Financial Planning & Analysis Mastery Boot Camp
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Financial Planning & Analysis Mastery Boot Camp

5/28/2019 to 5/30/2019
When: Tuesday, May 28 - Thursday, May 30
From 8am to 5pm
Where: San Francisco State University
835 Market Street
San Francisco, California  94103
United States

Online registration is closed.
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Financial Planning & Analysis Mastery Boot Camp

CFA Society San Francisco is pleased to partner with the global training firm, Wall Street Prep, to bring FP&A Technical Mastery Boot Camp. This intensive course will equip your hires with a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics while developing technical skills in Excel financial modeling and forecasting as well as "soft skills" such as leadership and presentation acumen. It will hone the technical skills your team uses most while enforcing across-the-board analysis and forecasting consistency and best practices.


Through our partnership with Wall Street Prep, we are offering a discount of up to $700 off registration for this course. Please view the pricing below to see your discount and register for the course.

Boot Camp Overview

Day 1

  • Introduction to the modern FP&A function
  • Macroeconomic, Industry, and Competitive Analysis
  • The Power and Art of Business Modeling


Day 2

  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling


Day 3

  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis
  • The future of FP&A in large corporations and private companies


Pre-Seminar Excel online training

This boot camp assumes proficiency in Excel. Enrollment includes access to the Wall Street Prep Excel Crash Course for those who need an Excel refresher.


What’s Included?

The training materials that trainees receive are comprehensive and intuitive, and are designed to serve as stand-alone materials for easy use long after the training session has ended.



The course is taught by Carl Seidman, Business Strategist, CFO Advisor, TedX Speaker, and Trainer in Leadership and Financial Management. Carl has 10+ years of management consulting experience in finance and strategy, including turnarounds, restructurings, valuation, transactions, and crisis management. With a passion for teaching and years of directly relevant real-world experience, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job.



Members: $1,799  $1,099

$700 off Wall Street Prep Pricing


Non-Members: $1,799  $1,299

$500 off Wall Street Prep Pricing 


Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Attendees will be refunded in full in the event of a cancellation.

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