Agile Finance & Controlling Certification
Make Finance Agile and Enable through Finance
Empower your organization with adaptive budgeting, rolling forecasts, and lean controlling methods fit for continuous change.
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Agile Finance & Controlling Live Training
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This training is available as a custom workshop designed specifically for your team. We'll work with you to create a personalized learning experience that fits your schedule, addresses your specific challenges, and aligns with your organizational goals.
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Philip Rogowski
Customer Success Manager
team@agile-academy.com +49 151 610 59 938 Mo-Fri.: 9am - 5pmAgenda for Agile Finance & Controlling Training
Master how agile organizations plan, steer, and control financial flows under conditions of uncertainty. This training equips you to transition from traditional finance practices to adaptive models that support innovation and fast feedback cycles.
1. The Case for Change
Understand how traditional budgeting, forecasting, and control mechanisms hinder agility. Learn why annual planning cycles often create sunk cost traps, strategic misalignments, and resistance to change.
2. Beyond Budgeting Principles
Explore the origins and principles of Beyond Budgeting, including the shift from fixed targets to relative goals, decentralized decision-making, and trust-based financial control.
3. From Projects to Capacity Funding
Learn how to fund teams and value streams instead of individual projects. Discover how this reduces bureaucratic overhead, accelerates delivery, and better supports innovation and operational excellence.
4. Lean Budgeting & Guardrails
Design strategic funding guardrails instead of detailed allocations. Balance team autonomy with financial discipline and enable faster responses to change without compromising control.
5. Rolling Forecasting & Dynamic Planning
Replace static annual forecasts with continuous, rolling models. Use scenario planning to embrace volatility and shift focus from cost prediction to value delivery forecasting.
6. Controlling & Metrics for Agile
Measure what matters in agile environments. Apply leading indicators and outcome-focused metrics while ensuring alignment with financial reporting standards and transparency requirements.
7. Finance as an Enabler
Shift the finance role from gatekeeper to strategic partner. Foster financial competence in teams, build trust-based models, and co-design processes that enable responsiveness and accountability.
8. Governance, Risk & Compliance
Redesign GRC processes for adaptive systems. Learn how to create clear audit trails, manage risks dynamically, and ensure compliance without excessive bureaucracy.
Bring Your Own Ideas & Questions
Your experience matters.
Throughout the course, we invite you to bring your own questions, challenges, and real-world examples into the conversation. These contributions help make the content more relevant – not just for you, but for everyone in the group.
By connecting theory to practice, we create a richer, more engaging learning environment that supports deeper insight and lasting impact.
Your Certification
Agile Finance & Controlling Level 1
(AFC 1)
- Certified by Agile Academy
- Lifetime validity
No hidden costs - Flexible through training or e-learning
- Financial agility, lean governance, and real-world application
- 30-question exam, unlimited retakes
Agenda for Agile Finance & Controlling Level 2 Training
This training deepens your understanding of agile financial management by focusing on practical application. Participants engage in real-world scenarios, peer discussions, and advanced tools to enhance their skills in agile finance and controlling.
1. Reflecting on Practical Experiences
Share and analyze experiences from applying agile finance principles in your organization. Discuss challenges faced and solutions implemented.
2. Advanced Budgeting Techniques
Explore advanced methods like rolling forecasts, dynamic budgeting, and lean governance. Learn how to implement these techniques effectively.
3. Value Stream Funding in Practice
Delve into the practical aspects of transitioning from project-based to value stream funding. Understand the impact on team autonomy and financial control.
4. Metrics and KPIs for Agile Finance
Identify and apply relevant metrics and KPIs that align with agile principles. Learn how to use data to drive financial decisions and improvements.
5. Governance, Risk, and Compliance (GRC)
Understand how to maintain compliance and manage risks within an agile framework. Discuss strategies for integrating GRC into agile finance processes.
6. Facilitating Organizational Change
Learn techniques for leading change in financial practices. Explore how to foster a culture that supports agility in finance and controlling.
Bring Your Own Ideas & Questions
Your experience matters.
Throughout the course, we invite you to bring your own questions, challenges, and real-world examples into the conversation. These contributions help make the content more relevant – not just for you, but for everyone in the group.
By connecting theory to practice, we create a richer, more engaging learning environment that supports deeper insight and lasting impact.
