Training & Certifications

Are you looking to upskill or learn more about a specific BI or Planning software? You’ve come to the right place!

Browse our existing course offerings or send us a note to request a customized training program.

Looking for something specific? We’d be happy to create a customized training program!

What our clients say about our training services.

We love helping people achieve their vision when it comes to reporting, planning and analysis.

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“The training materials were comprehensive and will be valuable references in the future. The exercises were well-structured, and the trainer answered questions and clarified concepts in a way that everyone could understand. I highly recommend this training to anyone using Planning Analytics and we’re thrilled about the growth opportunities this new knowledge will bring to our team!”

Long Huynh

Director of Decision Making Athabasca University
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“I’m loving it. And the only thing I was thinking about all weekend was the difference between Planning Analytics and cubes and regular databases and all the reporting that I’ll be able to do and how it’s going to make my life so much easier in ways that I hadn’t even thought of yet. But I’m blown away, and I don’t know how I didn’t know about Planning Analytics ten years ago.”

Mattlan Hogenson

CFO Southland Trailers

Send us a note, we’d be happy to help!

Our Expertise

We work with a selection of popular BI, Reporting and Planning tools and are passionate about helping users learn how to leverage them best. 

We know BI, Planning & Reporting

Our instructors and consultants have an average of 15 years of experience working with BI, planning & reporting tools. They are passionate about teaching best practices and are happy to dive into complex topics.

ActionKPI has experience across multiple industries.

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Meet Your Instructor, Scott Baker:

Based out of Toronto, Canada, Scott is a former FPM consultant who discovered a love for teaching. Scott has been spreading his appreciation of Cognos Analytics, Planning Analytics, and Tableau for over a decade.

Why choose actionkpi as your training provider:

IBM Gold Partner & North American Award Winner for Planning Analytics Implementations

We pride ourselves on our ability to execute and implement Planning Analytics for our clients. Learn from a team that IBM has recognized for stellar work & performance. 

Upholding Best Practice

Not all partners are created equal. We understand Planning Analytics and finance, which means we teach you both the most efficient way and the right way to leverage Planning Analytics. 

Our Clients Trust Us to Deliver

Don’t take our word for it! Check out our client case studies & testimonials for the work we have done transforming organizations & creating clarity through integrated planning technologies like Planning Analytics. 

Earn Verified CPD/CPE credits

If you are a designated finance professional, taking our courses will help you achieve your requirements for verified CPD/CPE credits. Each participant in a course will graduate with a certification of completion that can be used for credits.