About Anaplan Learning Paths
Overview: Anaplan provides role-based learning paths that guide learners from beginner to expert levels. Based on your role in the Anaplan ecosystem, you can follow a suitable path to build your skills and contribute effectively to Anaplan implementations.
Identify Your Role
- Business Owner
-
- Typically, a sponsor of Anaplan implementation
- Leads rollout and drives user adoption
- Focuses on aligning Anaplan with business goals
- Model Builder
-
- Builds and maintains Anaplan models
- Designs user-friendly interfaces and workflows
- Ensures models support business requirements
- Anaplan User (End User)
-
- Interacts with models by viewing or updating data
- Not directly involved in building or implementing the models
Learning Levels
Beginner
- Suitable for all roles
- Covers Anaplan basics and platform overview
- Recommended during the first few weeks of implementation
Training |
Business Owner |
Model Builder |
Anaplan User |
Anaplan Essentials (3 hrs): Overview of Anaplan's history, platform, and core concepts. |
Recommended |
Recommended |
Overview for Anaplan Users |
Learn Anaplan Foundations (5 min) Get familiar with key terminology. |
Highly recommended |
Highly recommended |
Highly recommended |
Essentials of Model Building (4 hours) Learn basic skills to start building Anaplan models. |
Recommended |
Highly recommended |
Highly recommended |
New User Experience (UX) Training (90 min) Understand how to navigate and design UX dashboards. |
Recommended |
Highly recommended (Select your role as Page Builder) |
Recommended (Select your role as End User) |
Management Reporting (35 min) Create customized reports and presentation-ready slides. |
Recommended |
Highly recommended |
Highly recommended |
Intermediate
- Focused on Model Builders
- Introduces hands-on model building and deeper platform features
- Ideal when starting to build Anaplan models independently
Training |
Business Owner |
Model Builder |
Anaplan User |
Level 1 Model Building - English (25 hours) Get in-depth knowledge on creating new models & importing data. |
Recommended |
Highly recommended |
Introduction to User Experience |
Advanced
- For experienced Model Builders
- Designed to expand skills after completing at least one full implementation
- Includes advanced modelling techniques and best practices
Training |
Business Owner |
Model Builder |
Level 2 Model Building (25 hours) Build more advanced model-building skills. |
|
Highly recommended |
The Anaplan Way (12-16 hours) Learn about the Anaplan Way |
Recommended |
Highly recommended |
Level 3 Model Building (Varies)L Develop your expertise by building data integrations, data hubs, and roles. |
|
Highly recommended |
By following the relevant path for your role and experience level, you can build a strong foundation and grow your expertise in using Anaplan effectively.
About Anaplan Certification Path
The Anaplan certification path offers a structured approach to help learners develop their skills and enhance their knowledge and understanding of the Anaplan platform. It enables individuals to build expertise in model building, improve their efficiency, and gain access to advanced features of the Anaplan platform. This learning path, or journey, supports professionals at various levels and connects them to a broader community of Anaplan users.
Anaplan Certification Path: Step-by-Step Overview
The Anaplan certification path enables professionals to develop and confirm their expertise in operating the Anaplan platform in a set of steps.
Step 1: Level 1 Model Building
Covers basic concepts and technical skills needed to participate in Anaplan projects. It introduces model building and platform navigation.
Step 2: Level 2 Model Building
Focuses on more advanced topics like the DISCO framework, importing data, building formulas, managing user roles, and designing user interfaces.
Step 3: The Anaplan Way
An implementation course that, together with Levels 1 and 2, needs to be completed to become an Anaplan Certified Model Builder.
Step 4: Fulfil Additional Requirements
Occasionally, learners may need to complete additional modules when new features are introduced. Completion of all prior steps earns the Certified Model Builder title (valid for 1 year).
Step 5: Level 3 Model Building
Simulates a real-world project that applies advanced modelling skills. Candidates must have 9–12 months of experience and prior certifications to enrol.
