Oracle Custom Financial Planning

Designing, Configuring, and Managing Tailored Financial Planning Solutions in Oracle EPM

What you’ll learn
Understand Oracle Financial Planning Architecture
Design and Configure Custom Planning Models
Develop and Manage Planning Processes
Analyze and Report Planning Results

Requirements
Basic Knowledge of Finance and Accounting
Familiarity with Oracle EPM or Planning Tools
Understanding of Data Models and Dimensions
General IT or Business Systems Experience
Analytical and Problem-Solving Skills

Description
The course “Oracle Custom Financial Planning” is designed to provide a comprehensive understanding of how to design, configure, and manage customized financial planning solutions using Oracle technologies. This course focuses on building flexible, business-driven planning models that go beyond standard out-of-the-box applications and address unique organizational requirements for budgeting, forecasting, and scenario analysis.Participants will explore the core concepts of Oracle financial planning architecture, including dimensions, hierarchies, data integration, and calculation frameworks. The course emphasizes how to translate business and financial requirements into effective custom planning models, enabling organizations to capture drivers, assumptions, and complex calculation logic accurately. Learners will gain practical insights into configuring custom rules, workflows, and approval processes to support enterprise-wide planning cycles.In addition, the course covers best practices for managing planning processes, including version control, scenario modeling, and collaboration across finance and business teams. Participants will learn how to analyze planning results, generate meaningful financial reports, and use dashboards to support strategic decision-making. Integration with source systems such as Oracle Fusion Financials and other ERP platforms is also discussed to ensure data consistency and accuracy.By the end of the course, learners will have a solid foundation in building scalable, customizable Oracle financial planning solutions that support organizational growth, improve forecasting accuracy, and enhance overall financial performance. This course is ideal for professionals seeking to strengthen their expertise in advanced financial planning and Oracle EPM customization.

Who this course is for
This course is also ideal for Oracle EPM functional consultants, implementation partners, and solution architects who need to configure custom planning applications, develop calculation logic, and manage end-to-end budgeting and forecasting processes. I
IT professionals and system administrators supporting Oracle EPM or ERP environments will benefit from understanding how custom financial planning models integrate with source systems and reporting layers.
he course is well suited for professionals transitioning from standard Oracle planning applications (such as PBCS or EPBCS) who want to gain deeper expertise in customization, advanced modeling, and scenario-based planning. Learners with a background in finance, accounting, or enterprise systems who seek to enhance their skills in building flexible, scalable, and business-driven planning solutions will find this course highly valuable.

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