Complete Financial Analyst Course

  • Classroom & Online Based

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.

Course 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
  • Our Payroll module is designed for understanding fundamental payroll processing skills, including employee setup, payslip processing, statutory payments, RTI submission, and deduction calculations using accounting software like SAGE, XERO, and QuickBooks. It also covers Auto Enrolment Pension Scheme rules, offering a solid grasp of bookkeeping and payroll methods with a unique blend of theory and practical skills, providing a competitive edge in job placement efforts.
  • 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 spectrum of financial tasks, including invoice recording, purchase and expense tracking, sales receipts, VAT Return handling, reconciliations, various VAT schemes, year-end closings, and diverse Payroll methodologies like employee setup, payslip processing, statutory payments, RTI submission, and deduction calculations. It utilizes accounting software like SAGE, XERO, QuickBooks, and MS Excel for hands-on practical training in a professional accounting setting.
  • Topics to be covered in Account Assistant
  • Financial Record Maintenance
  • Journal Processing
  • Accounts Management
  • Invoice Handling
  • Payroll Analysis
  • Credit Control
  • Internal Accounts Review
  • Excel (Basic, Intermediate, Advanced) Excel skills are essential for efficient data management and analysis. This includes core features like PivotTables, VLOOKUP, INDEX, MATCH, and IF functions. Advanced Excel is particularly valuable in data analysis due to its adaptability and user-friendly interface.
  • 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 covers decision-making procedures, systems, and policies crucial for company management. This training enables company owners and managers to analyze performance data, leading to informed decisions on budgeting, expenses, revenue enhancement strategies, staffing, bonuses, and overall 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
  • Comprehending budgeting techniques, both operational and financial, is vital for effective financial management. Operational budgeting handles day-to-day expenses and income, while financial budgeting guides long-term financial goals and decisions.
  • 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
  • SQL module provides the fundamental skills and knowledge needed for effective database management. SQL, the standard language for relational databases, is covered from basics to advanced techniques, ensuring proficiency in database handling.
  • Topics to be covered in SQL
  • DDL and DML in MySQL and setup
  • ERD Diagrams and Relational Mapping
  • Data normalisation
  • Basic Queries
  • Database Manipulation
  • Table Manipulation
  • Relational Algebra
  • Advanced SQL - Joining, Subquery, Views
  • Database Security
  • Data Visualization Tools simplify complex data into visually engaging insights, aiding informed decision-making and effective data communication for businesses dealing with extensive datasets.
  • Data Visualisation Tools
    • Power BI
    • Tableau

Job Roles you can apply for

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

Certificate

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

Course Includes:

  • Mode: Classroom & Online
  • Duration: 24 - 32 Weeks
  • book icon Sessions: 80
  • Language: English
  • Certificate: Yes
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