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Financial Analysis and Planning: Banking and Finance Accounting Statements

Financial Analysis and Planning: Banking and Finance Accounting Statements


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Recognised Certification


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Develop proficiency in financial ratio analysis, budgeting, risk assessment, financial statement analysis, and more to equip yourself with the skills to make informed financial decisions and drive organisational growth.

What will you learn from this course?

  • Gain comprehensive knowledge about financial analysis
  • Understand the core competencies and principles of financial analysis
  • Explore the various areas of financial analysis
  • Know how to apply the skills you acquired from this course in a real-life context
  • Become a confident and expert financial analyst

Financial Analysis and Planning: Banking and Finance Accounting Statements Course

Master the skills you need to propel your career forward in financial analysis. This course will equip you with the essential knowledge and skillset that will make you a confident financial analyst and take your career to the next level. This comprehensive financial analysis and planning course is designed to help you surpass your professional goals. The skills and knowledge that you will gain through studying this financial analysis and planning course will help you get one step closer to your professional aspirations and develop your skills for a rewarding career.

This comprehensive course will teach you the theory of effective financial analysis practice and equip you with the essential skills, confidence and competence to assist you in the financial analysis industry. You’ll gain a solid understanding of the core competencies required to drive a successful career in financial analysis. This course is designed by industry experts, so you’ll gain knowledge and skills based on the latest expertise and best practices. This extensive course is designed for financial analyst or for people who are aspiring to specialise in financial analysis.

Enrol in this financial analysis and planning course today and take the next step towards your personal and professional goals. Earn industry-recognised credentials to demonstrate your new skills and add extra value to your CV that will help you outshine other candidates.

Who is this Course for?

This comprehensive financial analysis and planning course is ideal for anyone wishing to boost their career profile or advance their career in this field by gaining a thorough understanding of the subject. Anyone willing to gain extensive knowledge on this financial analysis can also take this course.

Whether you are a complete beginner or an aspiring professional, this course will provide you with the necessary skills and professional competence, and open your doors to a wide number of professions within your chosen sector.

Entry Requirements

This financial analysis and planning course has no academic prerequisites and is open to students from all academic disciplines. You will, however, need a laptop, desktop, tablet, or smartphone, as well as a reliable internet connection.


This financial analysis and planning course assesses learners through multiple-choice questions (MCQs). Upon successful completion of the modules, learners must answer MCQs to complete the assessment procedure. Through the MCQs, it is measured how much a learner could grasp from each section. In the assessment pass mark is 60%.

Advance Your Career

This financial analysis and planning course will provide you with a fresh opportunity to enter the relevant job market and choose your desired career path. Additionally, you will be able to advance your career, increase your level of competition in your chosen field, and highlight these skills on your resume.

Recognised Accreditation



CPD certificates are accepted by thousands of professional bodies and government regulators here in the UK and around the world. Many organisations look for employees with CPD requirements, which means, that by doing this course, you would be a potential candidate in your respective field.


The Quality Licence Scheme is a brand of the Skills and Education Group, a leading national awarding organisation for providing high-quality vocational qualifications across a wide range of industries.

Course Curriculum

Introduction and Welcome to The Course

Introduction To Financial Statements And Analysis

Why Are Financial Statements Important

Introduction to Accounting

What Do We Mean By Financial Accounting

Accounting Standards And Why They Are Important

The Concepts And Principles Underlying Accounting

Single Entry vs Double Entry Book Keeping

Understanding The Accounting Equation

The Accounting Cycle

Financial Statements

Introduction to Financial Statements

Section Introduction – Understanding Financial Statements

Overview Of Financial Statements

GAAP: Accruals and Cash Accounting

Income Statement or Profit and Loss Account

Introduction To The Balance Sheet

Introduction to the Cash Flow Statement

Cash Flow Metrics Explained

Case Study- Apple Financial Statements

Understanding Working Capital

What is Working Capital.

What is the Working Capital Cycle.

Why Is Working Capital Management Important

Working Capital Analysis

Working Capital Ratios

Working Capital Policies

Working Capital Summary

Introduction to Financial Analysis

Section Introduction: Strategic Financial Analysis

What Is Financial Analysis

Measures of Profitability Financial Analysis

Balance Sheet Ratio Analysis

Cash Flow Statement Analysis

Valuation Ratios

Financial Analysis - Case Study and Assignment

Section Introduction: Financial Analysis – Case Study and Assignment

Apple Inc Financial Analysis – Solution

Discussion of Measurements of Growth Analysis

Discussion Of Measures Of Profitability Analysis

Discussion of Trading Performance Analysis

Discussion Of Working Capital (Liquidity And Efficiency) Analysis

Financial Ratio Analysis in Corporate Finance

What Do We mean By Corporate Finance.

Financial Ratios in Corporate Finance

Liquidity Ratios in Corporate Finance

Operational Risk Ratios in Corporate Finance

Profitability Ratios In Corporate Finance

Efficiency Ratios In Corporate Finance

Financial Modelling For Mergers And Acquisitions

Why Is Modelling So Critical In Mergers And Acquisitionas

Three Models You Will Need

Understanding the Integrated Financial Statements Model

The Integrated Financial Statements Model Example

Key Tips To Modelling The Integrated Financial Statements Model

The Discounted Cash Flow Model – DCF

Understanding The Discounted Cash Flow Formula

Understanding The Merger Model

Course Summary and Wrap Up

Course Summary And Wrap Up

  • Individual
  • Business
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Course Access

Course Access

287 Minutes



1 Year

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CPD is globally recognised by employers, professional organisations and academic intuitions, thus a certificate from CPD Certification Service creates value towards your professional goal and achievement. CPD-certified certificates are accepted by thousands of professional bodies and government regulators here in the UK and around the world.

Although QLS courses are not subject to Ofqual regulation, they must adhere to an extremely high level that is set and regulated independently across the globe. A course that has been approved by the Quality Licence Scheme simply indicates that it has been examined and evaluated in terms of quality and fulfils the predetermined quality standards.

For CPD accredited PDF certificate it will take 24 hours, however for the hardcopy CPD certificate takes 5-7 business days and for the Quality License Scheme certificate it will take 7-9 business days.

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