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Banking and Finance Accounting Statements Financial Analysis
Overview
Finance remains a major UK career engine, with 1.17 million financial services jobs recorded in Q1 2024. The Banking and Finance Accounting Course helps learners turn accounting curiosity into practical knowledge of statements, double-entry bookkeeping, standards, income statements, balance sheets, cash flow, working capital, ratio analysis, corporate finance, financial modelling, DCF and merger models.
Numbers can feel complex when decisions depend on accuracy, evidence and timing. This online banking and finance course gives beginners, finance learners, accounting assistants, business students, banking staff and career changers a structured route into analysis-focused learning.
Build CV value for Finance Officer, Accounting Technician, Financial Analyst, Investment Analyst, Bank Manager or Management Accountant roles. Enrol today and study finance, accounting statements and financial analysis online from home at your pace.
Key Benefits Included
► Accredited by CPD
► Instant Access
► 24/7 Learning Assistance
► Self-paced learning and laptop, tablet, smartphone-friendly
► Fully online, interactive course with audio voiceover
► Developed by qualified professionals in the field
Learning Outcomes
This course builds finance, accounting statements, cash flow, ratio analysis and modelling knowledge for learners entering banking or finance roles online.
By the end of this course, learners will be able to:
► Identify financial statements and explain why they matter today.
► Describe accounting standards, principles and bookkeeping methods clearly online.
► Explain income statements, balance sheets and cash flow confidently.
► Analyse working capital, liquidity, efficiency and profitability ratios clearly.
► Recognise corporate finance ratios and valuation analysis methods confidently.
► Describe DCF, merger models and financial modelling basics clearly.
Who is This Course For?
This course suits learners who want online finance training for banking, accounting statements, financial analysis or business finance roles today.
► Beginners who want to learn finance and accounting online.
► Banking staff wanting stronger financial statement analysis knowledge online.
► Accounts assistants building finance and reporting confidence online today.
► Business students exploring banking, finance and accounting careers online.
► Career changers interested in financial analysis roles online today.
► Small business owners wanting clearer finance statement knowledge online.
Certification
CPD Certification
After successfully completing the assessment of this Banking and Finance Accounting Statements Financial Analysis course, you can apply for the CPD accredited certificates.
PDF certificate: £9.99
Hardcopy certificate: £15.99
Career Opportunities
This course supports UK banking, accounting, finance and analysis routes where statement reading, cash flow insight and ratio knowledge can support career growth in business settings.
► Finance Officer — Average UK salary: £19,500–£34,000 per year
► Accounting Technician — Average UK salary: £24,000–£35,000 per year
► Financial Analyst — Average UK salary: £32,000–£61,000 per year
► Investment Analyst — Average UK salary: £28,000–£75,000 per year
► Bank Manager — Average UK salary: £32,000–£80,000 per year
► Management Accountant — Average UK salary: £30,000–£60,000 per year
Course Curriculum
The course covers a wide range of essential topics, including:
► Introduction to Financial Statements and Analysis
► Why Financial Statements Are Important
► What Financial Accounting Means
► Accounting Standards and Their Importance
► Concepts and Principles Underlying Accounting
► Single Entry vs Double Entry Bookkeeping
► Understanding the Accounting Equation
► The Accounting Cycle
► Financial Statements
► Overview of Financial Statements
► GAAP: Accruals and Cash Accounting
► Income Statement or Profit and Loss Account
► Introduction to the Balance Sheet
► Introduction to the Cash Flow Statement
► Cash Flow Metrics Explained
► Case Study: Apple Financial Statements
► What Working Capital Means
► The Working Capital Cycle
► Importance of Working Capital Management
► Working Capital Analysis
► Working Capital Ratios
► Working Capital Policies
► Working Capital Summary
► Strategic Financial Analysis
► What Financial Analysis Means
► Measures of Profitability in Financial Analysis
► Balance Sheet Ratio Analysis
► Cash Flow Statement Analysis
► Valuation Ratios
► Financial Analysis Case Study and Assignment
► Case Study: Apple Inc. Financial Analysis
► Apple Inc. Financial Analysis Solution
► Discussion of Growth Analysis Measures
► Discussion of Profitability Analysis Measures
► Discussion of Trading Performance Analysis
► Discussion of Working Capital, Liquidity and Efficiency Analysis
► Introduction to Corporate Finance
► Financial Ratios in Corporate Finance
► Liquidity Ratios in Corporate Finance
► Operational Risk Ratios in Corporate Finance
► Profitability Ratios in Corporate Finance
► Efficiency Ratios in Corporate Finance
► Why Financial Modelling Is Critical
► Three Key Financial Models
► Understanding the Integrated Financial Statements Model
► Integrated Financial Statements Model Example
► Key Tips for Integrated Financial Statements Modelling
► The Discounted Cash Flow Model: DCF
► Understanding the Discounted Cash Flow Formula
