Investment Appraisal

The Finance Manager is often required to perform an investment appraisal of a project or an acquisition. The skill set for such an exercise must be learnt and can be sharpened with experience. At times, the Finance manager may not be familiar with the approach to appraisal or the financial tools to use. This could be frustrating and so every Finance manager must be equipped with investment appraisal skills and knowledge to perform the assignment well, and on short notice.

This course equips the participant with the knowledge and skill sets required for an investment appraisal assignment.

Dates & Time

13 - 14 July 2017

9 AM - 5 PM

Venue

 

TBC

Fees*

$1,000.00 (STADA Member)

$1,100.00 (Non-Member)

*7% GST to be included

Course Objectives

At the end of the course, you will be able to:

  1. Learn about the steps in investment appraisal

  2. Understand the types of investments and the capital budgeting process

  3. Master the concepts of time value of money and Net Present Value

  4. Learn alternative appraisal methods

  5. Prepare projected cashflow statements

  6. Determine terminal value of an investment

  7. Understand the risk and uncertainty inherent in the project/investment

  8. Determine the cost of capital to be applied

Outline

  • What is investment appraisal?

  • The steps in an appraisal process

  • Types of investments

  • The concepts of time value of money and Net Present Value

  • Alternative appraisal methods

    • Payback period

    • Accounting rate of return

    • Internal rate of return

    • Profitability index

  • Preparation of projected cashflow statement

  • Risk and uncertainty

  • Weighted average cost of capital – WACC

  • Assessing terminal value of an investment

  • Case Study

Who Should Attend

  1. Newly-appointed Finance Managers

  2. Finance Managers who want to widen their scope of knowledge and skill sets

  3. CFO-aspirants

  4. Finance Managers who seek a refresher course

  5. Heads of Finance Department

  6. Finance Manager aspirants

  7. Finance Managers who want to fill knowledge and experience gaps.

  8. Relationship Managers (banks)

  9. Staff of audit or professional firms

Methodology

This course will be conducted in an environment conducive to learning where participant sharing, group/individual work and coaching will be applied to reinforce learning.

Participants are required to bring along their calculator and laptop to class.

About the Facilitator: Mr Michael Lee

Michael Matthew Lee is a trainer teacher, lecturer, coach and facilitator, and is himself a life-long learner. Being trained, he is skillful in explaining difficult concepts in a simple and understandable manner. With his more than 40 years of corporate working experience, which include serving as CFO of 3 Main Board public-listed groups, and as MD/CEO/COO of various companies across industries, he specializes in Finance and is exposed to senior executive management practices, issues and challenges. He adopts a practical approach to his training.

Michael Matthew Lee’s credentials are:

  • MBA (Finance, NUS Business School)

  • MBA (Strategic Marketing, University of Hull)

  • BAcc; DipM(UK); PDipM(Asia-Pac); ACTA; PMC

  • FCA(Singapore); FCPA(Aust); FCCA(UK); FCIM(UK); MSID.

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