Business & Office training

Financial Analyst Training

Learn what financial analysts do and how they do it: a semi-in-depth, practical course covering the role, vocabulary, common procedures, safety and career launch.

Updated By the Career Education Institute Curriculum Team
Enroll nowView syllabus
What you’ll learn in Financial Analyst training

A practical, general introduction to the financial analyst job: what the role involves, 15+ key terms, how to perform common tasks such as build a simple revenue forecast and perform a budget variance analysis, safety essentials and how to launch your career. Online, self-paced, about 12 hours, $109.99.

  • Tuition
    $109.99
    Volume pricing from 2 seats
  • Length
    12 hours
    10 modules
  • Format
    Online
    Self-paced, any device
  • Access
    12 months
    LMS access
  • Level
    Beginner
    To intermediate
  • You receive
    Certificate
    Of completion

Learning outcomes

By the end of this course you will be able to:

  • Explain what a financial analyst does day to day, where they work and how the role fits into the team
  • Use 15+ essential financial analyst terms correctly
  • Walk through build a simple revenue forecast, perform a budget variance analysis, and calculate NPV for a project step by step
  • Identify the tools, equipment and technology used on the job
  • Apply core safety, compliance and professional standards
  • Map your path into the field, including credentials such as Chartered Financial Analyst (CFA)

Course syllabus

10 modules, about 12 hours in total.

MODULE 01Introduction to the Financial Analyst Role1 hr
  • What financial analysts do and why the role matters
  • Where they work: settings, employers and teams
  • Pay, job outlook and the career ladder
  • Professional and ethical expectations
MODULE 02A Day on the Job45 min
  • A realistic shift, start to finish
  • Schedules, shifts and workload
  • Working with supervisors, coworkers and customers
  • The best and hardest parts of the job
MODULE 03Essential Financial Analyst Vocabulary1 hr 10 min
  • Key term: Financial model
  • Key term: Forecast
  • Key term: Variance analysis
  • Key term: Income statement
  • Key term: Balance sheet
  • Plus 10 more terms with practice drills
MODULE 04Core Duties and Responsibilities1 hr 10 min
  • Build financial models and forecasts
  • Analyze financial statements and performance
  • Prepare budgets and variance analyses
  • Research companies, industries and markets
  • Evaluate investments and projects
MODULE 05Common Tasks, Step by Step2 hr 40 min
  • How to build a simple revenue forecast
  • How to perform a budget variance analysis
  • How to calculate NPV for a project
  • Common mistakes and how to avoid them
MODULE 06Tools, Equipment and Technology1 hr
  • Excel and Google Sheets
  • ERP systems such as SAP or Oracle
  • BI tools such as Power BI or Tableau
  • Bloomberg or FactSet
  • PowerPoint
MODULE 07Safety, Compliance and Professional Standards1 hr 25 min
  • Protect confidential financial data
  • Use version control for models
  • Check formulas to prevent costly errors
  • Manage workload and screen time
MODULE 08Skills Employers Look For1 hr
  • Financial modeling
  • Excel
  • Accounting fundamentals
  • Analytical thinking
  • Communication
MODULE 09Launching Your Financial Analyst Career1 hr
  • Education and training pathways
  • Credential overview: Chartered Financial Analyst (CFA)
  • Credential overview: Certified Corporate FP&A Professional (FPAC)
  • Resume and interview preparation
  • Your first 90 days on the job
MODULE 10Final Knowledge Check1 hr
  • Comprehensive practice exam with explanations
  • Certificate of completion on passing

Who this training is for

  • Students: find out what the financial analyst job is really like before choosing a program or major.
  • Career changers: test-drive the field and build vocabulary and confidence before investing in formal training.
  • New hires and employers: shorten ramp-up time with a consistent foundation for every new financial analyst.

Pricing

$109.99 per learner. Buying for a team? Volume pricing applies automatically from 2 learners.

SeatsDiscount
2 to 101% off
11 to 202% off
21 to 503% off
51 to 1005% off
101 to 2507% off
251 to 5008% off
501 to 1,00010% off

Free preview lessons

Sample the course material for free:

Why train for this career

Financial and investment analysts evaluate financial data, build models and forecasts, and recommend decisions about budgets, investments and business strategy. BLS reports a median wage of $102,740 (May 2025) and about 24,700 openings per year. Read the full financial analyst career profile or see salary details.

Enroll in Financial Analyst Training

Fill this out and press the button: your email app will open with a pre-filled message to our enrollment team (info@hazwoper-osha.com). We reply with a payment link or invoice and your learning-platform login. Nothing you type is stored on this website.

Course Financial Analyst Training · 12 hours · $109.99 per learner

We currently serve U.S. residents only.
Got a code from your school, college, employer or organization? Enter it to save 10%.

Prefer to call? 1-866-429-6742 · Email info@hazwoper-osha.com

Your email app should now be open with your request. Just press send. If nothing opened, copy the message below and email it to info@hazwoper-osha.com (cc hasan@hazwoper-osha.com).





Financial Analyst training FAQ
How long is the Financial Analyst training?
About 12 hours, online, self-paced. You get 12 months of LMS access, so you can learn around work or school.
How much does the Financial Analyst training cost?
$109.99 per learner. Volume pricing applies automatically from 2 learners, up to 10% off for large groups.
Is the course online?
Yes. The course runs on our online learning platform (LMS). After you enroll, we email your login details.
Will this course make me a licensed or certified financial analyst?
No. This is a general career-preparation course. It does not by itself grant a state license, national certification or academic credit. It is designed to help you understand the job and prepare for the formal training, exams and interviews that follow.
Who is this course for?
Students exploring careers, adults changing careers, new hires who want a faster ramp-up, and employers onboarding financial analysts.
How do I enroll?
Use the enrollment form on this page. It opens a pre-filled email to our team, and we reply with your payment link or invoice and your LMS access. You can also call 1-866-429-6742.
Do you offer group or employer pricing?
Volume pricing from 2 seats. Choose “My team or employees” on the form or visit our employer training page.
What do I receive when I finish?
Certificate of completion from Career Education Institute after you pass the final knowledge check.


Accountant Training
Prepare and examine financial records, taxes and reports that guide business decisions.
Bookkeeper Training
Record transactions, reconcile accounts and keep a business’s books accurate.
Enroll nowFree practice test