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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

By attending, you'll earn up to 4 CPE credits while deepening your practical expertise in Prophix One. 

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. You’ll 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-driven tools 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.

 

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Ideal for: Beginner FP&A Plus and Financial Planning & Analysis users

 

Key Learning Outcomes

 

  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

 

 

 

 

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Course 2: Elevated Reporting & Visualization Techniques

This course provides an in-depth look at the 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.

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Ideal for: Intermediate FP&A Plus and Financial Planning & Analysis users with experience building data views and basic reports.

Key Learning Outcomes

  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