This course introduces hospitality professionals to the essential tools and techniques used in analyzing hotel investments and managing financial performance. It covers key financial indicators, budgeting methods, and investment evaluation tools to help decision-makers plan for long-term success.
By using simple and practical concepts, participants will learn how to measure profitability, assess risk, and choose the best financing options for hotel projects. The course focuses on real-world applications, helping learners understand how financial planning supports hotel growth and sustainability.
By the end of this course, participants will be able to:
- Understand financial reports and performance metrics in hotel operations.
- Analyze investment projects using tools like NPV and IRR.
- Discuss financial risks and apply scenario planning.
- Identify and compare financing methods.
- Apply cost management and planning techniques.
- Use budgeting tools to support hotel performance.
- Evaluate capital structure using WACC and CAPM.
- Use cost behavior models such as ABC and CVP.
This course is suitable for:
- Hotel managers and owners.
- Finance professionals in hospitality.
- Investment analysts.
- Project and business development managers.
- Hospitality consultants and planners.
The course uses a blended and practical learning approach. Participants will engage in case-based discussions, short quizzes, and real-life financial simulations. Group activities and guided exercises will help learners apply each concept to hotel settings. The instructor will use visual aids and real examples to explain financial models, ensuring that participants gain both understanding and hands-on skills.
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
Section 1: Financial Basics in Hotel Operations
- Introduction to financial statements (income statement, balance sheet, cash flow).
- Key performance indicators (profitability, efficiency, solvency).
- Understanding the viewpoints of hotel owners, managers, and lenders.
- Identifying early signs of financial risk.
Section 2: Investment Evaluation Methods
- Time value of money and decision-making tools.
- Calculating Net Present Value (NPV) and Internal Rate of Return (IRR).
- Understanding Economic Value Added (EVA).
- Risk analysis using sensitivity and scenario methods.
- Introduction to simulation in decision-making.
Section 3: Funding Hotel Projects
- Overview of long-term and short-term finance sources.
- Exploring equity and debt financing options.
- Capital structure planning.
- Applying Weighted Average Cost of Capital (WACC).
- Using the Capital Asset Pricing Model (CAPM).
- Impact of dividend policies on financial planning.
Section 4: Cost Control and Pricing
- Types of hotel costs: fixed vs. variable, direct vs. indirect.
- Cost allocation and overhead absorption.
- Using marginal and absorption costing.
- Applying Activity-Based Costing (ABC) to hotel operations.
Section 5: Budgeting and Performance Monitoring
- Why budgeting is critical in hospitality.
- Building a master budget step by step.
- Tools for tracking financial performance.
- Understanding responsibility accounting.
- Conducting variance analysis and interpreting results.
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 Accreditation 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.
- Course Code IND15 - 132
- Course Format Classroom, Online,
- Duration 5 days
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