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1. Title

  • Project Management for Financial Analysts (PMPFIN, 4 days)
    View PDF

2. Course Pre-requisites

  • Previous experience in a project management role

3. Target Audience

  • Business professionals who want to learn how to apply formal cost management tools and techniques

4. Dates and Pricing

2 People for Guaranteed Live or Virtual Delivery $3,350.00 per person

5. Outline

Module 1: Fundamentals of Financial Analysis

Topic 1: Essential Terms and Concepts: Discount Rate, Compound Interest and Net Present Value

Topic 2: Calculating Compound Interest and Factoring In Compounding Frequency

Topic 3: Establishing an Appropriate Discount Rate

Topic 4: Calculating the Payback Period and the Discounted Payback Period

Topic 5: Calculating the Present Value of Future Cash Flows

Topic 6: Determining a Project?s Net Present Value (NPV)

Topic 7: Determining a Project?s Internal Rate of Return

Topic 8: Decision Rules for IRR and NPV: When they Agree and When they Disagree

Topic 9: Calculating NPV with Variable Interest Rates

Topic 10: The Multiple NPV Problem

Topic 11: Practical Exercise: Calculating the Net Present Value and the Internal Rate of Return of Future Cash Flows

Topic 12: Practical Exercise: Dealing with the Multiple NPV Problem

Module 2: Weighted Average Cost of Capital

Topic 1: WACC and Financial Justification

Topic 2: Definitions and formula for the WACC

Topic 3: Determining the Cost of Debt

Topic 4: Factoring in Taxes Payable

Topic 5: Determining the Cost of Equity

Topic 6: Calculating the WACC for an Organization

Topic 7: Calculating the WACC for a Project

Topic 8: Using the WACC to make Project Decisions

Topic 9: Using the WACC to determine an Appropriate Discount Rate

Topic 10: Practical Exercise: Calculating the Cost of Debt and the Cost of Equity

Topic 11: Practical Exercise: Using the WACC to make Decisions

Module 3: Creating a Schedule

Topic 1: Overview of Schedule Management Processes

Topic 2: Plan Schedule Management: Concepts and Practice

Topic 3: The Schedule Management Plan: Contents and Structure

Topic 4: Identifying the Work to be done: Define Activities

Topic 5: The Tools of the Trade: Decomposition and Rolling Wave Planning

Topic 6: Identifying how the Work will be done: Sequencing Activities

Topic 7: Using the Precedence Diagramming Method

Topic 8: Working with Leads and Lags

Topic 9: Working with Project Schedule Network Diagrams

Topic 10: Estimating Activity Resources

Topic 11: Estimating Activity Durations

Topic 12: Analogous, Parametric and Three Point Estimating

Topic 13: Developing the Schedule

Topic 14: Working with the Critical Path Method

Topic 15: Working with the Critical Chain Method

Topic 16: Working with Resource Optimization Techniques: Leveling and Smoothing

Topic 17: Working with Modeling Techniques: What-If and Simulation

Topic 18: Working with Schedule Compression Techniques: Crashing and Fast-Tracking

Topic 19: Communicating the Project Schedule: Bar Charts, milestone Charts and PSN Diagrams

Topic 20: Control Schedule

Module 4: Creating a Budget

Topic 1: Overview of Cost Management Processes

Topic 2: Plan Cost Management: Concepts and Practice

Topic 3: The Cost Management Plan: Contents and Structure

Topic 4: Estimate Costs: Practical Considerations

Topic 5: Analogous, Parametric, Bottom Up and Three Point Estimating

Topic 6: Working with Contingency and Management Reserves

Topic 7: About Reserve Analysis

Topic 8: About Progressive Project Funding

Topic 9: Determine Budget: Practical Considerations

Topic 10: Practical Exercise: Using Formal Estimation Techniques

Topic 11: Practical Exercise: Determining a Budget and Defining Contingency and Management Reserves

Module 5: Earned Value Management

Topic 1: The Basics the Earned Value Management

Topic 2: Defining a Method for Measuring Progress

Topic 3: The Basics: Earned Value, Present Value and Actual Cost

Topic 4: About Estimate At Completion and Budget At Completion

Topic 5: Determining Progress: Cost Variance and Schedule Variance

Topic 6: Useful Ratios: CPI, SPI and TCPI

Topic 7: Forecasting: The Art and Science

Topic 8: EAC Forecasts: Budgeted Rate, Present CPI and Present CPI/SPI

Topic 9: Practical Exercise: Using EVM to Assess Progress

Module 6: Cost and Schedule Controls

Topic 1: Budget and Schedule Integration

Topic 2: Calculating and Analyzing Progress

Topic 3: Analyzing and Reporting Schedule and Cost Variance

Topic 4: Recognizing Trends and Forecasting Performance

Topic 5: Advanced Techniques for Analysis and Reporting

Topic 6: Using Root Cause Analysis to Determine Variance Cause

Topic 7: Exercise: Controlling Project Progress

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