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Certificate in Financial Planning and Analysis (Part II)

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2 months to complete
at 2-3 hours a week

Overview

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Learning outcomes

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Course content

1

Financial Statement Analysis

2

Corporate Finance

3

Financial Modeling

4

Risk Management

5

Investment Analysis

6

Portfolio Management

7

Financial Planning

8

Retirement Planning

9

Estate Planning

10

Tax Planning

Career Path

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Key facts

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Why this course

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People also ask

There are no formal entry requirements for this course. You just need:

  • A good command of English language
  • Access to a computer/laptop with internet
  • Basic computer skills
  • Dedication to complete the course

We offer two flexible learning paths to suit your schedule:

  • Fast Track: Complete in 1 month with 3-4 hours of study per week
  • Standard Mode: Complete in 2 months with 2-3 hours of study per week

You can progress at your own pace and access the materials 24/7.

During your course, you will have access to:

  • 24/7 access to course materials and resources
  • Technical support for platform-related issues
  • Email support for course-related questions
  • Clear course structure and learning materials

Please note that this is a self-paced course, and while we provide the learning materials and basic support, there is no regular feedback on assignments or projects.

Assessment is done through:

  • Multiple-choice questions at the end of each unit
  • You need to score at least 60% to pass each unit
  • You can retake quizzes if needed
  • All assessments are online

Upon successful completion, you will receive:

  • A digital certificate from LearnUNI
  • Option to request a physical certificate
  • Transcript of completed units
  • Certification is included in the course fee

We offer immediate access to our course materials through our open enrollment system. This means:

  • The course starts as soon as you pay course fee, instantly
  • No waiting periods or fixed start dates
  • Instant access to all course materials upon payment
  • Flexibility to begin at your convenience

This self-paced approach allows you to begin your professional development journey immediately, fitting your learning around your existing commitments.

Our course is designed as a comprehensive self-study program that offers:

  • Structured learning materials accessible 24/7
  • Comprehensive course content for self-paced study
  • Flexible learning schedule to fit your lifestyle
  • Access to all necessary resources and materials

This self-directed learning approach allows you to progress at your own pace, making it ideal for busy professionals who need flexibility in their learning schedule. While there are no live classes or practical sessions, the course materials are designed to provide a thorough understanding of the subject matter through self-study.

This course provides knowledge and understanding in the subject area, which can be valuable for:

  • Enhancing your understanding of the field
  • Adding to your professional development portfolio
  • Demonstrating your commitment to learning
  • Building foundational knowledge in the subject
  • Supporting your existing career path

Please note that while this course provides valuable knowledge, it does not guarantee specific career outcomes or job placements. The value of the course will depend on how you apply the knowledge gained in your professional context.

This program is designed to provide valuable insight and information that can be directly applied to your job role. However, it is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. Additionally, it should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/body.

What you will gain from this course:

  • Knowledge and understanding of the subject matter
  • A certificate of completion to showcase your commitment to learning
  • Self-paced learning experience
  • Access to comprehensive course materials
  • Understanding of key concepts and principles in the field

While this course provides valuable learning opportunities, it should be viewed as complementary to, rather than a replacement for, formal academic qualifications.

Our course offers a focused learning experience with:

  • Comprehensive course materials covering essential topics
  • Flexible learning schedule to fit your needs
  • Self-paced learning environment
  • Access to course content for the duration of your enrollment
  • Certificate of completion upon finishing the course

Why people choose us for their career

Trusted by professionals worldwide

Verified outcomes from learners who finished the course and put it to work.

4.5
Based on 4 learner reviews · 4 countries
98%
Would recommend
100%
Verified learners
2026
Cohort active
Completed from United Kingdom
JM
James Mitchell
GB · Course completed

I recently completed the Certificate in Financial Planning and Analysis (Part II) at Stanmore School of Business, and I must say it was an outstanding experience. The course content was comprehensive and well-structured, covering everything from financial statement analysis to investment strategies. The quality of the course materials was exceptional, with plenty of real-world examples and case studies that helped me apply theoretical concepts to practical problems. I particularly appreciated the section on budgeting and forecasting, which has already helped me improve my skills in creating accurate financial projections. Overall, I'm extremely satisfied with the course and would highly recommend it to anyone looking to advance their career in finance.

LR
Luisa Rodriguez
BR · Course completed

I took the Certificate in Financial Planning and Analysis (Part II) at Stanmore School of Business and it was a great learning experience. The course covered a wide range of topics, from financial modeling to risk management, and the instructors were knowledgeable and supportive. I liked that the course included plenty of group discussions and assignments, which helped me develop my teamwork and communication skills. One thing that really stood out to me was the section on financial planning for small businesses - it was super relevant to my current role and I've already started applying some of the concepts to my work. My only suggestion would be to add more interactive elements to the course, like videos or quizzes, to make it more engaging. Overall, I'd definitely recommend the course to anyone looking to improve their financial planning skills.

KN
Kaito Nakamura
JP · Course completed

WOW, just wow! The Certificate in Financial Planning and Analysis (Part II) at Stanmore School of Business was absolutely amazing! I was a bit skeptical at first, but the course completely exceeded my expectations. The instructors were super knowledgeable and passionate about the subject matter, and the course materials were top-notch. I loved that the course included so many real-world examples and case studies - it really helped me understand how to apply theoretical concepts to practical problems. The section on financial analysis and reporting was particularly helpful, as it taught me how to create clear and concise financial reports that stakeholders can actually understand. I've already started applying some of the concepts to my work and I've seen a significant improvement in my performance. If you're considering taking this course, STOP WHAT YOU'RE DOING AND SIGN UP NOW - it's worth every penny!

ZD
Zanele Dlamini
ZA · Course completed

I completed the Certificate in Financial Planning and Analysis (Part II) at Stanmore School of Business and it was a thoroughly enjoyable experience. The course content was detailed and comprehensive, covering everything from financial planning to investment analysis. I appreciated that the course included a range of practical exercises and assignments, which helped me develop my skills in financial modeling and forecasting. The instructors were also very supportive and provided helpful feedback on my assignments. One area for improvement would be to add more content on sustainability and social responsibility in finance - I think this is an increasingly important topic that's often overlooked in financial planning courses. Overall, I'd recommend the course to anyone looking to improve their financial planning skills, but I'd suggest doing some additional reading on sustainability and social responsibility to get a more well-rounded understanding of the field.





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Recently updated!

April 2026