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Financial Planning & Analysis (FP&A) Course

Financial Planning & Analysis Course: Master Budgeting, Forecasting & Dynamic Financial Modeling

★★★★★4.75620+ learners trained
Taught by Industry Expert | Hands-On Learning

Master financial planning and analysis through budgeting, forecasting, and dynamic financial modeling. Build the FP&A skills top investment banks and Fortune 500 companies rely on, using Excel and automation tools across real-world case studies.

Topics Covered:

Capital budgeting, forecasting, cost accounting, financial modeling, ratio analysis, financial statement interpretation, time series analysis, FP&A in M&A and more.

Relevant Career Paths:

FP&A Analyst, Financial Analyst, Budget Analyst, Financial Controller, Private Equity Analyst, and more.

What's included with enrollment:
  • 11+ Hours
  • Excel templates
  • Certification
  • 1 Year Access
Learners from finance, consulting, technology, and Fortune 500 teams
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Student testimonial avatar
★★★★★

“Wall Street Mojo offers the clearest and most comprehensive set of video courses on financial analysis that I've found. The way they walk you through the concepts using spreadsheets is incredible.”

Galen Cawley (Independent Trader and Consultant)
Student testimonial avatar
★★★★★

“THE STRUCTURE OF THE COURSE WAS ON POINT AND EASY TO RELATE TO.”

Mogotsi Samotongwa (Bsc Hons Accounting)
Program Overview

FP&A Foundations First. Financial Modeling Next. Career-Ready Always.

Your FP&A journey begins with the essentials - the FP&A cycle, framework, and job prospects, anchored by a real-world JPMorgan Chase case study. From there, you build layered skills across budgeting types, forecasting methods, financial statement analysis, and ratio analysis before advancing into financial modeling and strategic decision-making.

FP&A FUNDAMENTALS
EXCEL & MODELING TOOLS
FP&A CERTIFICATION
Included With Enrollment

Everything you need to analyze, model, and master FP&A from day one.

These four training modules - plus downloadable Excel templates and a certificate of completion - give you a complete, practice-ready FP&A toolkit you can apply on the job immediately.

FP&A Essentials

Master the FP&A cycle, framework, and job prospects using a real-world JPMorgan Chase case study to ground your foundational understanding.

Value $

Advanced Financial Modeling for FP&A

Build robust financial models - including DCF, projections, and forecasting models - used by top-tier finance professionals.

Value $

Strategic Cost Management & Budgeting

Learn all major budgeting types, cost accounting methods, cost control techniques, and cost-volume-profit analysis for real FP&A practice

Value $

Data-Driven FP&A & Financial Statement Analysis

Perform complete ratio analysis, interpret income statements, balance sheets, and cash flow statements, and apply time series and regression analysis.

Value $

Downloadable Excel Templates

Access ready-to-use Excel templates to practice financial modeling, budgeting, and forecasting directly alongside the course video tutorials.

Value $

Certificate of Completion

Earn a recognized FP&A analyst certification badge to strengthen your resume and demonstrate mastery to top recruiters.

Value $
Curriculum

A Complete FP&A Learning Path - From Budgeting Basics to Strategic Financial Modeling

This curriculum progresses through seven structured modules - grouped into four learning phases - ensuring you build each FP&A skill layer in sequence before advancing to the next, with real case studies integrated throughout.

4 phases 11+ hours 7 modules Real case studies included
01 FP&A FOUNDATIONS FP&A Essentials & Effective Budgeting
FP&A EssentialsCovers the FP&A cycle, FP&A framework, FP&A vs. financial accounting, job prospects, and a real-world JPMorgan Chase FP&A structure case study.
1:38 hrs · 8 lessons
Building Effective BudgetsCovers understanding budgeting, budgeting vs. forecasting, budgeting objectives and process, and all major budget types - fixed, flexible, cash, master, zero-based, and activity-based.
2:18 hrs · 11 lessons
02 FORECASTING & FINANCIAL STATEMENTS Forecasting Techniques & Statement Analysis
Mastering Forecasting TechniquesCovers FP&A forecasting methods, selecting the right forecasting technique, time series analysis, and regression analysis.
36 mins · 5 lessons
Understanding Financial StatementsCovers income statements, balance sheets, cash flow statements, and full ratio analysis - liquidity, profitability, efficiency, and solvency - with a case study.
2:12 hrs · 13 lessons
03 COST MANAGEMENT & FINANCIAL MODELING Cost Analysis & Dynamic Modeling
Cost Management for FP&ACovers cost management, cost accounting, job order costing, process costing, activity-based costing, standard costing, cost control techniques, and cost-volume-profit analysis.
1:44 hrs · 12 lessons
Financial Modeling for FP&ACovers the role of financial modeling in FP&A, modeling prerequisites, multi-part financial projections, and discounted cash flow (DCF) modeling.
1:43 hrs · 8 lessons
04 STRATEGIC FP&A & RISK MANAGEMENT M&A, Capital Budgeting & Financial Risk
FP&A for Strategic Decision MakingCovers FP&A in mergers and acquisitions, capital budgeting methods (NPV, IRR, payback period), financial dashboards and reports, and the role of FP&A in financial risk management.
42 mins · 6 lessons
The curriculum builds progressively from FP&A fundamentals and budgeting (Phase 1), through forecasting and financial statement analysis (Phase 2), to cost management and financial modeling (Phase 3), culminating in strategic FP&A applications including M&A analysis, capital budgeting, and risk management (Phase 4) - so each module directly prepares you for the next.
Sample Videos

