ADVANCED INVESTMENT APPRAISAL WORKSHOP
“Evaluating Capital Projects and Business Investments for Strategic, Financial, and Risk-Based Decision-Making”
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 28 – 30 Jan 2026 | Kuala Lumpur, Malaysia | USD 2495 per delegate |
| 20 – 22 May 2026 | Dubai, UAE | USD 2495 per delegate |
Course Introduction
In competitive and capital-intensive environments, selecting the right investments is crucial to long-term success. Investment appraisal is not just about calculating returns—it’s about making well-informed decisions that align with strategy, manage risk, and optimize resource use.
This practical 3-day workshop equips participants with advanced tools and techniques for appraising investment opportunities, capital projects, and strategic initiatives. Participants will learn how to apply financial models, evaluate risk and uncertainty, and align investment decisions with broader corporate goals.
Course Objectives
By the end of this course, participants will be able to:
- Apply advanced investment appraisal techniques including NPV, IRR, and Payback Period.
- Incorporate inflation, tax, and cost of capital into capital budgeting models.
- Conduct scenario, sensitivity, and break-even analysis for risk evaluation.
- Use real options and decision trees for investment under uncertainty.
- Evaluate strategic, operational, and financial criteria in project decisions.
- Communicate appraisal results effectively to decision-makers.
Key Benefits of Attending
- Gain deeper insight into the financial, strategic, and risk dimensions of investments.
- Use Excel-based tools to model complex investment scenarios.
- Improve the quality of capital project decisions and board submissions.
- Minimize investment failure by integrating risk and sensitivity analysis.
- Translate technical evaluations into business-aligned investment cases.
Intended Audience
This program is designed for:
- Finance professionals and analysts
- Investment officers and project finance managers
- Strategic planning and corporate development professionals
- Project managers preparing capital expenditure (CAPEX) submissions
- Controllers and budget officers supporting investment evaluations
Individual Benefits
Key competencies that will be developed include:
- Investment modeling and financial analysis
- Risk-based project evaluation
- Scenario and sensitivity analysis
- Business case presentation
- Strategic alignment and prioritization
Organization Benefits
Upon completing the training course, participants will demonstrate:
- Better capital allocation decisions
- Increased return on investment (ROI)
- Improved business case submissions for board review
- Enhanced cross-functional investment analysis capability
- Reduced risk of poor investment outcomes
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
- Financial Lectures – Appraisal frameworks and risk-adjusted techniques
- Excel Workshops – Building dynamic investment appraisal models
- Case Studies – Project investment decisions across sectors
- Group Exercises – Scenario analysis, Monte Carlo simulation, and sensitivity stress-testing
- Templates – Discounted cash flow tools, ROI scorecards, and business case formats
- Peer Coaching – Reviewing and improving real-life or simulated appraisal cases
Course Outline
Detailed 3-Day Course Outline
Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Financial Modeling for Investment Decisions
- Module 1: Introduction to Investment Appraisal (07:30 – 09:30)
- Strategic role of investment evaluation
- Time value of money and decision rules overview
- Types of projects and capital investment categories
- Module 2: Discounted Cash Flow (DCF) Techniques (09:45 – 11:15)
- Net Present Value (NPV) and Internal Rate of Return (IRR)
- Modified IRR, Payback Period, and Profitability Index
- Cost of capital and WACC considerations
- Module 3: Realistic Assumptions and Financial Inputs (11:30 – 01:00)
- Adjusting for inflation, tax, depreciation, and salvage
- Treatment of working capital and residual values
- Capital rationing and project interdependencies
- Module 4: Excel Lab – Building a DCF Model (02:00 – 03:30)
- Participants build a DCF appraisal from base case inputs
Day 2: Risk Evaluation and Scenario Modeling
- Module 5: Sensitivity and Break-Even Analysis (07:30 – 09:30)
- Identifying key variables and stress-testing
- Break-even charts and visual risk profiles
- Modeling tolerance ranges and upside/downside cases
- Module 6: Scenario Planning and Monte Carlo Simulation (09:45 – 11:15)
- Crafting investment scenarios
- Probability distribution and risk-weighted outcomes
- Introduction to Monte Carlo and simulation tools
- Module 7: Investment Appraisal in Practice (11:30 – 01:00)
- Reviewing case studies from different sectors
- Multi-criteria analysis: financial, operational, strategic
- Incorporating ESG and sustainability factors
- Module 8: Group Case Study – Evaluating an Investment Proposal (02:00 – 03:30)
- Teams analyze, model, and present their appraisal findings
Day 3: Strategic Value, Decision Support & Reporting
- Module 9: Real Options and Strategic Flexibility (07:30 – 09:30)
- Investment under uncertainty and managerial flexibility
- Real options (expansion, defer, abandon, switch)
- Valuation techniques using decision trees
- Module 10: Building a Business Case for Approval (09:45 – 11:15)
- Structuring investment proposals
- Presentation tips for CFOs, boards, and executives
- Linking analysis to strategic justification
- Module 11: Workshop – Final Business Case Presentation (11:30 – 01:00)
- Participant teams present a simulated board submission
- Peer and instructor feedback
- Module 12: Wrap-Up and Certification Briefing (02:00 – 03:30)
- Recap of tools, reflection, and personal action plans
Certification
Participants who complete the program will receive a Certificate of Completion in Advanced Investment Appraisal, recognizing their ability to evaluate, model, and support high-impact financial decisions with strategic insight and technical rigor.