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SPX Module 6: Economic and financial toolkit for investment analysis


The table below illustrates the program of the courses included into the “Economic and financial toolkit for investment analysis” module.
The module consists of a single course named "Economic and financial toolkit for investment analysis" divided into different topics

Topics Number of videolessons Language Video teachers Area teachers Tutors
The project investment analysis: financial analysis 15 English/ Arabic to be identified to be identified to be identified
The project investment analysis:economic analysis 10 English/ Arabic to be identified to be identified to be identified
Each course is described according to UTIU standards, specifying its description, aims, contents, division according to courses in lessons and a further division of the lessons according to topics.
 
 

Topic: The project investment analysis:financial analysis

 

Topic content

  • general consideration
  • the graph of BCG
  • financial cost vs benefits
  • type of investement
  • element and process of financial analysis
  • fixed costs
  • contingecies and pre-production costs
  • the net working capital: main aspects only
  • the depreciation: main issues
  • general cosnsideration about sources
  • financial structure
  • debt financing
  • equity financing
  • the cost of capital: general considerations
  • the cost of capital: cost of equity
  • the cost of capital: cost of debt
  • the cost of capital:significant and affecting factors
  • an overview in the financial statements
  • the cash flow statement: types and uses
  • the use of indicators
  • the statitc indicators: concept and types
  • 1° type: rate of return- selection of ratios
  • 2° type: financial ratios - selection of ratios
  • 3°type: risk- selection of ratios
  • dynamic indicators: general considerations
  • preliminary studies : the concept of the time
  • preliminary studies: flows and time rapresentation
  • preliminary studies: current vs future spending
  • preliminary studies: the compoundin growth
  • preliminary studies: the equivalent value
  • preliminary studies: the discounting process
  • preliminary studies: the present value of a series of payments
  • preliminary studies: the value of time in borrowing and investement
  • preliminary studies: deferred annuity and sinking funds
  • preliminary studies:operation cash flow
  • dynamic indicators types and quantititive examples
  • 1° type dynamic payback
  • 2° type: NPV
  • 3° type: IRR
  • 4° type: NPVR
  • introduction of the criteria vs idnicators
  • the valuation and the inflation
  • concepts of risks
  • risks of a project
  • quantitative measures: main types and general comments
  • a selection of main risk measures: description of methods

Course materials

  • IPPA Module 4

 

List of video lessons

·     Lesson 1: Financial analysys of an investment: main issues

    • general consideration
    • the graph of BCG
    • financial cost vs benefits
    • type of investement
    • element and process of financial analysis

·     Lesson 2: Analyzing the investment costs

    • fixed costs
    • contingecies and pre-production costs
    • the net working capital: main aspects only
    • the depreciation: main issues

·     Lesson 3: The financial coverage 1° part

    • general cosnsideration about sources
    • financial structure

·     Lesson 4: The financial coverage 2° part

    • debt financing
    • equity financing

·     Lesson 5: The financial coverage 3° part

    • the cost of capital: general considerations
    • the cost of capital: cost of equity
    • the cost of capital: cost of debt
    • the cost of capital:significant and affecting factors

·     Lesson 6: The financial performance measurement - 1° part

    • an overview in the financial statements
    • the cash flow statement: types and uses
    • the use of indicators

·     Lesson 7: The financial performance measurement - 2° part

    • the statitc indicators: concept and types
    • 1° type: rate of return- selection of ratios
    • 2° type: financial ratios - selection of ratios
    • 3°type: risk- selection of ratios

·     Lesson 8: The financial performance measurement - 3° part

    • dynamic indicators: general considerations
    • preliminary studies : the concept of the time
    • preliminary studies: flows and time rapresentation
    • preliminary studies: current vs future spending
    • preliminary studies: the compoundin growth

·     Lesson 9: The financial performance measurement - 4° part

    • preliminary studies: the equivalent value
    • preliminary studies: the discounting process
    • preliminary studies: the present value of a series of payments

·     Lesson 10: The financial performance measurement - 5° part

    • preliminary studies: the value of time in borrowing and investement
    • preliminary studies: deferred annuity and sinking funds
    • preliminary studies:operation cash flow

·     Lesson 11: The financial performance measurement - 6° part

    • dynamic indicators types and quantititive examples
    • 1° type dynamic payback
    • 2° type: NPV

·     Lesson 12: The financial performance measurement - 7° part

    • 3° type: IRR
    • 4° type: NPVR

·     Lesson 13: The financial performance measurement - 8° part

    • introduction of the criteria vs idnicators
    • the valuation and the inflation

·     Lesson 14: The risk analysis - 1° part

    • concepts of risks
    • risks of a project
    • quantitative measures: main types and general comments

·     Lesson 15: The risk analysis - 2° part

    • a selection of main risk measures: description of methods

 

Topic: The project investment analysis:economic analysis

 

Topic content

  • What's the economic analysis and its scope
  • economic analysis vs economic profit
  • rationale for economic analysis and the concept of the price structure
  • fields of applcation
  • the concept
  • national vs project view
  • methods
  • shadow vs accoounting
  • considerations about "accounting unit"
  • economic pricing of project resosrces: main issues
  • economic pricing of project resosrces:levels, bases and framework
  • pricing and good/services classifications
  • the border prices and preferable pricing models
  • summary of shadow pricing rules
  • a selection of relevant topics: considerations and graphs
  • general considerations about the methods
  • description of the process
  • phases of Unido methodology
  • general considerations about the methods
  • value added stages
  • decomposition and levels of value added
  • pricing of components
  • the NPV of VA
  • various methods of calculations
  • the "multiple criteria" Unido approach
  • the further method of "supplementary indicators"
  • the appraisal of externalities
  • focus on "non market" externalities-main issues

 

Course materials

  • IPPA Module 5

List of video lessons

·     Lesson 1:The economic analysis as measurement of impact of an investment project on the economy: general considerations

    • What's the economic analysis and its scope
    • economic analysis vs economic profit
    • rationale for economic analysis and the concept of the price structure

·     Lesson 2: The economic analysis: stucture

    • fields of applcation
    • the concept
    • national vs project view
    • methods

·     Lesson 3: Focus on "economic pricing" issues - 1° part

    • shadow vs accoounting
    • considerations about "accounting unit"
    • economic pricing of project resosrces: main issues
    • economic pricing of project resosrces:levels, bases and framework

·     Lesson 4: Focus on "economic pricing" issues - 2° part

    • pricing and good/services classifications
    • the border prices and preferable pricing models

·     Lesson 5: Focus on "economic pricing" issues - 3° part

    • summary of shadow pricing rules
    • a selection of relevant topics: considerations and graphs

·     Lesson 6: Methods of economic analysis: the ECBA - 1° part

    • general considerations about the methods
    • description of the process

·     Lesson 7: Methods of economic analysis: the ECBA - 2° part

    • phases of Unido methodology

·     Lesson 8: Methods of economic analysis: the VA - 1° part

    • the NPV of VA
    • various methods of calculations
    • the "multiple criteria" Unido approach

·     Lesson 9: Methods of economic analysis: the VA - 2° part

    • Supplier identification
    • Purchasing process analysis
    • Stock analysis

·     Lesson 10: Methods of economic analysis: others points to ponder

    • the further method of "supplementary indicators"
    • the appraisal of externalities
    • focus on "non market" externalities-main issues