Free learning pathL0–L4

Corporate finance and FP&A

Build the foundations, methods and work samples used in corporate finance and fp&a roles.

An entry-level learning direction with educational tasks; check target-role requirements.

Practice setWork-sample templateJobs, resources and experiencesJobs, resources and experiences

Your learning checklist

Required items: 0 / 10 completed or already known

Device storage

Next: Read a role through its responsibilities

Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.

L0

Know the role

  1. Read a role through its responsibilitiesRequired

    Translate a role description into three observable learning goals.

L1

Build foundations

  1. Spreadsheet formulas and reconciliationRequired

    Build a sourced calculation table with an independent check.

  2. Statistics, samples and uncertaintyOptional

    Describe a distribution and its limits of inference.

  3. Finance and business driversRequired

    Independently: Distinguish accounting, budgeting, business analysis and treasury.

  4. Fixed and variable costsRequired

    Independently: Classify costs using stated assumptions.

L2

Develop core skills

  1. Driver-based budgetingRequired

    Independently: Build a monthly budget driven by volume, price and cost.

  2. Variance analysisRequired

    Independently: Compare actuals with budget and separate price and volume effects.

  3. Cash forecastingRequired

    Independently: Build a cash forecast using receipt and payment dates.

L3

Practise scenarios

  1. Research, citation and argumentRequired

    Write a sourced analytical paragraph with limitations.

  2. Capital investment appraisalRequired

    Independently: Compare cash flow, present value and sensitivity in a fictional project.

  3. Business partneringOptional

    Independently: Recommend one action supported by variance evidence.

L4

Build a work sample

  1. Present an inspectable work sampleRequired

    Submit a work sample with method, results and reflection.

Try a practice set

Calculations and choices receive immediate checks. Review open responses yourself against the rubric. All examples are educational.

1. Price is 50 and variable cost per unit 30. Contribution per unit?
2. What is essential in a monthly cash forecast?
3. After the capital investment appraisal task, state one assumption, one supporting fact and one condition that would change your conclusion.

Budget and operating variance analysis

For this budget and operating variance analysis, bound the problem to one educational scenario. List inputs and assumptions, preserve calculations and distinguish findings from missing evidence.

Define the question, scope and success criteria of this budget and operating variance analysis.

Record data, source links, dates, units and assumptions.

Write reproducible steps with calculations, evidence or a process map.

Separate observations, interpretation and recommendations.

List unknowns, validation steps and conditions that change the conclusion.

Work-sample checklist