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Fundamentals

Enhance planning, execute processes, and understand FP&A. Gain skills in modeling, collaboration, security, dashboards, and reporting.

About the exam

Length

45 minutes

Language

English

Fee

99 EUR

Certification Renewal

Valid for 2 years. 

Recertification is accomplished by retaking the exam during the recertification eligibility time period and achieving a passing score. You may attempt recertification starting 60 days prior to your certification expiration date.

Passing score

70%

Prerequisites

None

Exam method

60 multiple choice questions via online-proctored exam

Recommended Experience

Hands-on experience working with Farseer.

Overview

Completing Farseer Fundamentals prepares candidates to understand how Farseer benefits organizations and enhances the planning process. It also equips them with the skills needed to execute planning within Farseer. Additionally, the course provides general knowledge of Financial Planning & Analysis, common use cases and models, modeling fundamentals, collaboration, security, dashboards, and reporting.

Learning Outcomes

  • Have solid understanding about Financial Planning and Analytics, what it is, how it’s done, key roles included, software support, etc
  • Have solid understanding of all Farseer modules and features and how can they benefit organizations
  • Understand and describe common business use cases where Farseer can help, describe and explain specific models like OPEX Planning, Sales Planning, CAPEX, HR…
  • Basic theoretical understanding of modeling concepts in Farseer: Variables, Dimension Tables, Measures, Formulas
  • Ability to do practical work in Farseer such as creating and populating sheets, creating dimensions, creating variables with simple formulas, creating dashboards with tables, charts and single value tiles
  • Solid understanding the number entry in sheets – top-down, bottom-up, copy, update by percentages, forecast
  • Basic understanding of collaboration and security in Farseer: users and groups, shares, assignments, comments
  • Basic understanding of integrations: import module, apps, automations