Investment request evaluation

Training path

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  Investment strategies and vigilance for financial performance

  VTS15 minutes+

  Why do some investments strengthen a company's future... and others do not?Because behind every investment request lies a potential growth lever — or a…

  Why do some investments strengthen a company's future... and others do not?

  Because behind every investment request lies a potential growth lever — or a major strategic risk.

  In this module, you will learn to identify the financial and strategic issues of a project even before analyzing the numbers.

  Who is this module for?

  This course has been designed for financial management professionals, but it is also relevant for any manager or decision-maker involved in high-impact investment choices.

  An essential module, to be taken alone or integrated into the program

  This module can be taken independently for a quick skill upgrade on the issues of investment decisions.

  It also perfectly complements our comprehensive e-learning program: "Finance, Management Control & Purchasing", for a 360° view of the company's financial performance.

  What you will experience in this module:

  • An immersion in the heart of financial decision-making, where every arbitration can transform the company.

  • A highlighting of the risks to anticipate and the consequences of a vague framing upstream.

  • A clarification of strategic investment logics, far from mere accounting reading.

  • A pedagogical approach designed to foster awareness and critical thinking in investment choices.

  By the end of the module, you will be able to:

  • Understand the strategic responsibilities related to an investment request

  • Identify common mistakes in project analysis

  • Better frame a study before financial validation

  • Adopt a vigilant posture in reading a file

  • Value your role in the solidity of investment decisions

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  Evaluate the financial performance of business projects

  VTS25 minutes+

  Discover the essential fundamentals for any investment decision. This module guides you step by step through the key principles of financial evaluation, enabling you…

  Discover the essential fundamentals for any investment decision. This module guides you step by step through the key principles of financial evaluation, enabling you to make informed and rigorously based decisions.

  Why take this module?

  ✔ Are you responsible for analyzing or validating investment projects?

  ✔ Do you juggle financial criteria, strategic trade-offs, and budgetary constraints?

  ✔ Do you want to structure your evaluations according to reliable and proven models?

  Then this module is for you—whether you are looking for targeted skills development or are committed to the complete "Finance, Management Control & Purchasing.

  On the agenda:

  - The different types of investments and their strategic impact

  - The main financial evaluation criteria (NPV, IRR, Payback Period)

  - Cash flow analysis: forecasting, reliability, and projection

  - Risk dimensions: how to identify and integrate them into the analysis

  - Best practices for justifying an investment to decision-makers

  💡 By the end of the module, you will be able to:

  - Structure an investment request with clear financial benchmarks

  - Apply profitability criteria for effective decision-making

  - Analyze an investment project from the perspective of profitability, risk, and financing

  This module can be taken independently or integrated into the complete e-learning course "Finance, Management Control & "Purchasing," dedicated to professionals wishing to master the entire process of managing and evaluating financial projects.

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  Financial analysis techniques for decision-making

  VTS15 minutes+

  Mastering the analysis of an investment request is now a strategic skill for any financial management. This short, targeted, and operational e-learning module allows…

  Mastering the analysis of an investment request is now a strategic skill for any financial management. This short, targeted, and operational e-learning module allows you to quickly grasp the essential financial analysis methods to evaluate an investment project, reduce risks, and make informed decisions.

  Designed for finance professionals, this module can be taken independently or as the third module of the overall path "Finance, Management Control & Purchasing".

  In this module:

  • Learn to effectively structure your analyses to avoid any misjudgment.
  • Identify the key indicators and frameworks essential to any investment request.
  • Put your knowledge into practice through concrete scenarios, directly inspired by business cases.
  • Optimize your financial recommendations with recognized, clear, and reproducible techniques.
  • Minimize risks by integrating best practices from management control.

  Are you faced with the analysis of investment projects and want to ensure the reliability of your recommendations?

  This module is for you.

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  Guided decision-making scenarios for managers

  VTS20 minutes+

  Standalone module or integrated into the "Finance, Management Control & Purchasing" pathwayMake decisions as if you were there.This module puts you in the shoes…

  Standalone module or integrated into the "Finance, Management Control & Purchasing" pathway

  Make decisions as if you were there.

  This module puts you in the shoes of a financial decision-maker facing three concrete investment evaluation cases. Objective: make the right choices... and learn the right lessons.

  You are faced with a realistic situation:

  • A strategic capital expenditure project

  • Internal stakeholders to interview to understand needs

  • A budget, a financing plan to challenge

  • An analysis to build and a decision to justify

  On the agenda:

  • Guided exploration of key decisions to be made

  • Immediate consequences of your choices through an interactive narrative thread

  • Personalized feedback to gradually refine your judgment

  • A mega-quiz at the end to confidently conclude

  Ideal for financial management professionals, this module can be taken independently or integrated into our overall pathway on investment request evaluation.

  Looking for an operational, engaging, and immediately applicable training? This module is a powerful accelerator to move from theory to informed decision-making in a real context.

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  Master quiz - Evaluation of an Investment Request

  VTS15 minutes+

  Dive into a fun and strategic challenge on the theme of "Finance, Management Control & Purchasing"!Inspired by popular game shows, this mega final revision…

  Dive into a fun and strategic challenge on the theme of "Finance, Management Control & Purchasing"!

  Inspired by popular game shows, this mega final revision quiz immerses you in an engaging and demanding atmosphere: 15 questions to climb to the peak of knowledge. An ideal complement to a complete course or accessible independently, this module is designed to evaluate, reactivate, and anchor the key fundamentals related to the evaluation of an investment request.

  Follow this module alone or as part of the "Finance, Management Control & Purchasing" course, for a gradual and structured skills enhancement. Perfect for financial management professionals, it challenges you while consolidating your expertise.

  Game – quiz concept:

  You start with an easy first question. With each correct answer, you advance to the next level… up to the final 15th question. Your goal? To go as far as possible, using your financial analytical skills and your managerial instincts.

  You have 3 strategic jokers to progress:

  • Call a colleague: get the opinion of a virtual expert
  • 50/50: eliminate two wrong answers
  • Skip question: temporarily skip a tricky question

  3 checkpoints allow you to secure your gains:

  • Question 5
  • Question 10
  • Question 15

  Module highlights:

  • Gamified evaluation to boost engagement and retention
  • Targeted at Financial Management, with cases directly from real-life scenarios
  • Reusable at will to test yourself and progress over time
  • Suitable for busy learners: short, stimulating, impactful
  • Perfect for the final revision of a broader course on investment decision-making

  An ideal tool for anyone who wants to:

  • Check their mastery of investment evaluation principles
  • Challenge their decisions through cases close to reality
  • Consolidate their position as a financial expert in the face of strategic requests