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Financial Planner - Financial Planning, Financial Analysis, VAT, Tax, and Payroll
Tyne Academy

Advanced Level | Free PDF Certificate Included | 24/7 Tutor Support Included | No Hidden Fees | Lifetime Access

Summary

Price
£22.99 inc VAT
Study method
Online, On Demand
Duration
4 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Certification of completion - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

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Overview

The Financial Planner - Financial Planning, Financial Analysis, VAT, Tax, and Payroll course provides an in-depth exploration of the key financial principles and practices used by professionals in the finance sector. This course focuses on financial planning, financial analysis, VAT, tax, and payroll, equipping you with the skills necessary to manage finances, ensure compliance, and streamline payroll processes for individuals and businesses alike. Whether you're looking to start a career in financial analysis/planning or expand your knowledge, this course will give you a robust understanding of these financial planning topics.

Throughout the course, you'll learn how to integrate financial planning with financial analysis for better strategic decisions, understand VAT requirements, master tax calculations, and ensure accurate payroll processing. This course prepares you for a successful career in financial analysis, financial planning, or payroll administration by providing you with practical lessons and real-world examples.

Key Highlights

  • Free Certificate
  • Lifetime Access to Head of Financial Planning & Analysis FP&A Course curriculum
  • No Hidden Fees
  • Self Paced Learning

This course ensures you gain the necessary skills in financial planning, financial analysis, VAT, tax, and payroll, which are in high demand in today’s financial world. By the end, you will be equipped with the tools to make sound financial decisions, conduct thorough financial analysis, handle VAT and tax processes, and ensure compliance in payroll—all crucial for a successful career in finance.

Certificates

Certification of completion

Digital certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

Curriculum

7
sections
19
lectures
4h 1m
total
    • 1: Head of Financial Planning & Analysis FP&A Part 1 36:00
    • 2: Head of Financial Planning & Analysis FP&A Part 2 27:00
    • 3: Tax Basics and Compliance Part 1 27:00
    • 4: Advanced Taxation and Planning Part 2 27:00
    • 5: Payroll Basics and Management Part 1 28:00
    • 6: Advanced Payroll Practices and Compliance Part 2 30:00
    • 7: Module 1 Inroduction to VAT 07:19
    • 8: Module 2 VAT Estimation and Glossary 04:00
    • 9: Module 3 VAT Taxable Persons 06:14
    • 10: Module 4 VAT Registration 07:00
    • 11: Module 5 VAT Rates 06:00
    • 12: Module 6 Invoicing and Records 06:00
    • 13: Module 7 Sale of Goods Act 05:52
    • 14: Module 8 The VAT Return 07:00
    • 15: Module 9 Miscellaneous VAT Issues and Penalties 07:11
    • 16: Module 10 Making Tax Digital 06:00
    • 17: Assignment Head of Financial Planning & Analysis FP&A -484116 01:00
    • 18: Claim Your Certificate for Head of Financial Planning & Analysis FP&A -484116 01:00
    • 19: Review Request For Head of Financial Planning & Analysis FP&A -484116 01:00

Course media

Description

This course covers all aspects of financial planning, financial analysis, VAT, tax, and payroll in depth, offering a comprehensive understanding of financial operations. As a financial planner, you will need to make well-informed decisions, and financial analysis plays a key role in evaluating financial data. You will learn the basics of financial planning, such as how to analyze financial statements, manage VAT in business operations, understand the complexities of tax systems, and manage payroll effectively.

Key topics include:

  • Financial Planning: Learn the essential strategies involved in financial planning, including budgeting, forecasting, investment strategies, and retirement planning.
  • Financial Analysis: Gain the skills needed to perform thorough financial analysis of financial statements, helping businesses assess their financial health.
  • VAT: Understand the VAT system, from calculations to compliance, and how it impacts business transactions and pricing.
  • Tax: Explore the tax system, learning how to prepare tax returns, plan for tax payments, and minimize tax liabilities.
  • Payroll: Master the key components of payroll, including salary processing, tax deductions, and ensuring compliance with local and national payroll regulations.

This course is designed for anyone interested in gaining expertise in Financial Planning, Financial Analysis, VAT, Tax, and Payroll, with practical applications that can be directly implemented in a wide range of industries.

Who is this course for?

This course is ideal for individuals looking to advance their careers in financial services or those seeking to build expertise in financial planning, financial analysis, VAT, tax, and payroll. It is specifically beneficial for:

  • Aspiring financial planners who want to develop a comprehensive understanding of financial planning techniques, financial analysis, VAT, tax, and payroll systems.
  • Business owners or entrepreneurs who need to manage financial planning, tax, payroll, and VAT for their own operations.
  • Professionals who wish to specialize in tax strategy, filing, and planning to better serve their clients.
  • Payroll managers and administrators looking to deepen their knowledge of payroll systems and compliance regulations.
  • Individuals considering a career change into financial planning, financial analysis, or payroll roles.

This course is designed for anyone eager to understand the full spectrum of financial planning, financial analysis, VAT, tax, and payroll practices in the modern financial landscape.

Requirements

To enroll in this course, there are minimal prerequisites, but having a basic understanding of finance concepts will be helpful. The following is recommended:

  • A foundational knowledge of basic financial concepts will aid in understanding the principles of financial planning, financial analysis, VAT, tax, and payroll.
  • Basic understanding of accounting software or spreadsheets will help you apply practical tools in financial analysis and payroll processing.
  • A keen interest in learning about how financial planning, financial analysis, VAT, tax, and payroll impact business operations and personal finance.

Career path

By completing this course, you will be prepared to pursue a variety of roles in the financial sector.

As a professional skilled in financial planning, financial analysis, VAT, tax, and payroll, you will have the opportunity to work across various industries, from corporate finance and government to small business and nonprofit sectors.

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 2026. All rights reserved.