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Beginner Financial planning courses

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  • Microsoft Excel for Beginners - Live Online 1 Day Course

    Mark Baglow Training Limited
    5 star rated. Live online trainer-led course with detailed materials and 1 year email support.
    • 37 enquiries
    • Online
    • 1 day · Part-time or full-time
    • Certificate(s) included
    • Tutor support
    Great service
    Highly rated
    New to Microsoft Excel? Never had any formal training? Nervous about formulas? You’re not alone – and you’re in the right place. This friendly, practical Excel Beginner course is designed to help you build a strong foundation in spreadsheets, formulas, and everyday data tasks. Wh …
    £250

  • Microsoft AI for Business Leaders

    Code Nation
    3 HOUR remote session - MS cert AI-3017
    • Online
    • 3 hours · Part-time
    • Professional certification
    • Certificate(s) included
    • Tutor support
    AI strategy and leadership insight for business transformation.
    £119.99

  • Financial Planning Mastery: Power Courses

    Learndrive
    CPDQE Accredited | Instant Certification | Expert Guidance | Tutor Support Available | Online Validation
    • Online
    • 18 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    Trending
    ...ensuring your financial goals are not just met but exceeded. Join us on this journey to financial prosperity. Learning Outcomes of this Financial Planning Bundle: Master financial planning for a compelling business plan. Gain expertise in revenue modeling for financial objectives. Incorporate …
    Save 45%
    £19 £35

  • Microsoft Excel Complete Course - Beginner To Professional (Updated 2025)

    Janets
    Updated in June 2025 | 5-in-1 CPD Approved Video Training | 60 CPD Points | FREE Reed Certificate | Lifetime Access
    • 10,290 students
    • Online
    • 30.7 hours · Self-paced
    • Certificate(s) included
    • 50 CPD points
    • Tutor support
    Great service
    Highly rated
    Popular
    ...using Microsoft Excel. Students looking to improve their proficiency in Microsoft Excel for academic projects. Administrative staff seeking to streamline their daily tasks using Microsoft Excel. Financial analysts who want to leverage Microsoft Excel for detailed financial modelling …
    Save 17%
    £19 £23

  • FP&A - Financial Planning & Analysis

    Thames College
    30 in 1 CPD Accredited Bundle with 5 eBooks | 30 Free Certificates Included | 300 CPD Points | Instant Access
    • Online
    • 120 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...and supporting executive-level planning. Courses we are offering: Course 01: Financial Analysis Course 02: Diploma in Financial Statement Analysis Course 03: Financial Reporting Course 04: Financial Modelling Course 05: Financial Modelling Using Excel Course 06: Budget & Forecast …
    £150

  • Advanced Financial Planning Diploma - CPD Certified

    StudyHub
    CPD Certified | 25-in-1 Bundle | Basic to Advanced | FREE PDF & Hardcopy Certificate | Exam & Tutor Support Included
    • Online
    • 125 hours · Self-paced
    • Certificate(s) included
    • 250 CPD points
    • Tutor support
    Great service
    ...Advanced Financial Planning Diploma Bundle consists the following career oriented courses: Course 01: Financial Planning Course 02: Financial Modelling Course 03: Financial Modeling Course for a Non-Finance Background Course 04: Understanding Financial Statements and Analysis Course …
    £209

  • Microsoft Excel Complete Course - for Beginner, Intermediate & Advanced (Updated 2026)

    Training Express Ltd
    12 Courses Bundle + 13 Free CPD Certificates | 300+ Video Training | 120 CPD Points | Lifetime Access
    • 4,138 students
    • Online
    • 48.5 hours · Self-paced
    • Certificate(s) included
    • 30 CPD points
    • Tutor support
    Great service
    Popular
    Trending
    ...Certificates + Free Microsoft Excel 2021 Course, MS Word, PowerPoint & Access, and more... Microsoft Excel Complete Course - for Beginner, Intermediate & Advanced- CPD Certified and Quality Licence Scheme QLS Endorsed. Did you know over 800 million people have Microsoft Excel on their …
    Save 17%
    £19 £23

  • Complete Microsoft Office (Word, Excel, PowerPoint, 365) + Office Administration Training

    High Skills Training
    *Black Friday Sale* Worth £100 | 6 in 1 Course| PDF Certificate | Expert tutor support | 14 day money back guarantee
    • 100 students
    • Online
    • 14 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    Microsoft Office Skills (365, Word, Excel, PowerPoint) + Office Administration Essentials – CPD-Accredited 6-in-1 Bundle In today’s competitive workplace, mastering Microsoft Office and excelling in office administration are crucial for career success. The CPD-Accredited Microso …
    Save 16%
    £25 £30

  • Microsoft Office Skills (Microsoft Excel, Word, Access), Data Analysis & Office Skills

