Case Analysis Items

Case Analysis Items

These questions in the Part II exam assess your ability to analyze situations that may be encountered by FP&A professionals and make appropriate judgments. Each case has three or more steps. In each step, information relevant to the case is provided on the left side of the screen, and a question appears on the right side of the screen.

Additional information is added at each step in the case. The information from previous steps is also shown.

Some steps may include one or more exhibits (such as spreadsheets or images) to be used in answering the question. In these instances, the exhibit can be accessed by clicking on the Exhibit icon just below the step number. If the exhibit contains a spreadsheet, the functionality of the spreadsheet tool in the exhibit is the same as that of the spreadsheets provided in the task-based simulation portion of the exam. 

As additional steps are added, you may need to scroll down to read all of the information.

The information in the case DOES NOT change based on the actions you select in a step. For example, if you select an action that requires creation of a forecast, that forecast may or may not appear in the information presented at the next step in the case. 

For each step in a case, indicate all the actions that should be taken by an FP&A professional based on all the information available at that point in the case. Select as many actions as are needed to appropriately respond to the situation presented, but only select actions that are necessary; do not select actions that are optional.

You MUST select at least one action before you will be able to move to the next step. After you respond to a step in a case analysis problem and click NEXT, you WILL NOT be able to go back to the steps you have previously seen. The reason for this is that new information is provided in each step that could potentially affect the decisions you made on the prior step.

In case analysis items, each step is scored independently of the previous or subsequent steps. For each step, points are awarded for selecting an appropriate action or may be awarded for avoiding an inappropriate action. Also, points may be deducted for selecting an action that is not appropriate or not necessary based on the information provided.