Certified Corporate Financial Planning and Analysis Professional "FP&A"


"As the finance sector evolves, so does the work of financial professionals. The FP&A field is situated between fortifying the traditional pillars of finance and adopting innovative techniques and methods that address the growth in digitalization and globalization. The nature of FP&A is to provide forecasts about the future, which requires agile business principles as the core framework. It is just as much an art as a science. The FP&A mindset is unique and prepares FP&A pros to produce dynamic and adaptable solutions. FP&A professionals are specially equipped to mitigate uncertainty and see beyond the numbers; they strive to make the numbers work to determine holistic strategic planning, budgeting, and forecasting that ties into the goals of the business. The FP&A professional developed and was seen to increasingly be the people to bridge the gap between finance and leadership. The field prioritizes interpersonal and organizational communication skill-building to develop leaders who communicate, persuade, and partner with others in and across the organization. The financial planning & analysis profession has experienced rapid growth over the past decade and there is a significant amount of knowledge required to perform at the highest level.


The FP&A credential establishes a set of core competencies for the profession and addresses areas that are not necessarily covered by a traditional degree, such as an MBA. And it’s the only credential that is specific to FP&A – it is forward-looking and assesses technical skills as well as the ability to see the big picture."

Why FP&A?

"A newly certified FP&A professional provides insights to the financial decision making process in an organization through analysis, financial projections (planning, budgeting and forecasting) and reporting. They may work as a member of a team of financial analysts but they are also able to work independently.

They understand the entire decision support process and are able to contribute to and be responsible for individual components of the process. They are able to perform these functions accurately and in an efficient manner and to identify, assess and adapt their processes to changes in the business environment. FP&A professionals understand and abide by professional conduct standards.

FP&A professionals communicate with others in a wide range of positions internal and external to the organization to understand and gather qualitative and quantitative information on factors affecting the financial performance of the organization. They are also able to analyze data and relevant facts, consolidate and convey insight to support decision makers and other stakeholders.

Holders of the FP&A designation will:

Demonstrate the knowledge and skills required to perform competently in today’s complex finance environment
Have passed a rigorous examination and met education and experience requirements
Agree to abide by a professional code of ethical conduct
Be committed to keeping knowledge current by meeting continuing education requirements"


Part I: Financial Acumen
Domain A: Gathering and Interpreting Information
Domain B: Understanding Financial Concepts and Coordinating Work with Other Professionals

Part II: Financial Analysis and Business Support
Domain A: Analysing Information
Domain B: Building Financial Projections
Domain C: Using Technology/Software

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