Financial Planning & Analysis Syllabus & Subjects 2023: Semester-wise List, Top Colleges Syllabus PDF

The rise in businesses and the growing culture of a powerful management system have highlighted the importance of Financial Planning and Analysis in today’s era. Nowadays people are coming up with their own start-ups and burning mid-night oil to run their ventures in a planned and estimated way. Here comes the role of Financial Analysts, who forecast a company’s health and prepare its budget from the scratch. Desirous students can pursue certification courses such as CFA, CPA, CFP, FRM, CAIA and FMVA that will enable them to learn the valuable skills required to work in this field. Moreover, students can go for an MBA course in Finance or Accounting and Taxation as an alternative. All these courses are related to finance and fully train the students. By pursuing Financial Planning & Analysis, candidates will learn about building a Company's Budget from the scratch.

Additionally, students will be informed about the reasons why businesses need budgets, the financial statements that businesses use to develop their budgets, the different types of budgets available, the primary financial planning techniques, who is involved in the budget preparation process, and who is interested in the final figures that are approved in the budget. The technical subjects covered in the certification courses include cash flow analysis, capital investment expansion, fixed asset roll-forward, and predicting revenue and costs. Getting expertise in these areas will enhance the sound knowledge of the subject, besides improving the performance in the industry.

Financial Planning & Analysis Important Facts

• Financial Planning and Analysis (FP&A) teams play a very important role in a company’s progress and revenue-making.
• Financial and Planning Analysts help top-notch authorities like the CFO, the CEO, and the Directors to take important corporate decisions.
• In order to forecast a firm's future financial results, FP&A analysts look at market and industry trends, analyse previous company performance, and make an effort to foresee challenges and prospective issues.
• Unlike accountants who are responsible for maintaining records, Financial analysts are tasked with studying, analysing, and assessing the totality of a corporation's financial activities.
• Financial analysts spend a lot of their time analysing important financial parameters like profit margins, product sales, and stock turnover in order to develop strategic financial plans that will take the business to a higher level of success.

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Financial Planning & Analysis Syllabus

Students interested in joining corporate houses as Financial Analysts can opt for MBA in Finance to join this stream. The below table includes the list of subjects included in the curriculum of MBA in Financial Planning & Analysis. Aspirants opting for this degree can go through the detailed syllabus below. This course will enable students to acquire the skill sets that are required for a career in Banking and Financial Markets.   

The core subjects included in the syllabus of the MBA in Financial Planning & Analysis are:

The elective subjects included in the syllabus of MBA in Financial Planning & Analysis are:

Working professionals can also go for certification courses in Financial Planning & Analysis from online learning platforms like Udemy, edX, and Coursera. Professionals who have done CA, CMA, and MBAs can pursue this course for in-depth knowledge and specialisation in Financial Planning and Analysis. Also, students with accounting awareness can opt for this course and make their career in Financial Planning. The candidates undertaking this programme will learn all the details about FP&A. Importance of Budgeting, Forecast, Market Trends, and Profit Analysis, besides their role in decision-making by seniors of the company.

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Specialisations in Financial Planning & Analysis

Students can choose among any of the below-mentioned certification courses from online learning platforms. The aspirants can pick a course according to their suitability and requirement.

• Budgets, Cashflow Forecasting
• Management Accounts
• Financial Accounting
• Complete Financial Analyst
• Forex Certification Course
• Understanding Core Finance Principles
• Role and Goal of Financial Management

• Finance for Non-Finance Executives

Besides, these certification courses students can pursue courses of Certified Financial Planner from a number of colleges, including International College of Financial Planning, National Stock Exchange (NSE) and Association of International Wealth Management of India. Desirous students can also opt for BCom (Financial Analytics) from NSE Academy. NSE is offering this programme in association with Karpagam Academy of Higher Education. Financial analytics assists businesses in understanding and making decisions based on analytics to achieve higher efficiency. This career-focused degree programme is designed by experts and aims to aware students of financial markets, analytics, financial technology, and domain-specific programming languages. It also provides them with hands-on experience and industry-based additional certifications also help them become financial analysts capable of filling a variety of roles in the market.

Popular Books and Authors for Financial Planning & Analysis

The below table includes the name of a few popular books on Financial Planning & Analysis along with their authors.

 Financial Planning & Analysis Entrance Exams

In order to pursue certification courses, students need to have completed their 10+2. No entrance exam is mandatory for admission to such courses. However, some colleges providing Finance and Accounting related courses relating to Financial Planning & Analysis need to appear in the tests listed below.

• Chartered Financial Analyst Exam
• Lucknow University Associated Colleges Management Admission Test
• Aligarh Muslim University Entrance Exam
• Sir Padampat Singhania Admission Test
• University of Rajasthan Admission Test for Postgraduate Courses

Financial Planning & Analysis Distance Programme

Students can also pursue MBA in Financial Planning & Analysis through distance learning programme offered by a number of colleges, including Suresh Gyaan Vihar University Distance Education and Corporate Finance Institute. It educates aspirants about the techniques and skills required to take decisions relating to management and product pricing. They also get trained in laying out strategies about investment planning and profit analysis.

The eligibility required to pursue this MBA programme in Financial Planning & Analysis is graduation and course duration can range from two to four years. The fees for the distance programme vary from INR 75000 to INR 1 lakh.

Financial Planning & Analysis Top Colleges

The list mentioned below includes the name of a few popular colleges related to Financial Planning & Analysis.

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