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Course AF-054

Financial Planning and Analysis (FP&A) Business Partnering

Finance teams are increasingly expected to do more than report numbers. Business leaders want finance partners who can explain what drives p... The outline covers The FP&A Business Partner Role, Planning and Forecasting,...

  • 5 daysClassroom or online
  • 49Upcoming dates
  • 12Cities
  • €1,825Fees from

Choose your format and date

  • 5 days
  • 09:00–14:00
  • Certificate of attendance

Classroom sessions

  1. 7–11 Dec 2026

    Frankfurt

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  2. 14–18 Dec 2026

    London

    €2,915 + VAT
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  3. 21–25 Dec 2026

    Barcelona

    €2,275 + VAT
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  4. 4–8 Jan 2027

    London

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  5. 11–15 Jan 2027

    Barcelona

    €2,275 + VAT
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  6. 18–22 Jan 2027

    Frankfurt

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  7. 25–29 Jan 2027

    Paris

    €2,810 + VAT
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  8. 1–5 Feb 2027

    Rome

    €2,830 + VAT
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  9. 8–12 Feb 2027

    London

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  10. 15–19 Feb 2027

    Barcelona

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  11. 22–26 Feb 2027

    Frankfurt

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  12. 1–5 Mar 2027

    Frankfurt

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  13. 8–12 Mar 2027

    Vienna

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  14. 15–19 Mar 2027

    London

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  15. 22–26 Mar 2027

    Barcelona

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  16. 5–9 Apr 2027

    Barcelona

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  17. 12–16 Apr 2027

    Frankfurt

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  18. 19–23 Apr 2027

    Amsterdam

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  19. 26–30 Apr 2027

    London

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  20. 3–7 May 2027

    London

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  21. 10–14 May 2027

    Barcelona

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  22. 17–21 May 2027

    Frankfurt

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  23. 24–28 May 2027

    Cape Town

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  24. 7–11 Jun 2027

    Frankfurt

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  25. 14–18 Jun 2027

    London

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  26. 21–25 Jun 2027

    Barcelona

    €2,275 + VAT
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  27. 5–9 Jul 2027

    Frankfurt

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  28. 12–16 Jul 2027

    Geneva

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  29. 19–23 Jul 2027

    London

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  30. 26–30 Jul 2027

    Barcelona

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  31. 2–6 Aug 2027

    Barcelona

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  32. 9–13 Aug 2027

    Frankfurt

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  33. 16–20 Aug 2027

    Istanbul

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  34. 23–27 Aug 2027

    London

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  35. 6–10 Sep 2027

    Frankfurt

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  36. 13–17 Sep 2027

    London

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  37. 20–24 Sep 2027

    Barcelona

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  38. 4–8 Oct 2027

    Madrid

    €3,400 + VAT
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  39. 11–15 Oct 2027

    London

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  40. 18–22 Oct 2027

    Barcelona

    €2,275 + VAT
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  41. 25–29 Oct 2027

    Frankfurt

    €2,175 + VAT
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  42. 1–5 Nov 2027

    Frankfurt

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  43. 8–12 Nov 2027

    Munich

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  44. 15–19 Nov 2027

    London

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  45. 22–26 Nov 2027

    Barcelona

    €2,275 + VAT
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  46. 6–10 Dec 2027

    Barcelona

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  47. 13–17 Dec 2027

    Frankfurt

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  48. 20–24 Dec 2027

    Paris

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  49. 27–31 Dec 2027

    London

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Online / Live sessions

  1. 7–11 Dec 2026

    Live virtual classroom

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  2. 14–18 Dec 2026

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  3. 21–25 Dec 2026

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  4. 4–8 Jan 2027

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  5. 11–15 Jan 2027

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  6. 18–22 Jan 2027

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  7. 25–29 Jan 2027

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  8. 1–5 Feb 2027

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  9. 8–12 Feb 2027

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  10. 15–19 Feb 2027

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  11. 22–26 Feb 2027

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  12. 1–5 Mar 2027

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  13. 8–12 Mar 2027

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  14. 15–19 Mar 2027

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  15. 22–26 Mar 2027

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  16. 5–9 Apr 2027

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  17. 12–16 Apr 2027

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  18. 19–23 Apr 2027

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  19. 26–30 Apr 2027

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  20. 3–7 May 2027

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  21. 10–14 May 2027

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  22. 17–21 May 2027

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  23. 24–28 May 2027

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  24. 7–11 Jun 2027

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  25. 14–18 Jun 2027

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  26. 21–25 Jun 2027

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  27. 5–9 Jul 2027

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  28. 12–16 Jul 2027

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  29. 19–23 Jul 2027

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  30. 26–30 Jul 2027

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  31. 2–6 Aug 2027

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  32. 9–13 Aug 2027

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  33. 16–20 Aug 2027

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  34. 23–27 Aug 2027

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  35. 6–10 Sep 2027

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  36. 13–17 Sep 2027

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  37. 20–24 Sep 2027

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  38. 4–8 Oct 2027

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  39. 11–15 Oct 2027

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  40. 18–22 Oct 2027

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  41. 25–29 Oct 2027

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  42. 1–5 Nov 2027

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  43. 8–12 Nov 2027

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  44. 15–19 Nov 2027

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  45. 22–26 Nov 2027

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  46. 6–10 Dec 2027

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  47. 13–17 Dec 2027

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  48. 20–24 Dec 2027

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  49. 27–31 Dec 2027

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Introduction

Course overview

Finance teams are increasingly expected to do more than report numbers. Business leaders want finance partners who can explain what drives performance, challenge assumptions, model options and help them make better decisions quickly.

