• This 3 days course is designed to teach the following: get both an overview and in depth knowledge of FS-PER. Understand the more than 20 different functions of the solution and their interplay. Distinguish the three major roles of the solution. Practice the creation of Cost and Revenue Allocations. Be able to get started with the design of your own Cost and Revenue Allocations in your Company!


  • Application Consultant
  • Business Analyst
  • Business Process Architect
  • Business Process Owner/Team Lead/Power User
  • Development Consultant
  • Enterprise Architect
  • Executive
  • Program/Project Manager
  • Solution Architect
  • System Architect
  • Technology Consultant
  • Trainer
  • User



  • SAP01: SAP Overview (classroom training) or
  • SAP01E: SAP Overview (e-Learning)


  • Basic knowledge of Management Accounting
  • Basic knowledge of SAP HANA, e.g.HA100

Course based on software release

  • SAP Performance Management for Financial Services Rel. 2.0


  • Introduction and Overview
    • Describe the SAP Performance Management for Financial Services (FS-PER)
    • Understand the FS-PER integration architecture
    • Explain the three environments provided by FS-PER
  • Controlling in Banking and Insurance
    • Perform Cost and Revenue Accounting and Analysis
    • Explain Use Cases of the SAP Performance Management for Financial Services
  • Considerations of Model Configuration
    • Design Cost and Revenue Allocations and explain the FS-PER functions
    • Use Accelerators: the FS-PER Sample Content
  • Creation of Cost Allocations: Basic Settings
    • Use Environment and a Calculation Unit
    • Create an indirect Cost Allocation
  • Creation of Cost Allocations: Advanced Functions
    • Create a Direct Expenses Allocation
    • Create a Global Expenses Allocation
    • Cope with unassigned items
  • Data Collection and Enrichment
    • Implement an Environment Function
    • Use the Calculation Unit Function
    • Implement functions for Data Source integration
    • Create functions for source data collection and enrichment
  • Allocation Refinement and Reporting Preparation
    • Use functions for (cost) driver definition
    • Employ supporting functions for Allocations and Calculations
    • Implement functions for transfer of results and results storage
    • Create functions for Reporting, Analysis and What-if Simulation
  • Operations
    • Run FS-PER: manage, maintain, optimize
  • Funds Transfer Pricing Methods (Banking)
    • Explain and implement Funds Transfer Pricing (FTP)
    • Look up the FTP Sample Content
  • Solvency II (Insurance)
    • Explain the Solvency II regulations and implement the valuation function
    • Explore the Solvency II Sample Content