FP&A: Budgeting, Forecasting, and Business Decision-Making

This course contains the use of artificial intelligence.

Understand how businesses plan, forecast, and make financial decisions.

If you’ve ever wondered how companies decide budgets, forecast future performance, and evaluate financial decisions, this course will give you a basic understanding of how it actually works.

Financial Planning & Analysis, or FP&A, is not just about numbers. It’s about using financial data to plan ahead, control costs, and support business strategy.

In this course, you will learn how FP&A teams operate, how budgets are created, how forecasts are built, and how financial performance is analyzed to support decision-making.

You’ll start by understanding the FP&A function and the complete planning cycle, from budgeting to forecasting and performance tracking. Then, you’ll explore how businesses create different types of budgets, including fixed and flexible budgets, and how these are used in real scenarios.

You’ll also learn forecasting techniques and understand how assumptions drive future projections.

To strengthen your financial understanding, the course covers financial statements, ratio analysis, and cost management, helping you connect planning with real financial performance.

Finally, you’ll explore how FP&A supports major business decisions, including capital budgeting using NPV and IRR, and its role in mergers and acquisitions.

By the end of this course, you will be able to understand how companies plan their finances, evaluate performance, and make informed financial decisions.

How This Course Helps You

• Build a strong foundation for financial analyst roles

• Understand how finance teams support business decisions

• Improve your ability to analyze company performance

• Prepare for careers in FP&A, finance, and business analysis

What Makes This Course Different

• Covers the complete FP&A workflow, not just one topic

• Focus on understanding how decisions are made, not just concepts

• Learn via a structured approach from basics to business applications

• Combines planning, analysis, and decision-making

By the End of This Course, You Will Be Able To:

• Understand how companies build budgets and forecasts

• Analyze financial performance using key concepts

• Evaluate financial decisions using structured thinking

• Connect planning, analysis, and business outcomes

• Think like an FP&A professional

About the Course Director

This course is designed and guided by Dheeraj Vaidya, Co-Founder of WallStreetMojo and ExcelMojo, with over 20 years of experience in finance training and professional education.

He holds credentials including IIT, IIM, CFA, and FRM, and has trained 100,000+ students and professionals across multiple industries. His professional experience includes working with organizations such as JPMorgan, CLSA, Bennett Coleman, and Adventity, where he gained deep exposure to real-world financial analysis and business decision-making.

As Course Director, he ensures that the content is practical, structured, and aligned with how financial planning and analysis concepts and techniques are applied in real business environments.

The course is delivered by an experienced ExcelMojo trainer, following a structured methodology designed under his guidance.