    Janets
    10-in-1 Complete Package | Level 7 QLS Endorsed | Free REED PDF Certificate | 24x7 Tutor Support | Lifetime Access
    • 6,883 students
    • Online
    • 45.5 hours · Self-paced
    • Certificate(s) included
    • 260 CPD points
    • Tutor support
    Great service
    Popular
    Trending
    *** BASIC TO ADVANCED COURSE | Zero to Hero in Microsoft Office Skills: Microsoft Excel, Microsoft Word, Microsoft PowerPoint and Microsoft Access *** Microsoft Office is used by millions worldwide. The demand for professionals proficient in using these softwares on the …
    Save 17%
    £19 £23

  • Spreadsheet Models: Cashflow, Net Present Value and Pricing

    ideas2action
    Using good spreadsheet modelling practice to build three types of spreadsheet model
    • Online
    • 2.2 hours · Self-paced
    ...Accountants and finance professionals Data analysis specialists Business managers Students of business finance There are no pre-course requirements Spreadsheet Models: Cashflow, Net Present Value and Pricing Guiding Principles of Spreadsheet Modelling Types of Financial Model Getting …
    £19.99

  • Microsoft Office Skills Diploma (Microsoft Excel, Word, PowerPoint), IT & Cyber Security

    Career Education
    Premium 6 course Bundle | 7 Free PDF Certificates Included | 35 CPD Points | Video & PDF Modules | Lifetime Access
    • 443 students
    • Online
    • 6.6 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    Highly rated
    Popular
    ...Our Microsoft Office Skills (Excel, Word, Powerpoint), IT & Cyber Security Course: Our course covers everything you need for Microsoft Office Skills (Excel, Word, Powerpoint), IT & Cyber Security. Learn from passionate Microsoft Office Skills (Excel, Word, Powerpoint), IT …
    Save 24%
    £19 £25

  • Data Analytics, Power BI, Tableau, Python, Cloud Computing Analyst, Microsoft Excel & IT

    Career Education
    8 in 1 CPD IQ Accredited Courses | 9 Free PDF Certificates | 73 CPD Points | Updated 2025 | AI, Cyber Security & More
    • 498 students
    • Online
    • 9 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    Highly rated
    Popular
    Trending
    ...How Neural Networks Works Microsoft Excel Lecture 1: How to Access Excel Microsoft Excel Lecture 2: Basic Activities in Excel Microsoft Excel Lecture 3: How to Properly Use A Worksheet Microsoft Excel Lecture 4: Get Started with Excel tables and data Microsoft Excel Lecture 5: How to …
    Save 24%
    £19 £25

  • Building a Spreadsheet Forecasting Model

    ideas2action
    Structure and develop a practical and effective spreadsheet forecasting or planning model with support from a tutor
    • Online
    • 1.8 hours · Self-paced
    ...for: Forecasting the likely, and possible, outcomes of business activity Reviewing the feasibility of proposed business ventures Planning the financial needs and performance of business projects Modelling the performance of the business as a whole through various business scenarios …
    £19

  • Microsoft Office Skills (Microsoft Excel, Word, PowerPoint) With Complete Career Guide

    Training Express Ltd
    11 Courses Bundle | CPD Accredited | Free PDF & Hard Copy Certificates | Tutor Support | | Lifetime Access
    • Online
    • 109 hours · Self-paced
    • Certificate(s) included
    • 110 CPD points
    • Tutor support
    Great service
    Step confidently into the world of digital efficiency with the Microsoft Office Skills (Microsoft Excel, Word, PowerPoint) With Complete Career Guide course. In the UK, over 82% of office-based roles require strong Microsoft Office proficiency, making it one of the most in-dema …
    £100

  • Microsoft Word & Microsoft Excel for Accountants

    Academy of Skills
    Free Resources | FREE PDF Certificate | No Hidden Fees | Lifetime Access | 24x7 Tutor Support
    • Online
    • 13.2 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...whole Microsoft Word & Microsoft Excel for Office and Accountant course with crucial insights and examples of both theoretical and practical elements of Microsoft Word & Microsoft Excel for Office and Accountant. This premium online Microsoft Word & Microsoft Excel for …
    £19

  • Microsoft Project: Project Planning, Scheduling, Project Reporting & Project Management

    Academy for Health & Fitness
    Winter Flash Sale | Complete Career Guide 2025 | 30-in-1 Bundle| 300 CPD Points| Gifts: Hardcopy + PDF Certificate
    • Online
    • 150 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...Course 06: Complete Microsoft Word ➽ Course 07: Microsoft Excel ➽ Course 08: Microsoft Power BI ➽ Course 09: Microsoft Outlook Advanced Course ➽ Course 10: Microsoft PowerPoint ➽ Course 11: Microsoft Teams for Everyone ➽ Course 12: Project Finance ➽ Course 13: Project …
    £209