Step 6: Solution Architect
Requires submission of a detailed design review. Candidates must have experience in at least two full-cycle Anaplan implementations in the last three years.
Step 7: Certified Master Anaplanner
This is the highest certification level and is intended for experts who contribute to best practices, mentor others, and promote connected planning.
Anaplan Certification Path - Courses
Listed below are the courses that form the Anaplan certification path -
Level 1 Model Building Course
Target Audience: Beginners and new model builders.
Course Overview: This course introduces the core concepts of Anaplan and the basic technical skills needed to build a model. It includes hands-on practice by building a finance model for a fictional company called Unicorn Candy Company.
Key Topics Covered:
- Understanding the DISCO framework (Data, Input, System, Calculation, Output)
- Creating model elements such as lists, modules, line items, and hierarchies
- Importing data into the model
- Writing basic formulas and using functions
- Designing user interface pages (text, charts, grids)
- Setting role-based permissions for model access
Duration: Approximately 25–30 hours (self-paced, online)
Level 2 Model Building Course
Target Audience: Model builders with some hands-on experience in Anaplan
Prerequisites:
- Completion of the Level 1 Model Building course and exam
- Experience in building UX pages in Anaplan
- (If not, learners must first complete the "Working With Anaplan’s User Experience" course.)
Course Overview: This course builds upon the skills learned in Level 1, focusing on more advanced model-building techniques.
Key Topics Covered:
- Applying the DISCO framework to model design
- Advanced use of modules, lists, and hierarchies
- Importing and managing data in complex structures
- Using formulas to link data across modules
- Creating interactive UX pages with visual elements
- Managing user roles and permissions
Duration: Approximately 25–30 hours (self-paced, online)
Level 3 Model Building Course
Target Audience: Experienced model builders preparing to become Solution Architects
Prerequisites:
- Completion of Level 1 and Level 2 Model Building courses
- 9–12 months of practical Anaplan project experience
- Proficiency in Anaplan functions (e.g., SUM, LOOKUP)
- Experience resolving data import and formula issues
- Ability to use self-learning resources effectively
Course Overview: This course simulates a real-world connected planning project for the Unicorn Candy Company. Learners work in dual roles—Model Builder and Solution Architect—to translate business needs into an Anaplan model.
Key Activities:
- Designing the model schema based on business processes
- Building required components to support sales planning
- Creating user interface pages tailored to business users
Outcome: Completing this course is one step toward becoming an Anaplan Certified Solution Architect, which includes additional review and validation by the Anaplan Academy team.
How to Become an Anaplan Solution Architect
Overview: The Anaplan Solution Architect certification is open to Anaplan partners, customers, and employees who meet specific training and experience requirements.
Required Training Courses
To apply for the certification, candidates must complete the following courses:
- Level 1 Model Building
- Level 2 Model Building
- The Anaplan Way
- Additional mandatory courses (updated as new features are introduced)
- Level 3 Model Building
If course completions are linked to different email addresses, candidates should contact the Anaplan Academy to update their records.
Experience Requirement
Candidates must have completed at least two full Anaplan implementation projects as a model builder within the past three years.
Design Review Application
After completing the required courses and meeting the experience criteria, candidates can submit an online Design Review Application through Anaplan’s Learning Center.
- The review process may take up to 12 weeks.
- Course artifacts (like model schema, blueprint, and history) will be reviewed.
- Any errors or violations may result in resubmission after 3–6 months.
Certified Master Anaplanner Program
Overview: This is the highest certification level in the Anaplan ecosystem. Certified Master Anaplanners contribute to the community by sharing their expertise and participating in events, as well as mentoring others.
Requirements
- Must hold a valid Certified Solution Architect certification.
- Must register and pass the Certified Master Anaplanner Exam through a Kryterion profile.
This certification path enables individuals to gain in-depth technical expertise and become part of Anaplan’s global professional community.