CONTENT PAGE BOOK OUTLINE

CHAPTER CHAPTER ONE LINE

NUMBER NAME CHAPTER THEME

Section 1 Introduction and Basics

CHAPTER 1 Introduction to FP&A To understand the fundamentals of Financial

Planning and Analysis.

CHAPTER 2 Understanding Financial To understand the 3 basic Financial Statements:

Statements Income Statement, Balance Sheet, and CFS

Section 2 Budgeting

CHAPTER 3 Budgeting Basics be able to understand what a Budget is, why it

is important, and what are the common
approaches to Budgeting.

CHAPTER 4 The Budget and the Strategy Understand how the Budget is linked to the 3-
Year Strategy

CHAPTER 5 Creating the AOP / Budget be able to create a Budget for his/her Company
How do I create a Budget?
What does the Budget look like?

CHAPTER 6 Capital Budgeting to understand capital budgeting, why it is

required, and the steps involved]

Section 3 Financial Forecasting

CHAPTER 7 Financial Forecasting Basics be able to understand the basics of Financial

Forecasting.

CHAPTER 8 Traditional v/s Rolling Forecast be able to distinguish between the Traditional
v/s Rolling Forecast.

CHAPTER 9 Creating the Forecast be able to create a forecast for his/her company.

Section 4 Management Reporting and Business Partnering (50 Pages)

CHAPTER 10 Management Reporting Basics be able to understand the basics of Management

Reporting

CHAPTER 11 Types of Management Reports be able to create Management reports for his/her
company

CHAPTER 12 Presentation, Data Visualization, be able to improve his/her presentation and

and FP&A Storytelling storytelling skills using data.

CHAPTER 13 Finance Business Partner Roles

Appendix: FP&A Career Advice