8-Week Online Course
May 13 - Jul 07, 2024
In collaboration with 
Duration
8 Weeks
8 hr/week
Format
Online
Tuition
$5,000 USD
or $1,000/month
Enroll Now
Get the Brochure
View the full program syllabus as well as details on faculty, guest speakers and key learner benefits.
Get the brochure
View the full program syllabus as well as details on faculty, guest speakers and key learner benefits.
Program overview
Elevate your finance career with Wharton's globally recognized FP&A Certificate Program
Program Overview | Financial Planning & Analysis (FP&A) Certificate Program
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Career-focused Financial Planning & Analysis (FP&A) training
Master the art of forecasting, analysis, business partnering, and financial storytelling, combining technical and interpersonal skills with real-world applications as practiced in top corporations.
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Learn from top faculty and industry leaders
Benefit from the wealth of knowledge shared by distinguished faculty from the Wharton School, experienced FP&A professionals and senior executives from renowned global companies.
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Gain a globally recognized certificate
Upon successful conclusion of the 8-week program, participants will be awarded a digital certificate from Wharton Online, along with lifetime access to career resources and a network of program graduates.
Learn More
Financial Planning & Analysis (FP&A) Certificate Program
A unique collaboration with Wall Street Prep
This career-focused program combines the institutional knowledge from the world’s leading business school with the practical skills approach of FP&A’s leading training provider and instructors with decades of FP&A experience in diverse industries.
Wall Street Prep FP&A Clients Include:
"This program was great for gaining complete knowledge of all key areas of FP&A. It goes through not just the planning and analytical side but also makes you think about the soft skills needed to approach your role. It has made me feel more confident and, at the same time, prompted me to think differently and do more in my current role."
"Wall Street Prep’s FP&A program was engaging, relevant, built for our team members, and informative. We found it easy to work with WSP to design a curriculum that worked for our Finance team and are interested in exploring new ways of working with them in the future."
"The program has everything from the structured frameworks on FP&A to experiential advice. Regardless of your skill level, whether you just landed your first-time role in FP&A or you've been in the industry for decades, you will walk away having expanded your skill sets and better prepared yourself for your current and future finance roles."
"Thank you for facilitating a great training program! The content, Q&A sessions, self-study component, and individual learning lessons were all excellent and exactly what we were looking for. This was a very successful training for our team."
Applicant profile
The Wharton & Wall Street Prep Financial Planning & Analysis (FP&A) Certificate Program is designed for both finance and non-finance professionals in their early to mid-career seeking to level up their FP&A skills.
FP&A Analysts & Managers
Early to mid career FP&A professionals looking to advance in their careers and learn industry best practices.
Finance Professionals
Corporate finance professionals, investment bankers, and corporate treasurers seeking to broaden their skill set.
Accountants
Controllers, accountants, auditors, and tax professionals aiming to transition into FP&A roles.
Consultants
Fractional CFOs, and strategy and technology consultants aiming to provide more comprehensive advice to their clients.
Business Leaders
Entrepreneurs, C-level executives, and department heads who need to understand financial planning to better manage their business finances.
Non-Finance Professionals
Operations managers and human resources professionals who want to improve budgeting and strategic workforce planning.
Career Switchers
Early to mid-career professionals seeking to transition into an FP&A role.
Students
Undergrad and graduate business, finance, and accounting students applying for FP&A internships and full-time roles.
FP&A Analysts & Managers
Early to mid career FP&A professionals looking to advance in their careers and learn industry best practices.
Finance Professionals
Corporate finance professionals, investment bankers, and corporate treasurers seeking to broaden their skill set.
Accountants
Controllers, accountants, auditors, and tax professionals aiming to transition into FP&A roles.
Consultants
Fractional CFOs, and strategy and technology consultants aiming to provide more comprehensive advice to their clients.
Business Leaders
Entrepreneurs, C-level executives, and department heads who need to understand financial planning to better manage their business finances.
Non-Finance Professionals
Operations managers and human resources professionals who want to improve budgeting and strategic workforce planning.
Career Switchers
Early to mid-career professionals seeking to transition into an FP&A role.
Students
Undergrad and graduate business, finance, and accounting students applying for FP&A internships and full-time roles.
