Step 1.
For Individuals
For Teams
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FP&A Program: 11 courses to earn the FP&A Excel Modeling Specialization certificate -
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Self-Paced & 100% Online -
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Get the full FP&A Excel Modeling Specialization, Community, & more with a CFI membership
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Get this program and CFI's full training catalog for your organization -
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Manage learning, create custom paths & measure progress -
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For teams of 2 or more learners
FP&A Excel Modeling Specialization Overview
Building effective, scalable Excel models is one of the most in-demand technical skills in FP&A. CFI’s FP&A Excel Modeling Specialization equips you with world-class modeling skills to support planning, forecasting, and performance analysis with confidence. This specialization is designed for FP&A professionals, including analysts and managers, who want to build, format, and analyze world-class Excel models using proven FP&A methodologies.
Through a guided learning path, you will construct a flexible FP&A model in Excel from the ground up by applying best practices for model design, structure, scalability, and formatting to make models easy to maintain. This specialization also covers advanced modeling topics, including revenue and headcount drivers, debt and capex planning, and financial statement aggregation for dynamic Excel dashboards. In addition, you will use your model for variance analysis to track performance, identify trends, and deliver meaningful insights.
You’ll emerge from this specialization with the hands-on skills and tools to confidently build world-class FP&A models and deliver the meaningful insights that finance leaders rely on.
What's in the FP&A Excel Modeling Specialization?
11 courses
11 courses and 306 lessons
300+
interactive exercises
Receive a Certificate
To verify your skills
500,000+ 5-star ratings
Best-in-class training, as rated by you
How the Program Works
Skills & Learning Objectives in Financial Planning & Analysis (FP&A)
1
30%
Financial Modeling
2
20%
Financial Analysis
3
30%
Excel
4
10%
Data Visualization
5
10%
Accounting
1
2
3
4
5
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1.30%Financial Modeling
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2.20%Financial Analysis
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3.30%Excel
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4.10%Data Visualization
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5.10%Accounting
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Apply modeling best practices tailored to the unique needs of FP&A.
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Build models using the core Excel formulas and functions that FP&A teams rely on.
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Learn a detailed procedure for filing monthly models, setting a new budget forecast, and rolling the models forward for each new fiscal year.
What Our Students Say
Over 75% of CFI learners report improved productivity or competency within weeks.
I’ve transitioned from audit to FP&A. Not only did I transition to a new role, but it allowed me to pick up the new role fast and gain several spot bonuses.
Travis Bruns
Everything was explained clearly and carefully by the instructor which made things easy to understand.
Joss Atkinson
The skills are actual real-world skills (unlike most financial qualifications) that have already helped me land a new role.
Mark Wheeler
I would absolutely recommend CFI’s training for anyone who’s looking to rapidly increase their ability to add value through a certification program.
Anthony Santillanes
Taught by Industry Experts
Duncan McKeen
Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity.
Careers in Financial Analysis & Strategy
Over 85% of executives, supervisors, and HR professionals agree that certified individuals bring value, gain credibility, and are seen as top performers.
* Source
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![Financial Analyst]()
Financial Analyst
Financial Analysts play a key role in delivering insights and strategic recommendations to support high-level decision making. They also partner with departments such as sales, marketing, and operations to drive effective financial planning and guide business decisions. -
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Project Evaluator
Collaborate with project managers and senior leadership to assess potential initiatives and develop comprehensive project budgets. Project Evaluators also work closely with teams across marketing, engineering, and operations, while partnering with fellow financial analysts and FP&A professionals for peer reviews and cross-functional collaboration. -
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FP&A Manager
Lead the FP&A team while fostering cross-departmental collaboration to ensure integrated and strategic financial planning. FP&A Managers are responsible for developing and overseeing the annual budget and forecasts, analyzing financial reports to assess company performance, and delivering actionable recommendations to senior leadership.
Our Learners Work At:
Frequently Asked Questions
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