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FP&A Study Plan With Hyperlinks

The document outlines a comprehensive 24-week FP&A study plan divided into four phases, focusing on foundational skills, FP&A concepts, advanced tools, and job preparation. It includes free resources such as online courses in Excel, accounting, budgeting, financial modeling, and business strategy. The final phase emphasizes obtaining certifications and preparing a resume and portfolio for FP&A roles.

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skrazaque561
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86 views2 pages

FP&A Study Plan With Hyperlinks

The document outlines a comprehensive 24-week FP&A study plan divided into four phases, focusing on foundational skills, FP&A concepts, advanced tools, and job preparation. It includes free resources such as online courses in Excel, accounting, budgeting, financial modeling, and business strategy. The final phase emphasizes obtaining certifications and preparing a resume and portfolio for FP&A roles.

Uploaded by

skrazaque561
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Complete FP&A Study Plan with Free Certified Resources

Phase 1: Foundation (Weeks 1-6)

Goal: Build strong basics in finance, Excel, and accounting tools.

1. Advanced Excel for FP&A:

Excel Skills for Business - Essentials (Coursera - Free Audit)

Excel Basics for Data Analysis (Microsoft - Free)

2. Accounting & Finance Fundamentals:

Introduction to Financial Accounting (Coursera - Free Audit)

Accounting Fundamentals by CFI (Free)

3. Tools Overview:

Tally ERP 9 Basics (YouTube - LearnMore)

QuickBooks for Beginners (Free YouTube Course)

Phase 2: FP&A Concepts (Weeks 7-12)

Goal: Understand budgeting, forecasting, and FP&A role work.

1. Budgeting & Forecasting:

Budgeting and Forecasting (OpenLearn - Free)

FP&A Bootcamp (CFI - Free)

2. Financial Modeling (Beginner Level):

Intro to Financial Modeling (YouTube - CFI)

Financial Modeling Basics (OpenLearn)

Phase 3: Advanced Tools + Business Understanding (Weeks 13-20)

Goal: Use tools and interpret business insights through FP&A.

1. Power BI / Tableau:

Power BI Beginner Course (Microsoft)

Tableau for Beginners (Coursera - Free Audit)

2. Business Strategy + KPIs:

KPI Basics and Management (LinkedIn Learning - 1 Month Free)

Business Strategy and Financial Performance (OpenLearn)

Phase 4: Final Polish + Job Prep (Weeks 21-24)

Goal: Final preparation for applying to FP&A roles.

1. Free Certifications:

Financial Analysis Fundamentals (CFI)


Complete FP&A Study Plan with Free Certified Resources

FP&A for Beginners (Great Learning)

2. Resume and Portfolio:

- Create Excel dashboard with budget vs actuals

- Make a Power BI dashboard for sales/cost metrics

- Use projects in resume & LinkedIn profile

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