► Understanding the Merger Model
► Course Summary and Wrap-Up
Excellent
4.8 Average - 12 Reviews
Course Curriculum
| Section 01: Introduction and Welcome to the Course | |||
| Introduction to Financial Statements and Analysis | 00:05:00 | ||
| Why are Financial Statements Important | 00:07:00 | ||
| Section 02: Introduction to Accounting | |||
| What do we mean by Financial Accounting? | 00:04:00 | ||
| Accounting Standards and why they are important | 00:06:00 | ||
| The Concepts and Principles Underlying Accounting | 00:06:00 | ||
| Single Entry vs Double Entry Book Keeping | 00:08:00 | ||
| Understanding The Accounting Equation | 00:06:00 | ||
| The Accounting Cycle | 00:05:00 | ||
| Financial Statements | 00:07:00 | ||
| Section 03: Introduction to Financial Statements | |||
| Section Introduction – Understanding Financial Statements | 00:02:00 | ||
| Overview of Financial Statements@ | 00:03:00 | ||
| GAAP: Accruals and Cash Accounting | 00:06:00 | ||
| Income Statement or Profit and Loss Account | 00:08:00 | ||
| Introduction to the Balance Sheet | 00:11:00 | ||
| Introduction to the Cash Flow Statement | 00:06:00 | ||
| Cash Flow Metrics Explained | 00:09:00 | ||
| Case Study- Apple Financial Statements | 00:04:00 | ||
| Section 04: Understanding Working Capital | |||
| What is Working Capital | 00:03:00 | ||
| What is the Working Capital Cycle? | 00:05:00 | ||
| Why is working Capital Management important | 00:05:00 | ||
| Working Capital Analysis | 00:05:00 | ||
| Working Capital Ratios | 00:07:00 | ||
| Working Capital Policies | 00:05:00 | ||
| Working Capital Summary | 00:03:00 | ||
| Section 05: Introduction to Financial Analysis | |||
| Section Introduction: Strategic Financial Analysis | 00:01:00 | ||
| What is Financial Analysis? | 00:11:00 | ||
| Measures of Profitability Financial Analysis | 00:04:00 | ||
| Balance Sheet Ratio Analysis | 00:12:00 | ||
| Cash Flow Statement Analysis | 00:05:00 | ||
| Valuation Ratios | 00:04:00 | ||
| Section 06: Financial Analysis - Case Study and Assignment | |||
| Section Introduction: Financial Analysis – Case Study and Assignment | 00:01:00 | ||
| Case Study Assignments Apple Inc Financial Analysis | 00:06:00 | ||
| Apple Inc Financial Analysis – Solution | 00:03:00 | ||
| Discussion of Measurements of Growth Analysis | 00:05:00 | ||
| Discussion of Measures of Profitability Analysis | 00:07:00 | ||
| Discussion of Trading Performance Analysis | 00:03:00 | ||
| Discussion of Working Capital (Liquidity and Efficiency) Analysis | 00:12:00 | ||
| Section 07: Financial Ratio Analysis in Corporate Finance | |||
| What do we mean by Corporate Finance? | 00:06:00 | ||
| Financial Ratios in Corporate Finance | 00:03:00 | ||
| Liquidity Ratios in Corporate Finance | 00:08:00 | ||
| Operational Risk Ratios in Corporate Finance | 00:08:00 | ||
| Profitability Ratios in Corporate Finance | 00:08:00 | ||
| Efficiency Ratios in Corporate Finance | 00:07:00 | ||
| Section 08: Financial Modelling for Mergers and Acquisitions | |||
| Why is modelling so critical | 00:03:00 | ||
| Three Models You Will Need | 00:08:00 | ||
| Understanding The Integrated Financial Statements Model | 00:06:00 | ||
| The Integrated Financial Statements Model Example | 00:07:00 | ||
| Key Tips to Modelling the Integrated Financial Statements Model | 00:02:00 | ||
| The Discounted Cash Flow Model – DCF | 00:07:00 | ||
| Understanding the Discounted Cash Flow Formula | 00:06:00 | ||
| Understanding the Merger Model | 00:08:00 | ||
| Section 09: Course Summary and Wrap Up | |||
| Course Summary and Wrap Up | 00:03:00 | ||
| Additional Resource | |||
| Additional Materials | 00:00:00 | ||
| Assignment | |||
| Assignment – Banking and Finance Accounting Statements Financial Analysis | 00:00:00 | ||
Certificate of Achievement
Upon completion, you will receive a CPD-accredited certificate recognised globally. Choose from:
Pdf Certificate & Transcript £7.99
Hardcopy Certificate & Transcript £17.99
This certification validates your knowledge and skills, boosting your employability in healthcare.
The Banking and Finance Accounting Course is an online finance course covering accounting basics, financial statements, bookkeeping, income statements, balance sheets, cash flow, working capital, ratio analysis, corporate finance and financial modelling for learners interested in business finance roles.
Yes, this course is suitable for beginners who want to understand finance from a clear starting point. It introduces accounting principles and financial statements before moving into analysis, ratios, working capital, corporate finance and modelling topics.
You will learn how to understand financial statements, analyse income statements, review balance sheets, interpret cash flow, assess working capital, use financial ratios and explore financial modelling methods used in business, banking and corporate finance.
Yes, the course covers financial statements, including income statements, balance sheets and cash flow statements. Learners can explore how these documents show business performance, financial position, cash movement and wider accounting information.
This course can support learning routes linked to Finance Officer, Accounting Technician, Financial Analyst, Investment Analyst, Bank Manager, Management Accountant, Business Finance Assistant and Junior Financial Analyst roles, depending on experience and employer requirements.
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