1239 Financial Analyst courses in Cardiff delivered Online

Course Overview: The Forex Trading Diploma offers a comprehensive exploration of the foreign exchange market, designed to equip learners with a solid understanding of the principles and strategies behind forex trading. Covering key aspects such as market analysis, trading techniques, risk management, and chart interpretation, this course provides valuable insights for individuals looking to engage in forex trading. Upon completion, learners will be capable of confidently analysing market trends, executing informed trades, and applying effective risk management strategies. This course is ideal for those who want to deepen their understanding of forex markets and enhance their trading potential. Course Description: This Forex Trading Diploma covers a wide range of essential topics, including fundamental and technical analysis, forex market structure, trading psychology, and the use of trading platforms. Learners will be introduced to the key concepts of currency pairs, leverage, margin, and order types, and will explore advanced trading techniques such as trend analysis and chart patterns. Throughout the course, learners will develop a solid understanding of risk management, which is crucial for success in forex trading. By the end of the programme, learners will possess the skills needed to navigate the complexities of the forex market and make informed, strategic decisions to optimise their trading outcomes. Course Modules: Module 01: Introduction to Forex Trading • Understanding the Forex Market • Currency Pairs and Trading Terminology • The Role of Central Banks and Economic Indicators Module 02: Market Analysis Techniques • Technical vs. Fundamental Analysis • Reading Forex Charts and Indicators • Understanding Market Sentiment and News Module 03: Trading Strategies • Trend Following and Breakout Strategies • Scalping, Swing, and Position Trading • Developing Your Personal Trading Plan Module 04: Risk Management in Forex Trading • Understanding Leverage and Margin • Setting Stop-Loss and Take-Profit Orders • Managing Risk and Protecting Capital Module 05: Trading Psychology and Mindset • The Psychology of a Successful Trader • Managing Emotions in Trading • Building a Consistent Trading Routine (See full curriculum) Who is this course for? • Individuals seeking to gain a foundational understanding of forex trading. • Professionals aiming to enhance their trading skills for career development. • Beginners with an interest in currency trading or financial markets. • Aspiring traders looking to develop structured, effective strategies. Career Path • Forex Trader • Financial Analyst • Investment Advisor • Trading Strategist • Risk Management Specialist

Course Overview This comprehensive Data Analytics course provides an in-depth exploration of data analysis, covering the essential principles and techniques used to extract valuable insights from data. Learners will engage with core concepts, such as data mining, statistical analysis, and visualisation, enabling them to make informed decisions and drive business outcomes. By the end of the course, participants will have the skills to analyse and interpret data, apply analytical tools effectively, and present their findings clearly. This course equips learners with the necessary tools to understand and leverage data in various professional settings, adding significant value to their career prospects. Course Description The Data Analytics course covers a wide range of topics, including the fundamentals of data analysis, statistical methods, and various data visualisation techniques. Learners will explore essential tools such as Excel and specialised software, while gaining a deep understanding of how to collect, store, and process data effectively. Emphasis is placed on developing the analytical mindset required to interpret data accurately and draw actionable insights. This course is designed to ensure learners can confidently navigate the world of data analytics and apply their knowledge in diverse industries, enhancing their problem-solving and decision-making abilities. Course Modules Module 01: Introduction to the World of Data Module 02: Basics of Data Analytics Module 03: Statistics for Data Analytics Module 04: Actions Taken in the Data Analysis Process Module 05: Gathering the Right Information Module 06: Storing Data Module 07: Data Mining Module 08: Excel for Data Analytics Module 09: Tools for Data Analytics Module 10: Data-Analytic Thinking Module 11: Data Visualisation That Clearly Describes Insights Module 12: Data Visualisation Tools (See full curriculum) Who is this course for? Individuals seeking to enhance their analytical skills for data-driven decision-making. Professionals aiming to transition into data analytics or enhance their data-related roles. Beginners with an interest in understanding data and its applications across industries. Business professionals seeking to leverage data for strategic growth. Career Path Data Analyst Business Intelligence Analyst Data Scientist Market Research Analyst Operations Analyst Financial Analyst Business Analyst Data Visualisation Specialist