Applicant Career Levels
Professional Backgrounds
Top Roles Applicants Hold
| Role | Average Salary (US) | # of Professionals Globally |
|---|---|---|
| Financial Analyst | $60k - $85k | 500,000+ |
| FP&A Manager | $100k - $130k | 50,000+ |
| Senior Financial Analyst | $75k - $95k | 200,000+ |
| Budget Analyst | $55k - $75k | 50,000+ |
| Corporate Finance Manager | $90k - $120k | 40,000+ |
| Strategic Planning Analyst | $70k - $90k | 30,000+ |
| Finance Director | $120k - $160k | 30,000+ |
| Business Finance Consultant | $80k - $110k | 60,000+ |
| Chief Financial Officer (CFO) | $150k - $300k+ | 20,000+ |
| Treasury Analyst | $60k - $80k | 40,000+ |
Countries Represented
Get the Brochure
Next Session: Wednesday, May. 8, 4pm (ET)Attend a program
information session
Get our schedule of upcoming live virtual info sessions:
Attend an information session
Next Session: Wednesday, May. 8, 4pm (ET)
How you'll learn
The Wharton & Wall Street Prep Financial Planning & Analysis (FP&A) Certificate Program is an immersive learning experience made up of self-paced video lecture, real-world exercises, industry case studies and full faculty support
8-Week Program Focusing
on Financial Planning & Analysis
Gain the skillset of an experienced FP&A professional in eight weeks.
8-10 Hour Weekly
Time Commitment
A comprehensive certificate program designed to fit into your busy schedule.
Self-paced Online
Learning Experience
Complete the program on our online learning platform at your own pace.
The Same FP&A Training
Used by Top Corporations
Access the same lessons and methods taught inside the world’s leading FP&A teams.
Learn Directly from CFOs and FP&A Professionals
Learn from finance leaders across the corporate spectrum - from global enterprise to PE-backed private companies.
In-Person & Virtual
Networking Events
Attend exclusive networking events throughout the program and build out your professional network.
Learn By Doing With
Real Case Studies
Create forecasts, manage budgets, and support decisions through financial analysis, and tell the financial story of the business as you would on the job.
Weekly Office Hours
& 1:1 Coaching
Program faculty is there for you every step of the way.
FP&A Certification
Issued from Wharton Online
Upon completion of the program, you will receive a Certificate of Completion from Wharton Online.
Earn a certificate from Wharton Online upon successful completion
Upon successful completion of the program, your Wharton Online-issued certificate will be emailed to you in a digital format you can use to demonstrate your achievement on your LinkedIn profile and resume.
“There’s a huge drive to recruit and develop top FP&A talent. That’s why this program was created. You learn foundational skills from Wharton Online’s world-class faculty, relevant analytical and modeling skills from Wall Street Prep, and you’ll hear directly from CFOs of industry-leading companies.” — Christopher Ittner, PhD, Professor of Accounting, The Wharton School
Program curriculum
Over the course of eight weeks, you will learn forecasting, analysis, business partnering, and financial storytelling in a curriculum that combines technical and interpersonal skills with real-world applications practiced at top corporations. This self-paced online program culminates in a closing ceremony and the receipt of a certificate from Wharton Online.
Module 1
Introduction to Financial Planning & Analysis (FP&A)
This module introduces the FP&A profession and its role in businesses of various sizes across different industries. We then examine common FP&A work products, evaluate current and emerging tools of the trade, and introduce a key skill set for FP&A professionals: strategic cost accounting.
- Examination of forecasts, budgets, variance analyses, scorecards, dashboards, and management decks.
- Understanding FP&A’s tools of the trade, including Excel, data analysis, visualization software, and emerging AI technologies
- Introduction to Strategic Cost Accounting in the context of FP&A
View Full Details
Module 2
The Planning Cycle and Annual Budgeting
We review best practices for long-range planning and effectively managing the five phases of the annual budgeting process. The module covers how to get more out of your planning process by collaborating closely with the cross-functional team.
- In-depth review of the planning process, including long-range planning and annual budgeting
- Best practices for top-down and bottom-up planning jointly with the cross-functional team
- How to best manage the planning process with Excel
View Full Details
Module 3
Forecasting
You will learn the forecasting techniques that are used today by major firms, including time series analysis, driver-based planning, sales pipeline forecasting, zero-based budgeting, and scenario planning methods. We cover methods for accurately projecting sales, expenses, cash flow, headcount, and capex.
