Over the past decade, the financial planning and analysis profession has grown dramatically. Learn the skills you need to gather, analyze and present financial data so you can become a Corporate Financial Planning Analyst, and begin working toward becoming a corporate strategic partner.
Develop basic financial analyst skills required as a Corporate Financial Planning Analyst
Demonstrate technical skills to execute effectively.
Build leadership and communication skills to excel and advance.
Strategic Planning Foundations with Mike Figliuolo
Learn how to conduct an effective strategic planning process that results in a clear, compelling strategic plan for your organization.
1h 26m • COURSE
Finance Foundations with Jim Stice
Get a comprehensive introduction to the world of finance, from analyzing risk and return and obtaining financing to understanding how markets and financial institutions, such as banks, operate.
3h 27m • COURSE
Accounting Foundations: Managerial Accounting with Jim Stice
Learn the basics of managerial accounting to help you make better organizational decisions.
2h 36m • COURSE
Managerial Economics with Stefan Michel
Make more economically sound business decisions. Learn how to use managerial economics to strategize and solve business problems, from understanding demand and competition to pricing products.
1h 20m • COURSE
Project Management Foundations with Bonnie Biafore
Learn project management techniques to effectively manage simple projects and complex enterprise-wide initiatives. This course tackles the basics of project management, from building a project plan to managing resources.
3h 20m • COURSE
Communication Foundations (2013) with John Ullmen
Effective communication is more than what you say. Learn to overcome anxiety, improve your listening ability, hone your message, and deliver it better.
2h 5m • COURSE
Creating and Giving Business Presentations with Tatiana Kolovou
Learn the fundamentals of preparing for and delivering a compelling business presentation.
1h 31m • COURSE
Financial Analysis: Making Business Projections with Rudolph Rosenberg
Analyze past performance data and get a realistic picture of your company's future performance using Microsoft Excel.
1h 17m • COURSE
Running a Profitable Business: Understanding Financial Ratios with Jim Stice
Explains what financial ratios such as ROA and ROI mean and how they can be used to identify financial trends or assess a company's financial status.
2h 13m • COURSE
Excel Data Analysis: Forecasting with Wayne Winston
Use Excel's data-analysis tools to create accurate and insightful forecasts.
3h 7m • COURSE
Excel: Economic Analysis and Data Analytics with Michael McDonald
Use big data to forecast economic trends. Find out how to perform regression analysis for economic forecasting using Microsoft Excel.
1h 37m • COURSE
Financial Forecasting with Big Data with Michael McDonald
Quickly create financial forecasts using big data, predictive analytics, and Microsoft Excel.
1h 21m • COURSE
Forecasting Using Financial Statements with Yash Patel
Learn where a business is headed and the resources it will need to succeed. Find out how to build financial forecasts using income statements and balance sheets.
2h 5m • COURSE
Finance Foundations: Business Valuation with Jim Stice
Learn how to value a business using different valuation methods, such as multiples, earnings ratios, and discounted cash-flow analysis.
1h 49m • COURSE
Excel Statistics Essential Training: 1 with Joseph Schmuller
Learn statistics. Professor Joseph Schmuller teaches the fundamentals of descriptive statistics and inferential statistics using Microsoft Excel.
3h 45m • COURSE
Learning SQL Programming with Scott Simpson
Learn the basics of SQL, the programming language for retrieving and editing data from databases such as SQL Server, MySQL, MariaDB, and PostgreSQL.
1h 27m • COURSE
You’ll learn financial planning and accounting skills with these experts
Mike Figliuolo is founder and managing director of thoughtLEADERS, LLC, a professional services training firm.
He is a nationally recognized speaker and blogger on the topics of leadership, communications, decision-making, problem solving, and other critical business skills. An honor graduate from West Point, Mike served in the US Army as a combat arms officer. Before founding his own company, he was an assistant professor at Duke University, a consultant at McKinsey & Company, and an executive at Capital One and Scotts Miracle-Gro. He is the author of One Piece of Paper: The Simple Approach to Powerful, Personal Leadership (www.onepieceofpaper.com), Lead Inside the Box: How Smart Leaders Guide Their Teams to Exceptional Results (www.leadinsidethebox.com), and The Elegant Pitch: Create a Compelling Recommendation, Build Broad Support, and Get it Approved (www.elegantpitch.com). Mike's blog and the programs he teaches can be found at www.thoughtleadersllc.com.