Excel: Top 50 Microsoft Excel Formulas in 50 Minutes! Course Overview "Excel: Top 50 Microsoft Excel Formulas in 50 Minutes!" is designed for learners who want to enhance their Excel skills in a short period. This course covers the essential formulas that are frequently used in both everyday tasks and professional settings. It provides quick, easy-to-follow insights on the most common Excel functions, enabling you to work more efficiently with data, improve productivity, and gain confidence in using Excel’s powerful features. By the end of this course, you will have a comprehensive understanding of 50 key Excel formulas and be able to apply them confidently across various tasks and scenarios. Course Description In this course, learners will be introduced to 50 of the most widely used Microsoft Excel formulas, including basic functions like SUM and AVERAGE, as well as more advanced formulas such as VLOOKUP, IF statements, and pivot table formulas. Each formula is explained with clear examples, offering learners a straightforward approach to improving their Excel proficiency. Whether you are managing data, performing financial analysis, or generating reports, these formulas will significantly enhance your ability to complete tasks faster and more effectively. With a focus on learning key formulas, this course provides an excellent foundation for anyone looking to optimise their Excel skills in a time-efficient way. Excel: Top 50 Microsoft Excel Formulas in 50 Minutes! Curriculum Module 01: Introduction to Excel Formulas Module 02: Basic Mathematical Formulas Module 03: Logical Functions and Conditions Module 04: Lookup and Reference Functions Module 05: Text and Date Functions Module 06: Statistical Functions and Analysis Module 07: Advanced Excel Formulas Module 08: Using Formulas for Data Validation and Error Checking Module 09: Formulas for Financial Modelling Module 10: Troubleshooting and Optimising Formulas (See full curriculum) Who is this course for? Individuals seeking to enhance their Excel capabilities. Professionals aiming to improve data management and analysis skills. Beginners with an interest in improving their productivity with Excel. Anyone wanting to quickly learn the key Excel formulas used in daily tasks. Career Path Data Analyst Financial Analyst Project Manager Business Analyst Office Administrator Operations Manager IT Support Specialist

Sage 50 (Updated v.29) Course Overview This updated Sage 50 (v.29) course offers a comprehensive guide to using the latest version of Sage 50 for accounting and financial management. Designed for learners at all levels, it covers essential functions such as setting up your company, managing invoices, reconciling accounts, and generating reports. With the focus on providing valuable insights into financial management software, this course helps learners develop the skills to manage and control financial data with efficiency. By the end of the course, learners will have a solid understanding of Sage 50’s features and be able to use it confidently in real-world applications. The course is ideal for professionals looking to expand their software skills or those pursuing a career in accounting or finance. Course Description In this updated Sage 50 (v.29) course, learners will delve into all aspects of the software, from installation and company setup to mastering functions like invoicing, payroll management, and producing detailed financial reports. Key topics include maintaining the chart of accounts, tracking expenses, and reconciling bank statements. Learners will also gain a thorough understanding of Sage 50's advanced features, including managing VAT returns and automating financial processes. This course offers an engaging experience where learners can explore the various capabilities of Sage 50, ensuring that they can apply their knowledge effectively in the workplace. Upon completion, learners will possess the expertise to confidently utilise Sage 50 for efficient financial management. Sage 50 (Updated v.29) Curriculum Module 01: Introduction to Sage 50 (Updated v.29) Module 02: Setting Up Your Company and Preferences Module 03: Managing Customers and Suppliers Module 04: Invoicing and Payments Management Module 05: Bank Reconciliation and VAT Returns Module 06: Producing Financial Reports Module 07: Advanced Features in Sage 50 Module 08: Troubleshooting and System Maintenance (See full curriculum) Who is this course for? Individuals seeking to enhance their accounting software knowledge. Professionals aiming to advance in finance or accounting roles. Beginners with an interest in accounting software and financial management. Business owners or administrators seeking to streamline financial processes. Career Path Accounts Assistant Financial Administrator Sage 50 Support Specialist Bookkeeper Payroll Officer Financial Analyst

