“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)Financial Planning & Analysis Course: Master Budgeting, Forecasting & Dynamic Financial Modeling
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.
- 11+ Hours
- Excel templates
- Certification
- 1 Year Access

“THE STRUCTURE OF THE COURSE WAS ON POINT AND EASY TO RELATE TO.”
Mogotsi Samotongwa (Bsc Hons Accounting)Before you leave, claim the Summer Sale offer and continue directly to discounted checkout.
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.
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.
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.

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 →
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.
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.
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:
This course is NOT for:
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.
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.
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.
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.
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.
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.
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).”
“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”
“It was very good experience. Course was good for finance students!”
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From confusion to confidence in finance
From CFA concepts to real-world financial modeling and valuation skills.
Making complex concepts simple to understand.
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.

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