Course : Assessing the profitability of an investment
Practical course - 2d
- 14h00 - Ref. RVI
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 | Know the basics of financial analysis |
| Calculate the lifespans of capital assets |
| Calculate amortization using different methods |
| Analyze the profitability of an investment |
| Choose the right financing method for a given investment. |
Course schedule
1 General accounting notes
- Vocabulary, double-entry method, entries, general overview.
- The accounting plan
- Amortizations and provisions.
- The profit and loss account.
- Handling inventories.
- The balance sheet.
- Tax aspects.
Hands-on work
Hands-on work Examples and exercises in making several accounting entries.
2 The company as an investment
- The profit and loss account.
- The bottom line. Working capital requirements. Cash. The notion of cash flow.
- Equity. Working capital, net assets, net position. Ongoing capital.
- Basics of financial analysis: Operating ratios and financial structures.
Hands-on work
Case study on an actual case and a tax return: Financial analysis.
3 Capital investment as a one-time project
- Differences between "capital investment" and "operating expenses", CAPEX and OPEX.
- Characteristics of a project
- Project management criteria.
- Budgets: Creating them, updating them, calculating deviations in time and cost.
Hands-on work
Deviation-calculating exercises.
4 Capital assets
- Main.
- Secondary.
- Component-based approach.
5 Amortization: Different methods
- Straight-line.
- Accelerated.
- Other methods.
6 Investment calculations
- Flows and cash flows.
- Discounting. Concept. Financial calculations: The basics.
- Investment profitability: Concept and calculation.
- Investment-choosing criteria: NPV, IRR, payback period, etc.
Hands-on work
Exercises in choosing different investments.
7 Financing investments: Benefits and drawbacks
- From equity.
- Buying on credit.
- Leasing.
Hands-on work
Exercises in choosing different financing methods for a single investment.
Customer reviews
4,8 / 5
Customer reviews are based on end-of-course evaluations. The score is calculated from all evaluations within the past year. Only reviews with a textual comment are displayed.
CLÉMENCE T.
25/06/26
5 / 5
+ Repeated practice to consolidate knowledge + Time allowed for beginners to develop their skills + Linking theory and practice + Energy and commitment to help everyone stay focused
RAISS BRAHIM N.
25/06/26
5 / 5
Educational and flexible, designed to cater for everyone’s individual needs
ASSTA T.
25/06/26
5 / 5
A very worthwhile training course. A trainer who was a great teacher, patient and full of practical examples. The training programme was clear and accessible. A big thank you to Mario!
Publication date : 08/30/2024
PARTICIPANTS
PREREQUISITES
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
PREREQUISITES
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
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Session garantie
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.