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Financial Analyst: Financial Analysis, Financial Modelling, and Investment Evaluation

2025 Update | CPD Accredited | Free Reed Certificate | Get Instant & Lifetime Access | 24/7 Tutor Support


NextGen Learning

Summary

Price
£12.99 inc VAT
Study method
Online, On Demand What's this?
Duration
0.9 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Reed Courses Certificate of Completion - Free
  • CPD Quality Standards Certificate - £4.99
Additional info
  • Tutor is available to students

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Overview

The Financial Analyst: Mastering Financial Analysis, Financial Modelling, and Investment Evaluation course provides comprehensive insights into analysis & modelling, and investment evaluation. With financial analysis being one of the most critical components of any business, professionals with these skills are in high demand across various industries. As of 2024, global financial analysts are expected to grow by 6% over the next decade, underscoring the significant demand for expertise in these areas. This course is designed for individuals looking to enhance their understanding of these core areas, empowering them to make informed decisions that impact business performance.

By engaging in the course, participants will gain the confidence to evaluate performance, create reliable models, and assess investment opportunities accurately. Whether you're a seasoned professional looking to advance your skills in Financial Analysis & Modelling, and Investment Evaluation or someone new to the finance field, this course will provide a solid foundation in all aspects of financial analysis and modelling. The skills you develop will equip you to drive better decision-making and optimise investments for both small businesses and large corporations.

Learning Outcomes

On completion of this Financial Analyst: Mastering Financial Analysis, Financial Modelling, and Investment Evaluation course, you will gain:

  • Understand the fundamental concepts of financial analysis and its applications.
  • Develop accurate models for business decision-making.
  • Evaluate and assess investment opportunities effectively.
  • Create forecasts and budgets for planning and control.
  • Analyse credit and loan assessments to ensure sound decisions.

Certificates

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD Quality Standards Certificate

Digital certificate - £4.99

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

6
sections
6
lectures
0h 53m
total

Course media

Description

The Financial Analyst: Mastering Financial Analysis, Financial Modelling, and Investment Evaluation course is structured to equip you with the necessary knowledge and techniques in the field of financial analysis. In Module 1, we focus on the fundamentals, where you’ll learn key principles, concepts, and tools used in financial analysis. This knowledge will serve as the foundation for the rest of the course. Moving on, Module 2 delves into the key components of a model, teaching you how to design and develop models that are essential for effective forecasting and decision-making.

In Modules 3 to 5, we cover crucial areas such as forecasting and budgeting, loan assessment and credit evaluation, and investment evaluation and decision making. By mastering these areas, you will gain expertise in evaluating an organisation’s financial health, structuring budgets, and determining the potential returns of investment opportunities. These skills covered in Financial Analysis & Modelling, and Investment Evaluation are pivotal in making informed decisions that optimise financial performance and profitability.

Who is this course for?

The Financial Analyst: Mastering Financial Analysis, Financial Modelling, and Investment Evaluation course is ideal for:

  • Aspiring financial analysts wanting to improve their analysis and modelling skills.
  • Business professionals aiming to enhance investment evaluation and decision-making.
  • Individuals starting a career in finance or investment management.
  • Corporate finance or management professionals needing to understand the impact of their decisions.
  • Accountants or auditors looking to expand their expertise in modelling and investment evaluation.
  • Entrepreneurs or business owners seeking to evaluate investment opportunities and optimise decisions.

Requirements

Without any formal requirements, you can delightfully enrol in this course. Just get a device with internet connectivity and you are ready to start your learning journey. Thus, complete this course at your own pace.

Career path

Completing the Financial Analyst: Mastering Financial Analysis, Financial Modelling, and Investment Evaluation course can lead to various career opportunities, including:

  • Financial Analyst
  • Investment Analyst
  • Credit Analyst
  • Budget Analyst
  • Financial Planning Manager
  • Corporate Finance Specialist
  • Risk Management Advisor

Questions and answers

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FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2025. All rights reserved.