Invest effectively: master the evaluation of investment requests
Optimize your financial decisions through a rigorous evaluation of investment projects.
This 1.5-hour e-learning course, designed specifically for financial management teams, guides you step by step to strengthen the economic, strategic, and operational relevance of investment decisions within the company.
Why this training?
In an environment where every euro invested must produce a measurable return, evaluating an investment request can no longer be reduced to a simple calculation. This course will help you:
- Identify the levers for creating value in a project
- Avoid the pitfalls of impulsive or poorly documented decisions
- Unite stakeholders around a clear vision of the investment
What you will learn
Thanks to a progressive teaching method, alternating between reference models, practical cases and scenarios:
Module 1 – Investing effectively: strategic issues
Become aware of the business, operational and financial issues related to investment. You will understand why a rigorous evaluation of requests is essential in any performance management process.
Module 2 – The fundamentals of investment evaluation
Project financial analysis, NPV, IRR, Payback, risks, arbitrage… Familiarize yourself with the key models and analysis grids used by finance departments.
Module 3 – Good analysis practices
Discover the essential steps for evaluating an investment request: data collection, validation of assumptions, formatting the business case. Integrate concrete elements to secure decisions.
Module 4 – Adapt the analysis according to the context
Tangible and intangible investment projects, innovations, IT projects, external growth… Learn to adapt your criteria and methods according to the type, the challenge and the context of the investment to be studied.
Module 5 – Interactive simulator: let the business owner speak
Put yourself in the shoes of a management controller or a financial director facing a project manager. Ask the right questions to identify needs, understand the expected ROI, and formulate recommendations.
Module 6 – Mega Anchoring Quiz
Confirm your knowledge and strengthen your ability to use the right tools depending on the situation with a final quiz with varied scenarios.
At the end of this course, you will be able to:
- Become a strategic partner for investment projects
- Structure a rigorous and reasoned analysis
- Strengthen the profitability and strategic alignment of investments
- Streamline decision-making within the financial department
