The Comprehensive Course on Strategic Financial Management & Leadership

We regret to inform you that there are currently no scheduled sessions for this course, so please let us know your preferred date and location and we will contact you soon.

Course Outline

Day 1: Finance and Financial Information

  • The meaning and importance of finance in business
  • The importance of financial information – internal and external
  • The corporate annual report and the financial statements
  • Capital employed: long – term assets and working capital
  • Analysing financial statements for profitability, liquidity, efficiency & financial structure
  • Investment ratios and market data sources

Day 2: Financing the Business and Capital Structure

  • Sources and types of long term finance
  • Sources and types of short term finance
  • Calculating the Cost of Equity – what your shareholders expect
  • Calculating the Cost of Debt – it depends on your credit rating
  • The weighted average cost of capital (WACC)
  • Choosing the best mix of equity and debt

Day 3: CAPEX - Analysis of Investment Decisions

  • Growing your business with new investment projects
  • Preparing spreadsheet forecasts for investment appraisal
  • Basic appraisal techniques: Accounting Rate of Return (ARR) and Payback
  • Discounted cash flow appraisal techniques: NPV and IRR
  • Capital Rationing and the Profitability Index (PI)
  • Dealing with risk in investment appraisal

Day 4: Financial Risk Management

  • Risk and uncertainty in business
  • How to manage risk – the four Ts
  • Financing risk and operating risk
  • Foreign currency risk management
  • Interest rate risk management
  • Role of Internal Audit, Audit Committee, and Chief Risk Officer

Day 5: Corporate Governance

  • Recognising the needs of stakeholders
  • The origins and development of corporate governance
  • Corporate governance codes and regulation
  • The role of the Board of Directors
  • International corporate governance and the OECD
  • Emerging trends in corporate governance

Day 6: Advanced Strategic Planning

  • Understand the building blocks of a planning process
  • Understand the difference between Strategic Thinking and Planning
  • Gain confidence in analysing the external environment
  • Identify which key capabilities can be developed to achieve current and future objectives
  • Learn about the difference between incremental and innovation strategies
  • Recognise the leadership qualities needed for delivering change

Day 7: The Elements of Good Governance

  • Understand what is meant by good governance
  • Recognise the influence of group attitudes and power on decision making
  • Understand what risk and risk appetite represent: what’s acceptable and who decides
  • Understand the effect of how information is presented on decisions, options and choices
  • Understand the importance of compliance: rules, processes and checklists
  • Explore business ethics, moral DNA and resulting performance

Day 8: Managing for Efficiency & Effectiveness

  • Understand what managers and leaders do and how they handle stress
  • Understand the key elements of managing people & performance
  • Review operational planning, allocating tasks, roles & responsibilities on productivity
  • Review the role of support functions: HR, IT, Procurement in delivering positive customer outcomes
  • Understand how service quality standards are determined and communicated
  • Gain confidence in budget setting and monitoring

Day 9: Leaders as Change Agents

  • Understand organizational culture and how to use the cultural web
  • Understand how different leadership styles impact culture and climate
  • Learn how managers inspire and motivate people
  • Develop skills in questioning and listening
  • Recognise the value of organizational story telling
  • Review the best approaches for leading change

Day 10: Integrating Culture, Climate and Alignment

  • Reflect on the challenges of strategy implementation in a fast changing world
  • Understand the importance of employee engagement in delivering good performance
  • Recognise how different forms of power have influence on networks and relationships
  • Discover how servant leadership delivers added value to employees and customers
  • Understand how leaders, culture and practice deliver learning organisations
  • Review and reflect on your leadership profile and prepare a development plan

Day 11: Day Eleven: Infrastructure Projects & Project Finance

  • Major Infrastructure Projects
  • Selecting Projects to meet National and Organisational Objectives
  • What is Project Finance?
  • Special Purpose Vehicle (SPV) & Parties to Project Finance Schemes
  • The Investment Criteria & The Investment Planning Process

Day 12: Day Twelve: Infrastructure Project Appraisal

  • Technical, Feasibility & Environmental Analysis
  • Economic Analysis & Sustainability
  • Financial Analysis
  • Risk Analysis
  • Cost–Benefit Analysis – Finance V Economic Value Added

Day 13: Day Thirteen: Estimating Cash Flows - Income; Costs and Activity Duration

  • Forecasting Project Cashflows
  • PERT – dealing with Uncertainties
  • Probabilistic/Statistical Analysis
  • Correlation & Regression to estimate costs
  • Evaluation & Analysis of Cashflows using Spreadsheet Skills

Day 14: Day Fourteen: Financing the Project

  • The Structure of Project Finance Schemes for Infrastructure Projects
  • Equity & Debt Financing
  • Recourse & Non-recourse Finance
  • Bonds; Guarantees and Letters of Credit
  • Calculating the Cost of Finance

Day 15: Day Fifteen: Financial Analysis & Evaluation

  • Return on Equity ROE; Debt Service Coverage Ratios (DSCRs); Governments and Value for Money (VfM)
  • Capital Investment Appraisal Techniques - Payback; ARR, NPV, IRR etc.
  • Economic NPV & Economic Value Added
  • Sensitivity Analysis & Simulation Analysis
  • Financial Risk Management

Certificate

  • Copex Certificate of Attendance will be provided to delegates who attend and complete the course

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Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

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Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

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At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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