Jim Stice is a professor of accounting at BYU. He teaches business accounting to multinational corporations.
James D. Stice, PhD, is the Distinguished Teaching Professor of Accounting in the School of Accountancy at BYU. Professor Stice has been at BYU since 1988. He has co-authored three accounting textbooks and published numerous professional and academic articles. In addition, Professor Stice has been involved in executive education for Ernst & Young, Bank of America Corporation, International Business Machines Corporation, RSM McGladrey, and AngloGold Limited and has taught at INSEAD (in both France and Singapore) and CEIBS (in China). He has been recognized for teaching excellence by his department, his college, and the university. Professor Stice currently serves on the board of directors of Nutraceutical International Corporation.
Professor Jim Stice received a PhD from the University of Washington as well as master's and bachelor's degrees from BYU, all in accounting.
Stefan Michel is a professor at IMD, a distinguished author, and an international marketing consultant.
At IMD, he is the director of the Executive MBA program, and he teaches in the Strategic Marketing program, the Foundation for Leadership program, the MBA program, and the Orchestrating Winning Performance program, as well as in many partnership programs for world-leading companies.
He has written six books, eight book chapters, and more than twenty newspaper articles on these subjects, as well as many academic articles that have appeared in journals including Harvard Business Review, California Management Review, and the Journal of the Academy of Marketing Science. He won the Emerald Literati Award 2009 by the Journal of Service Management, and the Best Paper Award in Marketing Strategy at the AMA Winter Educators' Conference in 2005. Prior to joining IMD, Professor Michel was an associated professor of marketing at Thunderbird School of Global Management (USA), where he taught in the MBA and EMBA programs, as well as in customized corporate learning programs for European, Korean, and Chinese companies. He introduced various successful teaching innovations and received several awards for excellence in teaching. He is an invited global faculty member at the Center for Service Leadership at Arizona State University (USA). He works internationally with clients such as GE (New York), Visa Europe, Credit Suisse, Maersk, Interbrand Zintzmeyer & Lux, Concordia, Postfinance, and UBS, and he ran his family's hotel business as chairman of the board. He is a nonexecutive board member at Bossard and a board member of GfM Gesellschaft für Marketing (Swiss Marketing Association).
Professor Michel holds an MBA and a DBA from the University of Zurich, both summa cum laude. He received the 1997 Best Dissertation Award, granted by the Swiss Society for Market and Social Research.
Bonnie Biafore is a certified project management professional (PMP), trainer, and best-selling author.
Bonnie has 25+ years of experience in project management and training, and more than 25 best-selling books, including Practical Project Management with Microsoft Project 2016, Microsoft Project 2013: The Missing Manual, Successful Project Management—an award winner at the 2012 STC International competition—QuickBooks: The Missing Manual, and Your Project Management Coach. Her novel, Fresh Squeezed, is available on Amazon and other book retailers. She has authored dozens of courses for LinkedIn Learning. She also provides project management and Microsoft Project consulting services. When not attached to her computer, she hikes in the mountains, takes aerial dance classes and improv comedy classes, plays the banjo, and cooks gourmet food. You can find her on LinkedIn at https://www.linkedin.com/in/bonniebiafore.
Dr. John Ullmen is an executive coach and professor at the UCLA Anderson School of Management.
John Ullmen, PhD, is an internationally acclaimed executive coach who oversees MotivationRules.com and is on faculty at the UCLA Anderson School of Management, where his course on interpersonal communication was voted by students as one of the "top 10" experiences in their graduate program.
Dr. Ullmen is a frequent keynote speaker on how to influence for results without resorting to authority or relying on rewards and penalties. His most recent book, Real Influence: Persuade without Pushing and Gain without Giving In (Amacom, 2013), coauthored with Mark Goulston, is in print in many languages, and was chosen as one of the 30 Best Books in Business for 2013 by Soundview Executive Book Summaries.
