Workshop on Advanced Investment Appraisal

Boost Your Decision-Making Ability with the Most Up-to-Date Forecasting and Assessment Methods

  • Classroom Training

Course Location

No upcoming event

Course Description

Introduction

Businesses must preserve their competitive position in today's difficult climate. They must ensure they provide their clients with eye-catching, fashionable, and superior merchandise. A business that did well in 2016 can only count on continuing to do well in 2020 if they are willing to regularly make fresh investments. 

To make sure that only the finest projects are authorized for investment, this easily accessible Course N Carry Advanced Investment Appraisal Workshop will walk you through the process of finding and choosing new projects, creating predictions, and using assessment procedures.

The following essential components will be included in the Course N Carry workshop: 

  • Finding possible new initiatives that align with our medium- and long-term strategic goals
  • Collecting pertinent information and creating financial projections for our suggested initiatives 
  • Defining and computing the Accounting Rate of Return, Payback Period, Net Present Value, and Internal Rate of Return—four widely used evaluation techniques
  • Enhancing the investment choice by taking taxes, inflation, and funding constraints into account
  • Considering the impact of uncertainty and risk throughout the assessment process 

Goals

Following this session, attendees will be capable of: 

  • Justify our need to connect fresh investments to our strategic goal.
  • Determine, quantify, and elucidate investor expectations and their significance for the decision-making process. 
  • To evaluate the likelihood of proposed investments being beneficial, set up spreadsheets and use the four primary investment assessment approaches.
  • Make the required modifications to account for the impact of taxes, inflation, and restricted resources.
  • Use a variety of strategies to mitigate the impact of risk and uncertainty. 

Training Methodology

A range of tried-and-true adult learning strategies will be used in this  Course N Carry Advanced Investment Appraisal Workshop to guarantee that the material is understood, comprehended, and retained to the fullest extent possible. 

This comprises:

Material from case studies that is presented clearly to highlight key strategies

Possibilities for participants to add their own expertise and experiences to group discussions

Utilising Excel spreadsheets for data collecting, forecasting, and assessment methods

Regular tests and workouts to assess development

With supervised research, group projects and presentations are made. 

Impact of the Organization

  • Enhanced collaboration via proactive leadership
  • Enhanced Cohesion within the Team 
  • Decreased HR involvement in performance-related matters
  • Greater creativity and problem-solving in group settings
  • Enhanced Organisational Coherence
  • Increased Motivation and Involvement 

Impact on Person

  • Enhanced self-assurance in managing groups
  • Participation and the growth of interpersonal abilities 
  • A greater understanding of team dynamics
  • An awareness of your team's profile and how to leverage it to build dynamic teams
  • Increased proficiency in dispute resolution and team creativity
  • Enhanced abilities in performance management 

Persons Who Ought to Attend?

Professionals from a variety of backgrounds will benefit immensely from this Course N Carry session, but in particular:

  • Staff in Management Accounting
  • Planners of Strategy
  • Consultants in Management
  • Senior Managers in all fields other than finance
  • Business owners 

Course Outline

Finding and Putting Together Investment Plans

  • Putting up and building a variety of initiatives that align with our strategic goals
  • Configuring the accounting spreadsheet to compute the annual percentage rate 
  • Figuring out the ARR and contrasting it with the company's ROCE
  • Time Value of Money Incorporation: Compounding and Discounting
  • Calculating the Weighted Average Cost of Capital (WACC) and the company's Cost of Debt and Equity
  • Preparing the necessary cash flow spreadsheets for the computation of payback, NPV, and IRR 

Assessing the Investment Requests

  • Utilizing the cash flow spreadsheet to calculate the payback time, NPV, and IRR
  • Modifying the Spreadsheets to Account for the Impact of Taxes and Inflation 
  • Finding the Ideal Project Mix when Resources Are Limited
  • Including the Impact of Risk with Applications of Probability Analysis
  • Assessing Forecasting Error's Effect Using Sensitivity Analysis
  • Using the Risk Premium, Finite Horizon, and confidence equivalent techniques to adjust for environmental uncertainty

Certificates

On successful completion of this training course, Course N Carry Certificate will be awarded to the delegates.

Options & Brochure

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Take the next step toward your personal and professional goals with Course N Carry.