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FP&A Mastery Signature Program - Track A

4.9 (17)

Carl Seidman

FP&A Advisor | Microsoft MVP in Excel

FP&A Mastery is the premier membership for high-achieving finance professionals

FP&A is about making solid judgments even in the face of high stakes and ambiguity. A common misconception around these finance skills is that they're something you either have or you don't and they take many years to attain.

...but that's not true.

In reality, you can significantly improve your financial planning & analysis (FP&A) influence + critical and strategic thinking ability by reframing your mindset and mastering a handful of core skills: business modeling, financial analysis, empathy and partnership, and effective communication.

People who level up tend to get selected for better projects that are more interesting and challenging. When they succeed, they're more likely to get promotions, higher pay, and even more exciting opportunities. Work is far more enjoyable because they're now more capable, confident, and positive. This leads to a more inspiring career and fulfilling life.

The best FP&A professionals don’t think like analysts. They think like advisors. They’re higher-level thinkers. And they’re masterful communicators. They don't refer to themselves as masters, but they're always in pursuit of mastery.

Welcome to The FP&A Mastery Signature Program.

What you’ll learn

Master technical + strategic skills separating elite FP&A leaders from ordinary analysts, landing you better opportunities and visibility

  • Use robust Excel techniques to build flexible, scalable models, not basic and vulnerable spreadsheets

  • Design assumption-driven models that update cleanly and easily as inputs change

  • Reduce complexity while increasing analytical depth (an incredibly rare but extremely valuable skill)

  • Identify the most relevant variables that actually matter to performance and liquidity

  • Build two types of tools -- (1) comprehensive models, and (2) mini driver syntheses to answer “what if” questions in real time

  • Connect operating decisions to financial outcomes executives care about

  • Construct integrated cash flow, P&L, and balance-sheet forecasts that tie cleanly and hold up under scrutiny

  • Translate messy operational data into structured, auditable financial assumptions

  • Pressure-test scenarios and explain what really moves cash, not just earnings

  • Understand the accounting equations and translate accounting mechanics into forward-looking forecasts with ease

  • Model working capital roll-forwards (AR, AP, inventory, accruals) with confidence and discipline

  • Understand where forecasts often break and how to fix them, supporting leadership in their most important decisions

  • Explain financial results and forecasts in plain language without dumbing them down

  • Challenge assumptions constructively while staying commercially grounded in the reality of the business

  • Show up to meetings prepared to recommend and defend your work, not just report your findings

  • Trust your models because you built them from the ground up, know how they work, and can update them quickly and seamlessly

  • Know how to routinely spot errors, inconsistencies, and unrealistic assumptions

  • Learn the most current applications of Excel in finance, from 1 of ~35 U.S.-based Microsoft MVPs

Learn directly from Carl

Carl Seidman

Carl Seidman

Contact

The person Fortune 500s use for their financial leadership development programs

Companies hiring Carl for FP&A team training and development
Workday
CIBC
Cigna Healthcare
Discover
Hostess Brands

Who this course is for

  • Finance Directors and Managers responsible for team oversight, financially-driven decisions, and higher-level data-driven analysis.

  • Management consultants, FP&A advisors, and Fractional CFOs who offer business consulting services to small and midsized businesses.

  • Entrepreneurs planning to start a business and seeking foundational knowledge in financial management to ensure their venture is successful.

Prerequisites

  • Finance or FP&A Experience (2+ Years)

    You should understand modeling, forecasting, and analysis basics. It ensures you're ready to apply real-world judgment, not just formulas.

  • Comfort Working in Excel

    You’ll be building real models, so you'll need foundational (not expert) skills to follow along and focus on structure, not just syntax.

  • Basic Financial Statement Knowledge

    You don't need to be an expert in accounting, but should recognize how income, cash flow, and balance sheets connect.

What's included

Carl Seidman

Live sessions

Learn directly from Carl Seidman in a real-time, interactive format.

Rolling admission - enroll any time you want and access to all sessions

Live sessions take place every week. So you don't have to wait for the next live cohorts to begin to get started with the course. Attend the sessions you're interested in and pass on the ones you're not. It's your choice.

Access to recordings

Students receive ~100 hours of session recordings as soon as they enroll. And they receive ~100 hours of new recordings as the live sessions take place. Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion and CPE credits

Share your new skills with your employer or on LinkedIn.

Access to the Seidman Financial Digital Vault

Sign up 3 weeks before the first live cohort begins and you may request complimentary access to program recordings through our digital vault. This means you can go through the course at your own pace in advance and then join the live program, when it begins, for reinforcement of the lessons. Contact us at info@seidmanfinancial.com to learn more.

Maven Guarantee

This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.

Course syllabus

192 lessons • 20 projects

Week 1

Jan 13—Jan 18

    ✨ FP&A MSP - Adv Business + Financial Modeling: Live (Tues, Jan 13 | 9am CST) ✨

    0 items

    Module 1: Introduction to Integrated Financial Statements and Business Modeling

    6 items

    ✨ FP&A MSP - Adv Business + Financial Modeling: Live (Fri, Jan 16 | 9am CST) ✨

    0 items

    Module 2: Understanding Modeling Objectives and Initiating Document Requests

    4 items

Week 2

Jan 19—Jan 25

    ✨ FP&A MSP - Adv Business + Financial Modeling: Live (Tues, Jan 20 | 9am CST) ✨

    0 items

    Module 3: Financial Model Structuring and Best Practices

    5 items

    ✨ FP&A MSP - Adv Business + Financial Modeling: Live (Fri, Jan 23 | 9am CST) ✨

    0 items

    Module 4: Preparing to Build the 3-Statement Financial Model

    9 items

Schedule

Live sessions

4-5 hrs / week

We meet live 2x per week. Each session is 2 hours with one 8-10 minutes break. We often have an extended Q&A at the end of each core learning session. Meetings are recorded for future review and reinforcement. In the event you miss a live session, the recordings are there for you to watch/listen to on your own time and at your own pace.

Reinforcement

1 hr / week

Live sessions are full of rich content, demonstrations, instruction, and exercises. While you are not required to complete projects on your own, you are STRONGLY ENCOURAGED to revisit the working files and go through the files/exercises on your own time. This reinforces concepts and ensures that the learning sticks.

Asynchronous content

1 hr / week

All live sessions are recorded and uploaded, usually with 24 hours of the conclusion of the live session, for your continued access. Attendees of The FP&A Mastery Signature Program have access to 100+ hours of recorded learning, discussions, exercises, cases, and Q&A.

500+ FP&As have improved their technical and non-technical skills with Carl's cohort-based Maven courses. Here's what they have to say:

Here's what more attendees have to say:

The experience isn't just about learning new skills, it's about transforming how you think. This is what attendees have said:

Here's what attendees of these courses have to say about the learning experience:

Don't just take our word for the quality and impact of this experience. Here's what alumni of Carl's programs have to say:

A one-of-a-kind experiential learning ecosystem, eligible for up to 56.0 CPE credits

Receive a certificate of completion to share with your network and coworkers

Frequently asked questions

The FP&A Mastery Signature Program kicks off with the top-rated corporate finance program on Maven. Here's what you'll learn:

You won't just learn cash flow forecasting, you'll learn financial analysis and business diagnostics

$3,500

USD

·
Jan 13—Apr 17
Enroll