Enterprise Performance Management
About Enterprise Performance Management
Enterprise Performance Management (EPM) software helps you analyze, understand, and report on your business.
EPM
refers to the processes designed to help organizations plan, budget,
forecast, and report on business performance as well as consolidate and
finalize financial results (often referred to as “closing the books”).
EPM solutions are primarily used by CFOs and the office of finance,
while other functional areas, such as HR, sales, marketing, and IT, use
EPM for operational planning, budgeting, and reporting.
Why is Enterprise Performance Management important?
EPM benefits to companies are
• Improved focus on cost & profitability
• Simplified analysis and financial reporting -
• Enhanced Enterprise Data Management and governance
• Centralizing finance processes for a self-service end-user experience
• Streamline account reconciliation
• Drive accurate and agile integrated plans
• Manage and drive profitability
• Align tax reporting with corporate financial reporting
• Satisfy all your reporting requirements
• Manage change with enterprise data management
Who should take the Enterprise Performance Management Exam?
• Senior professionals
• Business owners
• Entrepreneurs
• Innovators
• Anyone who wants to improve their management skills
• Anyone who wants to learn how to effectively manage an individual or team's performance
• Anyone looking to boost engagement and their work culture
• Anyone looking to become a stronger leader
• Managers and senior executives
• Consultants
• Anyone interested in performance management
Enterprise Performance Management Certification Course Outline
1. Organizational Strategy
2. Organizational Structure
3. Operational Process
4. Performance Management Frameworks
5. Employee Assessment Systems
6. Profitability and Cost Management
7. Enterprise Data Management
8. Quality Management
9. Leadership
Certificate in Enterprise Performance Management FAQs
What roles can this certification help me pursue?
Financial Analyst, EPM Consultant, Business Performance Manager, Strategy Analyst, Corporate Controller
Do I need prior experience with EPM tools?
Some familiarity is beneficial but not mandatory—concepts and tool overviews are covered in the course
Is this exam suitable for non-finance professionals?
Yes, especially for those involved in business performance management or strategic planning
Will this certification help in consulting roles?
Yes, it is ideal for professionals helping organizations implement or optimize EPM frameworks
Does the exam include real-world case studies?
Yes, applied scenarios in financial modeling, KPI tracking, and performance reviews are included
Is this exam aligned with corporate performance frameworks?
Yes, the curriculum aligns with globally accepted performance and reporting standards
How technical is this exam?
It focuses on business processes and decision-making rather than deep programming or IT skills
Will this help in transitioning to a CFO role?
Definitely—strategic planning, analytics, and performance management are core CFO competencies