Future-proof your treasury and finance team with these curriculums, designed to hone the skills needed to stay on the leading edge of finance and treasury.

FINANCIAL PLANNING & ANALYSIS COURSES

FORECASTING SERIES
  • Improving Forecast Accuracy
  • Integrating Rolling Forecasts
FP&A ESSENTIALS SERIES
  • FP&A Essentials Course
  • The New Analyst: Essential Skills and Goals for New Corporate Finance Professionals
  • Finance for Non-Finance Managers
FINANCIAL MODELING SERIES
  • Building a Modeling Culture
  • Financial Modeling: Techniques and Best Practices
  • Three-Statement Financial Modeling
  • Top-Line Modeling
    BUDGETING SERIES
    • The Budget: Aligning Capital, Company and Customers
    • Capital Budgeting
    FINANCIAL ANALYSIS SERIES
    • Financial Analysis I: Critical Thinking and Decision-Making
    • Financial Analysis II: Insights through Analytics
    • FP&A’s Role in Business Strategy and Decision-Making

    DIGITAL FINANCE

    FINANCE TRANSFORMATION AND AI SERIES
    • Financial Analytics Mastery: Essential Tools for Data-Driven Decision-Making
    • Advanced Financial Analytics: Harnessing Generative AI for Strategic Decision-Making
    • Machine Learning in Finance: Practical Applications and Ethical Considerations
    • Finance Leadership in the AI Era
    • Understanding the Case for Artificial Intelligence (AI) in Forecasting and Analytics

    TREASURY MANAGEMENT

    FUNDAMENTALS SERIES
    • Treasury Management Fundamentals
    • Cash Management Fundamentals
    TREASURY ACUMEN SERIES
    • Working Capital Management
    • Advanced Liquidity Management
    • Payments Fraud and Cybercrime
    • Understanding Foreign Exchange, International Risk and Payments
    • Advanced Cash Flow Forecasting: Statistical Techniques

    TREASURY MANAGEMENT IN BANKING

    TREASURY MANAGEMENT IN BANKING SERIES
    • Treasury Management Fundamentals for Banks
    • What Treasurers Want to Hear from Their Bank
    • The How’s and Why’s of Strategic Cash 

    FOUNDATIONAL SKILLS

    BUSINESS PARTNERING SERIES
    • Master the Art of Highly Effective Business Partnering
    • Business Partnering: Uncover & Create Your Team Brand
    • Increase Your Influence: Presentation & Conversation Skills That Go Beyond the Data 
    PERSONAL EFFECTIVENESS SERIES
    • Art of Simplifying Finance for Business Partners
    • Using Data Visualization in Story Telling
    • Negotiation Skills for Treasury and Finance Professionals
    EXCEL MASTERY SERIES
    • Intermediate Excel: Analytical Tools for Treasury and Finance
    • Advanced Excel Analytics: VBA Programming

    EXAM PREP

    EXAM PREP FOR TEAMS
    • Certified Treasury Professional (CTP) Exam Preparation Review Course
    • Certified Corporate FP&A Professional (FPAC) Exam Preparation Review Course