  • Budgeting: Budgeting & its Planning

    UK Professional Development Academy LTD
    Certificate in Budgeting and its Planning | with study materials and Quiz based exam included
    • 22 students
    • Online
    • 4 weeks · Self-paced
    • 10 CPD points
    • Tutor support
    Great service
    Basics of Business Budgeting Unit Certificate Budgeting, forecasting, and planning are essential skills for financial and non-financial professionals alike, especially in industries like oil and gas, where financial decisions require careful analysis and strategic foresight. This course …
    £19

  • UK Financial Regulation & Management Course

    Training Express Ltd
    15 Courses Bundle | CPD Accredited | Free PDF & Hard Copy Certificates Included | Tutor Support | Lifetime Access
    • Online
    • 80 hours · Self-paced
    • Certificate(s) included
    • 150 CPD points
    • Tutor support
    Great service
    ...Course 06: Financial Management Course 07: Financial Reporting Course 08: Financial Planning Course 09: Financial Modelling: Financial Modelling for Startups Course 10: Financial Advisor Course 11: GDPR UK Training Course 12: A Guide to UK Data Protection: Education Course 13: …
    £109

  • Complete Microsoft Excel with Office Management, Essential IT Skills & Project Management

    High Skills Training
    Complete Basic to Advanced Training| Level 3 Office Management included | *Mid Year Sale* Worth £100 | 4 in 1 Course
    • Online
    • 19.8 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...You'll also learn essential management techniques to lead with confidence and clarity. IT: Microsoft Word & PowerPoint This course will sharpen your skills in Microsoft Word and PowerPoint, empowering you to create professional documents, presentations, and reports that stand out …
    £19

  • Microsoft PowerPoint: from ZERO to ADVANCED With Complete Career Guide

    Training Express Ltd
    10 Courses Bundle | CPD Accredited | Free PDF & Hard Copy Certificates Included | Tutor Support | Lifetime Access
    • Online
    • 92 hours · Self-paced
    • Certificate(s) included
    • 100 CPD points
    • Tutor support
    Great service
    Step into the world of Microsoft PowerPoint and office productivity with “Microsoft PowerPoint: from ZERO to ADVANCED With Complete Career Guide.” With the rise of digital workplaces in the UK, over 85% of businesses rely on Microsoft Office tools for presentations, communication …
    £100

  • Microsoft Excel Complete Course - Beginner To Professional

    Learning Route
    Free PDF Certificate and Enrollment Letter | 14 Days Money Back Guarantee | Lifetime Access | 24/7 Tutor Support
    • Online
    • 1.3 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...reinforces the importance of Microsoft Excel as a fundamental component of professional Office skills , emphasizing practical uses in finance, administration, data management, project planning, and more. This course is ideal for anyone working within a Microsoft 365 environment, where …
    £24.99

  • Microsoft Office Skills Mastery (CPD Accredited): Excel, Word, Access & Data Analysis

    WriteWow Solutions
    2 Gift Courses | 25 CPD Points | Total 7 Course Bundle | Boost Your Microsoft Office Skills | Lifetime Access
    • Online
    • 25.5 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...Level 1 Award in Microsoft Office Word Level 1 Award in Microsoft Office Excel Level 1 Award in Microsoft Office PowerPoint Level 1 Award in Microsoft Office Suite Level 2 Award in Microsoft Office Word Level 2 Award in Microsoft Office Excel Level 2 Award in Microsoft Office PowerPoint …
    £19

  • Microsoft Excel in Accounting

    Apex Learning
    Flash Sale | 5-in-1 Bundle| CPD Certified | 50 CPD Points| Gifts: PDF Certificate + SID | Lifetime Access
    • Online
    • 25 hours · Self-paced
    • Certificate(s) included
    • 50 CPD points
    • Tutor support
    Great service
    ...Course 01: Financial Modeling Using Excel ⇒ Course 02: Data Analysis and Forecasting in Excel ⇒ Course 03: Microsoft Excel Training: Depreciation Accounting ⇒ Course 04: Sales Analysis in Excel ⇒ Course 05: Mastering Microsoft Office: Word, Excel, PowerPoint, and 365 Learning …
    £19

  • Corporate Financial Manager

    StudyHub
    24 Hour Flash Sale: Up to 98% Off | 18 in 1 Exclusive Bundle | PDF & Hard Copy Certificates Free for Title course
    • Online
    • 92 hours · Self-paced
    • 180 CPD points
    • Tutor support
    Great service
    ...the UK ➥ Course 17: Finance for Non-Finance Professionals Online Course ➥ Course 18: Microsoft Excel This Corporate Financial Management Course will help you to get a cut above the rest and allow you to be more efficient in the field of Corporate Financial Management. We also provide …
    £109

