FP&A Best Practices Course
Practical FP&A tools and frameworks built from years of working in FP&A. Work smarter, gain visibility in your company, and become a top-flight FP&A pro. 10 hours of live virtual training across 4 sessions.
August 10th, 11th, 17th and 18th • 1:00 to 3:30 PM Eastern • Seats are limited
What Is the FP&A Best Practices Course?
The FP&A Best Practices Course is a live virtual training program taught by Paul Barnhurst (The FP&A Guy) and Ron Monteiro. It delivers 10 hours of instruction across 4 sessions covering analytics and generative AI, budgeting and forecasting, data visualization, and business partnering, storytelling, and influencing. The course uses hands-on case exercises, includes lifetime access to recordings, and is approved for up to 12 FPAC recertification credits by the Association for Financial Professionals.
What Taking This Course Can Do for You
Imagine Being Able To
- Use AI in your daily work to be more efficient and effective
- Walk into your next budget meeting with striking visuals and a compelling narrative
- Capture leadership's attention and have them sit forward in their seats
- Make the budgeting and reporting process manageable with tried and tested skills
- Know your work makes a difference, and earn the respect that comes with it
No More
- Struggling to communicate your insights to leadership
- Feeling overwhelmed by complex data, unsure how to find the insight
- Spending endless hours on reports no one understands or uses
- Working late to hit the next reporting deadline or budget meeting
- Watching others get recognition while you toil away in the shadows
What You Walk Away With
- 10 hours of live training across 4 sessions
- Up to 12 FPAC recertification credits
- Lifetime access to course recordings
- Hands-on case exercises with fellow students
- FP&A guides, Excel files, and a certificate of completion
How the FP&A Best Practices Course Works
Four live sessions, each focused on a core FP&A skill you will use the next day at work.
Module 1: Analytics & Generative AI
Module 2: Budgeting & Forecasting
Module 3: Data Visualization
Module 4: Business Partnering, Storytelling & Influencing
Plus These Bonuses Come Standard
Bonus 1: The Power of Excel
Bonus 2: Never Miss a Moment
Bonus 3: Pre-Course Instructor Chat
Bonus 4: Extensive FP&A Resource Kit
This Training Might Be Reimbursable by Your Employer
This course is rich in job-applicable skills you can use immediately to contribute more to your team. Numerous alumni have tapped into their organization's training budget to cover the cost. The AFP credit approval makes the case even stronger: your employer is funding training that also keeps your FPAC credential current.
We made it easy: download our ready-to-use email template to request reimbursement from your company. Download the Request for Reimbursement template here.
Join the Next Cohort
Pick the option that fits. Both include the full live course, AFP credit eligibility, and the 100% money-back guarantee.
- 10 hours of live training
- Up to 12 FPAC recertification credits
- Lifetime access to course recordings
- Hands-on case exercises with fellow students
- FP&A guides, Excel files, and more
- Certificate of completion
- Everything in the standard course, plus:
- The complete Ultimate FP&A Digital Course Bundle — 5 on-demand courses with over 15 hours of content: Modern Excel, Business Partnering, Leveraging AI for Better Data Visuals, Smart Data Analytics, and FP&A Software Tool Selection & Implementation
- A one-hour consultation with one of the course instructors: career advice, help with a presentation, or any FP&A topic you choose
2026 Course Dates
Two cohorts remain in 2026. Both run as four live virtual sessions. Seats are limited.
Earn Your Certificate of Completion
On successful completion of the course you will be awarded a certificate of completion, a tangible testament to your newly honed FP&A skills. You will also receive a Confirmation of Attendance form documenting your FPAC recertification credits, which AFP requires you to retain in the event of an audit.
100% Money-Back Guarantee
We are confident in the quality and impact of this course. If for any reason you are not completely satisfied, simply let us know and we will issue a full refund. Your success and satisfaction are our priorities. No fine print, no hoops.
Meet Your Instructors
Over 30 years of combined FP&A experience, from Fortune 500 finance teams to training rooms around the world.
FP&A trainer, Microsoft MVP for Excel, and founder of The FP&A Guy, with a 115,000+ following on LinkedIn.
