Financial Modeling & Investment Decision-Making Workshop

This intensive workshop is designed to equip professionals with the practical tools and techniques needed to evaluate investments, prepare budgets, and support top management in making confident financial decisions.

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Course Agenda:

Day 1 – Introduction & Financial Environment

Role of financial modeling in business decisions

Overview of investment budgeting concepts

Case introduction

Day 2 – Financial Analysis & Ratios

Profitability, liquidity, leverage, and performance ratios

Trend analysis and forecasting techniques

Applied case study

Day 3 – Prospective Analysis & Alternatives

Using historical data to project future outcomes

Identifying and evaluating investment alternatives

Practical exercises

Day 4 – Preparing Investment Budgets

Structuring capital/project budgets

Long-term investment evaluation

Case-based application

Day 5 – Capital Budgeting Techniques

Payback & discounted payback period

Net Present Value (NPV @ required rate of return)

Internal Rate of Return (IRR) & Modified IRR

Application on real case studies

Day 6 – Decision Framework & Final Case

Go / No-Go decision-making models

Presenting financial recommendations to management

Capstone case study & workshop conclusion

📞 Phone: Here
💬 WhatsApp: Here

🔍 High-Focus Information:

✔ Practical Financial Modeling – Learn how to build financial models that reflect real business scenarios and predict future performance.
✔ Investment Budgeting Mastery – Understand the step-by-step process of preparing accurate investment budgets that guide strategic decisions.
✔ Powerful Decision-Making Techniques – Apply globally recognized tools such as NPV, IRR, MIRR, and Payback Period to make informed investment decisions.
✔ Prospective Analysis & Forecasting – Use historical data and trend analysis to create reliable financial forecasts.
✔ Hands-On Case Studies – Engage with real-world case studies to apply concepts directly to practical business problems.
✔ Go / No-Go Decisions – Develop the skills to evaluate projects and decide whether to proceed or decline based on financial viability.
✔ Expert Trainer – Learn from Hesham A. Khalil, a Certified Trainer by AUC with over 30 years of experience in financial management, investment analysis, and corporate training.

Outcome: By the end of the course, you will be able to analyze financial data, build accurate models, and support top management with strategic financial decisions that minimize risk and maximize returns.

Through real-world case studies and applied exercises, participants will learn how to:

1. Build and interpret financial models for projects and businesses.

2. Apply capital budgeting techniques (NPV, IRR, MIRR, Payback).

3. Prepare accurate investment budgets and forecasts.

4. Analyze profitability, liquidity, and performance ratios using trend analysis.

5. Translate financial data into strategic “Go / No-Go” investment decisions.

Who Should Attend:

✔ Finance managers, analysts, and consultants.

✔ Entrepreneurs and business owners evaluating investments.

✔ Senior executives and project leaders responsible for strategic decisions.

✔ Corporate teams in finance, investment, and operations.

Key Details:

Format: 6 full days / 12 sessions × 3 hours each.

Date: 29 Jan - 28 Mar 2026

By the end of the program, participants will have mastered the skills to transform financial data into actionable strategies that maximize ROI and minimize risk.