Advanced Investment Appraisal Workshop

Introduction

In today’s challenging environment, it is important for businesses to maintain their competitive position. They need to ensure that they are offering attractive, up-to-date, high quality products to their customers. A company that was successful in 2016 cannot assume that their success will continue through to 2020, unless they are prepared to make new investments on a regular basis.

This accessible GLOMACS Advanced Investment Appraisal Workshop will guide you through the process of identifying and selecting new projects, preparing forecasts, and applying evaluation techniques, to ensure that only the best projects are approved for investment.

The GLOMACS workshop will comprise the following key elements:

• Identifying potential new projects that will fit with our medium and long term strategic plans
• Collecting relevant data and constructing financial forecasts relating to our proposed projects
• Applying and calculating four popular appraisal methods, Accounting Rate of Return, Payback Period, Net Present Value, and Internal Rate of Return
• Refining the investment decision by considering the impact of inflation, taxation, and limitation of funds
• Incorporating the effect of risk and uncertainty in the appraisal process

Objectives

By the end of this GLOMACS workshop, participants will be able to:

• Explain why it is important for us to link new investments to our strategic plan
• Identify and measure the expectations of investors, and explain why these are important to the decision making process
• Set up spreadsheets, and apply the four main investment appraisal techniques to determine whether proposed investments are likely to be worthwhile
• Make necessary adjustments to incorporate the effect of inflation, taxation, and limited funds
• Apply various techniques for dealing with the effect of risk and uncertainty

Training Methodology

This GLOMACS Advanced Investment Appraisal Workshop will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented.

This includes:

• Clearly presented case study material to illustrate important techniques
• Opportunities for delegates to input personal knowledge and experience into group discussion sessions
• Use of Excel spreadsheets for collection and forecasting of data, and application of evaluation techniques
• Regular exercises and quizzes to check progress
• Group work and group presentations, with guided research