Investment Analysis and Stakeholder Financial Strategy

Key details

Mode of delivery: Classroom-based

Course code: AFB11C

Duration: 1 day

Fee: £925.00 + VAT

CPD Hours: 6

Course Overview

This course enables managers to make informed investment decisions and align financial strategies with stakeholder expectations. Participants will gain skills in capital budgeting, long-term financial planning, and project estimation, while also exploring integrated reporting practices that reflect financial, social, and environmental accountability.

Agenda

Investment Analysis and Stakeholder Financial Strategy
  • Capital budgeting and investment appraisal methods
  • Long-term financial planning and project estimation
  • Stakeholder accountability and integrated (triple bottom line) reporting
Course Review
  • Summary and recap of key learning objectives
  • Action Planning

Target Audience

  • Mid- to senior-level managers with budget or financial decision responsibilities
  • Department heads and business unit leaders seeking stronger financial acumen
  • Project managers involved in capital planning or cost estimation
  • Non-finance professionals (e.g., HR, operations, marketing) who manage budgets or resources
  • Senior functional leaders aiming to improve cross-functional financial communication
  • Business analysts and planning professionals supporting strategic decision-making
  • Entrepreneurs or startup founders seeking practical finance knowledge for scaling operations
  • Public sector managers responsible for financial oversight or reporting
  • Professionals preparing for executive roles or cross-functional leadership positions
  • MBA or executive education participants looking to strengthen finance competencies

Learning Outcomes

By the end of this course, you will be able to implement a successful strategy that enables you to:
  • Use capital budgeting techniques (e.g., NPV, IRR) to appraise investment opportunities.
  • Prepare long-term financial plans and accurate project estimates to support strategic goals.
  • recognise the importance of stakeholder reporting and apply triple bottom line principles.

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