Spanning a wide range of industries, his clients include industry leaders such as Apple, Bain & Co., Cisco, Deloitte, Disney, Genentech, Frito-Lay, Johnson & Johnson, Merrill Lynch, NASA, Nike, Oreck, Raytheon, St. Jude Children's Research Hospital, UBS, Verizon, Yamaha, and many others.
Dr. Ullmen also works with senior leadership teams, and one of the programs he created for a leading global firm was featured in a Harvard Business School case study on successful strategic and human capital change.
He received a BS from the U.S. Air Force Academy, a Master in Public Policy from Harvard University, and a PhD in organizational behavior from UCLA. He began his career as an officer in the U.S. Air Force, where he served in a global top-secret intelligence program and later at the U.S. Air Force Academy's Center for Character and Leadership Development.
Tatiana Kolovou is faculty member at the top-ranked Kelley School of Business at Indiana University.
She came to the United States as an "academic immigrant" from Athens, Greece. Now she teaches business communication and cross-cultural effectiveness. Tatiana consults with executives and teams at large companies to develop effective communication skills for the global enterprise.
Rudolph Rosenberg is a global leader in finance and business.
Rudolph has been working for over two decades with businesses large and small, helping them achieve higher levels of performance through his pragmatic and action-oriented approach.
He is passionate about helping people and companies achieve their full potential and developing content that simplifies the learning and understanding of business, entrepreneurship, and finance, and empowers anyone who is looking to get ahead and be successful.
Rudolph shares his time between his CFO activities for leading tech companies and authoring finance and business content. You can find more information about him and get in contact through his website at rudolphrosenberg.com.
Wayne Winston is the professor of decision sciences at Indiana University's Kelly School of Business.
He has won over 30 teaching awards, including the John and Esther Reese Professorship, and written over 20 journal articles and 15 books. His most recent book, Mathletics, explains the use of mathematics by professional sports teams and gamblers. Wayne has consulted for many organizations including the Dallas Mavericks, USA Diving, Cisco, Microsoft, US Army, Eli Lilly, Diamond Consulting, Tellabs, and Medtronics. He has also developed online spreadsheet modeling and mathematics courses for Harvard Business School Publishing. Finally, Wayne is a two time Jeopardy! champion.
Michael McDonald is a researcher and professor of finance at Fairfield University.
He has extensive programming skills in SAS, Stata, Python, R, and SQL, among other programming languages. His past work experience includes using these programming languages to analyze big data sets in finance and economics and develop trading strategies based on data mining. He has done extensive work in investment banking, at tech startups, hedge funds, and on a wide variety of consulting projects. He has a track record of authoring creative and practical course materials for a variety of subject areas across business disciplines.
Michael's core knowledge is focused on financial markets and investment decision-making. He has helped advise firms on capital investments, valuation issues, and capital allocation to enhance business strategy. He is the author of multiple research studies addressing complex questions across the finance discipline. Michael's work has been cited by the Wall Street Journal, Bloomberg, the CFA Institute, and many others.
Yash Patel is an instructor and instructional designer at LinkedIn Learning.
He comes from a teaching background and has taught learners ranging from middle school science students to adult software developers. Yash is passionate about empirical and data-driven decision making and strives to empower others with knowledge on how to design experiments, ask the right questions, and derive meaningful results. Yash lives on the sunny California coast and enjoys playing tennis in his free time.
Joseph Schmuller is an award-winning teacher and writer.
Joseph holds a BS from Brooklyn College, an MA from the University of Missouri—Kansas City, and a PhD from the University of Wisconsin—Madison (all in psychology). He has held a variety of positions in industry and in academia. A former member of the American Statistical Association, Dr. Schmuller has taught statistics at the undergraduate, honors undergraduate, and graduate levels. He is the author of the three editions of Statistical Analysis with Excel For Dummies. He lives with his family in Jacksonville, Florida.
Scott Simpson has a master's in education and currently creates technology courses as an author at LinkedIn.
Scott has been interested in computers since he was about seven years old, and for most of that time, he's been teaching friends, family, and strangers how to use them. This geeky hobby turned into a job with Apple during college, and after completing his master's degree in education at San Diego State University, he has helped to shape the Developer segment here at lynda.com as a content producer. Scott enjoys building web apps and exploring new technologies. He can be found on Twitter at @scotty82.