Presentation of a financial business case

This e-learning course "Presenting a financial business case" will help you to better master this topic in a professional context.
The aim of this course is to help you understand the value of a financial business case.
The examples, scenarios and case studies are designed to be easily transposable into different professional contexts and types of organizations.
Prerequisites
No specific prerequisites are required to follow this course.
Target Audience
Managers, HR managers and employees concerned with the topic of "Presenting a financial business case".
Content
The course is structured into several complementary modules, combining theoretical input, practical exercises and interactive activities to facilitate the appropriation of concepts.
Training path
Decoding the impact of a business case on decision-makingStandalone module or integrated into the "Finance, Management Control & Purchasing" pathwayA well-constructed business case does not just quantify a project: it guides strategic…Standalone module or integrated into the "Finance, Management Control & Purchasing" pathway
A well-constructed business case does not just quantify a project: it guides strategic decisions. This module immerses you in the world of financial decision-makers, to understand why some projects attract investment committees… and others do not.
Why is this module essential?
A poorly managed business case can jeopardize a promising project. Conversely, by clarifying expected benefits, anticipated risks, and financial assumptions, you secure your business stakes while aligning your proposals with the company’s strategy.
What you will discover:
• What role does a business case play in decision making?
• How to build a high-impact financial argument?
• Why ROI is not enough and how to structure a convincing presentation?
• The implicit but decisive expectations of an arbitration committee
Who is this module for?
It is aimed at any professional involved in the presentation, analysis, or validation of investment projects, particularly in finance, management control, or purchasing functions. Whether you are an actor or evaluator of a business case, this module will help you level up.
A module to be followed alone or integrated into a complete pathway
You can follow this module independently or combine it with our structured pathway "Finance, Management Control & Purchasing" to enhance your skills in a comprehensive and progressive manner.
Develop an effective financial business case for your projectIn an environment where every investment decision can transform a company's trajectory, mastering the fundamentals of a solid financial business case becomes an essential…In an environment where every investment decision can transform a company's trajectory, mastering the fundamentals of a solid financial business case becomes an essential strategic asset. This module provides you with all the keys to design, structure, and defend a reliable business case, whether in the context of an investment approach, transformation, or operational optimization.
- ✔️ Understand the essential mechanisms for building a relevant financial case
- ✔️ Structure your argument around recognized indicators: ROI, NPV, IRR
- ✔️ Strengthen your economic and financial assumptions using proven methods
- ✔️ Prepare a clear and convincing presentation before an investment committee
This module can be taken independently to address a specific need (project presentation, quick investment assessment, specific skills development) or integrated into the e-learning path “Finance, Management Control & Purchasing” for a comprehensive and progressive learning experience.
Whether it’s a product launch, an IT project, outsourcing, or an industrial investment, this module allows you to build robust, credible, and decision-oriented business cases, mastering the tools and standards expected by financial departments and investment committees.
Mastering a financial argument to persuade effectivelyConvincing an investment committee with an impactful financial narrativeWhether you are a CFO, a management controller, or an active member of an investment committee,…Convincing an investment committee with an impactful financial narrative
Whether you are a CFO, a management controller, or an active member of an investment committee, you have surely wondered:
How to effectively value a project to get it approved?
How to anticipate objections?
What financial elements should be prioritized to convince?
This module provides you with concrete and immediately applicable keys to transform your presentation into a compelling business case that captures attention and secures buy-in.
What you will experience:
- A proven argument structure designed to convince decision-makers
- Clear techniques to defend your assumptions, demonstrate the robustness of your ROI, and avoid classic pitfalls
- Real-life inspired use cases: you will not only understand, you will practice
- An immersive training session in front of a virtual committee: test your reflexes in a realistic simulation
This module is part of the complete program “Finance, Management Control & Purchasing,” but can also be taken independently if you wish to quickly:
- Better defend your investments
- Gain impact during your financial presentations
- Strengthen your credibility with strategic bodies
Who should take this module?
- CFOs
- Management Control Managers
- Project managers or investment sponsors
- Members or facilitators of decision-making committees
Gain confidence, structure your messages, and transform financial analysis into a strategic lever of persuasion.
Analyzing business cases through simulationsPut yourself in the shoes of a decision-maker trying to convince an investment committee: this immersive module places you at the heart of presenting…Put yourself in the shoes of a decision-maker trying to convince an investment committee: this immersive module places you at the heart of presenting and defending a financial business case.
Through three interactive scenarios based on real cases, you will be required to:
- Make strategic choices in the face of various economic constraints
- Test the robustness of your financial assumptions
- Respond to objections as in a real defense
- Consolidate your learning with a quiz reinforcing all key reflexes
- Benefit from a personalized summary guided by a virtual coach
This module can be taken independently or as an integral part of the complete e-learning path “Finance, Management Control & Purchasing” — a program designed for decision-makers facing impactful financial trade-offs.
Ideal for financial managers, project leaders, or members of an investment committee, this module addresses operational challenges: how to secure investment choices? How to defend a realistic ROI? How to anticipate committee objections?
This module will help you move from theory to action, preparing you to convince through rigorous analysis, impactful communication, and a credible posture.
Master quiz - Presentation of a financial business caseAn exciting educational challenge to test your financial skills and convince an investment committeeImmerse yourself in an engaging and playful experience inspired by famous…An exciting educational challenge to test your financial skills and convince an investment committee
Immerse yourself in an engaging and playful experience inspired by famous TV quizzes! In this unique module, you will be challenged to answer 15 progressive questions around the themes: Finance, Management Control & Purchasing. The goal? To test your knowledge, strengthen your economic reasoning, and, above all, validate your ability to defend a business case before a demanding group of investors.
This module can be taken independently or integrated into a complete program dedicated to finance professionals.
Your mission:
Build a solid financial argument, demonstrate the robustness of your assumptions, and convince an investment committee under realistic conditions.
The game concept
You start the quiz with a clear objective: to answer correctly 15 questions of increasing difficulty.
You will have:
- 3 jokers to help you:
- A call to an expert for professional advice
- The 50/50 to eliminate two wrong answers
- A cross-examination with another expert viewpoint
- 3 safety levels to ensure you keep your gains
- A pressure timer to enhance quick decision-making
- A realistic defense simulation to anchor skills in experience
Why choose this module?
✔ To put your financial knowledge to the test in real conditions
✔ To prepare for strategic discussions with an investment committee
✔ To strengthen your synthesis, persuasion, and quantification skills
Who is this module for?
- Financial directors
- Management controllers
- Purchasing managers or directors
- Members of the investment committee
- Anyone involved in building and defending strategic business cases
This module is part of the e-learning program "Finance, Management Control & Purchasing", but can be taken alone for a dynamic and stimulating review.