Course Overview: "Financial Ratio Analysis for Business Decisions" equips learners with essential tools to analyse financial statements effectively, enabling better business decision-making. The course introduces key financial ratios such as profitability, return, liquidity, and operational ratios, providing valuable insights into a company's financial health. By understanding these ratios, learners can evaluate business performance, assess risks, and make informed decisions in various business contexts. The course is designed to enhance the financial acumen of professionals across sectors, equipping them with the analytical skills needed to drive strategic decisions and improve financial outcomes. Learners will gain a comprehensive understanding of how financial ratios influence corporate strategy, with an emphasis on real-world application in business operations and decision-making. Course Description: This course covers a range of financial ratios essential for making informed business decisions. Learners will explore profitability ratios, return ratios, liquidity ratios, and operational analysis, learning how to interpret and use these metrics to evaluate a company's performance. The curriculum also delves into identifying potential financial manipulations and understanding how these impact decision-making. By completing the course, learners will gain a solid understanding of financial ratio analysis and its role in assessing the strengths and weaknesses of an organisation's financial health. The course is designed for professionals across industries looking to enhance their financial literacy and analytical skills, preparing them to make confident, data-driven decisions. Learners will benefit from structured content, expert-led discussions, and industry-specific case studies that help contextualise theoretical concepts. Course Modules: Module 01: Introduction Overview of Financial Ratios Importance of Ratio Analysis in Decision-Making Key Terminology and Definitions Module 02: Profitability Understanding Profit Margin Ratios Gross Profit Margin Net Profit Margin Return on Assets (ROA) and Return on Equity (ROE) Module 03: Return Ratio Definition and Importance of Return Ratios Return on Investment (ROI) Economic Value Added (EVA) Evaluating Business Performance Module 04: Liquidity Ratio Importance of Liquidity Ratios in Business Current Ratio Quick Ratio Cash Flow Analysis Module 05: Operational Analysis Efficiency Ratios Asset Turnover Inventory and Receivables Management Module 06: Detecting Manipulations And Making Other Operational Decisions Identifying Financial Statement Manipulations Fraud Detection Techniques Making Operational Decisions Based on Financial Data (See full curriculum) Who is this course for? Individuals seeking to improve their financial decision-making skills. Professionals aiming to enhance their understanding of financial performance metrics. Beginners with an interest in business finance and financial analysis. Business analysts and managers looking to gain deeper insights into financial health. Career Path: Financial Analyst Business Analyst Investment Analyst Finance Manager Management Consultant Risk Manager Corporate Strategy Analyst

Business Management Course Overview This Business Management course provides learners with a comprehensive understanding of key management concepts and practices. Covering essential topics such as operations, business analysis, strategic planning, and risk management, the course equips learners with the necessary tools to handle various aspects of business management effectively. Through a blend of theoretical insights and applied learning, learners will develop the confidence to manage business operations, drive strategic growth, and navigate organisational challenges. The course is designed to provide value to individuals seeking to advance their management skills and progress in their careers. Course Description This course delves deeply into the core aspects of business management, providing a structured approach to understanding business operations, leadership, and decision-making. Learners will explore modules on business analysis, strategic management, and project development, as well as gain valuable skills in managing risk, performance, and human resources. The course covers critical areas including planning, forecasting, communication, and conflict management. By the end of the course, learners will have a broad understanding of how businesses operate and will be able to apply their learning to various management scenarios. Designed for those looking to enhance their management skills, the course ensures that learners gain a solid foundation in business management principles. Business Management Curriculum Module 01: Introduction to Business Management Module 02: Operations Management Module 03: Introduction to Business Analysis Module 04: Strategic Analysis and Product Scope Module 05: Project Management Module 06: Business Development and Succession Planning Module 07: Business Process Management Module 08: Planning & Forecasting Operations Module 09: Performance Management Module 10: Management of Cash and Credit Module 11: Managing Risk and Recovery Module 12: Quality Management Module 13: Communication Skills Module 14: Business Environment Module 15: Organisational Skills Module 16: Negotiation Techniques Module 17: Human Resource Management Module 18: Motivation and Counselling Module 19: Customer Service Module 20: Time Management Module 21: Conflict Management (See full curriculum) Who is this course for? Individuals seeking to build a career in business management. Professionals aiming to enhance their management and leadership skills. Beginners with an interest in business operations and management. Those looking to progress in roles related to business analysis, human resources, or strategic planning. Career Path Business Manager Operations Manager Project Manager HR Manager Strategic Planner Financial Analyst Customer Service Manager Risk Manager Organisational Development Specialist Performance Manager