Preview the learning experience before you enroll.

Watch 4 sample lessons and see exactly how this course blends FP&A theory with practical financial modeling, Excel tools, and real-world case study analysis before you commit.

Demystifying Financial Planning & Analysis

Understanding FP&A Framework - Part 1

Understanding FP&A Framework - Part 2

Role of Financial Modeling for FP&A

Course Director

Directed by a CFA- and FRM-certified former JPMorgan analyst with 20+ years of FP&A training experience.

Dheeraj Vaidya, CFA, FRM

Co-Founder, WallStreetMojo · View LinkedIn profile →

EX-JPMORGANEX-CLSA AnalystCFAFRMIIT and IIM Alumnus20+YEARS OF EXPERIENCE100K+ STUDENTS TRAINED

Dheeraj Vaidya, CFA, FRM, is the Course Director at WallStreetMojo and a distinguished alumnus of IIT and IIM. He spent years as an analyst at JPMorgan and CLSA before dedicating over two decades to training finance professionals worldwide. As the director of this course, he ensured that the Financial Planning & Analysis certification course is built around the real-world FP&A workflows he observed firsthand at top-tier financial institutions. To date, he has trained more than 100,000 professionals globally.

Career Outcomes

From Finance Student to Confident FP&A Professional - Certified and Job-Ready

Companies across banking, consulting, and private equity are actively hiring FP&A professionals who can model, forecast, and analyze - and this course prepares you for exactly that.

Career paths our students typically pursue
FP&A Analyst26%
Financial Analyst24%
Budget Analyst18%
Financial Controller14%
Private Equity Analyst18%
Capital budgeting and forecasting
Financial modeling and DCF analysis
Performing data analysis and financial reporting using Pivot Tables
Interpretation and ratio analysis of financial statements
Financial risk management
FP&A in Mergers and Acquisitions (M&A)
Fit Check

Is this course right for you?

This self-check helps you confirm that this FP&A course matches your current background, learning goals, and level of commitment before you enroll.

This course is built for:

Finance students and professionals seeking structured FP&A skills
Aspiring or practicing FP&A analysts and financial analysts
Financial planners and budget analysts looking to upskill
Business consultants who need financial planning and analysis knowledge

This course is NOT for:

×Learners with no interest in financial planning, budgeting, or analysis concepts
×Those seeking advanced programming-only or quantitative finance training
×Anyone who requires live, real-time instructor sessions rather than self-paced learning
LIMITED-TIME FLASH SALE OFFER

Ready to Master Financial Planning & Analysis and Launch Your FP&A Career?

Get the complete FP&A certification course for $49 save $50, today only.

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Why Choose This Course?

The Structured FP&A Course Built for Real Finance Careers - Not Just Theory

This course pairs FP&A fundamentals with Excel-based financial modeling, real-world case studies, and cost management tools - giving you the practical skills finance professionals use every day, structured in a clear sequence from day one.

STRUCTURED CURRICULUMEXCEL & AUTOMATIONCAREER-READY SKILLS

FOUNDATION-FIRST STRUCTURE

This course starts with FP&A essentials and budgeting before advancing to modeling and risk management — so every concept builds on a solid, sequenced base rather than leaving gaps.

EXCEL & AUTOMATION BUILT IN

Excel and automation tools are integrated throughout the course - so you practice actual FP&A workflows used in professional environments, not just consume passive theory.

