Wednesday, July 9, 2025

Financial Planning & Analysis Professional Certification - FPAP (CFI)

Colleagues, in the new CFI “Financial Planning & Analysis Professional Certification - FPAP” program you will perform world-class financial planning and analysis, sharpen your analysis, and deliver strategic insights that drive smarter decisions and improve financial results. [25 core courses, 10 elective courses - 160+ interactive exercises]. Gain high-demand skills in: Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and other tools of the trade specific to FP&A including AI. Core Courses: 1) The Role of The FP&A Professional, 2) FP&A for New Analysts, 3) Economic Analysis for FP&A, 4) Financial Analysis Fundamentals, 5) Budgeting Processes, 6) FP&A Modeling Pt.1 - Design, 7) FP&A Modeling Pt.2 - Formatting & Revenue, 8) FP&A Modeling Pt.3 - Headcount Analysis, 9) FP&A Modeling Pt.4 - Contractor Analysis, 10) FP&A Modeling Pt.5 - Debt and Capex Analysis, 11) FP&A Modeling Pt.6 - Financial Statement Aggregation, 12) FP&A Modeling Pt.7 - Dashboard Visualizations, 12) FP&A Modeling Pt.8 - 3-Statements, 13), 14) FP&A Variance Pt.1 - Build & Configuration, 15) FP&A Variance Pt.2 - Roll Forward & Analysis, 16) FP&A Variance Pt.3 - Protection & Presentation, 17) Forecasting Techniques, 18) Data Visualization & Dashboards - The Basics, 19) FP&A Tool Selection, 20) Workflow Best Practice for Analysts, 21) Communication and Presentation Skills for Finance Professionals, 22) Making Effective Business Decisions, 23) Crafting the Narrative: Storytelling With Data, 24) Managing Your Stakeholders, and 25) Professional Ethics. Elective Courses (choose a minimum of 3 of 10 electives to master more advanced topics and specialized areas: 1) Fundamentals of Data Analysis in Excel, 2) Power Query Fundamentals, 3) Power BI Fundamentals, 4) Presentation of Financial Information, 5) Scenario & Sensitivity Analysis in Excel, 6) Excel VBA for Finance, 7) Corporate & Business Strategy, 8) AI-Powered Scenario Analysis, 9) ESG Integration & Financial Analysis, and 10) AI-Enhanced Financial Analysis. Followed by the Certification Exam - Get certified. 

Enroll today at (teams & execs welcome): https://corporatefinancialinstitute.pxf.io/dOqLXj 

Download your free Finance, Accounting & Banking - Career Transformation Guide.

Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team)

Wednesday, July 2, 2025

The FinTech Sentinel (July 2)

Colleagues, our goal is to provide FinTech professionals with up-to-day and actionable information to advance your career and income growth.

Key Technical & Service Innovations:

AI and FinTech:



Events:

Career Development - Boost Your Earnings by %%-10%+:


Enroll today (teams & executives are welcome). 

Much success in your FinTech career journey, Lawrence E. Wilson - Financial Certification Academy (share with colleagues & friends)

Monday, June 30, 2025

The Financial Analyst Sentinel (June 30)

Colleagues, our goal is to provide Financial Analyst professionals with up-to-day and actionable information to advance your career and income growth.

Key Technical & Service Innovations:


AI and Financial Analysis:



Events:



Career Development - Boost Your Earnings by %%-10%+:


Enroll today (teams & executives are welcome). 

Much success in your Financial Analyst career journey, Lawrence E. Wilson - Financial Certification Academy (share with colleagues & friends) 


Wednesday, June 11, 2025

Financial Analyst Careers - Interviews, Project Portfolios & Certifications (Your competitive edge)

Colleagues, are you seeking to land the next job in your Financial Analyst career journey … either within your current company or with a new employer? All hiring managers need to answer three fundamental questions in the interview process before making a job offer.

Interview Questions


  1. Skills: Can you do the job?

  2. Motivation: Will you do the job?

  3. Fit: Will you be a team player and fit into the company culture?


Professional Portfolio (do not include any proprietary information)


Creating a high qualityFinancial Analyst professional portfolio combined with having industry-leading certifications - along with relevant work experience - will put you at the top of the candidate pool when answering the “Skills” question.


What is a Project Portfolio? 


  1. A project portfolio is a collection of projects, programs, and operations managed collectively to achieve strategic objectives. 

  2. It demonstrates your diverse skills, experience, and proven ability to deliver results, showcasing your value and strategic impact to potential employers or for internal advancement.


What Makes a Project Portfolio Valuable?


  1. Strategic Alignment: Connecting projects to organizational goals.

  2. Resource Management: Efficient allocation of people and assets.

  3. Risk Management: Identifying and mitigating potential threats.

  4. Performance Monitoring: Tracking progress and outcomes.

  5. Stakeholder Communication: Keeping all parties informed and engaged.


What are the best portals to host your project portfolio?


  1. GitHub

  2. LinkedIn

  3. Behance

  4. Dribbble

  5. Kaggle

  6. Hugging Face

  7. Personal Website (WordPress, Wix, Squarespace, Webflow - Offers maximum customization & a professional brand presence)


Industry-Leading Certifications & Training



Enroll today (teams & executives are welcome).  

Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team) 


Financial Planning & Analysis Professional Certification - FPAP (CFI)

Colleagues, in the new CFI “ Financial Planning & Analysis Professional Certification - FPAP ” program you will perform world-class fina...