Financial Planning and Analysis

The financial planning and analysis concentration, or the FP&A concentration for short, is designed to cover the fundamental concepts and techniques of financial reporting, planning, managerial finance, and analysis that are used by accounting and financial professionals to support the successful management of a business.

Where the Financial Planning and Analysis Concentration Will Take You

By taking financial planning and analysis courses, you will gain the analytical skills necessary to provide financial support for day-to-day management decisions. You will learn from forward-thinking professors, and access financial planning and analysis tools that give you real-world experience in this subject matter.  
Thus, this concentration is particularly relevant if you plan to work within the finance and/or accounting functions of various-sized businesses, conducting analysis for financial management, from startups to large multinationals.  
It’s also ideal for current or aspiring entrepreneurs. Additionally, your coursework will prepare you for careers in investment banking, commercial banking, corporate finance consulting, strategic planning, and other FP&A-related careers.

What You Will Study

You learn the basic frameworks and processes of financial planning and budgeting, including forecasting monthly, quarterly, and annual business results and long-range strategic planning—a fundamental of financial planning. Additional financial planning courses cover such topics as how to prepare, analyze, and report financial and operational reviews for a business.

Required Courses

Explore topics such as inventory, deferred taxes, inter-corporate investments, and pensions through the study of accounting principles, transaction analysis, financial statement disclosure, and financial statement analysis. This course is especially designed for finance majors who want to become more proficient in the financial accounting skills necessary to effectively read and interpret financial reports and is recommended for students interested in careers in financial management and Wall Street.

The principal goals of this course is to provide the concepts and techniques required to make long-term investment and financing decisions within your firm. At the end of the course, you will be able to make real asset investment decisions by valuing a proposed investment project or acquisition.


As part of your coursework in the financial planning and analysis concentration, you will take:

Successful business decision making requires the systematic analysis of a firm’s internal factors and external market forces. This course uses applied microeconomics to prepare you to perform these quantitative analyses, both internally, looking at cost structure and scale, for example, and externally, to understand consumer preferences and demand, price sensitivity, the nature of competition, and the regulatory environment.

This course covers mergers and acquisitions, initial public offerings, private equity placements, senior and mezzanine debt issuances, leveraged buyouts, and other common financial transactions. Explore the process of each transaction and place heavy emphasis on the role of the financial analyst in analyzing each situation.

Explore the entire list of financial planning and analysis courses

You Will Learn From the Best

At Babson, our faculty are experts, innovators, and forward thinkers in their chosen fields. Here are just some professors sharing their expertise and support with our students.

Weerapat (Go) Attachot, Assistant Professor of Practice, Accounting & Law Division

Weerapat (Go) Attachot

Weerapat (Go) Attachot teaches undergraduate-level managerial accounting. His research interests lie primarily in the international financial accounting and reporting arena. Specifically, Attachot is interested in publicly traded foreign (non-U.S.) firms’ characteristics, regulation compliances, regulation choices, incentives/disincentives etc. in the U.S. capital markets. He is a certified public accountant (CPA), a certified internal auditor (CIA), a certified management accountant (CMA), a certified fraud examiner (CFE), and a chartered global management accountant (CGMA). 

Richard Block, Assistant Professor of Practice, Accounting & Law Division

Richard Block

Richard Block is the consulting CFO to a family-owned and recently sold $225 million residential and commercial heating oil and propane provider, and a privately funded feature film production company, whose just-completed film is being marketed for distribution. Previously. Block was the controller/treasurer of Terascala Inc., a venture-funded manufacturer of high-performance parallel file system storage solutions. Prior to Terascala, he served for two and a half years as a partner in Tatum LLC, a national executive services firm, providing interim financial management and consulting services to companies in significant transition. 

Have Questions?

Faculty Contacts: Richard Block and Weerapat Attachot
Sponsoring Division: Accounting & Law

Course Spotlight

ACC 3502 – Financial Reporting and Analysis

This course is one of the first steps you can take before you take on Wall Street in your professional career. You study the principles of financial management, including accounting principles, transaction analysis, financial statement disclosure, and financial statement analysis as it applies to corporate finance, credit analysis, and investment banking. You leave this course with the skill and confidence to effectively read and interpret financial reports.

Explore more financial planning and analysis courses:

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