Finance Business Partner CPD
Why become a finance business partner? Why take finance business partner CPD? There are reasons you may want to consider becoming a finance business partner. But first, it’s important to know what a finance business partner is.
What is a Finance Business Partner & What Do They Do?
A finance business partner is a finance professional, such as a management accountant, that works closely with companies, especially upper management, and stakeholders, who want guidance on business decisions. FBPs (finance business partners) conduct data research and analysis to provide organisations with insights that help them understand their financial positions.
An FBP also identifies opportunities and risks and helps a company make the right decisions on investments and the allocation of funds.
What are the Core Competencies for a Finance Business Partner?
The finance business partner requires these core competencies:
- Analytical capabilities
- Challenge, negotiation, influence
- Commercial knowledge, strong decision-making
- Strategic thinking
- Relationship management
How Does a Management Account Become a Finance Business Partner?
First, we have to understand the traditional role of a management accountant. A management accountant usually performs these key functions:
- Prepares monthly management accounts, financial reports & budgets and presents these to senior management
- Helps to develop business strategies that reduce costs and maximise fiscal efficiency
- Advises on financial consequences, risks, and implications of commercial decisions, ensures income and expenses are aligned with the budget
- Develops and oversees the implementation of the company’s financial systems and procedures while moving new initiatives forward
- Securing and arranging finance for new projects
- Provides basic support for the finance team
- Communicates financial information to non-finance members of staff at every level
These core skills are necessary as a management accountant, but can a management account become a finance business partner?
The answer is yes! A management account can become a finance business partner by upgrading their skills through education!
Finance Business Partner CPD
If you’re ready to forward your career and become a finance business partner, then why not consider a finance business partner?
We offer the right courses for you to gain the additional skills you need to move up the corporate ladder. With our FBP CPD, you’ll have all the skills and knowledge needed to make this happen.
At The Finance Business Partner, we offer the following programs for you and your team.
In-House Finance Business Partner CPD
With our in-house program, you and your team will learn everything necessary to become finance business partners. Here’s what you’ll be doing:
FBP Ignite Development Plan
Our training starts with our FPB Ignite online survey, where you sit against our 16 behaviours of world-class FBPs. We use the results of this to customise the rest of the program, plus you take it again at the end to measure improvement and set new ongoing development goals.
7 Live Zoom Workshops
The videos cover the core content, so the live workshops are all about applying the knowledge to your role today. These are group exercises and presentations!
When available, we also offer in-person simulation days.
7 On-Demand Video Lessons
Here, you’ll learn the principles, tools, and models in over 7 hours of on-demand video lessons. The lessons include case studies, examples, and self-study exercises, with everything done at your own pace.
All the content from FBP Advance is available as a stand-alone video FBP On-Demand course, perfect for individuals and teams.
Personal Insights
Choose our insights, DiSC, or MBTi, and add them on to maximise the behavioural change and turbo-charge your communication and influence.
Your hosts for this program have been fiancé directors, but they’ve also worked with sales and marketing when they were in finance.
Public Advance
This CPD is the perfect choice for teams and individuals and small teams. You’ll learn to build relationships, turn data into insights, and bring numbers to life like never before.
What You’ll Be Doing
This CPD is the perfect choice for teams and individuals and small teams. You’ll learn to build relationships, turn data into insights, and bring numbers to life like never before.
FBP Ignite Development Plan
You’ll start out with our FBP Ignite Development Plan, which starts with an online survey. We take the results of the survey to create a customised program for you. However, when the course is over, you retake the survey to measure improvement and set new ongoing development goals.
7 On-Demand Video Lessons
You’ll learn the principles, tools, and models in over seven hours of on-demand video lessons. We’ll present you with case studies, examples, and self-study exercises—all of these can be done at your own pace.
All the content from our Advance course is available in a stand-alone video FBP Online On-Demand course.
Public Advance Finance Business Partner CPD
This course is also for individuals and small teams. You’ll learn how to build relationships, turn data into insights, and more.
What You’ll Be Doing
FBP Ignite Development Plan
You will start with our FBP Ignite online survey to see where you stand against our 16 behaviours of world-class FBPs. We use the results of the survey to customise the rest of the program, and you take it again at the end to measure improvement and set new ongoing development goals.
7 Live Zoom Workshops
You’ll also enjoy our videos that cover the core content. Our live workshops are all about applying your knowledge to your role today. These are group exercises. When available, we also offer in-person simulation days.
7 On-Demand Video Lessons
You’ll learn the principles, tools, and models in over 7 hours of on-demand video lessons. The course also includes case studies, examples, and self-study exercises that can all be done at your own pace.
Personal Insights
Choose our insights DiSC or MBTi and add on to maximise behavioural change and turbo-charge your communication and influence.
You’ll join additional live Zoom workshops where we’ll show you how to use your style with different people.
Our FBP CPD shows you want data means. You’ll learn how to present essential data as a story to make it meaningful, memorable, and inspirational.
If you’d like to learn more about our Finance Business Partner CPD courses, contact us today! We’re always happy to answer your questions about our courses. Let us know how we can help you reach your career goal of becoming an excellent, trusted financial business partner today!
Berry Seriens
★★★★★
CFO SVP, CHEP North America
Andy is a great communicator and provides a broader perspective on how finance interacts with different stakeholders and how finance could interact differently with the many business partners. I highly recommend him and his team to develop our broad finance teams.
Steve Harris
★★★★★
CFO, Barts Charity
Andy worked with our finance business partner team and has transformed the way we approach the role. By emphasising the importance of relationship building and looking at things from the perspective of our stakeholders the team are now able to provide significantly better service.
Kane Laurence
★★★★★
FP&A Director, CMS Legal
I have worked with Andy and the team twice and have been very impressed with his ability to deliver relevant content in a way that is engaging from start to finish. Andy’s unique sales and finance background really brings something to the table and I would thoroughly recommend his expertise to develop any business partnering capability.
Wes Burrage-Jones
★★★★★
Group CFO, Metamorph
Andy has taken me & our team on a journey of self learning, enabling a transformation which has resulted in turning dull, low value information into insight and influence. The learning has opened our eyes to a different way of communication and we are excited to continue this journey and see what we can achieve – thanks Andy!
Get to know you
What's your influence style?
Calculator, Dashboard, Coach, or Leader?
Take our FBP Ignite survey to learn more about your FBP style and create your personalised development plan