PRACTITIONER-LED, CASE STUDY-DRIVEN

Built around real-world examples - including the FP&A structure of JPMorgan Chase - so you understand exactly how financial planning and analysis operates inside top companies.

EXCEPTIONAL VALUE FOR FP&A LEARNERS

At $49 with 11+ hours of self-paced content, downloadable Excel templates, and a certificate of completion, this is the most comprehensive FP&A program for the investment.

The simple promise

This course gives you more than FP&A mechanics - it gives you the structured thinking, financial modeling practice, and analytical confidence to perform at the level that top companies in banking, consulting, and private equity actively hire for in financial planning and analysis roles.

Smarter Buy

Why pay more - in time or money - to learn financial planning and analysis the unstructured way?

Most learners weigh two paths before enrolling in a structured FP&A program: free self-study through YouTube and blogs, or buying individual courses separately. Neither gives you the guided sequence, Excel templates, real case studies, and certification that this structured FP&A course provides - and both end up costing you more in time or money.

Alternative A
YouTube + Free Online ResourcesNo structured sequence, no downloadable financial model templates, no chapter assessments, no certification, and no clear path from beginner to finance-ready professional.
Freebut high time cost
Alternative A
Individual Course Purchases - Buying FP&A & finance courses separately across platformsHigher combined spend with no guaranteed learning sequence - & still miss pre-built templates, structured assessments, and a single coherent path from Excel basics to financial modeling proficiency.
$300+multiple separate purchases required
WallStreetMojo recommended choice
Financial Planning & Analysis (FP&A) Certification CourseComplete structured FP&A path - budgeting, forecasting, financial modeling, cost management, Excel templates, real case studies, and certification in one place
$49Complete Course
GUIDED FP&A SEQUENCE INCLUDED
EXCEL TEMPLATES BUILT IN
BEST VALUE vs. BUYING SEPARATELY
Why it wins: This course delivers a fully sequenced FP&A curriculum - from budgeting fundamentals to financial modeling and risk management - with downloadable Excel templates, a real JPMorgan Chase case study, and a certificate of completion, all in one structured program at a price well below the combined value of its individual components.
$50saved

Simple takeaway: A structured FP&A course gives you better sequencing, more practical resources, real case studies, and a recognized certificate - all at significantly lower total cost than assembling the same learning from individual courses on your own.

Student Feedback

What learners say about WallStreetMojo training

Use this section for named, photo-backed testimonials once the final student proof assets are available.

★★★★★

“Awesome course, Great learning, recommended for everyone (financial learning aspirants and also for others).”

Student testimonial photo of Priya
Pulkit HasijaVerified Learner
★★★★★

“It was wonderful and very clear on each concept. The examples used were very practical. The concepts were on point. Even though it was the jist of the topic they have covered everything possible and I am definitely sure”

Student testimonial photo of Rahul
Anjum KousarVerified Learner
★★★★★

“It was very good experience. Course was good for finance students!”

Student testimonial photo of Megha
Chetan HuljuteVerified Learner
Video Testimonials

Hear directly from learners

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Video Testimonial

From confusion to confidence in finance

Imran MezzeVerified Learner
Video Testimonial

From CFA concepts to real-world financial modeling and valuation skills.

George StanleyCFA Level II Candidate
Video Testimonial

Making complex concepts simple to understand.

PhilipVerified Learner
Certification

Earn a WallStreetMojo certificate after course completion.

Add your Financial Planning & Analysis certification to your LinkedIn profile, resume, and professional portfolio to demonstrate your expertise in FP&A, financial modeling, and budgeting to top-tier recruiters at companies across banking, consulting, and private equity.

Certificate on course completion
Designed for finance students, FP&A professionals, financial analysts, and career switchers
Demonstrates financial planning, analysis, and financial modeling learning
Supports job applications for FP&A Analyst, Financial Analyst, Budget Analyst, and Financial Controller roles
WallStreetMojo Certificate of Completion preview
FAQ

Frequently Asked Questions

Quick answers about access, certificates, AI tools, course suitability, and what is included with enrollment.

How do I become a financial planner and analyst?

Becoming a financial planner and analyst requires some basic requirements, like owning a bachelor’s degree in accounting, finance, or a similar field. They can pursue further qualifications in financial planning and analysis certification courses like Certified Financial Planner (CFP), public accountant, and chartered financial analyst (CFA). Similarly, you can take these courses alongside our FP&A classes for a versatile learning experience.