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Paul is an FP&A professional, corporate trainer, and speaker, and the founder of thefpandaguy.com. He holds an MBA in Finance and an MS in Information Management, the FPAC certification from AFP, and the AFM designation from the Financial Modeling Institute, and is a Microsoft MVP for Excel. He has over a decade of hands-on experience in analysis, forecasting, budgeting, and business strategy, and shares FP&A best practices with an audience of 115,000+ on LinkedIn.
CPA, CMA with 15+ years in FP&A and VP of Finance experience across Hitachi, Kraft Foods, and Campbell Soup.
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Ron is a finance and business professional with 15+ years of FP&A experience, including VP of Finance at a Canadian beverage company, with prior roles at Hitachi, Kraft Foods, and Campbell Soup. He earned his Bachelor of Commerce from the University of Toronto and holds CPA, CMA designations. Ron facilitates training for companies worldwide, including several Fortune 500s, and is known for conveying complex concepts in simple terms. Connect with Ron on LinkedIn.
Hear From a Course Alumnus
Listen to a testimonial from an FP&A Best Practices course alumnus.
Course testimonial from Jeffrey Gray, Senior Manager.
We Didn't Say It, They Did
What course alumni say about the FP&A Best Practices Course.
"Amazing course! All 4 sessions added tremendous value to my role and team. They were all very relevant to not just FP&A, but any finance role. The visualizations really allowed me to understand how to display and share my story in a more understandable way. You both provided incredible tips, resources and examples that catered to everyone."
"Ron and Paul orchestrated an exceptional curriculum that was not only comprehensive but also incredibly insightful and engaging."
"Your course summarizes what takes many years to figure out by yourself and gives fresh new ideas. I absolutely loved it, you have a new fan!"
"Without a doubt the Best Practices FP&A Course was the best course I ever had. I learned a lot and I can't wait to use what I learned in my company."
Approved for FPAC Recertification Credits
One of the only FP&A courses approved by the Association for Financial Professionals for FPAC recertification credits. If you hold the FPAC credential, this course counts toward keeping it current.
How credits work: Credits are earned through live attendance, one credit per 50 minutes. Every attendee receives a Confirmation of Attendance form to keep for their records in the event of an AFP audit. Per AFP rules, watching the recordings alone does not qualify for credits.
Frequently Asked Questions
Does the course qualify for FPAC recertification credits?
Yes. The course is approved for up to 12 FPAC recertification credits by the Association for Financial Professionals, at the rate of one credit for each 50 minutes of attendance. You will receive a Confirmation of Attendance form to retain for your records in the event of an AFP audit.
Do the recordings count for AFP credits?
No. Per AFP rules, watching the recordings alone does not qualify for credits. Credits are earned through live attendance. You still get lifetime access to all recordings for review and reference.
How much time does the course take?
10 hours total: four live virtual sessions of 2.5 hours each, spread across two weeks. Sessions run 1:00 to 3:30 PM Eastern.
What is the difference between the standard course and the Premium Bundle?
The standard course ($599.99) includes the full live course, recordings, exercises, and materials. The Premium Bundle ($749.99) adds the Ultimate FP&A Digital Course Bundle — 5 on-demand courses with over 15 hours of content — plus a one-hour consultation with one of the instructors.
Will my employer reimburse the cost?
Many alumni have had this course covered by their company's training budget. The skills are directly job-applicable. Use our ready-to-use reimbursement request template to ask.
What if I miss a session?
Every session is recorded and you have lifetime access, so you will not miss the content. Just note that AFP credits are based on live attendance, so plan to attend live if you want the full 12 credits.
Is there a money-back guarantee?
Yes. If for any reason you are not satisfied with the course, let us know and we will issue a full refund. 100% money back.
Who is this course for?
FP&A professionals and finance professionals at any level who want practical, immediately applicable skills in analytics, AI, budgeting and forecasting, data visualization, and storytelling. Alumni range from senior analysts to directors of finance at companies like Mars, Comcast, and more.
Do I need any prerequisites?
No. There are no prerequisites, but you will need access to Microsoft Excel, preferably Microsoft 365.