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Prophix Academy Training (Paid Optional)

FP&A Plus Training Series

Level up your FP&A game with hands-on training built for the way modern finance teams work. Our FP&A Plus training series takes you from foundational model-building to advanced reporting and visualization — with AI-assisted tools woven throughout to help you work faster and surface insights that matter. Whether you're just getting started or looking to sharpen your reporting skills, these courses give you the practical knowledge to get more out of FP&A Plus from day one.

 

Choose from one of two course options: 

  • Course 1:  Building your Model: From Insights to Impact
  • Course 2:  Elevated Reporting & Visualization Techniques

Date and Time:

May 26, 2026
1:00 - 5:00pm MDT

Early Bird: 

$495 USD
until April 30

Standard: 

$595 USD
May 01 - May 26

Earn:

4
CPE credits

Course 1: Building your Model: From Insights to Impact

Explore the power of FP&A Plus in the “FP&A Plus in Practice” session as you walk through a hands-on overview of key features and workflows.

Learn how to navigate the startup dashboard, access reports through the Document Explorer, and build meaningful data views using Ad Hoc Analysis—enhanced by AI that help you quickly explore data and surface insights. You will also create a new financial model in the Model Manager, manage dimension members, and define account calculations to support accurate and flexible planning.

Ideal for: Beginner

What You Will Learn

  1. Navigate the FP&A Plus dashboard and Document Explorer with confidence
  2. Build data views using Ad Hoc Analysis and AI-assisted insight tools  
  3. Create a financial model and manage its dimensions and calculations
  4. Apply filters to support flexible, accurate planning
  5. Develop a working model ready for further development

Course 1 details

Course 2: Elevated Reporting & Visualization Techniques

Master reporting capabilities in FP&A Plus, focusing on common challenges teams face and the tools available to address them.

You will learn how to improve data entry experiences, increase efficiency in building and maintaining your reports, and present information visually through dashboards — while also exploring how AI-driven automated reporting streamlines data preparation and generates insights instantly. Get hands on with the Prophix One Reporting Agent to ask questions, refine with follow-ups and make decisions with clarity and confidence.

Ideal for: Intermediate

What You Will Learn

  1. Improve data entry templates for better usability and consistency
  2. Optimize reports and use the AI Reporting Agent to automate data preparation
  3. Build charts, graphs, and dashboards to communicate insights visually
  4. Streamline report binder creation and maintenance
  5. Deliver polished reporting outputs more efficiently across the team

Course 2 details

Register now