Overview

Master FP&A. Earn 7 CPE Credits. Completely Free.

PlanGuru University is a live, 3-class Zoom course that turns you into a power user of PlanGuru, while building real-world budgeting, forecasting, and planning skills you can apply immediately.

PlanGuru University (PGU) is a free, CPE-eligible curriculum delivered across three live, 2-hour Zoom sessions. Whether you’re a business owner who wants to build smarter financial projections, or an accountant looking to grow a profitable FP&A advisory practice, PGU meets you where you are, and takes you further. All classes will be recorded and accessible for those that register.

For Business Owners & Internal Finance Teams

If your organization has never had a real budgeting or forecasting process, you’re not alone, and you’re in the right place. As we walk through PlanGuru together, we’ll cover the fundamentals of budgeting, scenario planning, and performance measurement so your projections actually drive better decisions, not just prettier spreadsheets.

• Build a complete budget and rolling forecast from scratch
• Avoid the most common pitfalls in financial modeling
• Learn to use your numbers to make faster, more confident decisions

For Accountants, Fractional CFOs & Business Advisors

Most advisors are sitting on an untapped revenue opportunity inside their existing client base. PGU shows you how to use PlanGuru to make FP&A services profitable even for smaller clients and how to market and sell those engagements effectively.

• Shift the cost dynamic to make budgeting and forecasting services profitable at any client size
• Identify high-value opportunities within your current book of business
• Walk away with marketing materials you can use immediately with clients

All graduates will receive a diploma and an electronic PGU icon that can be displayed on your website. Seven (7) hours of CPE credit can be issued to any CPA or your international equivalent if your country accepts NASBA credits.

CPE Credits: 7 hours
Cost: FREE
Subject Area: Finance, Management Services, Computer Software & App
Course Level: Intermediate
Instructional Method: Group Internet Based
Advanced Preparation: None

Due to this program being offered free of charge, there will be no refunds issued.

For any complaint, or program cancellation related inquiries, please contact us at pgu@planguru.com .

PlanGuru 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: www.nasbaregistry.org.

Schedule & Syllabus

Class Schedule

3 Week Course

Tuesday, May 5, 2026 12-2pm ET
Tuesday, May 12, 2026 12-2pm ET
Tuesday, May 19, 2026 12-2pm ET

All Classes will be held via Zoom Webinars. You will receive a link to join the class once you register for the semester

PGU Syllabus

Course Overview & Description:

PGU is delivered to your office via live Zoom Webinar sessions that will enable you to actively participate in the sessions to maximize your learning experience. The goal of PGU is to help you develop a strong understanding of the PlanGuru application and its uses. After the completion of this course, you will be able to identify opportunities to better serve your clients through the use of PlanGuru and the concepts demonstrated here.

Course Requirements:

Attending all 3 (2 hr) classes live is required in order to receive CPE.

Course Schedule:

1.) Class #1

a. About PlanGuru University
b. Industry Overview
c. PlanGuru Partnership Program
d. PlanGuru software: Set-up and Import
e. Case Study: Strategic Planning

2.) Class #2

a. PlanGuru Process
b. Team
c. Pricing and Sales
d. PlanGuru software: Forecasting Methods
e. Case Study: Budgeting and Performance Review

3.) Class #3

a. Marketing these Services
b. PlanGuru software: Consolidations and Reporting
c. Case Study: Budget/ Rolling Forecast

Graduation & Staff

Graduation

In order to graduate, you will be required to attend all three classes and complete case studies. However, it is an open ended engagement, the credits you receive for attending a class or completing a case study will never expire.

Each class will run for 90 minutes, with at least 30 minutes for questions afterwards. Your attendance will be documented by your answers to a series of poll questions that will appear on your screen during the first 90 minutes of each class. You must simply answer 80% of the poll questions to graduate, while attending each class.

New semesters start every 2-3 months. We recommend that you start with Week 1, attend each week until Week 3, do the correct case study each week, and be ready to review your work in class (unless it is a project for a real client). But you have an unlimited time period to take all three classes and complete the required case studies. Students will be allowed to start mid-semester and make up the missed classes by attending classes when they are offered again in the next semester.

If our class schedules simply will not work for you, please contact us and we will work out a game-plan that will meet your needs.

All case studies need to be approved in order to graduate.

Case Studies

These case studies will be assigned as homework to be completed in-between classes. A prepared PlanGuru case study will be provided and briefly explained at the end of each class. Relevant real client data can be substituted in order for you to continue conducting business while earning your certification. Each project will need to meet the varying requirements, so only a relevant client situation will qualify as a substitute for any given case study. In order to graduate, all five (5) case studies (or relevant client projects) must be approved by the PlanGuru Team.

Case Study Submissions

Please see below link to “PlanGuru University – Submitting your Assignments” Knowledge Base post. You must follow each step carefully when you submit your assignments.
https://help.planguru.com/knowledge/planguru-university-submitting-your-assignments

It is highly recommended that you submit each case study one week after its corresponding class session. This will avoid build-up at the end of the program, and furthermore, allow you to work on a case study while concepts are still fresh shortly following the class session.

Staff

Christian Wielage, CEO of PlanGuru, is the Professor of PlanGuru University.

Please contact us if you have any questions at pgu@planguru.com