Master FP&A Video + Excel
Explore 6 Course Modules
Discover the core modules from budgeting to valuation and build real world finance skills.
Setting the FP&A Frame
- Strategy and business acumen
- Strategic and operating objectives
- How to Set the KPIs
- How to set a model
Data management
- Chart of accounts
- Raw data import
- Periods and dates settings
Actual reporting
- Functional financial statements
- Building Month-over-Month report
- Building Year to Date report
- Financial statements analysis
- Ratio analysis
Forecasting
- Forecasting model settings
- Historical data and trend analysis
- Forecasting assumptions and drivers
- 3 Statements forecast
Budgeting
- Process and timelines
- Budgeting model structure
- Bottom-up budgeting
- Top-down budgeting
- Gap analysis: bottom-up vs top-down
Managerial Insights
- Comprehensive management report
- Variance analysis
- Power of visualization
- How to build a Dashboard
- Executive summary
- Insight, influence impact
Money back guarantee
What Finance Experts Are Saying
Eddie Sanchez Jr.
Clinical Assistant Professor
I lacked confidence in presenting financial forecasts to senior management. The FP&A course not only improved my technical skills but also taught me how to communicate insights effectively through dynamic dashboards and reports.
Samuel Massinga
Account Assistant
I continue to gain valuable insights from the video lessons. The 3 statements model, in particular, has proven highly beneficial to me. Overall, I find this course extremely useful, and I have no regrets about purchasing it.
Iman Hamdan
Chief Financial Officer
You are very practical in your course. The full course has supported me, especially in Business Valuation and Forecasting. It's amazing. If I have any query in Finance, I will contact you directly for professional advice.
Srecko Cosovic
Head of Financial Consulting and Transfer Pricing
Thrilled with CFM! Clear, concise, and highly adaptable. A must-have for any professional or organization looking to enhance their financial strategies!
Aleksandra Lazović- Lønningen
Co-Founder at Eat Me App
The video tutorials provided invaluable insights, while the meticulously designed Excel tools have empowered me to optimize financial processes.
Andrej Kravcuk
Founder and CEO at Meat your farmer
The content is clear, concise, and practical. I’m now seen as an expert in corporate finance, and it’s been instrumental in advancing my career.
Eddie Sanchez Jr.
Clinical Assistant Professor
I lacked confidence in presenting financial forecasts to senior management. The FP&A course not only improved my technical skills but also taught me how to communicate insights effectively through dynamic dashboards and reports.
Samuel Massinga
Account Assistant
I continue to gain valuable insights from the video lessons. The 3 statements model, in particular, has proven highly beneficial to me. Overall, I find this course extremely useful, and I have no regrets about purchasing it.
Iman Hamdan
Chief Financial Officer
You are very practical in your course. The full course has supported me, especially in Business Valuation and Forecasting. It's amazing. If I have any query in Finance, I will contact you directly for professional advice.
Srecko Cosovic
Head of Financial Consulting and Transfer Pricing
Thrilled with CFM! Clear, concise, and highly adaptable. A must-have for any professional or organization looking to enhance their financial strategies!
Aleksandra Lazović- Lønningen
Co-Founder at Eat Me App
The video tutorials provided invaluable insights, while the meticulously designed Excel tools have empowered me to optimize financial processes.
Andrej Kravcuk
Founder and CEO at Meat your farmer
The content is clear, concise, and practical. I’m now seen as an expert in corporate finance, and it’s been instrumental in advancing my career.
Money back guarantee
Course Format
To access materials, simply log in to our platform where you can watch video lessons and download Excel models and other useful resources.
3.5 hours of step-by-step video lessons
27 Lessons and 6 modules
Excel walkthrough explainers
Bonus: 10 Full Financial Models, 30 FP&A Infographics
Money back guarantee
Skill-Building Bonuses
Stay competitive with latest tools, innovations and AI applications
10+ Pre-Built Financial Models
Access expert financial models tailored for industries like Retail, Healthcare, SaaS, and more.
50+ Handbooks and Infographics
Master finance quickly with guides, Excel tips, and cheat sheets to boost productivity.
