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Certificate in Financial Planning and Analysis (Part II)

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2 months to complete
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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

Everything you need to know before you start

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

  • The course starts as soon as you pay the 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.

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.

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
Ready when you are
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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 Greenwich School of Business and Finance
  • Option to request a physical certificate
  • Transcript of completed units
  • Certification is included in the course fee
Open enrolment · Start today

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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