About this course
Investment appraisal and capital allocation. For CA partners; CFOs; finance directors; independent directors; audit committee members. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Investment appraisal note. Prerequisite: JQ-FPA-I01. Original fictional cases develop practical finance and governance decisions. Confirm current rules, exemptions and live filing requirements for the actual entity. The study estimate measures all required learning; the workbook's 55-minute value was a planning target.
Who this is for
Learners interested in this course
What you will learn
Course outline
1. Incremental cash flows and timing
- Incremental cash flows and timing
- Incremental cash flows and timing — video
- Topic 1 knowledge check
- Decision Mission: Incremental cash flows and timing
2. Working capital, tax and terminal value inputs
- Working capital, tax and terminal value inputs
- Working capital, tax and terminal value inputs — video
- Topic 2 knowledge check
- Case Quest: Working capital, tax and terminal value inputs
3. NPV, IRR and payback limitations
- NPV, IRR and payback limitations
- NPV, IRR and payback limitations — video
- Topic 3 knowledge check
4. Sensitivity, break-even and reversibility
- Sensitivity, break-even and reversibility
- Sensitivity, break-even and reversibility — video
- Topic 4 knowledge check
- Impact Simulator: annual cash downside
5. Strategic and non-financial factors
- Strategic and non-financial factors
- Strategic and non-financial factors — video
- Topic 5 knowledge check
6. Stage gates and post-investment review
- Stage gates and post-investment review
- Stage gates and post-investment review — video
- Topic 6 knowledge check
- Roleplay Studio: conditional investment approval
7. Case: Recommend whether to approve a proposed plant expansion
- Case: Recommend whether to approve a proposed plant expansion
- Case: Recommend whether to approve a proposed plant expansion — video
- Topic 7 knowledge check
- Practice Lab: reconstruct the plant appraisal
Final assessment
- Final assessment