Certification Course Financial Planning & Analysis MasterClass by CA Abhinav Aggarwal,CA Gaurav Malik

Importance of FP&A in strategic and operational decision-making
Role of FP&A Analyst and organisational fitment
FP&A vs Audit/Accounting roles
Challenges in FP&A

Introduction to Budgeting Concepts and Importance
Top-down vs Bottom-up Budgeting Techniques
Intro to Forecasting and Difference vs Budgeting

Forecasting techniques
Rolling Forecasting
Plan v/s Budget v/s Forecast
Challenges in Budgeting & Forecasting
DCF Intro

Introduction to Management Reporting
Designing actionable reports
Building a Financial Dashboard

Difference between Statutory and Management Reporting
Creation of a comprehensive Reporting Pack/ MIS
Variance Analysis: Budget vs Actuals

Categories and Types of KPIs
KPI report creation steps
Dashboard design and storytelling through data
Use of Excel, Power BI, Tableau for dashboarding

Horizontal Analysis
Vertical Analysis
Variance Analysis
Price Volume Mix (PVM) Analysis
FSLI Analysis
Pareto Analysis
Break-even Analysis
Sensitivity Analysis

Importance of storytelling in finance
Visual communication: Choosing right charts and visuals
Crafting narrative from data analysis
Real-life analogies and boardroom-ready presentations

Introduction to Data Analytics Concepts
Tackling Data Quality Issues - How to handle duplicates, missing values, identifying anomalies, Data imputation
Introduction to Joins
Introduction to RFM (Recency, Frequency, and Monetary) - a technique for Customer Segmentation

Overview of FP&A Tech Stack: Excel, BI Tools, Financial Modelling tools
Tool categories: Spreadsheet, BI, ERP, Scenario, Reporting, Collaboration

Common FP&A Interview Questions and Frameworks
Behavioural and Case-style Responses
Recap of Key Tools, Concepts, and Techniques
Career Planning and Growth in FP&A
Certificate of Completion
Revision Manual and Interview Guidebook

Procurement to Pay process flow
MCQs Based Exam Online - Practical Exam based on Course Module

Meet Your Instructor

CA Abhinav Aggarwal,CA Gaurav Malik

Gaurav Malik - is a Chartered Accountant. He has over 9 years of experience in Financial Planning and Analysis, Data Analytics with organizations like EY, Vedanta Limited, Kotak Mahindra Bank Limited & other global MNCs. He has handled Budgeting, Margin/Profitability Analysis, Financial modelling , Credit Rating , Due Diligence, Internal Management Reporting , External reporting like investor presentation, press release and Annual reports in FP&A.

Abhinav Aggarwal - is a Chartered Accountant. He has over 9 years of experience in Financial Planning and Analysis, Business transformation & Tool Implementation with organizations like Infosys Limited, Sumitomo & other global MNCs. He has handled Finance Transformation Projects, ERP & FPA Tool Implementations, Process Improvement & Business Analytics projects in FP&A.