FPAC Intensive Review Art

Description

The FPAC Exam Intensive Review Course is designed to assist students in preparing for the FP&A Certification through interactive case studies. In each session, students will work with other students on assigned case studies highlighting skills necessary to pass the FP&A exam. Cases will then be reviewed and explained by the Instructor. Students should have studied the Exam Prep Platform before class, this course serves as a capstone to tie the theory and practical application together.

January 13, 15, 20 & 22

5:00–8:00 PM ET
NOT ELIGIBLE FOR CTP, FPAC OR CPE CREDITS
*Attendees will have access to recordings of the seminar through the 2026A Window
  • Gather qualitative and quantitative data on factors affecting the performance of an organization.
  • Analyze data and relevant facts to develop actionable intelligence for decision makers and stakeholders.
  • Assess and adapt processes to changes in the business environment.
  • Leverage software platforms to build forecasts and financial projections.

Non-Members $595 | Members: $495

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Instructor

Majid Darvishan is a Clinical Assistant Professor of Finance at Indiana University’s Kelley School of Business, where he focuses on corporate finance, working capital management, quantitative risk management, banking, and the use of artificial intelligence in finance. He serves on the Supervisory Committee of the Indiana University Credit Union, bringing hands-on experience in financial oversight and governance to his teaching, and is a member of the Association for Financial Professionals’ FP&A Advisory Council. Darvishan also co-founded Owlara, an enterprise performance management platform that helps small and mid-sized businesses analyze operations, make better decisions, and improve their bottom line.

Sample Agenda

Session 1

  • Introduction
  • Exam Tips
  • Warm-up Case
  • Time Value of Money Cases
  • Cash Conversion Cycle Case
  • Breakeven Case
  • Depreciation Case
  • Homework
    > Advanced Cash Conversion Cycle Case
    > Elasticity Case
    > Equivalent Annual Annuity Case

Session 2

  • Review Class 1 Homework
  • Financial Statements Case
  • Delphi Method Case
  • Trend Line Case
  • Smoothing Case
  • Seasonality Case
  • Homework
    > Ratios from Financial Statements Case
    > Practice Excel Cases

Session 3

  • Review Class 2 Homework
  • Revenue Projection Case
  • Returns Case
  • Margin Concept Exercise Case
  • Price-Volume-Mix Case
  • PVM of a Customer Case
  • Homework
    > P&L Scenario Case
    > Lifetime Value of a Customer Case
    > Probability Adjusted NPV Cases

Session 4

  • Review Class 3 Homework
  • Review Discussion Question
  • WACC and CAPM overview
  • Finding Beta Case
  • WACC and CAPM Case
  • Shortcomings of WACC/CAPM
  • Value at Risk (VAR) Case
  • Additional Stats Cases
  • Bonus Topics
    > Optimization Case
    > Monte Carlo Simulation Case