FP&A Professional Model Roll Forward & Analysis

This course will help you learn how to analyze and roll forward an FP&A model on a monthly basis as actual figures become available.

Compare actual figures on a year-over-year basis and versus budget estimates.
Perform quantitative and qualitative analysis to write commentary for key stakeholders.
Review procedures for rolling financial models forward for a new fiscal year and establish a revised budget forecast.

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Corporate Finance Institute

Overview

FP&A Professional Model Roll Forward & Analysis Overview

CFI’s “FP&A Professional Model Roll Forward & Analysis” course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.

FP&A Professional Model Roll Forward & Analysis Learning Objectives

Upon completing this course, you will be able to:

Analyze monthly data to determine whether adjustments are needed to financial forecasts.
Compare actual results to financial forecasts and budget estimates on a monthly basis.
Understand best practices for rolling monthly financial models forward for a new fiscal year.

Who Should Take This Course?

This course is perfect for FP&A professionals at a beginner, intermediate, or even advanced level. This course is a part of a series of FP&A courses.

Prerequisite Courses

Recommended courses to complete before taking this course.

What you'll learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Analysis (FP&A) Specialization

Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

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What Our Members Say

Happy class

Interesting and very fun in learning

Suwatchai Meakhaamnouychai

Easy to follow and pragmatic to update

Insightful model to analyze monthly results

Juan David Angel L.

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

FP&A Professional Model Roll Forward & Analysis

FP&A Professional Model Roll Forward & Analysis Overview

FP&A Professional Model Roll Forward & Analysis Learning Objectives

Who Should Take This Course?

FP&A Professional Model Roll Forward & Analysis

What you'll learn

Setup

January

March

December

Roll-Forward

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Planning & Analysis (FP&A) Specialization

What Our Members Say

Suwatchai Meakhaamnouychai

Juan David Angel L.

Frequently Asked Questions