Financial Analyst Training with Job Assistance

Mode:	Classroom & Online Based
Duration:	16 - 24 Weeks
Sessions:	50
Language:	English
Certificate:	Yes

Join Course

Accountancy

Financial Analyst Training

Course Overview

Our comprehensive financial analyst training program delves into a wide array of financial topics, including the scrutiny of financial statements, evaluation of ratios, analysis of cash flows, and various valuation methodologies.

Additionally, participants will develop proficiency in mastering essential to advanced Excel skills. This program also offers insights into the fundamentals of managerial accounting, budgeting, and predictive modeling. It includes training in SQL for data analysis and leverages data visualization tools such as Power BI and Tableau to enhance participants' capabilities in presenting and interpreting data.

Whether you are a finance expert looking to expand your skill set or an individual interested in building a versatile skill set in financial analysis and related fields, this program equips you with the extensive skill set necessary to excel in the industry.

Course Benefits

Excel Proficiency: Elevate your Excel skills from basic to advanced levels.
Comprehensive Financial Analysis: Gain expertise in financial analysis, including statement analysis, ratio analysis, and valuation methods.
Management Accounting: Acquire decision-making, budgeting, and forecasting skills vital for effective management.
SQL Database Management: Develop essential database management skills using SQL.
Data Visualization: Master tools like Power BI and Tableau for effective data presentation.
Diverse Career Opportunities: Unlock doors to various roles across industries, from Financial Analyst to Business Analyst.

Modules

Module 1 Excel (Basic to Advanced Level)

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

Module 2 Introduction to Management Accounting

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

Module 3 Budgeting and Forecasting

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

Module 4 SQL

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

Module 5 Data Visualization Tools

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

Data Visualization Tools
- Power BI
- Tableau

Career Opportunities

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

Certification

Upon successful completion of the training program, participants will receive certificates from Up Skill Training, recognizing their acquisition of valuable knowledge and skills.