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A look inside the FP&A Academy.
Classroom
The FP&A Academy is built on a foundation of a core curriculum that covers everything you need to be successful in FP&A from pre-career through leadership (classes listed below)
Guides & Workshops
Get instant access to our guides The FP&A OS and The Finance Manager Playbook. We also host interactive and on-demand workshops on a variety of topics like navigating your finance career
Discussion
Connect with other FP&A professionals and ask your most pressing questions on our mobile and web app accessible platform
FP&A classes that fit your needs.
Introduction to Financial Reporting
- Learn to prepare and interpret financial reports. - Understand the flow of data from operational results to financial statements. - Recognize the importance of accurate reporting for business decision-making.
⚠️Currently being developed
Excel & Data Literacy Essentials for Finance
- Master core Excel skills (formulas, pivot tables, basic functions). - Learn data visualization basics to transform raw data into actionable insights. - Develop a strong foundation in data interpretation crucial for financial analysis.
⚠️Currently being developed
Foundations of Finance and FP&A
- Understand key financial statements and basic accounting principles. - Learn the role and importance of FP&A within an organization. - Gain exposure to common financial terminology and processes
⚠️Currently being developed
The FP&A Flywheel
- Learn how to structure and build an FP&A model in Excel. - Implement a headcount model, budget model, and revenue model. - Discover how to structure a financial model for efficiency.
✅Available
Process Improvement & Change Management in FP&A
- Explore lean methodologies and continuous improvement practices specific to finance. - Gain strategies for implementing process changes and adopting new technologies. - Learn risk management and mitigation techniques to support business resilience.
⚠️Currently being developed
Business Partnering & Storytelling with Data
- Learn techniques for effective stakeholder engagement and influencing decision-makers. - Develop the art of storytelling with financial data to make complex insights accessible. - Practice tailoring presentations and reports for diverse audiences.
⚠️Currently being developed
Innovative Finance: Leveraging Technology & Analytics
- Examine emerging trends such as machine learning, AI, and advanced analytics in forecasting. - Learn how to implement fintech tools to transform FP&A operations. - Explore strategies for driving digital transformation and continuous innovation within the finance function.
⚠️Currently being developed
Leadership & Business Influence in Finance
- Enhance leadership skills specific to managing finance teams and engaging cross-functional partners. - Learn negotiation, communication, and stakeholder management best practices. - Explore mentorship, team development, and career pathing within the finance function.
⚠️Currently being developed
Strategic FP&A & Business Decision Making
- Understand how FP&A supports overall business strategy and long-term planning. - Learn to align financial insights with corporate objectives to drive strategic decisions. - Develop frameworks for integrating risk management and scenario planning at the executive level.
⚠️Currently being developed
Immerse yourself in FP&A best practices.
Every month, new lessons are released that are recommended or voted on by members. Shape your own career with expert level classroom-style insights for a fraction of the price.
Choose the plan that's right for you
Flexible monthly pricing to fit your needs.
Basic
Access to a growing library in the on-demand classroom
$10 /month
$100 /year
✓ Access to the FP&A Classroom ($300 value)
✓ Access to The FP&A OS ebook ($29 value)
✓ Access to The Finance Manager Playbook ($29 value)
Standard
Access to all content, courses, and discussion forum
$20 /month
$200 /year
✓ Access to the FP&A Classroom ($300 value)
✓ Access to The FP&A OS ebook ($29 value)
✓ Access to The Finance Manager Playbook ($29 value)
✓ Access to the discussion forum
✓ Access to on-demand and live Workshops
✓ Vote on future Workshops
VIP
Access to everything including 1:1 coaching with Brett
$1,000 /month
$10,000 /year
✓ Access to the FP&A Classroom ($300 value)
✓ Access to The FP&A OS ebook ($29 value)
✓ Access to The Finance Manager Playbook ($29 value)
✓ Access to the discussion forum
✓ Access to on-demand and live Workshops
✓ Vote on future Workshops
✓ Monthly 1:1 with Brett ($10,000 value)
✓ Upgrade/downgrade anytime
Already a member?
We’ve helped hundreds of FP&A professionals like you grow their career. Now it's your turn.
Hi, I'm Brett 👋
a Finance Director with over a decade of experience at some of the largest and fastest growing companies in the world.
I started Forecasting Performance and the FP&A Academy as a way to build the education that I wished I had from my undergraduate Finance and Accounting degree.
I'll see you inside!
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