Capital Budgeting: Analysis that Improves Long-term ROI
Quantify risk and explore uncertainty to make better long term investment decisions (1 CPD)
This is a course in establishing a capital budgeting process from conducting due diligence through to communicating and facilitating discussions of capital investment opportunities with decision makers. Capital budgeting is a key strategic process that ensures capital is deployed to only those opportunities that have a high probability of meeting or exceeding the expectations for return. It is also a process that ensures that scarce capital resources are deployed to the highest yield opportunities across the organization.
In this course, we will walk through how to develop assumptions, prepare the capital budgeting analysis, and quantify risk using tornado charts and monte-carlo simulation analysis. We will also discuss the financing implications of capital investment opportunities by looking at lease versus buy analysis, a related but often confused part of capital budgeting.
Blair is a many-time corporate director, CFO, educator, innovator, thought leader, presenter, and curiosity generalist. As an academic-practitioner, he’s a perpetual learner who observes and experiments with various financial and management theories in real world context. He shares stories of his successes, failures, and lessons learned to all those who share a passion for further developing their own financial leadership qualities. His focus is on defining and developing a career path for financial professionals aspiring to the Office of the CFO and the Board of Directors. Blair is the author of The Illiterate Executive: An Executive Handbook for Mastering Financial Acumen.
PreviewLet's Take a Look at What You'll Learn in this Course (6:08)
StartDevelop Robust Budgeting Assumptions that Address Future Uncertainty (9:23)
StartWhat is the Right Discount Rate to Use in Capital Budgeting? (8:00)
StartCapital Budget Preparation Walkthrough (14:51)
StartCommunicating and Facilitating a Capital Budget decision (9:44)
StartFinancing Investment Decisions - Lease vs Buy Analysis (4:48)
StartLet's Wrap Up All We Have Learned in this Course (1:59)
StartCourse resources: glossary, excel schedules, and script
StartTime to Test Yourself: Take the Quiz
StartCourse Evaluation Form
Frequently Asked Questions
Get started now!
WAIT! BEFORE YOU ENROLL...
You might want to consider enrolling in our CPD Super Bundle. There, you'll get access to our ENTIRE course library for 75% OFF. Over $2,500 in courses and growing for a one-time payment of $499 CAD. How sweet is that?