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Financial Planning & Analysis: Accounting and Finance, Investment Banking & Tax Accounting

Learn Everything About Financial Planning and Analysis | 4 Course Bundle | 5 Free PDF Certificates | Tutor Support


Learning Facility

Summary

Price
£12 inc VAT
Study method
Online, On Demand What's this?
Duration
3.2 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

3 students purchased this course

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Overview

Financial Planning & Analysis: Accounting and Finance, Investment Banking & Tax Accounting

The Financial Planning & Analysis: Accounting and Finance, Investment Banking & Tax Accounting course is designed to offer a comprehensive, industry-relevant foundation in core financial disciplines. Whether you're aspiring to gain a deeper understanding of financial planning, master accounting and finance principles, explore the world of investment banking, or get to grips with tax accounting, this course delivers the complete package.

In today’s complex global economy, professionals must navigate a constantly evolving financial landscape. This course covers key techniques in financial planning, provides robust insights into accounting and finance, unpacks the mechanics of investment banking, and explains the essential regulations and procedures in tax accounting. You'll learn how to interpret financial statements, prepare budgets, model cash flows, evaluate investment opportunities, and comply with modern taxation standards.

By weaving together the core themes of financial planning, accounting and finance, investment banking, and tax accounting, this course is an essential tool for those looking to elevate their understanding of financial systems and sharpen their decision-making in a business context. Whether you're focused on corporate finance, investment strategy, or tax regulation, the knowledge you gain here is both practical and applicable across industries.

Through this course, you will gain access to a range of training materials that are available online, allowing you to learn at your own pace and on your own schedule. By upgrading your skills and knowledge, you'll be better prepared to succeed in today's highly competitive job market, and position yourself for future growth and advancement. So if you're ready to take your career to the next level, enrol in this professional skills training course today.

Key Features of Financial Planning & Analysis: Accounting and Finance, Investment Banking & Tax Accounting Course

  • Free PDF Certificate Included
  • Instant Access to the course materials
  • Lifetime Access

Certificates

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

Curriculum

7
sections
8
lectures
3h 14m
total

Course media

Description

Financial Planning & Analysis: Accounting and Finance, Investment Banking & Tax Accounting

This all-in-one course on Financial Planning & Analysis: Accounting and Finance, Investment Banking & Tax Accounting is structured to build expertise across four major financial domains.

Starting with financial planning, you’ll explore how to set financial goals, allocate resources, and create both short- and long-term plans. You'll understand the critical role of budgeting, forecasting, and financial strategy in shaping business outcomes. Real-world scenarios are used to illustrate how financial planning supports sustainable growth and reduces risk exposure.

In the accounting and finance modules, you’ll delve into key concepts such as double-entry bookkeeping, financial reporting, and ratio analysis. This section ensures that you can read and interpret financial statements with confidence. From understanding balance sheets to conducting cash flow analysis, accounting and finance will no longer be abstract concepts but practical tools.

The investment banking section introduces you to capital markets, IPOs, mergers and acquisitions, and valuation techniques. You’ll explore how investment banks operate and support corporate transactions. Whether it's underwriting, advisory services, or financial modelling, the investment banking component will demystify the structure and strategy behind complex financial deals.

In the final part of the course, tax accounting is examined in depth. You’ll learn about corporate and personal tax obligations, compliance standards, and tax planning strategies. Tax accounting principles are essential for accurate financial reporting and risk management, and this section provides a firm grasp on how tax impacts decision-making at all levels.

Across the course, the emphasis remains firmly on the core themes of financial planning, accounting and finance, investment banking, and tax accounting. Through a logical, layered structure, each concept builds upon the last, ensuring that by the end of the course you are comfortable applying financial theories in practical business situations.

What you will learn from this course:
  • Gain a full understanding of financial planning and its impact on organisational success.

  • Master the principles of accounting and finance, including financial reporting and analysis.

  • Understand the operations, strategies, and instruments used in investment banking.

  • Develop in-depth knowledge of tax accounting, tax compliance, and strategic tax planning.

  • Integrate skills across these disciplines to enhance financial decision-making.


This is a self-paced learning platform, meaning you can study at your own pace and convenience. Additionally, each section of the course is divided in a way that allows you to easily pick up where you left off, making it easy to manage your time and progress throughout the course.

Who is this course for?

This course is ideal for professionals and learners who want to:

  • Build a solid foundation in financial planning for business or personal use.

  • Enhance their understanding of accounting and finance principles.

  • Explore opportunities or strengthen existing knowledge in investment banking.

  • Understand the core components and responsibilities involved in tax accounting.

It is suitable for aspiring accountants, financial analysts, corporate finance specialists, consultants, and anyone looking to broaden their expertise in financial planning, accounting and finance, investment banking, or tax accounting.

Whether you're looking to switch careers, boost your current role, or prepare for a more specialised financial position, this course gives you the theoretical and practical knowledge you need.

Requirements

This Financial Planning & Analysis: Accounting and Finance, Investment Banking & Tax Accounting course requires no formal qualification to start.

Career path

Upon completing this course, you may pursue roles such as:

  • Financial Planner

  • Investment Banking Analyst

  • Tax Accountant

  • Financial Analyst

  • Corporate Finance Specialist

  • Management Accountant

Each career path integrates skills in financial planning, accounting and finance, investment banking, and tax accounting, offering versatile and lucrative opportunities.

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 2025. All rights reserved.