Financial Analysis & Finance Management for Financial Advisor Level 3

Thames College

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Digital certificate - Included

Reed Courses Certificate of Completion

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• Financial Analysis & Finance Management: Financial Planning and Budgeting 2:27:50

  • 1: Module 1: Introduction to Financial Management Preview 16:59
  • 2: Module 2: Budgeting Basics 18:09
  • 3: Module 3: Financial Statements and Analysis 17:36
  • 4: Module 4: Creating a Financial Plan 19:10
  • 5: Module 5: Capital Budgeting 17:12
  • 6: Module 6: Cost Control and Reduction 16:28
  • 7: Module 7: Forecasting and Financial Modelling 18:26
  • 8: Module 8: Risk Management in Financial Planning 16:50
  • 9: Final Quiz 05:00
  • 10: Leave a Review 01:00
  • 11: CPD Quality Standard Certificate (Optional) 01:00

This Financial Analysis & Finance Management for Financial Advisor course is structured across eight modules, each covering important areas of financial planning and budgeting. It begins with an introduction to financial management, where learners grasp the basic concepts and the role finance plays within an organisation.

The second module focuses on budgeting basics, explaining how to develop budgets that allocate resources efficiently and track financial performance over time.

In the third module, learners study financial statements, including balance sheets, income statements, and cash flow statements, learning how to analyse these documents to assess financial health. The fourth module covers creating a financial plan, combining budgeting with strategic objectives to map out financial goals and strategies.

Capital budgeting, the focus of the fifth module, introduces techniques to evaluate investment opportunities and decide which projects will generate the best returns.

Following this, the sixth module deals with cost control and reduction, showing methods to monitor expenses and identify cost-saving opportunities.

The seventh module covers forecasting and financial modelling, which help predict future financial performance based on current data and assumptions.

Finally, the Financial Analysis & Finance Management for Financial Advisor course concludes with risk management in financial planning, teaching ways to identify and manage financial risks to ensure the organisation or individual is prepared for potential challenges.

Learning this course helps develop skills that are highly valued in the finance sector. It prepares learners for roles that require strong analytical abilities and an ability to plan and control financial resources effectively. The course content supports career progression in areas like financial analysis, budgeting, and management accounting, offering practical knowledge that can be applied immediately in the workplace.

This Financial Analysis & Finance Management for Financial Advisor course is suitable for anyone wanting to build knowledge in financial management and budgeting, whether new to finance or seeking to improve existing skills. It is ideal for business owners, managers, finance team members, and those looking to pursue careers in financial analysis, accounting, or planning. The course also benefits professionals from non-finance backgrounds who want to contribute more effectively to financial decision-making in their organisations.

No previous experience or qualifications are required to enroll in our course. This Financial Analysis & Finance Management for Financial Advisor course is designed for anyone eager to learn, whether you're an experienced professional or just starting out.

Join us and take the first step on this exciting path!

• Financial Analyst (£28,000–£45,000)
• Budget Analyst (£30,000–£50,000)
• Management Accountant (£32,000–£55,000)
• Financial Planner (£30,000–£60,000)
• Cost Accountant (£28,000–£48,000)
• Credit Analyst (£25,000–£42,000)
• Treasury Analyst (£30,000–£55,000)
• Risk Management Officer (£35,000–£60,000)

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