Finance & Accounting Technology Certificate
Finance technology training custom-built for finance professional. Includes 10 expert-led modules from the CFO Leadership Council designed to empower you to make the right finance technology decisions.
Regular Price: $1,695
$1,495
Save $200 with exclusive The FP&A Guy discount code FPAGUY
Why This Certificate Matters
Finance technology is moving fast. AI tools, automation platforms, and new software are reshaping how finance teams operate. Nearly 90% of finance professionals say they feel under-equipped to make the right technology decisions.
This certificate is designed to help close that gap. Developed by the CFO Leadership Council in collaboration with subject-matter experts who live this work every day. This program covers the full spectrum of finance technology, from automation and analytics to cybersecurity and emerging innovations. Every module is built around a real-world application, not theory.
Why Consider This Program
I was the SME for Module 4 — FP&A in the Era of AI. Having worked with FP&A professionals and spoken with hundreds of vendors, the module is built around the challenges teams struggle with every day: selecting the right planning tools, automating reporting workflows, and leveraging AI for better forecasting.
Each module is taught by a practitioner who works with these technologies daily. If you're a finance professional looking to get smarter about tech decisions, this is an excellent program. I know personally and have worked closely with some of the other course designers and can speak to the excellent work they do.
10 Modules. 10 Experts. One Certificate.
Self-paced learning designed for busy finance professionals (10–20 hours total)
Automation in Finance
Explore how AI and emerging tech can streamline compliance, cut errors, and drive efficiency across your finance function.
Data Analytics and Insights
Improve decision making with with BI tools and AI-powered data integration, delivering faster, more actionable insights for forecasting, budgeting, and reporting
Accounting Software & ERP
Learn to evaluate accounting platforms, ERP systems, and third-party tools. Gain hands-on experience with automation and AI-driven financial insights.
FP&A in the Era of AI
The module I designed. Discover how modern FP&A software automates routine work, surfaces real-time insights, and enables more sophisticated forecasting..
Digital Expense Management
Streamline and Automate expense tracking for better accuracy, stronger compliance, and faster reporting.
Process Optimization & Workflow
Streamline finance operations through workflow automation, improving collaboration, decision-making, and AI-driven analytics across your team.
Cybersecurity for the Finance Team and Beyond
Defend against phishing, ransomware, and data breaches with encryption, MFA, incident response planning, and compliance-driven security practices.
Future Tech in Accounting & Finance
CFOs are increasingly expected to lead on technology. Get a framework for anticipating disruption and transforming finance function into a strategic, tech-enabled powerhouse.
HR Tech Platforms
Evaluate HR software for payroll, recruiting, workforce analytics, and compliance — including cloud vs. on-premise and full suite vs. best-of-breed tradeoffs.
Future Tech and Emerging Innovation in Accounting & Finance
Finance is shifting to AI-driven decision intelligence, leveraging blockchain, DeFi, and automation. Explore how CFOs adopt emerging tech for strategy, payments, and treasury transformation.
What You Walk Away With
Practitioner-Led Training
Every module is taught by industry experts with real-world experience
Self-Paced & Virtual
Complete on your schedule — most finish in 10–20 hours
Recognized Certificate
Earn the Finance & Accounting Tech Certificate (CFTE) for LinkedIn and your resume
Practical Frameworks
Evaluate, compare, and integrate finance technology with confidence
10 CPE Credits
One credit per hour of coursework toward continuing education
Career Differentiation
Become the go-to person for technology decisions on your finance team
Who Is This For?
This program is built for finance professionals and CFOs who need to make smarter technology decisions. Want to be the person your team trusts when technology decisions turn up? This program is for you.
Frequently Asked Questions
What is the FATE Certificate, and who is it for?
The Finance & Accounting Technology Certificate is a high-level education program covering the latest technology aimed at making finance departments more productive and cost-effective. It's designed for CFOs, VPs of finance, controllers, FP&A professionals, accountants, budget directors, and anyone in finance who needs to make smarter technology decisions.
What skills and knowledge will I gain?
The program covers a range of finance technology from AI and automation to ERP systems, cybersecurity, and emerging innovations. You'll learn to evaluate and compare vendors, assess how technologies can be deployed in your operations, and calculate ROI on tech implementations.
How will this help me advance in my career?
CEOs and CFOs value finance professionals with an understanding of the finance tech stack. This certificate gives you the knowledge and credibility to drive technology decisions, align with business strategy, and lead your team through digital transformation.
How long does it take to complete?
Most finance professionals complete the entire program in 10–20 hours. It's completely virtual and self-paced, so you can work through the modules on your own schedule with no time limits.
Will I earn CPE credits?
Yes, you earn one CPE credit for each hour devoted to the course, for a total of 10 CPE credits upon completion.
Who developed the curriculum?
The curriculum was developed by the CFO Leadership Council working with subject matter experts led by Mark Sue, a CFO and expert in finance & accounting technologies. Each module is authored by a practicing professional — not academics — who works with these technologies daily.
What certificate do I receive upon completion?
You receive the CFTE (Certified Finance Tech Expert) certficate you can add to your LinkedIn profile and resume.
How do I justify this to my employer?
Organizations spend millions on new technology and are often disappointed with the results. This certificate helps your team screen and evaluate new tech, compare vendors, and make informed purchasing decisions. It's a direct investment in better technology ROI for the entire finance function.
Is the course updated over time?
Yes. The course is reviewed and updated on an ongoing basis, with new content incorporated into the modules every few months to keep pace with the rapidly evolving finance technology landscape.
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Disclosure: I designed Module 4 of this program and earn a commission on enrollments through this page. I share this course because I am a big fan of the CFO Leadership Council, have spoken at their events, and personally know several course instructors, including Ben Murray, Khaled Chowdhury, and Glenn Hopper.