Financial Planning & Analysis — Learning Path Steps
- Step 1: Understand the Basics of Financial Planning and Analysis (FP&A)
- Financial Planning and Analysis (FP&A)
- Budgeting and Forecasting
- Financial Modeling
- Variance Analysis
- Step 2: Develop Proficiency in Financial Analysis
- Financial Statements (Income Statement, Balance Sheet, Cash Flow Statement)
- Key Financial Ratios
- Profitability Analysis
- Liquidity Analysis
- Solvency Analysis
- Step 3: Learn Advanced Financial Modeling Techniques
- Scenario Analysis
- Sensitivity Analysis
- Monte Carlo Simulation
- Capital Budgeting
- Valuation Techniques
- Step 4: Master Data Analysis and Visualization
- Data Analysis Techniques
- Data Visualization Tools (Excel, Tableau, Power BI)
- Dashboard Creation
- Data Interpretation
- Step 5: Understand Financial Planning and Forecasting
- Budgeting Process
- Forecasting Methods
- Rolling Forecasts
- Budget Variance Analysis
- Step 6: Develop Business Acumen
- Industry Analysis
- Competitor Analysis
- Market Trends
- Strategic Planning
- Step 7: Enhance Communication and Presentation Skills
- Effective Communication
- Presentation Skills
- Data Storytelling
- Executive Reporting