  • Accounting : Accountancy + Payroll + Microsoft Excel Training for Accountant

    NextGen Learning
    Get it all! The 20-Course Diploma Package | Free QLS, 20 CPD Certificates, 2 Case Studies | Full Lifetime Access.
    • Online
    • 100 hours · Self-paced
    • Certificate(s) included
    • 200 CPD points
    • Tutor support
    Great service
    ...practice. Course 12: Finance for Non-Financial Managers – Equip yourself with financial literacy and accounting concepts to support non-finance roles. Course 13: Forensic Accounting and Fraud Investigation – Explore techniques for detecting fraud, analysing financial data and enforcing …
    £109

  • Work smarter with AI

    Code Nation
    3 HOUR remote session - MS cert AI-3025
    • Online
    • 3 hours · Part-time
    • Certificate(s) included
    • Tutor support
    This Microsoft certified course covers AI techniques to enhance productivity at work.
    £540

  • Office Skills: Administration, Secretarial & PA with Minute Taking & Microsoft Excel

    Tyne Academy
    Video & PDF Combined Course | Free PDF Certificate Included | 24/7 Tutor Support | No Hidden Fees | Lifetime Access
    • Online
    • 2.7 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...Minute Taking , and everyday Microsoft Excel operations. With an emphasis on flexible, real-world applications, this Office Skills course delivers practical knowledge across Administration , Secretarial , PA , Minute Taking , and Microsoft Excel skillsets. Everything else—from …
    Save 8%
    £21 £22.99

  • Microsoft Office Skills Diploma (Office, Excel, Power BI, OneNote, SharePoint, MS Project)

    Course Drive
    12 in 1 Microsoft Office courses Packages | Learn MS Office, OneNote, Sharepoint, MS Project, Power BI & More
    • 25 students
    • Online
    • 13.8 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...Vlookup formula, Microsoft power BI, Microsoft OneNote, Microsoft Power Apps, Microsoft SharePoint, Microsoft Power Automate, Microsoft Project, Microsoft Visio, Microsoft forms and gradually shares expertise knowledge. In this course you will get a complete idea of Microsoft office applications …
    £59

  • Microsoft Project Masterclass: Beginner to Advance Training

    Discover Training
    25-in-1 CPD Accredited Bundle | 25 Free PDF & Hardcopy Certificates | Lifetime Access
    • Online
    • 120 hours · Self-paced
    • Certificate(s) included
    • 250 CPD points
    • Tutor support
    Great service
    Trending
    ...Diploma in Microsoft Excel Course 05: New Functions in Microsoft Excel Course 06: Microsoft Word Course 07: SAP S4HANA Controlling - Cost Center Accounting Course 08: Microsoft PowerPoint Course 09: Operations Management: Enterprise Resource Planning Course 10: Microsoft Outlook Course …
    £200

  • Microsoft Word Beginner to Professional: Essential Workplace Skills Bundle

    Essential Safety Training
    7-in-1 CPD Accredited | Last Updated 2025 | PDF Certificate | 24/7 Tutor Support, Lifetime Access | Money-Back Guarantee
    • Online
    • 7.6 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...all modules. Why Microsoft Word Skills Matter Do you know how to create, edit, and format documents like a professional? Mastering Microsoft Word is essential for professional communication, document creation, and efficient information management. The Microsoft Word Beginner to Professional …
    Save 9%
    £19 £21

  • Microsoft Excel A–Z: Beginner to Expert Training Course

    Apex Learning
    Year End Sale | 30-in-1 Bundle| CPD Certified | 300 CPD Points| Gifts: Hardcopy + PDF Certificate + SID (Worth 300)
    • Online
    • 152 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...Power BI ⇒ Course 16: MS Word Diploma ⇒ Course 17: Microsoft PowerPoint Diploma ⇒ Course 18: The Complete Microsoft Outlook Masterclass ⇒ Course 19: Microsoft Teams ⇒ Course 20: Learn the Basics of Microsoft OneNote ⇒ Course 21: The Complete Microsoft OneDrive Course ⇒ Course …
    £149 £150
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FAQs

Reed Courses advertises a large variety of Financial planning courses which are delivered by a range of learning providers. The Financial planning courses on offer vary in time duration and study method, with many offering tutor support. Whether you want to study for a regulated qualification, or take a Financial planning course which provides CPD points/hours or qualifications, there are a number of learning options available.

If you're looking for Financial planning courses, you might also be interested in Finance, Financial modelling and Finance for non finance managers. These courses can be taken to further enhance your understanding of the subject. By having a broader understanding of the subject can help you to improve your professional or personal development.

Yes, Reed Courses has a wide range of free courses in a variety of subject areas. These free courses are a great way to explore a subject you're interested in without a financial commitment. You can find them by visiting the free page.
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