Financial Planning & Analysis Modeling Program Overview

Best for those wanting a online program focused on modeling from Wall Street Prep.

Program Name:

Financial Planning & Analysis Modeling (CFPAM)

Program Type:

Program Certificate

Eligibility Requirements:

The CFPAM program by Wall Street Prep is open to professionals at all experience levels. While there are no formal prerequisites, it is recommended for individuals with a basic understanding of finance, accounting, and Excel to fully benefit from the program.

Duration:

The program is self-paced and can typically be completed in 2-4 months, depending on the learner’s availability.

Time Commitment:

30+ hours

Cost:

$499

No discount code available

Certificate Overview:

The Financial Planning & Analysis Modeling (CFPAM) program by Wall Street Prep is a comprehensive training program designed to develop modeling skills. Participants will learn to build detailed financial models, create budgets and forecasts, and deliver actionable insights to support strategic decision-making. This program was created prior to the new Certificate of FP&A offered by Wharton Online and Wall Street Prep.

Program Curriculum:

  • An Introduction to FP&A - Week 1

  • Building the Operating Model - The Income Statement - Week 2

  • Building the Operating Model - The Balance Sheet - Week 3

  • Building the Operating Model - The Cash Flow Statement - Week 3

  • Pulling Together the Operating Model - Week 4

  • Project Management, Long-Range Planning & Analysis - Week 5

  • Presentation Best Practices & Building Dashboards - Week 6

  • Appendix: Corporate Finance Principles

Key Features:

  • Earn CPE credits

  • Course samples available

  • Receive a verified certification

Strengths:

  • Offered by Wall Street Prep a strong brand in Financial Modeling training

  • Can be completed a 100% online

  • Earn CPE credits

Opportunities/Things to Remember:

  • Not a wholistic program

  • Wall Street Prep is focused on the new certificate of FP&A

  • Less material than other programs

The FP&A Guy’s Thoughts:

I am sure this is a good program I would not recommend it given the new Wharton program and what I see as better options such as the CFI program courses offered. You will receive more value for the money and they are regularly updating the material.

If you have questions about this program or any of the other programs, feel free to email me at pbarnhurst@thefpandaguy.com

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