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The current economic climate makes the role of corporate financial professionals more critical than ever. But solid financial modeling and forecasting know-how is just one part of the FP&A professional's toolkit. Cross-functional understanding of accounting, finance, corporate strategy and industry trends/dynamics are also needed for success in the profession.

FIU Executive Education’s Corporate Financial Planning & Analysis (FP&A) program goes beyond technical issues to provide you with best practices. It enhances leadership skills, executive presence and the ability to effectively “tell the story.” Learn the latest technology and best practices for analyzing trends, building forecasts and creating financial models. Strengthen critical FP&A skills in areas including financial projections (planning, short-term cash flow analysis and forecasting), internal controls and financial reporting.

Who Will Benefit

  • CFOs and their staff
  • Business finance and accounting managers
  • Accounting, treasury and financial analysts
  • Business controllers
  • Accounting professionals
  • Chief accounting officers
  • Finance business partners
  • Finance consultants

Learning Objectives

  • Understand, identify and accurately gather qualitative and quantitative information on factors affecting corporate financial performance
  • Understand the entire decision support process, contribute to and be responsible for individual components of the process
  • Identify, assess and adapt processes to changes in the business environment
  • Advance your Excel skills to gain the proficiency required to organize data from disparate sources
  • Elevate your leadership and presentation skills to communicate effectively when reporting to the CFO and CEO and other internal and external stakeholders

Your program fee includes:

  • Digital Access to FIU Educational Materials
  • Digital Access to FIU Instructional Resources
  • Florida International University Certificate of Completion

General Information/Custom Programs: FIU Business Executive Education can create custom training programs specific to the needs of your organization. Please connect with us by submitting the inquiry form below or contact us 305.348.4217 or fiuExecEd@fiu.edu.


 

Financial Planning & Analysis Professional

  • About the FPAC Credential Exam

    The Association for Financial Professionals (AFP) administers the FP&A exam and the FPAC credential. This program focuses on teaching good financial planning and analysis skills and the lessons can assist in preparing one for the FPAC exam. However, participation in this program does not depend on whether participants want to take AFP’s FP&A exam.

    For more information about the FPAC credential, please visit AFP’s exam overview.

    Details about Exam Eligibility

    Association for Financial Professionals

Strengthen critical FP&A skills

Goes beyond technical issues with best practices.

Register Now

Request More Information

Use this form to request more information about the executive education training we provide and to let us know about your unique needs. A team member will respond shortly.

Schedule & Registration

Sept. 17 to Dec. 3, 2024
Virtual, Live via Zoom / Instructor-Led

Register Now

SessionDayTimeTopics

1

Tuesday

6 p.m. - 9 p.m.

Finance Principles and Processes
Strategy
Now More Than Ever: The Value of FP&A

2

Tuesday

6 p.m. - 8:30 p.m.

Financial Accounting and Reporting
Ratio Analysis
Speed to Insight at the Speed of Thought

3

Tuesday

6 p.m. - 8:30 p.m.

Managerial and Cost Accounting
Macroenvironment/Microeconomics
RPA and FP&A: Where is the Value

4

Tuesday

6 p.m. - 8:30 p.m.

Using Worksheets and Worksheet Functions
Working with Data
Climbing the FP&A Maturity Curve

5

Tuesday

6 p.m. - 8:30 p.m.

Information and FP&A
Organization/Industry
FP&A for Today and Tomorrow

6

Tuesday

6 p.m. - 8:30 p.m.

Managing FP&A Projects
Sales Volume and Revenue Projections
The Right KPIs

7

Tuesday

6 p.m. - 8:30 p.m.

Financial Statement Projections
Valuing Projections, Customers, Deals and Products
Solid Outlined Hatched

8

Tuesday

6 p.m. - 8:30 p.m.

Risk Analysis
Analyzing Information and Giving Feedback
Top Down or Bottom Up - Budgeting and Planning to Supercharge your Business

9

Tuesday

6 p.m. - 8:30 p.m.

Specifying Outputs and Getting Inputs
Improving the Quality of Information

10

Tuesday

6 p.m. - 8:30 p.m.

Refining Data, Risks, Opportunities and Plans
Building and Refining Models

11

Tuesday

6 p.m. - 8:30 p.m.

Using Models, Sensitivities and Scenarios
Making Conclusions and Recommendations
Effective Communications

Topics

  • Gathering and Interpreting Information
  • Understanding Financial Concepts and Communicating/Coordinating Work with Other Professionals
  • Analyzing Information
  • Building Financial Projections
  • Using Technology/Software

Financial Assistance & Discounts

FIU Executive Education programs are designed to enhance your management skills and boost your career success. Because our certificate programs are non-credit and do not lead to a degree, they do not qualify for traditional student financial aid. However, financial assistance is available in a variety of methods:

  • Private student loans are available for our programs through SallieMae. We strongly recommend participants submit their loan application at least eight (8) weeks prior to the start of the program to ensure completion of the loan. 

    To apply for a SallieMae loan, please follow the steps below:

    • Notify us via email at fiuexeced@fiu.edu – Please provide your full name, telephone number and the course you wish to take.
    • Visit SallieMae SMART Option Loan to finalize your loan application process:
      • From the home page, choose “Career training student loan”
      • Under “Degree/certificate of study” choose “Certificate”
      • Under “Major/specialty” choose “Continuing Education”
    • Apply for the loan to match the exact program fee.
    • Once your loan is approved and certified, we will notify you with next steps.
    • We periodically offer special discounts via the FIU Executive Education newsletter. To sign up please register here
    • FIU Alumni, Students and Staff: 10% discount available:
      • Please email us at fiuexeced@fiu.edu prior to registering for your program, to obtain your discount code.
      • Please be sure to use your  @fiu.edu email address when registering. 
    • Group Discount for Organizations: 15% discount is available to companies and organizations registering a minimum of three (3) employees. Please contact us via email at fiuexeced@fiu.edu so we may guide you through the registration process.

  • Employer Education Benefits: Ask your employer if it provides education benefits to employees. In many cases and under certain conditions, employers may offer up to $5,250 in tuition/fee assistance to employees tax-free. For more information and latest updates, visit or ask your employer to visit this IRS web site.

    Training Grants for Employers: Employers may qualify for employee training grants from the state of Florida. These grants are used to help employers pay the cost of training and re-skilling employees. For more information, visit CareerSource Florida.

  • Check this section regularly for updates on scholarships and grants available to FIU Executive Education learners.

    PEO Program for Continuing Education: Grant of up to $3,000 to women whose education was interrupted and who now seek a degree or certificate that leads to employment.

  • For general information regarding Financial Aid (FAFSA) or the Veterans GI Bill, please contact FIU Financial Aid at onestop.fiu.edu or Veterans Affairs at veterans@fiu.edu.

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All Programs for Individuals

FIU Executive Education programs for individuals are delivered virtually by an instructor on evenings and weekends. The short programs, in such areas as human resources, project management, Lean Six Sigma, finance and more, can also be taken fully online at your own pace.

Explore our programs for individuals