AFP Corporate Financial Planning and Analysis Workshop

There is keen interest among our corporate finance alums and with the major professional association in the corporate finance area (AFP) in helping Kelley develop this workshop in corporate finance and FP&A. In discussions with corporate practitioners there is an increasing demand for students that have both the financial and business analytics skills that this workshop would offer.

This workshop was created to support Kelley students interested in careers in the Corporate Finance and Financial Planning & Analysis (FP&A) areas. The workshop will also prepare students to take, and successfully pass, the Financial Planning and Analysis Certification (FPAC) offered by the Association for Financial Professionals (AFP), the sponsor for the workshop.

In addition to sponsoring the workshop, AFP will be providing the following benefits to workshop students:

• Links to corporate recruiters and access to AFP job postings and Career Site
• Access to AFP’s FPAC exam preparation materials
• Special Student pricing for FPAC exam
• Student passes to attend annual AFP Conference

Highly Recommended Pre-Workshop Course:

BUS-F100 Introduction to Careers in Finance and Real Estate

For the Finance/Accounting-Related Portion of the Program (Required)

• BUS-F303 Intermediate Investments
• BUS-F305 Intermediate Corporate Finance
• BUS-F307 Working Capital Management
• BUS-A310 Management Decisions and Financial Reporting (or A311/312)
• BUS-A324 Cost Management (or A325)
• Additional Accounting Elective

For the Business Analytics Portion of the Program (Highly Recommended)

• BUS-G350 Business Econometrics
• BUS-G492 Predictive Analytics and Business Strategy
• BUS-K353 Business Analytics and Modeling
• BUS-K327 Modeling Business Data

Suggested Additional Electives for FP&A Area (Recommended – 2 Minimum)

• BUS-F402 Corporate Financial Strategy and Governance
• BUS-F446 Banking and Financial Intermediation
• BUS-F/S432 Financial Data Analytics (Double counts towards both Finance and Business Analytics co-majors)
• BUS-F494 International Finance

Workshop Courses

BUS-F215: Introduction to Financial Analysis and Planning (1.5 credits)

BUS-F415: Capstone Course in Financial Planning and Analysis (3 credits)

After Graduation

• Sit for FPAC Certification Exam

Role of the Association for Financial Professionals (AFP)

The Association for Financial Professionals (AFP) is a 16,000-member professional association devoted to corporate finance and treasury. As the certifying body in treasury and finance, the AFP established and administers the Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC) credentials, setting the standard of excellence in the profession globally. This workshop is structured to provide participating students with college coursework that would coordinate with the defined topic areas of the Certified Corporate Financial Planning and Analysis Professional (FPAC).