GE123
Project management, transformation and operation

Finance: financial evaluation of projects with Excel

Estimate the time it will take for the project to recoup the initial investment.


Complex projects require significant investments. It is essential for the project manager to be able to appreciate the risks, to anticipate the long-term costs, to calculate the amortization period and the return on investment, before committing himself. This Excel-based training course focuses on these points and the formulas that allow for proper calculations.

Objectives

To provide the knowledge and skills required to evaluate the best long-term investment opportunities for anticipated or currently held funds.

Is it for you ?

Project managers (PM3), advisors, department heads, directors, engineers, accountants and finance specialists.

Prerequisite

Experience in management and finance.

Your benefits

  • Apply key evaluation criteria (NPV, IRR, PI, PB, DPB, ARR) to select investment projects
  • Build financial models in Excel to analyze profitability and cash flows
  • Estimate project risk and determine required rates of return
  • Incorporate inflation and Canadian taxation into investment decisions
  • Use real options and probabilistic methods to refine project evaluation
  • Content

    • The risk-reward relationship
    • Review of financial mathematics
    • Investment selection criteria (advantages and disadvantages of each criterion)
    • Accounting Rate of Return (ARR)
    • Payback Period (PBP)
    • Discounted Payback Period (DPP)
    • Profitability Index (PI)
    • Net Asset Value (NAV)
    • Internal Rate of Return (IRR)
    • Real options
    • The influence of Canadian fiscal policies on investment choices
    • Investment decisions and inflation
    • Estimating project risk
    • Estimating the return for the company's shares and for the project
    • Separating the decision to invest from the evaluation exercise in the context of risk (the probability method).

    💡 Useful information

    Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .

    Duration
    2 days
    Schedule
    9h to 16h
    Regular fee
    $965
    Preferential fee A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
    $870
    Private or personalized training

    Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.

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    Request in-company training

    Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.

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