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FP&A - Financial Planning & Analysis
Thames College

Updated 2026 | 30 in 1 CPD Accredited Bundle with 5 eBooks | 30 Free Certificates Included | Instant Access

Summary

Price
£150 inc VAT
Or £50.00/mo. for 3 months...
Study method
Online
Duration
120 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
300 CPD hours / points
Certificates
  • CPD Accredited PDF Certificate - Free
  • CPD Accredited Hardcopy Certificate - £15.99
Additional info
  • Tutor is available to students

3 students purchased this course

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Overview

Financial Planning & Analysis (FP&A) is a core function within finance that supports business decision-making by forecasting financial performance, evaluating risks, managing budgets, and producing meaningful financial insights.

This course brings together the strategic and analytical aspects of corporate finance, enabling learners to identify trends, plan future activities, and contribute to the long-term success of a company. Whether it’s through budgeting, financial modelling, or data reporting, FP&A professionals play a key role in maintaining financial health and supporting executive-level planning.

Courses we are offering:

  • Course 01: Financial Analysis
  • Course 02: Financial Statement Analysis
  • Course 03: Financial Reporting
  • Course 04: Financial Modelling
  • Course 05: Financial Modelling Using Excel
  • Course 06: Budget & Forecast
  • Course 07: Finance and Budgeting Course
  • Course 08: Managerial Accounting Masterclass
  • Course 09: Management Accounting Tools
  • Course 10: Corporate Finance
  • Course 11: Corporate Finance Principles
  • Course 12: Corporate Finance: Working Capital Management
  • Course 13: Effective Budgeting and Cost Control
  • Course 14: Capital Budgeting & Investment Decision Rules
  • Course 15: Advanced Tax Accounting
  • Course 16: Tax Accounting
  • Course 17: Excel for Bookkeeping
  • Course 18: Data Analysis and Forecasting in Excel
  • Course 19: Excel Data Tools and Data Management
  • Course 20: Microsoft Excel for Cash Flow Management
  • Course 21: Accounts Clerk and MS Excel Course
  • Course 22: Microsoft Excel Training: Depreciation Accounting
  • Course 23: Microsoft Excel
  • Course 24: Microsoft Power BI Training
  • Course 25: SQL Training
  • Course 26: Finance Assistant Level 1 & 2
  • Course 27: Introduction to Accounting
  • Course 28: Financial Advisory
  • Course 29: Accounting: Accountancy Training for Accountant
  • Course 30: Financial Investigator: Financial Crimes

Certificates

CPD

300 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This course is structured to provide a wide range of applied financial knowledge and techniques essential for FP&A roles. Starting with the basics through the Introduction to Accounting, learners will gradually progress into advanced areas like Financial Modelling Using Excel, Capital Budgeting & Investment Decision Rules, and Advanced Tax Accounting. Modules like Corporate Finance Principles and Management Accounting Tools cover decision-making at the strategic level, while Excel-based courses such as Microsoft Excel Training: Depreciation Accounting and Excel Data Tools and Data Management enhance technical skills for data manipulation and presentation.

Key themes throughout the course include evaluating financial performance, preparing forecasts, creating financial dashboards, and advising on investment options. The inclusion of Financial Reporting, Effective Budgeting and Cost Control, and Data Analysis and Forecasting in Excel ensures learners are fully prepared to deliver clear and actionable insights to stakeholders. The course also trains students to handle real-world finance-related problems through the use of modern tools like Power BI and SQL.

By completing this course, learners will develop the competence to assist with strategic decisions, identify cost-saving opportunities, and manage financial risks, making them valuable to both public and private sector organisations.

Learning Outcomes

By the end of this course, learners will be able to:

  • Prepare accurate and meaningful financial forecasts using various data tools.
  • Analyse company performance using financial statement analysis and ratio evaluation.
  • Build advanced Excel models to support budgeting, investment, and planning decisions.
  • Interpret key financial metrics to inform business strategy.
  • Manage working capital and understand its impact on liquidity and operations.
  • Develop and monitor corporate budgets using cost control principles.
  • Generate data visualisations and reports with Power BI and SQL.
  • Assist in tax accounting and compliance-related tasks with accuracy.

Who is this course for?

This course is designed for:

  • Aspiring FP&A professionals
  • Finance assistants or analysts looking to progress
  • Accountants wanting to move into planning and budgeting roles
  • Business graduates seeking entry into corporate finance
  • Professionals in operations or project roles who handle budgets or forecasts
  • Entrepreneurs and business owners managing internal finances

Requirements

No previous experience or qualifications are required to enroll in our course. This course is designed for anyone eager to learn, whether you're an experienced professional or just starting out.

Join us and take the first step on this exciting path!

Career path

  • Financial Planning Analyst – £35,000 to £55,000
  • Budget Analyst – £30,000 to £50,000
  • Financial Analyst – £33,000 to £60,000
  • Management Accountant – £38,000 to £60,000
  • Corporate Finance Officer – £45,000 to £75,000
  • Finance Business Partner – £50,000 to £80,000
  • Financial Modeller – £40,000 to £70,000

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FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2026. All rights reserved.