missing values, identifying anomalies, Data imputation
  • Introduction to Joins
  • Introduction to RFM (Recency, Frequency, and Monetary) – a technique for Customer Segmentation

  • Overview of FP&A Tech Stack: Excel, BI Tools, Financial Modelling tools
  • Tool categories: Spreadsheet, BI, ERP, Scenario, Reporting, Collaboration

  • Common FP&A Interview Questions and Frameworks
  • Behavioural and Case-style Responses
  • Recap of Key Tools, Concepts, and Techniques
  • Career Planning and Growth in FP&A
  • Certificate of Completion
  • Revision Manual and Interview Guidebook

  • MCQs Based Exam Online - Practical Exam based on Course Module

Who should Join:

  • User Icon Chartered Accountants
  • Graduate Icon Commerce Graduates
  • CA Icon CA Aspirants & Semi Qualified CAs
  • ACCA Icon ACCA Aspirants & ACCA Professionals
  • CS Icon CMA Aspirants Who Want to Start Career in FP&A
  • Career Icon Any person looking to start a career in Financial Planning & Analysis

Completion Certificate

Certificate

A Certificate of Completion of Financial Planning & Analysis Practical Training Course along with Mark-sheet based on the performance will be awarded to each candidate.

Register Now to Get the Certificate

What Will You Learn

What Participants say

Bonuses Worth ₹15000

12+ Free Technical Sessions

Worth ₹3000/-

FREE

50+ Interview Resources

Worth ₹3000/-

FREE

Mentorship From Industry Experts

Worth ₹4000/-

FREE

Lifetime Free Placement Assistance

Worth ₹5000/-

FREE

Demo Sessions of Financial Planning & Analysis

Validity of Financial Planning & Analysis Masterclass

120 Days from the date of Enrolment

FAQs

Absolutely. The course is industry-aligned and focuses on practical skills recruiters seek in FP&A roles.

Yes. The course starts with fundamentals and builds up to advanced FP&A techniques, making it accessible even if you're new to financial planning.

You’ll work with Excel for data modeling, learn dynamic budgeting and forecasting methods, and develop skills critical for strategic finance roles.

The course is self-paced with pre-recorded videos, allowing you to learn anytime, at your convenience.

Basic knowledge of finance and accounting concepts is helpful, but not mandatory.

Alumni are placed in top firms like Deloitte, KPMG, EY, PwC, Accenture, HDFC Bank, Infosys, Max Life, Glenmark, and many others.

Ready to Master Financial Planning & Analysis?

Get Placement Updates & Important Resources

Get Updates for: Latest Job opportunities in Big 4s & Top Firms, Important Resources for Interview Preparation, Updates from the Finance World

Download our App

Download the app and learn from experts wherever you are.