Essential Guide to Breaking Into FP&A

A practical roadmap to the essential skills you need to launch a career in financial planning and analysis

Your Complete Introduction to FP&A Skill Building

CFI’s Essential Guide to Breaking Into FP&A is for early career finance professionals and students looking to break into this dynamic field. Within its pages, you’ll discover how to identify skill gaps, track your learning progress with a practical checklist, and position yourself for the opportunities ahead.

Essential Guide to Breaking Into FP&A

Download the Essential Guide to Breaking Into FP&A

Get this free guide packed with practical advice on developing the critical skills you need to excel in financial planning and analysis. Fill out the form below to start your download!

Key Highlights

  • Comprehensive overview of FP&A roles and daily responsibilities.
  • Essential technical skills, including financial modeling, budgeting, and variance analysis.
  • Business partnership capabilities that distinguish successful analysts.
  • Why AI proficiency is becoming a must-have skill.
  • Practical skills checklist to track your professional development.

Everything You’ll Learn in the Essential Guide to Breaking Into FP&A

Your free download includes comprehensive coverage of FP&A fundamentals, including:

  1. What FP&A professionals really do.
  2. Core technical skills for FP&A success.
  3. Financial statement fundamentals.
  4. Three-statement modeling and forecasting.
  5. Budgeting and performance analysis.
  6. Business partnership and stakeholder management.
  7. Data storytelling and visualization.
  8. Artificial Intelligence (AI) for finance.
  9. Skills assessment checklist.

Ready to accelerate your path to working in FP&A? CFI’s Financial Planning & Analysis Professional (FPAP™) Certification provides the rigorous training you need to succeed in this high-impact field. Through the FPAP™ Certification, you’ll build advanced financial models, develop accurate forecasts, and deliver analysis that leads to smarter, data-driven decisions and improved operational results. Start your journey today with CFI’s FPAP™ Certification!

Earn Your Certification!

Additional Resources

What is FP&A? 

FP&A Job Description 

FP&A Interview Questions

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