Course Information

Introduction

Investment decisions play a critical role in achieving long-term organisational growth and financial sustainability. Understanding the principles of investment analysis enables professionals to evaluate opportunities, manage risk, allocate capital effectively, and support strategic decision-making based on sound financial evidence rather than assumptions.

This five-day course introduces the fundamental concepts of investment management, financial markets, portfolio diversification, investment appraisal, and risk assessment. Participants will learn practical techniques for analysing investment opportunities, evaluating financial returns, and making informed investment recommendations through real-world business examples and hands-on exercises.

Objectives

1. Understand the principles of investment management and the role of financial markets in creating value.
2. Evaluate investment opportunities using common appraisal techniques, including Net Present Value (NPV), Internal Rate of Return (IRR), Payback Period, and Return on Investment (ROI).
3. Assess investment risks and apply basic portfolio diversification principles to improve decision-making.
4. Interpret market information, economic indicators, and financial performance when analysing investment opportunities.
5. Prepare and present evidence-based investment recommendations supported by financial analysis and risk assessment.

Who Should Attend?

1. Finance Managers and Financial Analysts seeking a practical introduction to investment analysis.
2. Project Managers responsible for evaluating business cases and capital investment proposals.
3. Department Managers involved in budget planning and capital expenditure decisions.
4. Entrepreneurs and Business Owners assessing investment opportunities for business growth.
5. Professionals seeking to develop foundational knowledge of investment management and financial decision-making.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.