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Best resources to learnFP&A (Financial Planning & Analysis)

Study sheet

FP&A runs a company's budgeting, forecasting and management reporting. You will learn driver-based models, variance analysis, KPIs and how to turn finance data into business decisions.

5 resources · · How we curate

📺YouTube(1)

youtube

Christian Wattig (FP&A YouTube channel)

Free walkthroughs of day-to-day FP&A work: building budgets and forecasts, variance analysis, driver-based models, business partnering, and presenting results to executives. Taught by a former P&G, Unilever and Squarespace FP&A leader. This is the free-first practical companion to the Alexander book, from the person who runs Wharton's paid FP&A certificate. It is hands-on 'how to actually do variance analysis and forecasts' content that the books do not give you.

beginner🇬🇧

📚Books(3)

bookPaid

Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You

Rules and worked examples for management reporting: laying out P&L and variance reports, formatting tables and charts, choosing what level of detail to show, and presenting financial results so non-finance managers can act on them. It appears on standard FP&A reading lists.

beginner🇬🇧
bookPaid

Future Ready: How to Master Business Forecasting

A book on corporate forecasting practice. It explains why forecasts fail, how to separate forecasts from targets, how to build rolling forecasts, how to measure forecast error and bias, and how to design a forecasting process that supports decisions.

intermediate🇬🇧
bookPaid

Financial Planning & Analysis and Performance Management

A full reference for the FP&A function by a former CFO. It covers budgeting and rolling forecasts, driver-based planning, KPI and dashboard design, variance and business analysis, long-term projections, and how FP&A supports capital allocation and value creation.

intermediate🇬🇧

📄Papers(1)

paper

AFP FP&A Guide to Driver-based Models and Plans

This is the primary-source, non-vendor treatment of driver-based models. The Association for Financial Professionals' guide to driver-based planning (2024). It covers structuring the model, finding and measuring the operational drivers that predict financial results, and rolling the process out. You need a free AFP account to download the PDF.

intermediate🇬🇧
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Frequently Asked Questions

What are the best free resources to learn FP&A (Financial Planning & Analysis)?

Dantes has curated 5 resources for FP&A (Financial Planning & Analysis), including 1 YouTube videos, 3 books, 1 papers. All resources are hand-picked for quality — no algorithmic filler. Browse the full list above to find the format that works best for you.

Is FP&A (Financial Planning & Analysis) hard to learn?

FP&A (Financial Planning & Analysis) is approachable at the beginner level — there are resources here specifically for those starting from scratch. As you progress, intermediate and advanced material is also available to take your skills further.

What types of FP&A (Financial Planning & Analysis) learning resources are available on Dantes?

For FP&A (Financial Planning & Analysis), Dantes has curated 1 YouTube videos, 3 books, 1 papers. Each resource type serves a different learning style: videos and YouTube for visual learners, books for depth, courses for structured progression, and websites for quick reference.

How does Dantes select FP&A (Financial Planning & Analysis) resources?

Dantes is an algorithm-free learning directory. Resources are hand-curated based on quality, accuracy, and usefulness — not engagement metrics or paid placements. The goal is to surface the best learning material for FP&A (Financial Planning & Analysis), whether it's a free YouTube series, a classic textbook, or an open courseware from a top university.

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