
FP&A
Training
Experience Unparalleled Finance Planning and Analysis Training
Introducing an unprecedented approach to Financial Planning and Analysis Training tailored for you. Our methodology encapsulates the insights gleaned from sales and marketing, knowledge we yearned for during our tenure as finance directors.
Empower your team with an all-encompassing in-house training regimen suitable for all tiers. Advance, curated for analysts and managers, and NEXTFD, catering to emerging leaders, constitute an integral part of our offerings. Embrace a holistic educational journey with development strategies, proficiency frameworks, video tutorials, interactive Zoom workshops, psychological assessments, and one-on-one mentoring. Our training blueprints facilitate the creation of a customised academy, exclusively online (with the possibility of in-person sessions), ensuring swift implementation – you could embark on this transformative journey as early as the coming week!
What We Offer
The FP&A Training
Our selection of programs encompasses the following choices for you and your workforce:
Embark on a voyage through concepts we wished we had mastered in sales and marketing. These gems of wisdom, gleaned from our practical experiences, are now consolidated to be shared with your team.
Our In-House program seamlessly integrates into diverse settings. It encompasses proficiency evaluations, on-demand video tutorials, immersive Zoom workshops, and the transformative INSIGHTS® tool. Comprehensive coverage is assured.
Participants gain mastery over relationship building, transforming data into insights, and rendering numbers dynamic.
Individuals
All seven x 1 hour on-demand video lessons from our flagship FBP Advance. The course includes self-study exercises, case studies, and real-life examples.
With immediate lifetime access and up to four days CPD for ICAEW, ACCA, CIMA, and more, it offers great value.
Teams
Our FBP On Demand video course is the perfect, cost-effective solution to upskill your team quickly. The on-demand video course is easy to deploy across large, global teams with full LMS reporting.
We offer a customised branded portal for larger teams.





Why On-Demand Video?
Our on-demand video module, an integral part of our finance planning and analysis training, serves as an exceptional alternative. Boasting the entirety of our in-house FP&A Training content condensed into seven hours of on-demand video, it nurtures skills in relationship building, data-to-insights transformation, numerical vivification, and decision-making influence.
This comprehensive course fulfils your CPD requisites for the year. Presented by the esteemed Andy Shambrook, the lessons emulate the engagement of in-person sessions, steering clear of monotonous PowerPoint presentations.
Furthermore, perpetual access to the course empowers you and your team. The course becomes an invaluable resource, enriched by pertinent case studies and self-study exercises – all accessible from the comforts of home.
Witness your team’s evolution into the epitome of excellence through our finance planning and analysis training.
Why Choose Us for your Finance Business Partner Training?
Our global presence encompasses collaborations with individuals and teams of various scales, including prominent brands. Count on us to orchestrate the intricacies of designing and executing substantial programs. Irrespective of your team’s size, exceeding six members warrants an invitation to connect with us!
For those seeking personalised journeys, our FP&A Training On Demand standalone video course stands ready for online acquisition, encompassing all content and exercises from our celebrated in-house FP&A Advance. Our offerings cater to diverse budgets, making them universally accessible.
Furthermore, our track record comprises the design and implementation of tailored finance planning and analysis training and leadership development initiatives spanning the globe. Over seven years, we’ve facilitated similar programs on behalf of ICAEW in the US and CAANZ in Australia & New Zealand. As fellow members of ICAEW, CAANZ, or CIMA, we foster a kinship with these esteemed institutions.

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
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