Build the internal capability for cost of capital and investment decisions rather than depending on external support indefinitely.
Weighted Average Cost of Capital Analysis and Investment Decisions
Learn to design, measure and defend your organisation's approach to cost of capital and investment decisions.
📍 Tunis🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
Models supporting cost of capital and investment decisions fail quietly, and usually at the worst moment. Regulators no longer accept intent as evidence of control over investment decisions. Mature organisations treat the financial and banking practice capability as a standing capability rather than a project that finishes. This programme builds cost of capital and investment decisions from first principles, without padding and without omitting what matters. Teams frequently over-invest in documenting the wider financial and banking practice agenda and under-invest in testing it. It suits anyone whose decisions touch investment decisions, in large organisations and small ones alike. The teaching approach is deliberately practical: participants build a control framework for cost of capital and investment decisions as they go. The result is the confidence to make and defend decisions about investment decisions under scrutiny. The final session converts the week's work on the financial and banking practice capability into commitments with owners and dates.
Expected Learning Outcomes
Build the client due diligence and monitoring appropriate to investment decisions.
Estimate what cost of capital and investment decisions costs to run properly, and what is lost when it is not.
Prepare the regulatory submissions arising from investment decisions.
Validate the assumptions inside any model supporting cost of capital and investment decisions.
Build a concise control framework for investment decisions that colleagues can follow without further explanation.
Design reconciliation and settlement controls covering cost of capital and investment decisions.
Who Should Attend
Technical staff being prepared for supervisory responsibility over cost of capital and investment decisions.
Treasury and asset-liability staff managing investment decisions.
Newly appointed managers taking on cost of capital and investment decisions for the first time.
Relationship and product managers whose targets depend on investment decisions.
Investment and portfolio managers exposed to cost of capital and investment decisions.
Board risk committee members overseeing investment decisions.
Course Modules
Cost of capital and investment decisions: risk appetite, limits and policy
2 sessions · 8 pointsSession 1Stress scenarios for cost of capital and investment decisions that are plausible rather than convenient
- Establish the boundary of cost of capital and investment decisions and record what sits outside it.
- Set out the decisions in investment decisions that require sign-off and by whom.
- Build the competence framework that supports cost of capital and investment decisions.
- Review the pricing of investment decisions against the risk being assumed.
Session 2Pricing investment decisions for the risk actually taken
- Rank the weaknesses in cost of capital and investment decisions by consequence rather than by ease of fixing.
- Close out actions on investment decisions rather than leaving them open indefinitely.
- Document the remediation plan for each known weakness in cost of capital and investment decisions.
- Remove steps in investment decisions that add effort without adding assurance.
Investment decisions: measurement, models and their assumptions
2 sessions · 8 pointsSession 1Testing investment decisions before relying on it
- List the assumptions in any model supporting cost of capital and investment decisions and when each was last challenged.
- Set early warning indicators for investment decisions with defined action thresholds.
- Record what was learned when cost of capital and investment decisions did not go as planned.
- Compare the cost of investment decisions with the cost of its absence.
Session 2What a supervisor will ask about investment decisions, and in what order
- Verify reconciliation and settlement controls covering cost of capital and investment decisions.
- Confirm segregation of duties across initiation, approval and settlement of investment decisions.
- State the risk appetite for cost of capital and investment decisions as a number, not an adjective.
- Design the exception process for investment decisions and require a documented rationale.
Investment decisions: audit evidence and examiner readiness
2 sessions · 8 pointsSession 1Handling a breach of policy on investment decisions properly
- Test cost of capital and investment decisions against a scenario the organisation would rather not model.
- Collect evidence on the present handling of investment decisions before proposing changes.
- Confirm reporting on cost of capital and investment decisions reaches the committee that can act on it.
- Test the procedure for investment decisions against a realistic scenario.
Session 2The control on cost of capital and investment decisions that looks strong and is not
- Confirm regulatory reporting on cost of capital and investment decisions is complete, timely and reconciled.
- Confirm client due diligence standards applied to investment decisions are current.
- Identify where judgement in cost of capital and investment decisions is legitimate and where it is not.
- Prepare the evidence pack demonstrating investment decisions operated as designed.
Investment decisions: reporting that supports a decision
2 sessions · 8 pointsSession 1Closing out investment decisions and capturing what was learned
- Check the accounting treatment applied to cost of capital and investment decisions against current standards.
- Identify the key controls over investment decisions and who tests them.
- Verify six months later that changes to cost of capital and investment decisions have held.
- Assign responsibility for keeping documentation of investment decisions current.
Session 2Reviewing investment decisions when nothing has gone wrong
- Check the legal and contractual exposure created by cost of capital and investment decisions.
- Establish what evidence demonstrates investment decisions is under control.
- Record the rationale for each significant choice made about cost of capital and investment decisions.
- Agree the indicators that will show whether investment decisions is improving.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.