Interactive Quizzes & Practice Tests
Sharpen your skills with real case quizzes and prep for interviews with targeted questions.
Money back guarantee
What’s inside: Module by module
Setting the FP&A Frame
You will learn how to:
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How to align financial plans with corporate strategy.
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Understand the difference between strategic and operational objectives.
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Define and measure KPIs that align with business goals.
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Build a financial model that measures key outcomes and impacts business results.
What is Included:
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4 video lessons
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Examples of goals settings for 10+ industries
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Infographics, tutorial and excel sheets
Data Management
You will learn how to:
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Learn how to design and standardize your chart of accounts for better financial reporting
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Master the process of importing and adjusting raw data for accurate reporting
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Set up date ranges and periods to ensure consistency across reports
What is Included:
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3 video lessons
-
Raw data examples with excel functions linked to the final reporting
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CoA and Data excel sheets for reporting purposes
Actual Reporting
You will learn how to:
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Design financial statements that reflect key business functions
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Create comparative reports to assess trends
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Analyze financial statements to uncover trends and opportunities
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Use ratios to evaluate financial health
What is Included:
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6 video lessons
-
Excel sheets with financial statement layouts
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Three statements model in excel with all excel formulas needed for modeling
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Ratio calculator and ration analysis models
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Additional excel sheets and infographics for financial reporting
Forecasting
You will learn how to:
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Learn how to set up a rolling forecast model
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Analyze historical data to identify patterns and trends
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Define key assumptions for accurate forecasting
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Forecast income statements, balance sheets, and cash flow statements
What is Included:
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4 video lessons
-
Forecasting model in excel sheets including setting up of forecasting drivers and assumptions
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Reporting and summary sheet connecting with forecasting figures.
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Extra forecasting sheets & visuals: capex, debt, payroll, etc.
Budgeting
You will learn how to:
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Understand the budgeting process and key timelines
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Build a budgeting model that aligns with financial reporting
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Department input for accurate budgeting
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Set strategic goals and allocate resources
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Reconcile gaps between departmental & top-level budgets
What is Included:
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5 video lessons
-
Top-down budgeting with key drivers & assumptions
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Budgeting gap analysis sheet comparing top-down and bottom-up.
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Dashboards & board reports linked to budget
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Additional budgeting resources, templates, infographics and more
Managerial Insights
You will learn how to:
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Design reports that provide actionable insights for management
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Identify and explain deviations from budget and forecasts
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Use charts and graphs to simplify complex data
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Create dashboards that highlight KPIs
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Prepare concise summaries to leadership
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Turn data into actionable recommendations
What is Included:
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6 video lessons
-
Excel reports: MoM, YTD, TTM, full-year forecast
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Executive summary builder
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Graphs and data visualization for better management decisions
10,000 Students Are Not Wrong!
Eddie Sanchez Jr.
Clinical Assistant Professor
I lacked confidence in presenting financial forecasts to senior management. The FP&A course not only improved my technical skills but also taught me how to communicate insights effectively through dynamic dashboards and reports.
Samuel Massinga
Account Assistant
I continue to gain valuable insights from the video lessons. The 3 statements model, in particular, has proven highly beneficial to me. Overall, I find this course extremely useful, and I have no regrets about purchasing it.
Iman Hamdan
Chief Financial Officer
You are very practical in your course. The full course has supported me, especially in Business Valuation and Forecasting. It's amazing. If I have any query in Finance, I will contact you directly for professional advice.
Srecko Cosovic
Head of Financial Consulting and Transfer Pricing
Thrilled with CFM! Clear, concise, and highly adaptable. A must-have for any professional or organization looking to enhance their financial strategies!
Aleksandra Lazović- Lønningen
Co-Founder at Eat Me App
The video tutorials provided invaluable insights, while the meticulously designed Excel tools have empowered me to optimize financial processes.
Andrej Kravcuk
Founder and CEO at Meat your farmer
The content is clear, concise, and practical. I’m now seen as an expert in corporate finance, and it’s been instrumental in advancing my career.
Eddie Sanchez Jr.
