Course Schedules

Classroom 6 Sessions
Online / Live
Live

No dates scheduled

Introduction

The Finance for Engineers, Project and Technical Professionals Training Course equips technical leaders, engineers, and project managers with essential financial skills to drive effective project and capital investment decisions. In today’s fast-paced, technology-driven environment, mastering project finance is critical for innovation and organizational success.

Participants will learn to analyze financial statements, forecast project cash flows, and evaluate investment opportunities using practical tools like Excel. The course emphasizes hands-on financial modeling, cost analysis, and investment appraisal techniques, enabling professionals to communicate complex financial insights clearly. By the end of this training course, delegates will be able to integrate financial strategy into project planning, ensuring informed decision-making and sustainable business growth.

What are the Goals?

This Finance for Engineers, Project and Technical Professionals Training Course provides participants with actionable skills to evaluate and communicate project investments effectively.

By completing the course, delegates will be able to:

  • Analyze and interpret company financial statements to inform project decisions

  • Understand cost behavior and apply appropriate costing techniques

  • Produce reliable cash flow forecasts and investment models

  • Build and present capital investment appraisals using Excel

  • Select financial strategies to optimize project funding and profitability

Who is this Training Course for?

This training course is ideal for professionals involved in technical projects, engineering operations, or investment decision-making who need to integrate finance into their work.

Delegates who will benefit include:

  • Project managers overseeing technical and investment initiatives

  • Engineering and technical team members engaged in project planning

  • Investment department staff responsible for funding decisions

  • Cost and management accountants supporting project analysis

  • Planning, procurement, and supply chain professionals involved in project evaluation

How will this Training Course be Presented?

The Finance for Engineers, Project and Technical Professionals Training Course combines interactive lectures, practical exercises, and case studies to develop hands-on financial expertise.

Delegates will practice building financial models, analyzing costs, and preparing investment appraisals using Excel. Scenario-based exercises and group discussions enable participants to apply project finance principles to real-world situations. The course emphasizes strategic thinking, practical tools, and effective communication, ensuring participants can deliver accurate and persuasive financial assessments to support investment and project decisions.

Course Content

Day 1

Business Finance Fundamentals

  • Competitive and finance strategy fundamentals
  • Business models and their disruption
  • The context for project and capital investment
  • Financial statements - function and structure
  • Measuring financial performance and strength
  • The vital difference between profit and cash flow
Day 2

Financial Analysis and Interpretation

  • A systematic approach to financial analysis
  • Analysing and improving financial performance
  • Analysing and improving asset management efficiency
  • Analysing and interpreting capital structure and risk
  • An investor’s perspective on financial appraisal
  • Key cash flow ratios
Day 3

Mastering Pricing, Costs and Profit

  • Understanding cost behaviour
  • Analysing the cost-volume-profit relationship
  • Mastering the principles of gross margin and break-even
  • Cost classification and costing concepts
  • A strategic approach to cost reduction
  • Evaluating cost and value approaches to pricing
  • Building an Excel pricing model
Day 4

Forecasting Methods for Investment Projects

  • Forecasting fundamentals
  • Using Excel statistical analysis tools
  • Revenue forecasts: time series analysis techniques
  • Qualities of a good project cost estimate
  • Common approaches to project cost estimation
  • Identifying relevant project cash flows
  • Principles and best practice in Excel financial modelling
Day 5

Preparing and Presenting Investment Appraisals

  • Sources and cost of business funding
  • Funding strategy and optimal capital structure
  • The bank’s perspective on project finance
  • Principles of capital investment decision-making
  • Mastering discounted cash flow (DCF) analysis
  • Building an Excel investment appraisal model
  • Preparing and presenting an investment project appraisal

The Certificate

Recognition
  • Anderson Certificate of Completion for delegates who attend and complete the training course
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