Agile Finance & Controlling Certification

Make Finance Agile

Empower your organization with adaptive budgeting, rolling forecasts, and lean controlling methods fit for continuous change.

Discover the 5-in-1 bundle from 2.799€ 2.449€

Agile Finance & Controlling Live Training

  • Learn from world-class trainers
  • Interactive training – Remote or in-person
  • Get certified
PLUS

One online course of your choice

Lifetime Access

Agile Academy
E-Learning

1 Year Membership

Henrik
AI Agile Coach

1 Year Unlimited Chats

Agile Academy Community

Lifetime Access

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Trusted by: Roche, L'Oreal, RTL, die Mobiliar, Charité

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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.

Request this training
or contact us directly:
Photo of Philip Rogowski - Customer Success Manager at Agile Academy

Philip Rogowski

Customer Success Manager

team@agile-academy.com +49 151 610 59 938 Mo-Fri.: 9am - 5pm

Your Agile Finance & Controlling Training

This training enables finance professionals, controllers, and agile leaders to align financial processes with agile principles. Learn how to move beyond fixed annual budgets and outdated reporting cycles towards dynamic steering, lean governance, and value-focused forecasting.

From Beyond Budgeting to capacity funding and strategic guardrails, you'll discover how finance can become a true enabler of agility — not a blocker.

Includes simulations, practical frameworks, and transformation blueprints for agile financial management.

Our training programs form a complete learning path—designed to support you at every stage of your journey.

  1. Level 1 – Understand: Build your foundation and explore essential concepts. Ideal for getting started.
  2. Level 2 – Apply: Deepen your skills and practice with real-world tools and techniques.
  3. Level 3 – Teach: Master advanced topics and learn how to guide and support others effectively.

Each level is a standalone training that can be booked individually. Choose what fits your needs—or combine several to grow even further.

Learn more about the levels below.

Inspiring!
Online and live: The perfect training.
The benchmark for professional agile training.
Professional, friendly, competent.

Agenda 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

We encourage participants to bring their questions to the training. Any question and real-world example from your side will make everything you and others learn more tangible. It will also result in more energy throughout the training which is connected to better learning.

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

Level 2 Training: Apply

Strengthen your skills with practical tools and techniques. This level focuses on applying what you've learned in real or simulated settings. 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.

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
Learn more about the One online course of your choice

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
Discover E-Learning

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
Register for free & Discover the Community
Henrik AI

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
Meet Henrik

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.

The choice depends on what's most important to you:
  • 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.
Certifications like Scrum.org are often exam-focused, meaning theoretical knowledge is sufficient. If you care more about real, applicable skills, Agile Academy offers the better approach.

  • 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:

Roche, L'Oreal, RTL, die Mobiliar, Charité

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.

Inhouse training for teams (10+ people) Customized curriculum matching your business Combine multiple courses into one event Keynotes for your event Choose your preferred certification Large-scale online training for 10 or 10.000 people
Solutions for teams & companies
Photo of Philip Rogowski - Customer Success Manager at Agile Academy

Philip Rogowski

Customer Success Manager

team@agile-academy.com +49 151 610 59 938 Mo-Fri.: 9am - 5pm
Roche, L'Oreal, RTL, die Mobiliar, Charité

Embark on your personal sustainable enablement journey with some of the world's best educators and succeed in your new role.