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Capital Allocation & Budgeting: Advanced MasterClass

This online course deals extensively with capital allocation and budgeting in finance. It covers the core techniques for business owners and business leaders in tackling financial resource allocations, and budgeting techniques. This course is highly suitable for business owners (small, medium or large scale business).

  • 2000
  • 35000
  • Course Includes
  • 2 Hours Plus Video Classes
  • Downloadable Ebook
  • Free Certificate of Completion


What you will learn

  • Financial projections
  • Capital Budget Preparations
  • Communicating budget decisions
  • Financing Investment decisions
  • Capital Allocation
  • Financial sources
  • Investment Capital
  • Cash raised from financing
  • Dividend and repurchasing
  • Capital Allocation

Requirements

  • This course is highly suitable for financial managers, CFOs, business owners (small, medium or large scale business).

Description

In this course we are going to tackle capital allocation, that is, how the CEO, and you as CFO and their strategic partner, go about deploying cash inside the business. CEO’s are ultimately measured on their record of generating returns for their shareholders. The single most important determinant of shareholder returns is capital allocation. Knowing what tools you have available and when to use them is the key. We’ll look how and when you source cash. We’ll also look at the strategies behind selecting the most optimal use of that cash, which may include buying back shares in yourself.

 

In addition, this course is also going to establish a capital budgeting process from conducting due diligence through to communicating and facilitating discussions of capital investment opportunities with decision-makers. Capital budgeting is a key strategic process that ensures capital is deployed to only those opportunities that have a high probability of meeting or exceeding the expectations for return. It is also a process that ensures that scarce capital resources are deployed to the highest yield opportunities across the organization. We will walk through how to develop assumptions, prepare the capital budgeting analysis, and quantify risk using tornado charts and monte-carlo simulation analysis. We will also discuss the financing implications of capital investment opportunities by looking at lease versus buy analysis, a related but often confused part of capital budgeting.

 

Course Content

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Capital Budgeting: Introduction
preview 7min
Develop Robust Budgeting Assumptions that Address Future Uncertainty
10min
What is the Right Discount Rate to Use in Capital Budgeting?
10min
Capital Budget Preparation Walkthrough
15min
Communicating and Facilitating a Capital Budget decision
10min
Financing Investment Decisions - Lease vs Buy Analysis
5min
Conclusion
preview 2min
Capital Allocation: Introduction
8min
What is capital allocation and how can I evaluate it?
12min
Operating sources of cash and measuring cash available for allocation
6min
Thinking about the investment of capital
9min
Thinking about cash raised from financing
6min
Thinking about dividend and stock repurchases
14min
Capital Budgeting Ebook
3mb
Capital Allocation Ebook
7mb
How to Download your Certificate of Completion
3min

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About the Instructor

instructor
About the Instructor

Blair is a many-time corporate director, CFO, educator, innovator, thought leader, presenter, and curiosity generalist. As an academic-practitioner, he’s a perpetual learner who observes and experiments with various financial and management theories in real world context. He shares stories of his successes, failures, and lessons learned to all those who share a passion for further developing their own financial leadership qualities. His focus is on defining and developing a career path for financial professionals aspiring to the Office of the CFO and the Board of Directors. Blair has worked extensively with CPA Canada in recent years to design, develop, and launch the professional certification program.

Jen is a dynamic, versatile financial professional with over 20 years of leadership experience. Jen brings to the classroom a broad skill set and experience in all key facets of an organization including operations management, strategic planning, business development, finance, accounting, investor relations, human resources, and project management. Jen has a passion for making finance more attainable, whether its working to articulate strategy in a financial context or bringing clarity to financial communication. Jen’s career epitomizes the diverse experiences and roles that CPAs play in industry – from financial to operational leadership.