self-paced course
Mastering Rolling Forecasts: Higher Accuracy. Better Decisions.
Transform your planning process with rolling forecasts that actually keep up with your business. This course will help you break free from static annual budgets and shift toward a more dynamic, responsive approach to forecasting. You’ll learn how to build rolling forecasts, integrate key performance drivers, and embed forecasting into strategic and operational decision-making.
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Your Instructor: Rob Stephens, CPA
What You'll Learn
Course Description:
Who Should Take This Course?
Management Accountants
Move beyond static budgets to more agile financial planning. Gain the tools to improve cost control, support operational decisions, and align financial goals with strategy.
Finance Professionals
Use rolling forecasts to better anticipate trends and respond quickly to change. Learn to integrate forecasting into strategic planning to improve agility and risk management.
Accountants
Enhance their value by shifting from backward-looking reporting to forward-focused forecasting. This course builds skills in using key drivers and data to deliver meaningful insights.
FP&A
Benefit from mastering dynamic forecasting techniques and scenario planning. Strengthen your role in guiding business strategy and improving financial accuracy.
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Behind the Scenes
Video Lesson Sneak Peek
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Top features
How The Course Works
Self-Paced Learning
Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.
All-Inclusive Content
Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.
Interactive Quizzes
Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.
NASBA Certification
Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc.
Meet Your Instructor
Rob Stephens, CPA
Rob Stephens is the Founder of CFO Perspective. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. Rob has a 30-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University, and holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. Rob received a B.A. in Business Administration from the University of Washington and is a CPA.
NASBA Course Information
DELIVERY METHOD
QAS Self-Study
FIELD OF STUDY
Finance
CPE CREDITS
NASBA: 3
KNOWLEDGE LEVEL
Basic
PREREQUISITES
None
ADVANCED PREP
None
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Frequently Asked Questions
How many CPE credits can I earn?
The course will provide 3 NASBA-approved CPE credits. Final calculation will made when the course is finalized.
Are there any prerequisites for this course?
No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.
How is the course structured?
The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.
Are the lessons live or pre-recorded?
Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.