The current economic climate makes the role of corporate financial professionals more critical than ever. But solid financial modeling and forecasting know-how is just one part of the FP&A professional's toolkit. Cross-functional understanding of accounting, finance, corporate strategy and industry trends/dynamics are also needed for success in the profession.
FIU Executive Education’s Corporate Financial Planning & Analysis (FP&A) program goes beyond technical issues to provide you with best practices. It enhances leadership skills, executive presence and the ability to effectively “tell the story.” Learn the latest technology and best practices for analyzing trends, building forecasts and creating financial models. Strengthen critical FP&A skills in areas including financial projections (planning, short-term cash flow analysis and forecasting), internal controls and financial reporting.
Who Will Benefit
- CFOs and their staff
- Business finance and accounting managers
- Accounting, treasury and financial analysts
- Business controllers
- Accounting professionals
- Chief accounting officers
- Finance business partners
- Finance consultants
Free Program Retake Guarantee
We're committed to helping you succeed. Pass the FPAC® exam the first time—or retake this course at no additional cost. See our FAQ page for policy details.
Learning Outcomes
- Understand, identify and accurately gather qualitative and quantitative information on factors affecting corporate financial performance
- Understand the entire decision support process, contribute to and be responsible for individual components of the process
- Identify, assess and adapt processes to changes in the business environment
- Advance your Excel skills to gain the proficiency required to organize data from disparate sources
- Elevate your leadership and presentation skills to communicate effectively when reporting to the CFO and CEO and other internal and external stakeholders
Your program fee includes:
- Digital Access to FIU Educational Materials
- Digital Access to FIU Instructional Resources
- Florida International University Certificate of Completion
General Information/Custom Programs: FIU Business Executive Education can create custom training programs specific to the needs of your organization. Please connect with us by submitting the inquiry form below or contact us 305.348.4217 or fiuExecEd@fiu.edu.
- About the FPAC Credential Exam
The Association for Financial Professionals (AFP) administers the FP&A exam and the FPAC credential. This program focuses on teaching good financial planning and analysis skills and the lessons can assist in preparing one for the FPAC exam. However, participation in this program does not depend on whether participants want to take AFP’s FP&A exam.
For more information about the FPAC credential, please visit AFP’s exam overview.
Details about Exam Eligibility
Request More Information
Use this form to request more information about the executive education training we provide and to let us know about your unique needs. A team member will respond shortly.
Schedule and Registration
Sept. 14 to Nov. 30, 2027
Virtual, Live via Zoom / Instructor-Led
All session times are Eastern Time (ET).
Register Now
| Session | Day | Time | Topics |
|---|---|---|---|
| 1 | Tuesday | 6–9 p.m. | Finance Principles and Processes Strategy Now More Than Ever: The Value of FP&A |
| 2 | Tuesday | 6–8:30 p.m. | Financial Accounting and Reporting Ratio Analysis Speed to Insight at the Speed of Thought |
| 3 | Tuesday | 6–8:30 p.m. | Managerial and Cost Accounting Macroenvironment/Microeconomics RPA and FP&A: Where is the Value |
| 4 | Tuesday | 6–8:30 p.m. | Using Worksheets and Worksheet Functions Working with Data Climbing the FP&A Maturity Curve |
| 5 | Tuesday | 6–8:30 p.m. | Information and FP&A Organization/Industry FP&A for Today and Tomorrow |
| 6 | Tuesday | 6–8:30 p.m. | Managing FP&A Projects Sales Volume and Revenue Projections The Right KPIs |
| 7 | Tuesday | 6–8:30 p.m. | Financial Statement Projections Valuing Projections, Customers, Deals and Products Solid Outlined Hatched |
| 8 | Tuesday | 6–8:30 p.m. | Risk Analysis Analyzing Information and Giving Feedback Top Down or Bottom Up - Budgeting and Planning to Supercharge your Business |
| 9 | Tuesday | 6–8:30 p.m. | Specifying Outputs and Getting Inputs Improving the Quality of Information |
| 10 | Tuesday | 6–8:30 p.m. | Refining Data, Risks, Opportunities and Plans Building and Refining Models |
| 11 | Tuesday | 6–8:30 p.m. | Using Models, Sensitivities and Scenarios Making Conclusions and Recommendations Effective Communications |
Topics
- Gathering and Interpreting Information
- Understanding Financial Concepts and Communicating/Coordinating Work with Other Professionals
- Analyzing Information
- Building Financial Projections
- Using Technology/Software
Program Faculty & Experts
Brian Kalish
FPAC
Financial Assistance & Discounts
FIU Executive and Professional Education certificate programs are noncredit and do not lead to an academic degree. As such, they generally do not qualify for traditional federal student financial aid (FAFSA). However, participants may explore Sallie Mae student loans, FIU discounts, employer-sponsored benefits, and external scholarships or workforce development assistance.
Stay in the Know
Sign up to receive notices about program discounts, new start dates and registration deadlines.
Contact Information
Executive Education
11200 SW 8th Street, CBC 200
Miami, Fl 33199
Office: 305.348.4217
Email: fiuExecEd@fiu.edu
All Programs for Individuals
FIU Executive Education programs for individuals are delivered virtually by an instructor on evenings and weekends. The short programs, in such areas as human resources, project management, Lean Six Sigma, finance and more, can also be taken fully online at your own pace.