BusinessDepartment of Science, Technology and MathematicsSchool of BusinessScience, Technology, and Mathematics

Financial Planning and Analysis (FP&A) Foundations

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.

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