No problem. While you are encouraged to attend live sessions — as a great part of the experience is both the live-reveals and the participant interaction — all sessions are recorded and may be accessed on your own time.

The experience is intentionally spaced out — 2 days each week over many weeks — so you can work your schedule around it.

There may be occasional pre-work and post-session work but it is minimal.

Because all sessions are recorded, you can revisit topics and discussions on your own schedule.

It is not customary for us to receive requests for refunds. However, if you are dissatisfied with your experience, please reach out to our customer service team so we can ensure you receive the value you expect.

I offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics. 

Here are the other programs I offer.

This program is designed for finance professionals who want the most comprehensive, connected experience, community, and results.

We meet live on Zoom for 2 hours, 2x per week.

Each session consists of 1-2 learning topics and modules. Each module ties into prior and future modules, so it is important to try to avoid missing classes or watched recordings.

The structure of the session begins with an intro, a tie-in to a real example, exercises, discussion, and reflections.

Prerequisites for the course include the following:

• You should have a basic-to-intermediate understanding of Microsoft Excel
• You should have a current version (2016 or later) of Microsoft Excel, ideally (though not necessary) on a PC.
• You should have at least an basic understanding of accounting and finance concepts.

No, but I will offer you my promises.

Everyone who attends this experience will have different backgrounds and aspirations which means they have different business models or jobs.

My promise is to share with you my techniques, tools, and processes that will accelerate your finance career and make you far more confident in what you do

Yes. You get all of the template models, clean and completed.

Yes, it qualifies for 56.0 CPE credits.

Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Most on-demand courses teach steps for plugging numbers into basic models. They don’t teach the nuances that you’re likely to encounter across a wide range of instances. And most course trainers don’t come from FP&A and CFO backgrounds.

According to alumni, this is the best FP&A course curriculum available.

While students can enroll in any course individually, the FP&A Mastery Signature Program is designed as the most comprehensive, high-value, learning experience in the FP&A space.

Students are encouraged to get the most complete experience versus enrolling in each course one at a time.