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The Diploma in Finance and Financial Analysis course is intended to equip you with the essential knowledge, skills and ability to develop your understanding of finance, financial analysis, long-term financial planning and overall financial management, regardless of the size of the company.

By enrolling in this course, you’ll study accounting and finance fundamental theories and methods of financial analysis. Besides, you’ll learn how to evaluate business operations that require primary arithmetic and requisite formulas, understand and evaluate financial records to measure business performance and explore how to implement theories and methods of financial analysis in running the everyday business regulations. In addition to that, you’ll also be able to apply basic concepts, tools and techniques to improve any financial situation with informed decision making.

Learning Outcomes:

  • Gather and assess available financial information and the objectives and associated plans for your area and consult with clients to identify priorities, potential problems and risks.
  • Handle finance for the business.
  • Evaluate the anticipated value of the investment.
  • Contribute to the financial analysis of the organization.
  • Work as a self-supporting financial consultant to analyse and advise for the development of the financial position of the business.
  • Provide on-going information on the financial performance of your area to relevant people in your organisation.
  • Apply the tools and techniques of financial statement analysis.
  • Prepare a written analysis of any company.
  • Understand the corporate formation of the organisation for adequate financial planning and decision making to meet your clients’ requirements.
  • Manage the constant improvement of the overall financial performance of the organisation including control necessary resources and support systems, financial analysis, preparation, monitoring and communications, etc.
  • Contribute in informed decision making, and know how to structure for taking decisions that meet defined financial goals and are logical with a comprehensive structure of values, policies and guidelines.

Method of Assessment:

This course does not involve any MCQ exams. Students need to answer 2 assignment questions to complete the course, the answers will be in the form of written work in pdf or word. Students can write the answers in their own time. Each answer needs to be 200 words (1 Page). After submission, the tutor will check and assess the work.


Certificates can be obtained at an additional cost of £9.99 for PDF, £16.99 for Printed Hardcopy format and £24.99 for Both for Both PDF and Hardcopy Certificates.


There are no academic entry requirements for this course, and it is open to students of all academic backgrounds.

Course Curriculum

Personal Finance Calculations
Calculating Your Net Worth 00:01:00
Calculating Your Real Hourly Wage 00:02:00
Expenses for Life Energy 00:02:00
Calculating a Monthly Budgeting 00:05:00
Saving for Retirement
Paying Off Debt 00:02:00
Build an Emergency Fund 00:02:00
Personal Savings 00:04:00
401K Basics 00:03:00
Asset Allocation 00:04:00
Investment Strategies 00:02:00
Advice on Financial Advisors 00:01:00
3h- Questions About Investing 00:15:00
Building Credit to Buy a Home
FICO Score 00:09:00
Starting Credit 00:03:00
Increasing Credit Score 00:02:00
Owning vs. Renting 00:02:00
Types of Mortages 00:03:00
Personal Finance Guides for Beginners
Advice to Teenagers 00:04:00
Guide to Buying a Car 00:05:00
Cashflow Management
Forecasting 00:07:00
What is Cashflow? 00:05:00
Planning and Management 00:08:00
Planning Part 2 00:12:00
Where it can go Wrong 00:09:00
Personal Cashflow Analysis 00:05:00
Personal Cashflow Analysis my Numbers Story 00:06:00
Debt 00:10:00
Budgets and Money Management
Finance Jeopardy 00:15:00
The Fundamentals of Finance 00:15:00
The Basics of Budgeting 00:15:00
Parts of a Budget 00:15:00
The Budgeting Process 00:30:00
Budgeting Tips and Tricks 00:15:00
Monitoring and Managing Budgets 00:15:00
Crunching the Numbers 00:15:00
Getting Your Budget Approved 00:15:00
Comparing Investment Opportunities 00:15:00
ISO 9001:2008 00:15:00
Directing the Peerless Data Corporation 00:30:00
Assignment – Diploma in Finance and Financial Analysis 00:00:00

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  • 1 year
  • Course Certificate
  • Number of Units40
  • Number of Quizzes0
  • 5 hours, 43 minutes