Financial Analysis examines financial statements, cash flow, and performance indicators to assess profitability, stability, and growth potential. It supports informed decision-making, strategic planning, risk evaluation, and sustainable business development across organisations.
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1 Year Access 
Level 5 
14 Students 
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Financial Analysis provides essential knowledge for understanding business finance, evaluating financial performance, and interpreting key financial information. Learners will explore Financial Statements, including the Balance Sheet, Income Statement, and Cash Flow Statement, while developing the practical skills needed to assess an organisation’s financial position, profitability, stability, and overall business performance.
Throughout the course, learners will study Financial Reporting, Profit Analysis, Credit Analysis, Equity Analysis, and Ratio Analysis. The curriculum also examines the applications and limitations of EBITDA, helping learners understand how different financial measures are used to evaluate company performance, compare results, identify financial risks, and support informed business and Investment Analysis decisions.
This Financial Analysis course is ideal for anyone looking to strengthen their understanding of Budget Analysis, Financial Performance, and Business Finance. By learning how to interpret financial data and apply analytical techniques, learners can develop valuable skills for supporting budgeting, investment evaluation, financial planning, credit assessment, and strategic decision-making across a wide range of business environments.
Learners complete an assignment and can take a mock exam to practice and improve their understanding before the final multiple-choice exam. Tutors provide personalised feedback on the assignment. The final exam is automatically marked, and learners must achieve at least 60% to receive a CPD-certified certificate.
After completing the Financial Analysis course assessment, you will be eligible to receive a CPD-accredited certificate worth £9 from One Education to demonstrate your achievement.
The certificate is also available as a printed hard copy delivered by post for £15.
Quality Licence Scheme Endorsed Certificate
Learners also have the option to order a Quality Licence Scheme (QLS) Endorsed Certificate as additional proof of achievement. The QLS Endorsed Certificate can be delivered by post for £109, with an additional £10 postage charge for international students.
This course has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course is not regulated by Ofqual and is not an accredited qualification. Your training provider will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.
Financial Analysis is essential for understanding business performance and making informed financial decisions. This course develops knowledge of Financial Statements, Financial Reporting and Cash Flow, helping learners interpret financial information and evaluate an organisation’s financial position effectively.
Developing analytical skills can support careers across finance, accounting and investment-related fields. Learners will explore Ratio Analysis, Profit Analysis, Budget Analysis and Investment Analysis, gaining practical knowledge for assessing Financial Performance and supporting better Business Finance decisions.
The Financial Analysis Course has a total study time of 2 weeks and 1 day. Learners can work through the course at their own pace, giving them the flexibility to strengthen their understanding of financial statements, ratio analysis, cash flow, profitability, and financial performance while balancing their studies with other commitments.
The Financial Analysis course has simple and accessible requirements, making it suitable for beginners and professionals seeking stronger financial skills. Basic numerical ability and an interest in business finance are beneficial. Learners need an internet-enabled device to access lessons covering financial statements, ratio analysis, cash flow, profitability, and financial performance.
What is financial analysis?
Financial analysis is the process of evaluating financial information to understand a company’s performance, profitability, financial health and overall position.
What financial statements are used in financial analysis?
The main financial statements are the income statement, balance sheet and cash flow statement. Together, they provide information about profitability, assets, liabilities, equity and cash movements.
What is ratio analysis in finance?
Ratio analysis compares figures from financial statements to assess areas such as profitability, liquidity, efficiency and solvency. It can also help compare performance over different periods or against competitors.
Why is cash flow analysis important?
Cash flow analysis examines how cash moves into and out of a business. It helps assess liquidity, financial stability and whether the organisation can meet its financial obligations.
What is profitability analysis?
Profitability analysis evaluates how effectively a business generates profit from its revenue, assets or invested capital using measures such as profit margins, return on assets and return on equity.
Why is financial analysis important for business decisions?
Financial analysis helps managers, investors and other stakeholders identify trends, assess risks, compare performance and make better-informed decisions about budgeting, investment, lending and future business strategy.
| Module 01: Introduction to Financial Analysis | |||
| Introduction to Financial Analysis | FREE | 00:16:00 | |
| Module 02: The Balance Sheet | |||
| The Balance Sheet | 00:28:00 | ||
| Module 03: The Income Statement | |||
| The Income Statement | 00:24:00 | ||
| Module 04: The Cash Flow Statement | |||
| The Cash Flow Statement | 00:24:00 | ||
| Module 05: Financial Reporting | |||
| Financial Reporting | 00:25:00 | ||
| Module 06: Analysing Profitability | |||
| Analysing Profitability | 00:21:00 | ||
| Module 07: The Applications and Limitations of EBITDA | |||
| The Applications and Limitations of EBITDA | 00:26:00 | ||
| Module 08: Credit Analysis | |||
| Credit Analysis | 00:30:00 | ||
| Module 09: Equity Analysis | |||
| Equity Analysis | 00:16:00 | ||
| Module 10: Ratio Analysis | |||
| Ratio Analysis | 00:27:00 | ||
| Mock Exam | |||
| Mock Exam – Financial Analysis | 00:20:00 | ||
| Final Exam | |||
| Final Exam – Financial Analysis | 00:20:00 | ||
| Assignment | |||
| Assignment – Financial Analysis | 2 weeks, 1 day | ||
| Order Your Certificate | |||
| Order Your Certificate QLS | 00:00:00 | ||
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