Certificate in Finance and Financial Analysis provides key knowledge, skills and ability to learners to develop their understanding relating to finance, financial analysis, long-term financial planning and overall financial management of small, medium and large-sized organisations.
In this course you will be able to
- Learn accounting and finance fundamental concepts and methods of financial analysis,
- Interpret and evaluate financial statements to measure financial performance and then apply concepts and methods of financial analysis in managing day-to-day business operations.
- Apply key concepts, tools and techniques to improve any organisational financial position with sound interpretation and decision-making in financial planning.
Certificate in Finance and Financial Analysis is designed and benchmarked to the latest occupational standards. National Occupational Standard describes the knowledge, skills and understanding an individual needs to be competent at a job. After completing this course, learners will know how to
- Manage finance for the organisation
- Gather and evaluate available financial information and the objectives and associated plans for your area and consult with clients to identify priorities, potential problems and risks.
- Understand the corporate structure of the organisation for effective financial planning and decision making to meet your clients’ requirements.
- Evaluate the future value of investment (if your company or you are investing in any business, product or services)
- Provide on-going information on the financial performance of your area to relevant people in your organisation.
- Contribute to the financial analysis of the organisation
- Apply the tools and techniques of financial statement analysis
- Prepare a written analysis of any company regardless size and sector.
- Act as an independent financial consultant to analyse and suggest improvement of the financial position of the business.
- Support the organisational decision making, for example for investment. Managers at all levels need to take decisions within their area of responsibility and authority. You will know how to structure for taking decisions that meet defined financial objectives and are consistent with a broader framework of values, policies and guidelines.
- Oversee the continuous improvement of the overall financial performance of the organisation. This involves putting in place the necessary resources and supporting systems, including effective financial analysis, planning, monitoring and communications, to turn the organisational vision into a practical reality.
Certificate in Finance and Financial Analysis includes different topics relating to finance, financial planning, and analysis that will help you to work efficiently and effectively as a financial manager/consultant or administrator. You will learn financial planning and decision making to evaluate investment, measure risks, credit risks, financial accounting systems/accounts. You will learner how to calculate break-even sales, quantity, contribution and contribution margin ratio, sensitivity analysis, financial ratios analysis, and actual use and application of financial reports in the operations of any company of any size in any sector to measure financial position and the sound decision making
At this level of the course, you will develop an ability to identify and use relevant understanding, methods and skills to complete tasks and address problems that, while well defined, have a measure of complexity. Throughout the course, you will develop additional skills and understanding to apply fundamental financial skills to your personal management of money.
Qualification Credits and Duration
Level 4 Certificate in Finance and Financial Analysis has a total of 13 credits. You can spend maximum 130 hours to start and complete this course.
Continuous professional development (CPD)
This course also provides continuous professional development to individuals. 1 hour of learning will give you 1 CPD point.
How will you study
Our learning portal will be available to you study 24/7. You can use your Desktop Computer, Laptop, Mobile or Tablet anytime in a flexible way to study entirely online.
Assessment methods include an Online Multiple-Choice Questions (MCQs) Test and a short assignment.
Results and Certificate
You will get your MCQs results instantly after you complete the test while short questions results and certificates will be issued within 5 working days.
Additional Note - Assessment Fees
Assessment & Certification fee is £25 payable before you start the course.
Pass rate on this qualification is 100%
Who is this course for?
This qualification is useful for individuals from all over the world who are already on job or re-entering employment after a period of absence to develop their knowledge and skills at any level in the Finance and Financial Analysis for personal and professional development and for those who are seeking a career change or would like to learn and achieve a formal qualification.
This qualification is open to all learners without any entry restrictions.
This course will equip you with the skills to work a private or public sector e.g. example of career destination are finance analyst, business adviser, finance manager, finance assistant/executive or specialist etc. You will also get further study progressions i.e. Level 4/undergraduate or Postgraduate qualification with us.
Questions and answers
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Mohammad Salman Chachia asked:
Approximately how long does this course take to complete?
On average, students are taking 1 week to complete this course. Maximum time to complete this course may be a 1 month.This was helpful. Thank you for your feedback.
