Choose from 5 optional courses to learn or review the fundamentals.
Step 1.
For Individuals
For Teams
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FPAP certification program -
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40 total courses (25 required) -
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Self-Paced & 100% Online
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Get this program and CFI's full training catalog for your organization -
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Manage learning, create custom paths & measure progress -
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For teams of 2 or more learners
FPAP Program Overview
FP&A is one of the most sought-after disciplines in finance, playing a critical role in guiding business strategy and decision making. CFI’s FPAP Certification is designed to equip you with the essential skills and insights needed to thrive in this dynamic field — empowering you to deliver world-class financial models, budgets, forecasts, and analytical insights that drive business performance.
In this program, you’ll master both quantitative and qualitative techniques to assess financial health, build clean and effective Excel-based financial models, and leverage modern tools like Power Query and Power BI to increase efficiency and bring your analysis to life with compelling data visualizations.
Whether you're a current financial analyst, finance student, accountant, or just beginning your finance journey, enrolling in a financial planning & analysis course can help elevate your career. But earning CFI’s FPAP Certification does more — it positions you as a strategic finance professional capable of influencing high-level decisions and shaping a company’s financial trajectory.
What's in the Financial Planning & Analysis Professional Program?
40 courses
1234 lessons
120+ interactive exercises
Learn by doing with guided simulations
Blockchain certificate
To verify your skills
500,000+ 5-star ratings
Best-in-class training, as rated by you
Earning Your Certificate in Financial Analysis
Step 2.
25 Required Courses
Step 3.
Elective Courses
Choose a minimum of 3 electives (out of 11 available) to master more advanced topics and specialized areas.
Step 4.
Final Exam
After completing the required courses, take the final exam (with a minimum passing grade of 70%) to earn your program certification.
Step 5.
Get FPAP Certified
Congratulations on becoming a certified Financial Planning & Analysis Professional! Upon completion of the program, you will receive a blockchain digital certificate with your new credentials.
Skills & Learning Objectives in Financial Planning & Analysis Professional
1
24%
Financial Modeling
2
24%
Excel
3
14%
Storytelling and Data Visualization
4
12%
Budgeting & Forecasting
5
12%
Financial Analysis
6
14%
FP&A Business Partnering
1
2
3
4
5
6
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1.24%Financial Modeling
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2.24%Excel
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3.14%Storytelling and Data Visualization
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4.12%Budgeting & Forecasting
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5.12%Financial Analysis
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6.14%FP&A Business Partnering
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Explore best practices for designing FP&A models and understand how they differ from other financial modeling approaches.
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Gain hands-on experience in Excel modeling and apply commonly used formulas and functions to specific FP&A workflows.
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Master a step-by-step process for managing monthly forecast models, set new budget forecasts, and efficiently roll models forward into a new fiscal year.
Meet Your Instructors
Duncan McKeen
Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity.
Jeff Schmidt
Jeff is the Vice President, Financial Modeling at CFI. Prior to joining CFI, Jeff Schmidt taught financial modeling and valuation to thousands of learners all over the world for over a decade.
Meeyeon Park
Meeyeon is based in Vancouver, BC. Having spent most of her career in Toronto, Meeyeon has previous experience in both the buy/sell-side of Finance with roles at Ontario Teachers Pension Plan in Fixed Income Portfolio Management and BMO Capital Markets in Investment Banking. Meeyeon holds a Bachelor of Business Administration, with High Distinction, from the University of Toronto.
Ryan Spendelow
Ryan joins CFI having spent over a decade designing and delivering training solutions for the investment banking and investment management industries around the globe. Based in London, Ryan is experienced at creating innovative training solutions that deconstruct complex products and ideas into simple to understand concepts.
Sebastian Taylor
Seb started his career in risk management, managing the implementation and operations of quantitative energy hedging strategies. Having since worked in several different industries, from finance to retail and service, Seb’s business intelligence skills were developed within the realities of real-world business requirements.
Scott Powell
Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector, particularly in the areas of commercial banking, investment banking, capital markets, and asset management.
Paul Barnhurst
From his early days in procurement to leading FP&A functions across multiple companies, Paul shares how the role has evolved into one of the most strategic areas of corporate finance today.
Carl Seidman
Carl’s FP&A development methodologies and curriculums have been implemented by leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders.
Glenn Hopper
Glenn is a technology-minded CFO with more than two decades of experience in finance and accounting leadership. He is a consultant and author who writes about the intersection of artificial intelligence and corporate finance. His book, Deep Finance: Corporate Finance in the Information Age, provides a digital transformation roadmap for businesses to follow to become data-driven organizations. His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency. Glenn has a master's in finance from Harvard University with a graduate certificate in business analytics, and an MBA from Regis University.
Careers in Financial Planning & Analysis Professional
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![Financial Analysts]()
Financial Analysts
Financial Analysts play a key role in delivering insights and strategic recommendations to support high-level decision making. They also partner with departments such as sales, marketing, and operations to drive effective financial planning and guide business decisions. -
![Project Evaluator]()
Project Evaluator
Collaborate with project managers and senior leadership to assess potential initiatives and develop comprehensive project budgets. Project Evaluators also work closely with teams across marketing, engineering, and operations, while partnering with fellow financial analysts and FP&A professionals for peer reviews and cross-functional collaboration. -
![FP&A Manager]()
FP&A Manager
Lead the FP&A team while fostering cross-departmental collaboration to ensure integrated and strategic financial planning. FP&A Managers are responsible for developing and overseeing the annual budget and forecasts, analyzing financial reports to assess company performance, and delivering actionable recommendations to senior leadership.
The FPAP program has upskilled teams at:
What Our Students Say
FMVA certification is challenging, robust and interesting that equips an accounting/finance professional with world-class skills set to advance their careers excel in their endeavors!
Adrian Young
This course was very detailed and structured. I would definitely recommend this Certification for any budding Financial Analyst.
Anirudh Ganeshan
I believe the program fully performs what it promises, bridging the gap between work and higher education. For me it means an added value that I cannot describe in words. The program focuses on technical knowledge, which is highly valued since, on average, a student only learns theory before starting work.
Benjamin Briner
Strongly recommend to everyone who wants to receive new careers opportunities and enhance their knowledge in finance. CFI FMVA is perfect opportunity for everyone to obtain neccessary and strong background in financial modeling and valuation of companies. CFI helped me a lot with providing a financial aid and now my profile as a finance specialist is much more attractive and I receive additional confidence in my valuation skills. Thanks to everybody in the CFI team for creating such brilliant courses.
Alexandr Palienko
Frequently Asked Questions
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