How do I become a financial planning and analysis analyst?

In contrast to the above question, you can choose to become a financial planner or FP&A analyst. The only difference lies in the role performed. For instance, becoming an FP&A analyst requires a bachelor’s degree in finance and accounting, and fundamental knowledge of accounting principles and modeling techniques. Additionally, familiarity with Excel and data analysis proves fruitful. However, financial planners would focus mostly on budgeting, costing, and forecasting methods.

What is the Financial Planning & Analysis (FP&A) course offered by WallStreetMojo?

Our best financial planning and analysis courses offered at WallStreetMojo fulfill all your knowledge gaps regarding FP&A. It provides a comprehensive guide on the various concepts ranging from capital budgeting, cost accounting, ratio analysis, to financial modeling techniques. However, the benefits do not end here. There are multiple additional content provided like downloadable templates with an unlimited access for an entire year.

What topics are covered in the FP&A course?

In the Financial Planning & Analysis certification program, witness an overview of all major concepts required to become an FP&A professional. It covers detailed learning on topics such as capital budgeting, forecasting, costing, ratio analysis, time series analysis, regression analysis, financial modeling and accounting, types of costing jobs, requisities for FP&A job role, and much more.

Who are the instructors for the FP&A course?

We have an industry expert with vast experience in finance on board to deliver the lectures and share their knowledge with the learners. During the sessions, he uses his experience for providing learners with practical exposure to the industry. His theoretical base and practical skills make the lessons even more effective.

What kind of support do participants receive during the course?

We do provide support to all your queries and doubts regarding the courses. As a trusted and beloved member of the WSM community, you can always contact us by writing an email to support@wallstreetmojo.com for any queries. Also, there are multiple blogs and courses made available for each topic, which learners can use as a ready reference.

Will I receive a certificate upon completion of the FP&A course?

Yes, all our courses at WallStreetMojo do include a certificate upon course completion for any course you enroll in. Learners must complete all modules and MCQ-related practical exercises to become eligible for a final assessment test. As you clear the final exam, you receive the certificate financial planning and analysis. It evidences your knowledge that can add enough value to their resume.

Can the FP&A course be customized for our organization?

Our FP&A courses online certification have been designed keeping in mind the industry requirements. Our research and development team prepared the curriculum based on what is the current trend in the industry. Thus, it fits in to the requirements of almost every organization. Thus, if you have a doubt whether the curriculum is as per the need of your organization, we can ensure it would work well for any organization in the industry.

Who should take the FP&A course?

Our FP&A online course is curated for those individuals who want to become certified financial planning and analysis professional. Such individuals may include aspiring FP&A analysts, finance professionals, students and academics. Similarly, investors, management consultants, or anyone interested in enhancing or upgrading their financial education can enroll in this course.

How is the FP&A course delivered?

The financial planning and analysis course content is delivered via online mode. Learn the financial concepts online and view the content and related modules anytime and gain the experience of versatile learning. Additionally, learners gain a more professional understanding of this field from our highly-experienced instructors. Hence, it turns out to be as effective as any training program taken in person.

What is the duration of the FP&A course?

Technically, the financial planning & analysis course duration is approximately 11 hours. At the same time, it depends on how much time you allot to your learning. This Financial Planning and Analysis certification course is lengthy because of the extensive detailed concepts explained by our instructors. Some modules may extend your learning duration by 11 or more hours in some cases.

How can I track my progress in the FP&A course?

To track the progress of the FP&A certification course, you need to first log in to your WallStreetMojo account with your credentials. Then, click on the FP&A course taken and find a progress percentage on the top of the homepage. As you complete the modules and MCQ-based exercises, the percentage rate increases until you reach 100%. And this target will give you a certificate of completion in return.

What are the payment options for enrolling in the FP&A course?

With us, at WallStreetMojo, you get multiple payment methods to pay for the courses. Our Pay Securely option takes you to different payment modes, including VISA, Apple Pay, PayPal, GPay, Amazon Pay, InstaMojo, etc. You can choose your mode of payment per your suitability.

Still could not find your answer?

Send us your question and our team will help you understand whether this course is right for your goals.

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FP&A Foundations First. Financial Modeling Next. Career-Ready Always.

Complete the full FP&A learning journey - from budgeting and forecasting fundamentals to dynamic financial modeling and risk management - and earn a recognized financial planning and analysis certification to advance your finance career with confidence.

Financial Planning & Analysis (FP&A) Certification Course
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