Financial Planning and Analysis (FP&A) Foundations Preview

Financial Planning and Analysis (FP&A) Foundations

With Christian Wattig Liked by 1 user
Duration: 3h Skill level: General Released: 4/21/2026

Course details

Thrive as a finance professional by conquering best practices in planning and analysis, and upskilling in Excel and AI. Unlike traditional Excel tutorials, this course goes beyond knowledge and theory to show what FP&A experts actually need to do in Excel. Plus, it covers the interpersonal and strategic techniques that can transform data into actionable insights. First, it covers the six core pillars of FP&A and provides practical strategies you can apply immediately in your role. Then, review how to foster strong cross-functional relationships and future-proof your career in the age of AI. Each section of the course concludes with practical tips for leveraging AI to improve decision-making and optimize workflows. Join Wharton Director of FP&A, Christian Wattig, as he equips you for today’s finance roles.

Skills you’ll gain

Earn a sharable certificate

Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.

Sample certificate

Certificate of Completion

  • Showcase on your LinkedIn profile under “Licenses and Certificate” section

  • Download or print out as PDF to share with others

  • Share as image online to demonstrate your skill

Meet the instructor

Contents

What’s included

  • Practice while you learn 1 exercise file
  • Learn on the go Access on tablet and phone

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