The Certificate in Corporate FP&A is Equalifi’s exam-based qualification for professionals who plan, forecast and analyse the financial performance of a business. It recognises a sound understanding of how FP&A supports management decisions, from budgeting, forecasting and financial modelling to profitability analysis, cash-flow planning, capital allocation, performance management and board reporting.
The Certificate covers the role of FP&A in the enterprise, financial statements and accounting, cost behaviour and management accounting, driver-based planning, budgeting and the annual operating plan, forecasting, financial modelling, revenue, pricing and profitability analytics, working capital and cash-flow planning, capital budgeting, corporate finance essentials, strategic planning and scenarios, KPIs and variance analysis, management reporting, tax, regulation and governance, FP&A technology, data and AI, and leading the FP&A function.
The Certificate is assessed through a single MCQ examination, with knowledge, application and case-based questions drawn from real business situations.
Who should take the exam?
FP&A analysts and managers, finance controllers, business finance partners, management accountants, finance professionals in corporate, start-up and family-business settings, consultants, and professionals preparing to move into planning and analysis roles.
Important
The Certificate in Corporate FP&A is an educational qualification awarded by Equalifi. It does not constitute a professional accounting qualification, regulatory licence or authorisation to provide regulated financial services.