FP&A’s Evolution: Practical Training for a Demanding Role 📘

The skills gap is real—and a new wave of applied training is closing it fast.

Author

Vanessa Carter
July 03, 2025

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Hey there, CFOs! 💼

In this week’s edition, we explore how FP&A training is shifting from theory to real-world application.

Discover how new, hands-on learning models are empowering analysts to hit the ground running—and helping CFOs build teams that drive immediate impact.

📰 Upcoming in this issue

  • 📈 From Theory to Application: The Rise of Desk-Ready FP&A Training

  • 🌍 Global FinTechs Turn to Financial Hubs for Cross-Border Growth

  • 💸 R&D Tax Credits: Strategic Cash Flow Opportunities CFOs Shouldn't Overlook

  • Smart Tech, Dumb Mistakes: Who’s Liable When AI Misfires?

  • Real‑Time Fraud Detection Arrives: How AI Is Turning the Tables on Bank Scammers

  • Cost Control Meets Innovation: How CFOs Now Blend People and AI

📈 From Theory to Application: The Rise of Desk-Ready FP&A Training

Financial Planning & Analysis (FP&A) has evolved from a back-office function to a strategic cornerstone of modern enterprises. In today's volatile, data-rich environment, CFOs are prioritizing practical, application-focused training to equip FP&A teams with the skills needed to drive impactful business decisions.

Key Takeaways:

  • 🎯 Strategic Evolution of FP&A: FP&A roles have transitioned from historical variance tracking to proactive business partnering, requiring a blend of technical acumen, commercial insight, and storytelling prowess.

  • 💡 Demand for Practical Training: Traditional finance education often lacks real-world applicability. Modern FP&A professionals need training that emphasizes hands-on experience with tools like dashboards, Excel models, and scenario planning.

  • 📊 Introduction of the FPAP Certification: The Corporate Finance Institute's Financial Planning & Analysis Professional (FPAP) certification offers a curriculum tailored to the practical demands of today's FP&A roles, focusing on real-world applications over theoretical concepts.

  • 🔄 CFOs Driving Training Initiatives: In response to economic pressures and increased expectations from stakeholders, CFOs are investing in upskilling FP&A teams to enhance forecasting accuracy, operational insight, and strategic communication.

🌍 Global FinTechs Turn to Financial Hubs for Cross-Border Growth

As FinTech companies pursue international expansion, establishing operations in financial hubs has become a strategic priority. A recent survey reveals that 94% of global FinTech leaders consider cross-border growth critical or important to their success, with 63% already operating through entities in International Finance Centres (IFCs).

Key Takeaways:

  • 🌐 Access to International Markets: One-third of FinTech executives prioritize access to international markets and banking services when selecting a jurisdiction, highlighting the importance of global connectivity.

  • 🏦 Favorable Regulatory Environments: Approximately 32% of respondents value stable and business-friendly regulatory environments, while 27% emphasize the significance of established professional services networks in financial hubs.

  • ⚙️ Investment in Emerging Technologies: Nearly half (46%) of FinTech businesses plan to invest in emerging technologies to enhance operational efficiency, with a focus on automation and digital infrastructure.

  • 🚧 Challenges in Scaling Operations: FinTech companies face challenges such as access to funding and navigating regulatory compliance, each cited by 28% of executives as significant obstacles to growth.

💸 R&D Tax Credits: Strategic Cash Flow Opportunities CFOs Shouldn't Overlook

In 2025, R&D tax credits have evolved into a powerful financial tool, extending beyond traditional tech sectors. Recent federal and state legislative enhancements have broadened eligibility, offering CFOs a strategic avenue to bolster cash flow and fund innovation.

Key Takeaways:

  • 🧪 Expanded Eligibility Across Industries: The R&D tax credit now encompasses a wider range of activities, including process improvements, software development, and product enhancements, making it accessible to sectors like manufacturing, construction, and food production.

  • 💰 Significant Financial Incentives: Companies can benefit from federal credits amounting to 6%–10% of qualified expenses, with additional state credits ranging from 3%–15%. Startups may claim up to $500,000 annually against payroll taxes, and businesses can amend past returns to capture three years of missed credits.

  • 🏛️ State-Level Enhancements: States like Texas, Michigan, and Connecticut have strengthened their R&D incentives, offering increased credit rates, refundable options, and bonuses for university collaborations, reflecting a nationwide push to support innovation.

  • 📄 Evolving Compliance Requirements: The IRS now mandates detailed project-level documentation for Form 6765 submissions. While Section 174 currently requires R&D amortization, bipartisan efforts are underway to restore immediate expensing, potentially increasing the attractiveness of these credits.

Why It Matters

In today’s fast-paced finance world, theory isn’t enough. Teams need to deliver insights from day one. Desk-ready FP&A training gives analysts the tools to act fast, think strategically, and drive real impact—exactly when it’s needed most.

Vanessa Carter
Editor-in-Chief
CFO Executive Insights

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