This workshop provides an overview of how Finance and Financial Planning & Analysis (FP&A) functions operate within large banking institutions. …
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This workshop provides an overview of how Finance and Financial Planning & Analysis (FP&A) functions operate within large banking institutions. It will introduce the key responsibilities of finance teams in supporting business strategy, financial reporting, budgeting, and performance analysis across different banking divisions such as retail banking, wealth management, and capital markets. The session will also explore how FP&A professionals partner with business leaders to monitor financial performance, analyze key drivers such as net interest margin, operating costs, and revenue growth, and support strategic decision-making. Participants will gain insights into the structure of finance teams within banks and the analytical tools used to support management and regulatory reporting.Â
Featured Speaker
Nicholas Qin, CPA
Senior Manager, Finance at National Bank Financial
Nicholas Qin, CPA, is a finance professional with experience in financial reporting, financial planning and analysis, and strategic finance within major Canadian financial institutions. He has worked in finance roles supporting business performance analysis, financial reporting, and decision-making for senior leadership. Nick holds a Master’s degree in Financial Technology and has experience across banking and financial services organizations.
Event Information
Date:Â Thursday, March 26, 2026
Time:Â 7:00 pm – 8:00 pm ET (registration starts at 6:45 pm)
Session Format:Â Online Webinar (Zoom)
Language:Â English
CPD Credit:Â 1.00 hour
Cost:Â Members: $5, Non-members: $15
Enrolment Limit:Â 100 People
Registration Deadline:Â March 25, 2026 at 5:00 pm ET
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Once registered, you will receive an email confirmation with webinar details.Â
Active participation is mandatory for receiving the CPD certificate, including answering all poll questions.Â
Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.Â
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Requirements
- Knows English
- Understands Basics
Material Included
- Basic Course Structure
- Advanced Levels
