Complete Financial Analyst Course

Classroom & Online Based

Mode: Classroom & Online Based
Duration: 24 - 32 Weeks
Sessions: 80
Language: English
Certificate: Yes
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Complete Financial Analyst Course

Course Overview

The comprehensive financial analysis course encompasses a broad spectrum of financial topics, including financial statement analysis, ratio analysis, cash flow analysis, valuation methods, bookkeeping, and VAT. Participants will also gain expertise in payroll management, functioning as an accounts assistant, and mastering basic to advanced Excel techniques.

Additionally, the course offers insights into management accounting principles, budgeting, and forecasting. It includes instruction in SQL for data analysis and utilizes data visualization tools like Power BI and Tableau to enhance participants' skills in data presentation and interpretation.

Whether you are a finance professional looking to expand your knowledge or someone seeking to develop a well-rounded skill set in financial analysis and related areas, this course equips you with the comprehensive skill set necessary to excel in the field.

Suitable for

This course is suitable for

  • Suitable for those aspiring to be bookkeepers or launching a career in accounting.
  • Designed for newcomers entering the accounting sector.
  • Tailored for learners pursuing accounting qualifications.
  • Beneficial for candidates with overseas accounting experience.

Modules

The bookkeeping module covers fundamental skills and concepts, including HMRC regulations on VAT and Making Tax Digital. You'll acquire practical skills applicable across industries and learn essential principles, including double-entry bookkeeping and unadjusted trial balance preparation.

Topics to be covered in Bookkeeping & VAT

*Using sage as an example, the module structure is as follows:

  • Create A New Company
  • Changing Global Options
  • Modifying Account Charts
  • Supplier Module
  • Bank Module
  • Company Module
  • VAT Training

The Payroll module focuses on fundamental payroll processing, covering employee setup, payslip processing, statutory payments, RTI submission, and deduction calculations using software such as SAGE, XERO, and QuickBooks. It also includes Auto Enrolment Pension Scheme rules, providing a strong foundation in bookkeeping and payroll techniques, and combining theory and practical skills for a competitive advantage in job placement.

Topics to be covered in Payroll

  • Payroll Theory And Academic Understanding
  • Getting Started With The Setup
  • Tailoring The Software To Your Company Specifications
  • Processing Wages And Payments
  • Dealing With Statutory Pay
  • Processing Starters And Leavers
  • Real-Time Information (RTI) Processes
  • Reports & Backups
  • Voluntary Deductions & Student Loans
  • Payments Due To HMRC
  • Calculating The Cost Of Wages
  • E-Submissions

This module covers a wide array of financial tasks, including invoicing, expense tracking, VAT handling, reconciliations, and various Payroll methods using software like SAGE, XERO, QuickBooks, and MS Excel for practical training in a professional accounting context.

Topics to be covered in Account Assistant

  • Financial Record Maintenance
  • Journal Processing
  • Accounts Management
  • Invoice Handling
  • Payroll Analysis
  • Credit Control
  • Internal Accounts Review

Excel skills are crucial for data management and analysis. Topics covered include PivotTables, VLOOKUP, INDEX, MATCH, IF functions, data analysis, and advanced Excel features.

  • Basic IT Functions
    • Creating and using named ranges
    • Formula locating
    • IFERROR function
    • VLOOKUP & HLOOKUP
    • INDEX & MATCH
  • Data Analysis
    • Pivot table setup
    • Data grouping
    • Modifying Pivot Tables with new data
    • Slicer usage for data filtering
    • Combining slicers for multiple Pivot Tables
    • Using timelines
    • Pivot chart creation
  • Audit Risk Reduction
    • Data Recognition
    • Trace Precedents and Dependents
    • Eliminating arrows
    • Error checking
    • Formula auditing
    • Watch Window usage
  • Workflow Enhancement
    • Macro security setup
    • Recording and editing Macros
    • Understanding the VBA edit window
    • Running Macros from the ribbon
    • Saving and utilizing Macro-enabled Workbooks
    • Deleting Macros
  • Additional Topics
    • Scenarios
    • Goal Seek

This module focuses on decision-making procedures, performance analysis, budgeting, expense control, revenue enhancement, staffing decisions, bonus allocation, and organizational improvement.

Topics to be covered in Management Accounting

  • Management accounting introduction
  • Skills and knowledge development
  • Decision-making procedures
  • Company management policies
  • Performance analysis
  • Budgeting and expense control
  • Revenue enhancement strategies
  • Staffing decisions
  • Bonus allocation
  • Organizational improvement

Learn operational and financial budgeting techniques, forecasting, variance analysis, strategic planning, and performance evaluation.

Topics to be covered in Budgeting and Forecasting

  • Introduction to Budgeting and Forecasting
  • Types of Budgets
  • Budgeting Process
  • Forecasting Techniques
  • Variance Analysis
  • Strategic Planning
  • Performance Evaluation

Gain proficiency in SQL, including DDL, DML in MySQL, ERD Diagrams, data normalization, basic queries, database manipulation, and advanced SQL concepts like joining, subqueries, views, and database security.

Topics to be covered in SQL

  • DDL and DML in MySQL and setup
  • ERD Diagrams and Relational Mapping
  • Data Normalization
  • Basic Queries
  • Database Manipulation
  • Table Manipulation
  • Relational Algebra
  • Advanced SQL - Joining, Subqueries, Views
  • Database Security

Enhance data presentation skills with Power BI and Tableau, simplifying complex data for informed decision-making.

  • Data Visualization Tools
    • Power BI
    • Tableau

Jobs You Can Apply For

  • Financial Analyst
  • Credit Analyst
  • Credit Risk Analyst
  • Management Accountant
  • Financial Controller
  • Business Analyst
  • Finance Manager
  • Risk Manager
  • Auditor

Certification

  • Upon completing the training program, participants will be awarded certificates by Up Skill Training, acknowledging their successful acquisition of valuable knowledge and skills.