- Step-by-step forecasting technique reviews, including hands-on practice
- Using scenario planning to identify risks and opportunities and develop mitigation plans
- Improving forecast accuracy by identifying and addressing forecast bias
View Full Details
Module 4
Financial Analysis in FP&A
The module covers the financial analysis process end-to-end, from data cleaning over evaluating data quality to identifying cost-saving opportunities, variance analysis commentary, and using operational metrics to spot trends early.
- Best practices for data preparation and quality
- Learn how to identify cost savings, risks, and opportunities
- Create variance analysis commentary that uncovers actionable insights
View Full Details
Module 5
Financial Modeling for Decision Support
We cover how to create financial models from scratch in Excel using commonly accepted modeling standards. The module covers the financial model types top finance teams use to make go / no-go decisions about major investments, such as Payback, Return on Investment, Life Time Value (LTV), and Discounted Cash Flow models.
- Excel modeling standards and best practices
- Financial Statement and DCF modeling
- Break-even analysis and getting to answers without modeling
View Full Details
Module 6
Finance Business Partnering
You will learn how to build strong professional relationships and influence, preparing you to become a strategic advisor to the business. We cover developing business acumen and using it to raise accountability, challenge assumptions, and create visibility of business performance while protecting the relationship.
- Developing a broad understanding of the business
- Building trust and holding people accountable while maintaining relationships
- Influencing skills and challenging assumptions with data
View Full Details
Module 7
Reporting, Presenting, and Storytelling
The module teaches how to effectively communicate financial information, be it in written form or when presenting live. It provides a deep dive into best practices for the performance management calendar, including flash reports, management reporting decks, visualizations, and telling a complete story of the business.
- Structuring management reporting decks that move the needle
- Matching visualizations to the story behind the numbers
- Impacting strategic decisions through effective financial presentations
View Full Details
Module 8
Preparing for the future of FP&A
The final module of the program covers best practices for using emerging technologies, including generative AI and machine learning. In addition, we cover the FP&A recruiting process from common interview questions and answers to typical case studies.
- How AI is changing the FP&A function
- Introduction to generative AI in finance and machine learning
- FP&A interview preparation
View Full Details
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Faculty & speakers
Program Directors
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Christopher Ittner
Professor of Accounting, Accounting Department Chair, Wharton School
View Bio
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Christian Wattig
FP&A Program Director,
Wall Street Prep (ex Unilever, P&G, Squarespace)View Bio
Keynote Speakers
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Glenn Hopper
Chief Financial Officer,
Eventus Advisory GroupView Bio
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Neil Hoyne
Chief Measurement Strategist, Google
View Bio
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Jessica T. Graziano
Senior Vice President, Chief Financial Officer, U.S. Steel
View Bio
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Josette Leslie
Chief Financial Officer,
Affinity.coView Bio
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Debbie Sebastian
Chief Financial Officer,
Eagle Family Foods GroupView Bio
All Faculty & Speakers
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Jack Alexander
Principal, Jack Alexander
& Associates LLCView Bio
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Paul Barnhurst
Founder, The FP&A Guy
View Bio
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Nicolas Boucher
Founder, AI Finance Club
View Bio
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Alan Brooke
Senior Instructor, Wall Street Prep
View Bio
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Jim Chen
Senior Instructor, Wall Street Prep
View Bio
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Bill Coda
Senior Instructor, Wall Street Prep
View Bio
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Chad Eatinger
Senior Instructor, Wall Street Prep
View Bio
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Aviad Haimi-Cohen
Senior Instructor, Wall Street Prep
View Bio
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Frank Garafalo
Chief Financial Officer, Eden Capital
View Bio
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Jessica T. Graziano
Senior Vice President, Chief Financial Officer of U.S. Steel
View Bio
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Glenn Hopper
Chief Financial Officer, Eventus Advisory Group
View Bio
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Neil Hoyne
Chief Measurement Strategist, Google
View Bio
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Guy Hutchinson
Co-founder, Startup Chief Financial Officer
View Bio
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Christopher Ittner
Professor of Accounting, Accounting Department Chair, Wharton School
View Bio
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Diana Kawarsky
Senior Instructor, Wall Street Prep
View Bio
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Josette Leslie
Chief Financial Officer, Affinity.co
View Bio
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Anders Liu-Lindberg
Co-founder, Business Partnering Institute
View Bio
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Marcela Martin
President of BuzzFeed
View Bio
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Jason McClain
Senior Instructor, Wall Street Prep
View Bio
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Ron Monteiro, CPA, CMA
FP&A Consultant & Trainer
View Bio
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Mark Potter
Senior Instructor, Wall Street Prep
View Bio
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Christopher Reilly
M&A and FP&A Consultant
View Bio
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Debbie Sebastian
Chief Financial Officer at Eagle Family Foods Group
View Bio
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Saloni Varma
Chief Financial Officer, Thorne
View Bio
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Christian Wattig
FP&A Program Director,
Wall Street PrepView Bio
Tuition & payment options
Tuition
$5,000
OR
$1,000/month
Pay 5 monthly installments of $1,000.
