The Role of an FP&A Professional

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Definition of an AFP Certified Corporate FP&A Professional

A newly certified FP&A professional provides insights to the financial decision making process in an organization through analysis, financial projections (planning, budgeting and forecasting) and reporting.  They may work as a member of a team of financial analysts but they are also able to work independently.

They understand the entire decision support process and are able to contribute to and be responsible for individual components of the process.  They are able to perform these functions accurately and in an efficient manner and to identify, assess and adapt their processes to changes in the business environment.  FP&A professionals understand and abide by professional conduct standards.

FP&A professionals communicate with others in a wide range of positions internal and external to the organization to understand and gather qualitative and quantitative information on factors affecting the financial performance of the organization.  They are also able to analyze data and relevant facts, consolidate and convey insight to support decision makers and other stakeholders. 

 Holders of the FP&A designation will:

  • Demonstrate the knowledge and skills required to perform competently in today’s complex finance environment
  • Have passed a rigorous examination and met education and experience requirements
  • Agree to abide by a professional code of ethical conduct
  • Be committed to keeping knowledge current by meeting continuing education requirements