Optimize Financial Planning Across Your Portfolio with OnePlan. This training walks you through how to connect strategic planning to detailed budgets, forecasts, and actuals—ensuring every dollar spent drives measurable value.
Learn how to manage capital and expense planning, model investment scenarios, and track financial performance across your portfolio. Whether you’re building top-down strategies or managing bottom-up project budgets, this training will help you align financial decisions with business goals and improve transparency across your organization.
Focused Learning, On Your Terms
Dive into bite-sized lessons focused on individual OnePlan components—perfect for quick refreshers or mastering specific features. These self-paced courses are ideal for users who already know the basics and want to sharpen their skills on demand.
Free
oneplanacademy
Duration: 0 h 8 min
1 Lessons
Intro to the Financial Plan Course
Learn the basics of OnePlan Financial Planner—track budgets, forecasts, and actuals, model investment scenarios, and align financial planning with strategic goals to maximize portfolio value.