Financial Planning & Analysis Certificate Program

Best for those wanting the Wharton name and network.

Program Name:

Certificate of FP&A by Wharton Online & Wall Street Prep

Program Type:

Professional certificate

Eligibility Requirements:

No formal eligibility requirements exist for enrolling in the Wharton Online FP&A Certificate program.

Duration:

8-Week program, self-paced online learning program. Enrollment happens 3 times a year.

Time Commitment:

60 - 80 Hours, 8-10 hours per week

Cost:

$5,000 or $1,000 a month for 5 months

Use discount code: THEFPAGUY to save $300 on the program.

Certificate Overview:

The Wharton Online FP&A Certificate program is a professional development course designed to enhance your expertise in financial planning and analysis. While not a credentialed certification like the FPAC, this certificate demonstrates knowledge in FP&A principles, tools, and strategies. Delivered entirely online, it combines rigorous academic insights with practical, real-world applications to prepare learners for roles in FP&A.

Program Curriculum:

The Program curriculum includes the following:

  • Introduction to Financial Planning & Analysis (FP&A)

  • The Planning Cycle and Annual Budgeting

  • Forecasting

  • Financial Analysis in FP&A

  • Financial Modeling for Decision Support

  • Finance Business Partnering

  • Reporting, Presenting, and Storytelling

  • Preparing for the future of FP&A

Key Features:

  • Lifetime access to career resources

  • Network of program graduates

  • Weekly office hours & 1:1 coaching

  • In-person and virtual networking events throughout the program

  • Weekly tests and Test at the end of program are open book and must be passed to earn the certificate

Strengths:

  • Wharton is a globally respected institution with a strong reputation in finance education

  • Covers practical, actionable insights for immediate application in the workplace

  • Includes updated content on technology and innovation in FP&A

  • Flexible and accessible for working professionals

  • Cohort enrollment with graduation at the end of the program

Opportunities/Things Remember:

  • More live instruction within the program would improve the overall program

  • Does not provide a credentialed certification like the FPAC

  • Does not require continuing education to maintain the certificate, which could limit its perceived long-term value

  • The program is the most costly of the major programs available today

The FP&A Guy’s Thoughts:

The Certificate of FP&A from Wharton Online is a very strong program. I am fortunate to be an instructor and to be friends with Christian Wattig, the program director. What I like about the program is the practical, hands-on nature of the material. This is an excellent option if you want a holistic program with a great name and network. It is not the most cost-effective option; other programs will cover material similar to that of the Wharton program. I advise that if you are looking for a great name, network, and training program, not a credential, and the cost is not an issue, then you should strongly consider this program.

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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Financial Planning & Analysis Certificate (FPAC) by AFP

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Certified Global FP&A Proessional