Enroll Now
Tuition Assistance
$550 off
Apply to get $550 off your tuition fee
Apply Today
Networking & Program Benefits
Join a Global Network
Join a Global Network
Enrollees access a large and highly engaged global network of peers who are committed to give us much as they get and to support one another. Connections built throughout the program are strengthen via in person and virtual meetups, discussion groups and networking events.
Invitation-Only Wharton/Wall Street Prep Group on LinkedIn
Upon completion of the program, graduates receive an invitation to join the Wharton Online / Wall Street Prep Financial Planning & Analysis (FP&A) Certificate Program Alumni Group on LinkedIn. Through this group, graduates can directly connect with the entire graduate network, seek advice and access graduate-only online events and resources.
Local Connection for
a Global Certificate
Program participants come from over 40 countries, so while the program is global, connection is often created locally. Graduates gain access to their Local Alumni Slack Channel, designed to facilitate local connection for a global certificate.
Cross-Program Networking Events
Enrolling in a Wharton Online & Wall Street Prep Certificate Program is a unique opportunity to expand your professional network beyond your specific industry. Enrollees attend cross-program events attended by other Certificate Program learners and graduates in investment banking, private equity, hedge funds, asset management, venture capital, real estate and other career tracks.
For Employers: Level up your professional development
Small Companies
- Learn to communicate financial insights compellingly to attract investors and secure funding.
- Master efficient methods to analyze financial health and identify growth opportunities with limited resources.
- Gain forecasting skills vital for cash flow management and strategic decision-making.
Mid-Sized Companies
- Align your team's reporting with expansion goals and conveying complex data to stakeholders with clarity.
- Improve skills in identifying, assessing, and mitigating financial risks.
- Dive deeper into financial metrics to drive profitability and manage the increased complexity of your business operations.
Large Enterprises
- Develop your team's influencing skills, enabling them to impact company-wide strategic decisions.
- Integrate global trends and complex variables into long-term planning and risk management.
- Enhance cross-functional collaboration to align business units with firm-wide goals.
Speak With Us About Enrolling Your Team
Earn 65 CPE Credits with the Financial Planning & Analysis (FP&A) Certificate Program
Wall Street Prep and Wharton Online are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Ready to get started?
1
Get the brochure
To learn more about the course, provide your contact information in the form above. We will then send you our course brochure, where you can find additional details on the course modules, guest speakers and more.
Get the brochure
2
Speak with an enrollment advisor
Still have questions about the program? Use the link below to book a call with an enrollment advisor who will help answer any questions you have about the certificate program.
Book a Consultation
3
Enroll to secure your spot in the program
Enrollment in the Wharton & Wall Street Prep Financial Planning & Analysis (FP&A) Certificate Program is on a first-come basis. Ready to enroll and secure your spot in the upcoming cohort? Click the link below.
Secure Your Spot
FAQs
How often are programs offered?
Programs will be offered three times each year. Cohorts will begin in January, May, and September.
How much time will it take to complete this certificate?
The course is designed to run for eight weeks, with a recommended workload of 8-10 hours of lectures, live sessions, and assignments per week.
What languages will the program be offered in?
This program is offered in English only.
How do I register for this program?
You can register for the program at any time through our Enrollment Form.
How much does the program cost?
Program tuition is $5,000. Tuition can be paid in full or in 5 monthly payments.
Do you offer tuition assistance?
Tuition assistance will be available for every cohort. Use our Tuition Assistance form to apply.
What is the program refund policy?
This program is non-refundable.
Who can I contact for additional questions?
If you have any additional questions, please reach out to our enrollment team at enrollment@wharton.wallstreetprep.com.
Starts
May 13
Duration
8 Weeks
Tuition
$5,000 or $1,000/mo
Get the Brochure Enroll
Get the Brochure
View the full program syllabus as well as details on faculty, guest speakers and key learner benefits.
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