Mohammad Salman Chachia asked:
Also will this course get me a finance assistant or finance graduate job.
This is a short course. However, syllabus include some topics from the capital budgeting, corporate finance, financial management, Accounts & financial analysis. There is no doubt, you can work in a far much better position to assist the finance department of any sized company if it involves interpretation and decision making.This was helpful. Thank you for your feedback.
How long do I have to complete this course and can I do this alongside a job I have?
Yes, you can do this course alongside your job. You can complete this course in 1 week to 1 year - there is no time restriction on you as long as you meet assessment requirements - Multiple Choice Question Test (Online) and an assignmentThis was helpful. Thank you for your feedback.
how many re-take exams can you be allowed to take?
You can retake an exam many times until you pass the course with no extra cost.This was helpful. Thank you for your feedback.
Lou Roberts asked:
Hi just to confirm, is there an exam that we have to attend to complete this course or is it online at home. How does the exam cost? Cheers Lou
Dear Lou, there is only 1 exam - Multiple Choice Question test. That is entirely Online, you can take anywhere in any location either on Desktop computer, mobile or tabletThis was helpful. Thank you for your feedback.
what type of assignment is required? how long do we have to complete it? also what is the pass rate? thanks
There are a Multiple Choice Test and an Assignment (based on topics you will cover the course). There is no time restriction to write and submit your assignment. 40% is pass rate.This was helpful. Thank you for your feedback.
John Paul asked:
I want to buy before it goes unavailable. How can I proceed ?
Dear John, purchase it from Reed then we will set up your login details to our Virtual Learning Platform and give you instructions including assessment and assessment fee.This was helpful. Thank you for your feedback.
Hi, Maths isn’t my strength & something I struggle with but need help putting together & understanding business cases. Will this help? Tnx
Hi, there is a guide about how to calculate financial figures in the course. As there is no entry requirements to sign up to the course - However, we prefer you to have some mathematical skills -This was helpful. Thank you for your feedback.
Hello, do you send certificate by post or on email? Thank you in advance.
We can send email pdf and by postThis was helpful. Thank you for your feedback.
John Paul Mamuzang asked:
I am a home based Cameroonian. I an not acquainted to your classification. What is Level 4?
Level represents the level of difficulties, at this level, this qualification will equip you to have the practical, theoretical or technical knowledge and understanding of a subject to address problems that are well defined but complex and non-routine and you will be able to identify and review the effectiveness and appropriateness of methods, actions and results relating to finance and financial analysis.This was helpful. Thank you for your feedback.
If I were to purchase the course now could I start it at a later date? As I am currently studying for final year university exams
Yes you can start anytime in the future, we will give students lifetime membership to access the courseThis was helpful. Thank you for your feedback.
whats the overall and total course price including Exam(s) / assessment(s) ?
Tuition Fee is reduced to £22 while assessment fees is £25. Total fee will be £47 with lifetime access to the course, study materials, assessment, and the certification.This was helpful. Thank you for your feedback.
If I purchase this course during the Easter discount period would I be getting the discount for the certification? Is it a level 3 course or level 4
Yes, discounts are still applicable. .It is Level 4 Certificate Finance and Financial AnalysisThis was helpful. Thank you for your feedback.
why does this not appear on the ofqual register?
Hi, it is an industry-specific short professional development course. If it would be on the Register, we will be highlighting in the course description. We have PgD in Accounting and Finance that is appearing in the Ofqual register. However, we are not listing that here at Reed.This was helpful. Thank you for your feedback.
hi, the hand outs will be only doc to read on our own or any video?audio course online, thank you
You will learn key topics online using computer iPhone tablets etc in our password protected learning platform, track your performance & get computer test in the end to be counted towards the qualification certificateThis was helpful. Thank you for your feedback.
Where would the exam be held?
Hi, there is only 1 Multiple Choice Questions Exam 'Online' and an assignment in this course.This was helpful. Thank you for your feedback.
Is this course equivalent to a PG or graduate course or a basic certificate or diploma?
It is equivalent to Level 4, lower than graduate (Level 6) or Pg Certificate (Level 7).This was helpful. Thank you for your feedback.