This Financial Planning and Analysis Business Partnering training course develops the technical and interpersonal skills needed to move from score-keeping to decision support. Participants strengthen their planning, forecasting, driver-based modelling and variance analysis, and learn to translate financial insight into clear recommendations for operational managers.

Equal attention is given to the partnering side of the role: understanding the business, building credibility, asking the right questions, influencing without authority and presenting insight in a way that leads to action. Participants leave with a personal plan to raise the impact of their finance function.

View full course outline

What you will achieve

Learning objectives

  • Describe the modern FP&A role and the capabilities of an effective finance business partner
  • Build driver-based plans and rolling forecasts linked to operational measures
  • Carry out insightful variance analysis that explains causes and recommends actions
  • Develop scenario and sensitivity models to support business decisions
  • Design management reports and dashboards that focus attention on what matters
  • Use questioning, listening and influencing skills to engage business leaders
  • Present financial insight clearly and persuasively to non-financial audiences
  • Create an action plan to strengthen the finance partnering model in their organisation

Who should attend

Target audience

  • FP&A analysts and managers
  • Management accountants and financial controllers
  • Finance business partners and commercial finance teams
  • Budget and planning professionals
  • Finance directors seeking to develop their teams
  • Business analysts supporting performance management
  • Accountants moving into decision-support roles

Methodology

Learning approach

  • The course mixes practical modelling exercises in spreadsheets with role-plays, presentation practice and group discussion. A running case study places participants in the role of a finance partner to a business unit, where they build forecasts, analyse results, prepare insight packs and present recommendations to a simulated leadership team.

Complete course outline

Five focused days of learning and application

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Day 1

The FP&A Business Partner Role

  1. Evolution of Finance: From transaction processing to decision support
  2. Business Partnering Models: Embedded, centralised and hybrid approaches
  3. Capabilities of Effective Partners: Technical, commercial and interpersonal skills
  4. Understanding the Business: Value drivers, operating models and key decisions
  5. Coffee break
  6. Building Credibility: Trust, independence and constructive challenge
  7. Self-Assessment: Identifying personal strengths and development areas
  8. Case Study: Diagnosing the relationship between finance and a business unit

Day 2

Planning and Forecasting

  1. Planning Cycle Design: Strategic plans, annual budgets and rolling forecasts
  2. Driver-Based Planning: Linking financial outcomes to volumes, prices and productivity
  3. Rolling Forecasts: Frequency, horizon and level of detail
  4. Forecast Accuracy: Measuring bias and improving reliability
  5. Coffee break
  6. Forecast Accuracy: Measuring bias and improving reliability (continued)
  7. Collaborative Forecasting: Gathering assumptions from operational managers
  8. Modelling Good Practice: Structure, transparency and error prevention
  9. Practical Exercise: Building a driver-based rolling forecast model

Day 3

Analysis That Drives Decisions

  1. Variance Analysis: Price, volume, mix and efficiency effects
  2. From Variances to Insight: Finding root causes and asking better questions
  3. Profitability Analysis: Customer, product and channel perspectives
  4. Scenario and Sensitivity Analysis: Testing assumptions and preparing options
  5. Coffee break
  6. Scenario and Sensitivity Analysis: Testing assumptions and preparing options (continued)
  7. Investment and Business Case Support: Evaluating proposals objectively
  8. Using Analytics Tools: Visualisation and self-service data exploration
  9. Workshop: Analysing a quarter's results and preparing recommended actions

Day 4

Influencing and Communicating Insight

  1. Stakeholder Mapping: Understanding the priorities of different leaders
  2. Effective Questioning: Uncovering assumptions and business realities
  3. Influencing Without Authority: Building agreement and handling disagreement
  4. Designing Management Reports: Less data, more insight
  5. Coffee break
  6. Designing Management Reports: Less data, more insight (continued)
  7. Financial Storytelling: Structuring a clear message from complex numbers
  8. Handling Difficult Conversations: Challenging plans and delivering bad news
  9. Role-Play: Partner meeting with a sceptical operations director

Day 5

Raising the Impact of FP&A

  1. Process Efficiency: Reducing time spent on data preparation
  2. Technology and Automation: Planning platforms, data integration and AI support
  3. Performance Management Frameworks: KPIs, targets and review meetings
  4. Measuring Finance Partner Effectiveness: Feedback and value indicators
  5. Coffee break
  6. Measuring Finance Partner Effectiveness: Feedback and value indicators (continued)
  7. Building the Team: Skills development, coaching and career paths
  8. Personal Action Plan: Applying course learning in the first ninety days
  9. Final Presentation: Delivering an insight pack to a simulated leadership team

Ready to book?

Financial Planning and Analysis (FP&A) Business Partnering

Next session: 7 - 11 December 2026, Frankfurt

Course FAQs

Questions about this course

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What does Financial Planning and Analysis (FP&A) Business Partnering (AF-054) cover?

This course covers Accounting and Finance through a structured five-day outline focused on practical application, discussion, and implementation planning.

When is the next available session?

The next scheduled session starts on 14 - 18 December 2026. See the course schedules section for the available dates and delivery formats.

Who should attend this course?

FP&A analysts and managers, Management accountants and financial controllers, Finance business partners and commercial finance teams

Is bilingual course delivery available?

Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.

How can I register for a session?

Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.

Is this course available online as well as classroom-based?

Check the course schedules section for currently published classroom and Online / Live sessions.

Where are classroom sessions delivered?

Current classroom venues include London, Barcelona, Frankfurt, Paris, Rome, Vienna, Amsterdam, Cape Town, Geneva, Istanbul, Madrid, Munich.

How long is the training programme?

The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).