Financial Planning and Analysis with Analytical Capabilities

Learning objectives

After completing this course, the learner should be able to:

  • Describe the objectives of financial planning and analysis
  • Understand the importance of financial planning and analysis
  • Describe the commonly used analytical tools and concepts
  • Describe the questions we should ask when performing the analysis

Understand and apply the analysis to the following contexts:

  • Capital investment
  • Business and value drivers
  • Performance management
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David Wang

Instructor bio

David Wang is an award-winning professor in both teaching and research who received his Ph.D. from Purdue University. He mainly teaches audit analytics, data mining, IT auditing and accounting information systems. He has been invited by conferences and universities around the world to discuss curriculum design and teaching strategies and is currently listed on the Fulbright Specialist Roster for developing an analytics curriculum for accounting programs. Dr. Wang’s research interests are IT management and information security management. He is currently the 2nd most productive accounting information systems researcher based on Brigham Young University’s accounting researcher ranking and his papers have more than 30,000 full-text downloads from the Science Direct academic network. Dr. Wang actively serves in the professional community as an editor, reviewer and conference/workshop coordinator. He was also the president of the American Accounting Association Midwest Region in 2020, as well as the 2018 KPMG James Marwick Professor in Residence.

Instructor Holly Hawk

Instructor bio

Holly Hawk is a PhD, CPA, and CGMA. She also is a Clinical Assistant Professor at Clemson University and has experience teaching undergraduate and graduate level courses. She has a PhD in Higher Education from the University of Georgia, a Masters of Accountancy in Audit from the University of Georgia, and a Bachelors in Business Administration with a concentration in Accounting & Technical Communications from Mercer University. While working on her PhD, she taught both undergraduate and graduate level courses at the Tull School of Accounting at the University of Georgia. Prior to moving into higher education, Holly worked at Pricewaterhouse Coopers and TD Bank. Holly was named to the "40 under 40" by CPA Practice Advisor and is active within the AICPA and AAA. Holly is on the AICPA Nominations Committee and AICPA Academic Executive Committee, while also the past chair of AICPA Student Recruitment Committee and an AICPA Leadership Academy graduate. As part of the AICPA Academic Executive Committee, she chaired the Distinguished Education Achievement Award Committee for the past two years. Holly is the AAA Southeast Region Assistant Paper Chair, on the AAA Conference on Teaching and Learning in Accounting Steering Committee and AAA Competitive Manuscript Award Committee. Holly received the Emerging Scholars Leader Award from the 2018 Innovation in Teaching Conference and more recently, has been inducted into the Mercer University Athletic Hall of Fame.

National Registry of CPE Sponsors

A Becker Professional Education 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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823

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