The examinations are kit included in this course. I would like to know what additional costs will be incurred for these before purchasing the course.
You just have to pay assessment fee £25 . Exam is based on the multiple choice question while there is one assignment to submit. Questions are based on topics covered in the syllabus, there is no need for exam kit.This was helpful. Thank you for your feedback.
Abdul Ahmed asked:
How those this course help my job opportunisties ?? Or make me a better candidate than others while looking for a good if it just a short course ??
We issue life-time membership to students to study this course so that they can complete the course by spending maximum time to get skills. However, students complete the course in few days & achieve certificates. Therefore, if you purchase the course from Reed and pay assessment fee to complete enrolment, we will recommend you to get full skills in topics covered in the course, participate in discussion and write reflective exercises to achieve your potential aims.This was helpful. Thank you for your feedback.
How do get to register for this course?
Please read the course description at Reed before purchase if it is suitable for you to study. We will email you instructions to complete enrolment with login details.This was helpful. Thank you for your feedback.
Can this Course be useful for a Finance Manager who has had a career break for about 2 years? Or could you suggest something more suitable?
We have a Level 7 Diploma in Accounting and Finance suitable for senior managers or individuals looking for a career in Accounting and Finance. While Level 4 Certificate in Finance and Financial Analysis is a unit credit training suitable for careers in financial analysis as per course description.This was helpful. Thank you for your feedback.
is this a good course for someone with allot of experience as a Finance officer, out of work for 3 years and is struggling to get back in the game
It may be relevant, however, more suitable if you would like to spend some time and referesh your knowledge & skillsThis was helpful. Thank you for your feedback.
Is the certificate accredited to any university or college? If so which one?
Hi, this certificate is accredited & give you credit transfer to EQF/RQF Level 4 Diploma in Business Management - financial awareness module.This was helpful. Thank you for your feedback.
How much does the separate assessment and certificate cost
The assessment fee is £25 and it also includes the certificate.This was helpful. Thank you for your feedback.
Dawn Nair-Bartlett asked:
Which other Financial Institutes will recognize this Certificate?
This course main topics are applicable to any financial institution you would like to work for.This was helpful. Thank you for your feedback.
Samantha Wilson asked:
Is this the only fee that we pay?
Fees written at reed and 25GBP assessment fee.This was helpful. Thank you for your feedback.
Is the awarding board a recognized one worldwide
Yes it is recognisedThis was helpful. Thank you for your feedback.
What happens if we do not achieve a 100% pass rate? What % of the students are having a 100% pass rate
40% is pass marks. If you don’t achieve pass marks, you can re-take assessment at no cost. ThanksThis was helpful. Thank you for your feedback.
Joseph Wilson asked:
Do you have to go to an examination centre to take the exam?
The exam includes a multiple choice online test and an assignment. No exam in any exam centre.This was helpful. Thank you for your feedback.
How many MCQ will be there ?
30 McQsThis was helpful. Thank you for your feedback.
How much are the exam fees?
25GBP is an assessment feeThis was helpful. Thank you for your feedback.
I have just finished my second year of university and want to undertake this course is it ok to do it while still being in higher education?
Yes you can apply to this courseThis was helpful. Thank you for your feedback.
mentioned short assignment is this online as well and how long do you allow for the short assignment to be handed in? Thank you
Hi you can submit assignment anytime when it will be readyThis was helpful. Thank you for your feedback.
What are the eligibility criterias for enrolling for the course as I have just moved in the UK with an EU Passport.
Hi, we have an open entry system for our courses. No entry requirements, except we need personal ID to verify the identity.This was helpful. Thank you for your feedback.
How much does the multiple choice assessment cost? Or is this included in the fee?
Multiple Choice test & an assignment is included in the Assessment fees. The assessment fee is 25GBP.This was helpful. Thank you for your feedback.
Asiya patel asked:
To do this course would I need to have level 2 and 3 certificate before I could do this course
There is no entry restrictions, no previous knowledge, work experience or qualification required to join this courseThis was helpful. Thank you for your feedback.
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This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.