Excel Data Analysis Course Overview The Excel Data Analysis course is designed to equip learners with the essential skills needed to analyse and interpret data using Microsoft Excel. This course covers a range of tools and techniques that are vital for processing, summarising, and visualising data. Learners will explore functions, pivot tables, charts, and data manipulation strategies that will enable them to work efficiently with data sets. By the end of the course, learners will be able to transform raw data into meaningful insights, making it an invaluable skill for professionals across various industries. Whether you're looking to improve your data skills or progress in your career, this course offers the foundational knowledge required for data analysis in Excel. Course Description This course delves into the core aspects of Excel Data Analysis, starting with basic functions and advancing to complex data manipulation techniques. Learners will explore how to create and manage pivot tables, perform data filtering, and apply functions such as VLOOKUP and INDEX MATCH. Visualisation tools like charts and graphs will be covered, enabling learners to present their findings in a clear and impactful way. Additionally, learners will be introduced to data modelling, conditional formatting, and advanced formula techniques that will enhance their data analysis capabilities. The course is structured to provide a comprehensive understanding of Excel’s data analysis features, building competency for a wide range of practical applications in both personal and professional settings. Excel Data Analysis Curriculum Module 01: Introduction to Excel for Data Analysis Module 02: Using Excel Functions for Data Manipulation Module 03: Working with Pivot Tables and Pivot Charts Module 04: Data Visualisation: Creating Charts and Graphs Module 05: Advanced Excel Functions for Complex Data Analysis Module 06: Data Filtering and Sorting Techniques Module 07: Conditional Formatting for Data Insights Module 08: Introduction to Data Modelling and Forecasting Module 09: Data Analysis Best Practices and Case Studies (See full curriculum) Who is this course for? Individuals seeking to enhance their data analysis skills. Professionals aiming to advance in data-centric roles. Beginners with an interest in data analysis and Excel. Anyone looking to improve their Excel knowledge for career development. Career Path Data Analyst Business Analyst Financial Analyst Marketing Analyst Operations Manager Administrative Assistant Project Manager Research and Development Analyst

Overview The course begins by introducing credit risk, its components and its drivers. The course then dives into business risk assessment and group structure risks. After examining financial statements, including accounting concepts and principles, the course concludes with a review of financial analysis and its four main risk areas.

Course Overview The Tax Accounting course provides a comprehensive introduction to the UK tax system, covering key areas such as income tax, corporation tax, VAT, and inheritance tax. Designed to equip learners with up-to-date knowledge of tax regulations and processes, this course offers valuable insights into tax administration, individual and corporate responsibilities, and submission of tax returns. Learners will develop a solid understanding of fundamental and advanced tax principles, payroll, and financial analysis. By the end of the course, participants will be able to navigate the complexities of taxation confidently and apply their knowledge in professional contexts. Whether aiming to launch a career in tax accounting or broaden existing financial expertise, this course supports learners in achieving their professional development goals and gaining skills that are in high demand across multiple sectors in the UK. Course Description This Tax Accounting course delves into the structure and operation of the UK tax system, offering detailed modules on personal and corporate taxation, VAT, capital gains, and national insurance contributions. Learners will explore both basic and advanced income tax calculations, understand payroll systems, and gain familiarity with self-assessment and double-entry accounting methods. The curriculum is structured to promote a clear and methodical understanding of tax reporting, compliance obligations, and financial analysis. With a strong emphasis on technical knowledge and regulatory frameworks, this course supports learners in building the analytical and accounting skills essential for a successful career in finance and taxation. Throughout the course, learners will benefit from clear explanations, real-world examples, and guided study that align with industry standards. By completion, participants will be well-prepared to pursue opportunities in accounting firms, corporate finance departments, and tax advisory roles. Course Modules Module 01: Tax System and Administration in the UK Module 02: Tax on Individuals Module 03: National Insurance Module 04: How to Submit a Self-Assessment Tax Return Module 05: Fundamentals of Income Tax Module 06: Advanced Income Tax Module 07: Payee, Payroll and Wages Module 08: Capital Gain Tax Module 09: Value Added Tax Module 10: Import and Export Module 11: Corporation Tax Module 12: Inheritance Tax Module 13: Double Entry Accounting Module 14: Management Accounting and Financial Analysis Module 15: Career as a Tax Accountant in the UK (See full curriculum) Who is this course for? Individuals seeking to develop a strong foundation in tax accounting. Professionals aiming to enhance their accounting and financial expertise. Beginners with an interest in taxation, finance, or business management. Entrepreneurs wanting to understand tax obligations for businesses. Students planning a career in accounting, auditing, or tax consultancy. Career Path Tax Accountant Payroll Administrator VAT Specialist Income Tax Advisor Financial Analyst Management Accountant Corporate Tax Consultant Self-Assessment Practitioner Tax Compliance Officer Accounting Technician

Overview In this course you will learn to build a financial model by working in Excel and how to perform sensitivity analysis in Excel. You will also learn the formulas, functions and types of financial analysis to be an Excel power user. By attending this course, you will be able to effectively prepare and build financial models. Objectives Harness Excel's tools within a best practice framework Add flexibility to their models through the use of switches and flexible lookups Work efficiently with large data volumes Model debt effectively Approach modelling for tax, debt, pensions and disposals with confidence Build flexible charts and sensitivity analysis to aid the presentation of results Learn and apply Excel tools useful in financial forecasting Understand and design the layout of a flexible model Forecast financial statements of a public or private company Apply scenario analysis to the forecasted financial statements and prepare charts for data presentation