Financial Acumen And Financial Project Management
Course Info
Day 5 of each course is reserved for a Q&A session, which may occur off-site. For 10-day courses, this also applies to day 10
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Course Summary
Financial project management is crucial for any organization, as finances are key to business success. It involves ensuring proper financial management and timely debt repayment. Long-term project financing, especially for industrial projects or public services, is essential for sustaining business longevity.
A good financial manager must understand financial principles, make swift and effective decisions, and stay within budget. Document management, accounting, and cash flow management skills are also necessary.
Financial project management and financial acumen are closely linked. Effective project management requires financial skills, long-term goal assessment, strong communication for building lender relationships, and risk management.
With financial stability becoming harder to predict, effective financial project management is more important than ever.
Upon completion of this course, participants will be able to:
- Analyse the purpose of project financing techniques.
- Expand the understanding of project financing.
- Examine the key sources of limited-resource debt.
- Reflect on a lender’s approach to risk.
- Review how project models to optimise debt amounts, maturity, and re-payment.
- Evaluate the different methods of financing.
- Identify the different types of debt.
- Understand how key risk factors drive structure and loan pricing.
- Build project models and utilise them to balance equity against debt.
This course is designed for anyone responsible for project finance management within an organisation. It would be most beneficial for:
- Financial Advisors
- Creditors
- Finance Managers
- Project Managers
- Project Sponsors/Lenders
- Financial Analysts
- Financial Auditors
- Operations Managers
- Senior Consultants
- Legal Representatives
This course uses a variety of adult learning styles to aid full understanding and comprehension. Participants will review real-world documents relating to project finance, such as term sheets and information memorandums, to highlight what typically needs to be included and how to write them successfully.
Through financial exercises, participants will be presented with the necessary tools to develop their knowledge. They will review project finance documents and identify key factors of successful finances and projects where issues have risen. Participants can then create their own solutions aligned with the agreed-upon contracts. In group discussions, they will demonstrate their theories and assess as a group whether they would be effective.
Course Content & Outline
Section 1: An Overview of Project Finance
- Defining what project finance is.
- Differentiating project finance and financing a project.
- The origins and principles of project finance.
- The advantages and disadvantages of project finance.
Section 2: Project Finance Process
- Those involved and their interests.
- Introducing Ownership Structures.
- Key project contracts.
- The vitality of financial advisors.
- The financial feasibility study.
- The purpose and benefits of debt restructuring.
- How to effectively write an information memorandum.
- Debt underwriting and syndicating.
- Financial-close and post-close monitoring.
Section 3: Lender’s Risk Analysis
- Understanding the risk and reward objectives of lenders and sponsors.
- Balancing equity and debt.
- Different types of debt – secured and unsecured.
- Structural and pricing influences.
- Crucial ratios – annual debt service, loan life and project life cover.
- Assessing the types of risks – macro, completion and operational.
Section 4: Debt Finance and Risk Management
- Navigating the bond markets.
- Credit enhancement through guarantees.
- The concept of Islamic finance.
- Understanding the political insurance market and the risks associated.
- Export credit agencies.
- Multilateral agencies and developmental banks.
- Sponsor co-financing.
Section 5: Project Finance Documentation
- The importance of a term sheet.
- A term sheet – legal status and binding/non-binding aspects.
- Security and credit rights.
- A payment waterfall.
- Collateral and assignment of contract rights.
- Rights of the controlling classes.
- Reserve accounts, cash sweeps and profit distribution controls.
Certificate Description
Upon successful completion of this training course, delegates will be awarded a Holistique Training Certificate of Completion. For those who attend and complete the online training course, a Holistique Training e-Certificate will be provided.
Holistique Training Certificates are accredited by the British Assessment Council (BAC) and The CPD Certification Service (CPD), and are certified under ISO 9001, ISO 21001, and ISO 29993 standards.
CPD credits for this course are granted by our Certificates and will be reflected on the Holistique Training Certificate of Completion. In accordance with the standards of The CPD Certification Service, one CPD credit is awarded per hour of course attendance. A maximum of 50 CPD credits can be claimed for any single course we currently offer.
Learn the importance of financial acumen and how it impacts personal and professional growth. Discover strategies to develop financial intelligence, create effective tax strategies, and understand organisational financials.
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