Your Certification
Agile Finance & Controlling Level 2
(AFC 2)
- Certified by Agile Academy
- Lifetime validity
No hidden costs - Live workshop only, no e-learning
- Practical application, peer exchange, advanced practices
- Certification via participation and peer feedback
Level 3 Training: Teach
Deepen your expertise and prepare to guide others. You'll explore advanced practices, leadership topics, and ways to foster learning in your team or organization. A detailed agenda will follow.
- Do you need a custom quote?
- You are wondering which course is right for you?
- Do you have questions about our courses and certifications?
Feel free to contact us with your concerns and we will find a solution.
What you'll get on top of your live training
Lifetime Access to the
One online course of your choice
- 24+ hours of video content, exercises, and exclusive materials
- Self-paced learning to revisit complex topics anytime
- Complements live training for a complete understanding of Scrum
1-Year Access to
All Agile Academy Online Courses
- Full library access to 9 courses
- Access the Agile Academy Community
- Learn advanced topics to broaden your skillset
Lifetime Access to the
Agile Academy Community
- Exchange ideas with other participants and trainers
- Receive help and support from experienced Agile professionals
- Expand your network and make new connections
1-Year Unlimited Access to
Henrik The AI Agile Coach
- Your personal Agile assistant, available 24/7
- Get tailored advice, instant answers, and additional resources
- Always have expert guidance at your fingertips
Faq
This training is ideal for finance professionals, controllers, CFOs, agile coaches, and leaders who want to make finance adaptive, enabling, and agile-compatible.
No. The course is also accessible to non-financial roles in product development, transformation, and portfolio leadership — especially those collaborating with finance or budget owners.
No. It integrates concepts from Beyond Budgeting, Lean Portfolio Management, and modern controlling — all tailored to support agility regardless of framework.
Yes. Upon completion, you’ll receive the Agile Finance & Controlling Level 1 certification, valid for life and recognized by Agile Academy.
- If you value practical application and want flexibility between e-learning and live training, Certified by Agile Academy is ideal.
- If you want to focus purely on the Scrum framework, Scrum Alliance could be an option. However, be aware of the ongoing recertification costs.
- If you just want to take an exam and are willing to pay the exam fees, then Scrum.org is an alternative.
- Lifetime Validity: You never need to renew your certificate or pay additional fees.
- Holistic Approach: Beyond Scrum, Agile Academy covers topics crucial for modern work practices, such as:
- OKRs (Objectives and Key Results): Goal management for teams.
- Psychological Safety: Creating a safe work environment.
- Leadership Development: Leadership skills for Agile teams.
- Our approach makes you a comprehensively trained agilist – far beyond the basics.
- Practice-Oriented: The focus is on applying what you learn directly. Our exams and assignments are designed to test and promote your practical skills – ideal for real project environments.
- Flexible Learning: Choose between e-learning and live training, depending on what better fits your schedule.
- Free Retakes: You can retake the exam as many times as needed at no additional cost.
- No Hidden Costs: Unlike ScrumAlliance or Scrum.org, we have no ongoing fees or expensive exam attempts.
- Broader Range of Topics: We go well beyond Scrum and cover modern, practice-relevant topics like OKRs, Psychological Safety, and Leadership Development.
- Practice-Oriented Certificates: Our certificates reflect your actual abilities, not just passing an exam. The goal is for you to apply your knowledge directly in real projects.
- Lifetime Validity: Through our lifetime certification, you save considerable time and money in the long run.
- Modern Learning Formats: Agile Academy offers you the flexibility to choose between live training and e-learning to optimally support your personal learning style.
Yes! Unlike many other certification bodies, Agile Academy doesn't force you to attend live training. You can prepare flexibly and independently through e-learning. However, live training is available if you prefer personal interaction.
The "Certified by Agile Academy" credential was launched in 2024. Our goal is to make this certification the new standard in the agile world – with a strong focus on quality, practical relevance, and the requirements of modern organizations.
Agile Academy itself is already a recognized name in the DACH region: We have been working successfully with many large, well-known as well as small companies for years. With our extensive experience and excellent reputation, we are among the top providers for agile training. You can be confident that our certificates are designed for quality and practical relevance – exactly what modern organizations are looking for.
We work with these and many other clients:
Certification for Teams & Companies
Contact us with your special requirements and we are sure to offer you a custom, tailor-made solution for your training needs.
Philip Rogowski
Customer Success Manager
team@agile-academy.com +49 151 610 59 938 Mo-Fri.: 9am - 5pm