Clinical Assistant Professor
I lacked confidence in presenting financial forecasts to senior management. The FP&A course not only improved my technical skills but also taught me how to communicate insights effectively through dynamic dashboards and reports.
Samuel Massinga
Account Assistant
I continue to gain valuable insights from the video lessons. The 3 statements model, in particular, has proven highly beneficial to me. Overall, I find this course extremely useful, and I have no regrets about purchasing it.
Iman Hamdan
Chief Financial Officer
You are very practical in your course. The full course has supported me, especially in Business Valuation and Forecasting. It's amazing. If I have any query in Finance, I will contact you directly for professional advice.
Srecko Cosovic
Head of Financial Consulting and Transfer Pricing
Thrilled with CFM! Clear, concise, and highly adaptable. A must-have for any professional or organization looking to enhance their financial strategies!
Aleksandra Lazović- Lønningen
Co-Founder at Eat Me App
The video tutorials provided invaluable insights, while the meticulously designed Excel tools have empowered me to optimize financial processes.
Andrej Kravcuk
Founder and CEO at Meat your farmer
The content is clear, concise, and practical. I’m now seen as an expert in corporate finance, and it’s been instrumental in advancing my career.
Money back guarantee
Money Back Guarantee
You have a 14-day money-back guarantee. If you've completed at least 20 lessons (aproximently 20% of any course), you can request a full refund – no questions asked.
Risk-Free Investment
Earn a Certification of Your Achievement
Upon completing platform courses, you’ll receive a Certificate from Corporate Finance Education, showcasing your expertise in the field and giving you a competitive edge in your career.
Meet Your Instructor
#1 corporate finance creator on linkedin since march 2024 by Favikon.
Hi, I am Bojan.
Over the past 20 years, I’ve held various positions: Auditor, Chief Accountant, FP&A, CFO, and Founding partner of a top-tier finance advisory firm. We employ 20 outstanding consultants that provide services for valuations, M&A, FP&A, tax, and external CFOs. We serve 300 corporate clients, many of which are leading multinational companies.
Now, I am on a new mission, leveraging my experience to help finance professionals worldwide make more money by developing skills in corporate finance.
Frequently Asked Questions
When you buy a course, it’s a one-time payment and you get lifetime access to that course only. With membership, you get access to all current courses and unlock 20–40% in savings. With the All Access Pass, you become a member with access to all current courses and enjoy savings of 20–40%. Your membership renews annually, ensuring continuous access to everything you’ve unlocked, plus all new lessons and content added throughout the year.
Once you purchase a course or get a membership, you’ll have lifetime access to the purchased materials.
Yes! Upon completing the FP&A Operating System course, you will receive an official Certificate of Corporate Finance Education to showcase your skills.
To gain access, simply click on the either “Access”, “Join” or “Subscribe” buttons above and you can begin your learning journey right away.
To cancel your membership, simply use the cancellation link provided in the subscription-related emails you received. Once you cancel, billing stops immediately and no further charges will be made.
Yes, you can buy each course individually for a one-time payment
Your investment is 100% risk free. We offer a 14-day money-back guarantee as long as you’ve completed at least 15 lessons from the courses (which is approximately 20% of total learning). No other questions asked.
Absolutely—download, modify, and use them in your work immediately.
You can pay by credit card or bank transfer if you buy more licenses as a company.
This course includes approximately 6 hours of video lessons, organized into 5 comprehensive modules and 35 individual lessons. Alongside the videos, you’ll get over 50 fully editable Excel modeling sheets with all formulas built-in, plus more than 350 pages of detailed PDF guidelines. Additionally, you will receive 30+ bonus materials designed to provide practical, actionable insights to enhance your learning experience.
Per my estimation you take a 2 hours a day, it will take 6-8 weeks to fully practice my course and all models. After that, you can immediately apply the models and knowledge in real situations and transactions, so your results cannot be missing.
No, the course is designed to be self-guided and self-paced. We are unable to provide 1:1 support via email or calls due to the scale of our student group which counts more than 2000 practitioners. I separately offer live coaching sessions if you join my community