Description

Course Name: Certificate in Financial Planning, Budgeting and Analysis

Global Occupational Skill Standard – GOSS ID: GOSS/BAF/CFPBA/V1

Eligibility: Graduation or Equivalent.

Duration: Three Months.

Objective: The Certificate in Financial Planning, Budgeting and Analysis course is designed to provide professionals with comprehensive knowledge and skills in financial planning, budgeting, forecasting, and analysis to support strategic decision-making within an organization. It enables learners to interpret financial data, analyze trends, and provide actionable insights to drive business performance.

Get ready to join the Journey to become a GSDCI Certified Professional  – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, you will be redirected to payment gateway, pay fee by any available options like Card (Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of the online assessment, the soft copy of your certificate will be sent to your registered email ID within 5 days.

Assessment Modules:

Module 1: Foundations of Financial Planning & Analysis: Role of FP&A in the organisation, Financial statements and interrelationships (income statement, balance sheet, cash flow), Key performance indicators (KPIs) and business metrics, Time value of money and discounting concepts, Understanding cost structures and drivers, Governance, ethics and stakeholder alignment in FP&A

Module 2: Budgeting, Forecasting & Scenario Planning: Budgeting methodologies (incremental, zero‑based, rolling), Forecasting techniques (top‑down, bottom‑up, driver‑based), Scenario planning and sensitivity analysis, Building and maintaining a forward‑looking financial model, Working capital planning and cash flow forecasting, Variance analysis and budget‑to‑actual reporting

Module 3: Strategic & Operational Financial Analysis: Variance analysis across products, services and business units, Profitability analysis (product, customer, channel) and cost‑to‑serve, Activity‑based costing and resource consumption modelling, Performance management frameworks (balanced scorecard, OKRs in finance), Business partnering and decision support for operations, Strategic planning integration with financial objectives

Module 4: Capital & Investment Planning, Valuation: Capital budgeting: NPV, IRR, payback and decision criteria, Cost of capital (WACC) and its application, Investment appraisal of projects and business cases, Long‑term asset planning and depreciation/maintenance modelling, Valuation techniques for internal decision making, Strategic finance: M&A, restructuring, divestments

Module 5: Reporting, Analytics & Technology in FP&A: Management reporting: dashboards, board packs, narrative, Story‑telling with numbers, Financial analytics: trend analysis, KPIs, predictive modelling, Use of technology and tools (Excel advanced, Power BI, ERP/FP&A systems), Data governance, data quality and automated reporting, Scenario modelling and what‑if analysis in real‑time

Module 6: Risk, Change Management & Continuous Improvement in FP&A: Identifying and managing financial risks (market, credit, operational, liquidity) in planning and analysis, Stress testing and financial resilience modelling, Change management: driving transformation of FP&A function, Embedding strategic foresight and scenario thinking into planning, Benchmarking and best practices in global FP&A, Continuous improvement of processes, culture, and value creation of the FP&A team

GSDCI Online Assessment Detail:

• Duration- 60 minutes.
• Number of Questions- 30.
• Number of Questions from each module: 5.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 100, Passing Marks- 50%.
• There is no negative marking in any module.

Benefits of Certification:

1. Global Recognition & Credibility – Stand out worldwide with a certification that strengthens your professional profile across borders and demonstrates your skills to employers and institutions.

2. Quality Assurance through ISO Certification – Programs follow an ISO-certified quality management system to promote consistency, reliability, and a standardized learning experience.

3. Career Advancement & Employability – Enhance your résumé, demonstrate professional competence, and improve your prospects for career growth, promotions, or suitable job opportunities.

4. Non-Profit Trust Factor – Certification from a non-profit organization reflects a mission-driven approach focused on skill development, professional learning, and public benefit.

5. Access to Learning Resources – Gain access to useful learning resources such as e-books, mock tests, assessments, and online academic support.

6. Transparency & Online Verification – Each certification includes a unique enrolment or certificate ID, enabling convenient online verification by employers and other interested parties.

7. Lifetime or Long-Term Validity – Certifications may offer lifetime or extended validity, reducing the need for frequent renewal, subject to the applicable certification scheme.