Training on Finance and Investment
Gain a strategic understanding of finance and investment to drive informed decision-making and optimize organizational financial performance.
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
This course provides a strategic understanding of finance and investment principles for professionals seeking to drive informed financial decision-making and improve organizational performance. It equips participants with competencies in corporate financial analysis, investment planning, portfolio structuring, capital budgeting, and risk mitigation. Participants will gain practical tools and methodologies to evaluate investment opportunities, optimize capital allocation, and align financial strategies with long-term business goals. The course also examines evolving trends in digital finance and sustainable investing, enabling professionals to adapt to changing market dynamics and enhance strategic financial governance.
Duration
5 Days
Who Should Attend
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Finance professionals, investment officers, and portfolio managers
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Business leaders, strategic planners, and CFOs
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Corporate advisors, consultants, and financial analysts
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Entrepreneurs, business owners, and strategic decision-makers
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Professionals involved in financial planning, budgeting, treasury, or risk management
What you'll walk away with
By the end of this course, participants will be able to:
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Apply strategic financial planning techniques and investment principles
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Analyse corporate financial statements and determine valuation
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Develop diversified investment portfolios based on risk profiles
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Implement capital budgeting methods for project decision-making
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Leverage digital tools and technology trends to support financial decisions
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Align investment strategies with business objectives and market conditions
What we cover, module by module
Module 1: Financial Strategy and Market Dynamics
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Role of finance in business growth and sustainability
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Understanding financial market structures and economic influences
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Key financial ratios and performance indicators for investment decisions
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Overview of capital markets vs. money markets
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Case Study: Evaluating how market volatility impacted a corporate investment strategy
Module 2: Corporate Financial Analysis & Valuation Techniques
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Financial statement interpretation and trend analysis
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Business valuation methods: DCF, P/E ratio, and asset-based valuation
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Identifying profitable investment opportunities
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Forecasting financial performance to support decision-making
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Case Study: Assessing company valuation for strategic acquisition
Module 3: Investment Planning, Portfolio Development & Risk Management
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Types of investment instruments (equities, bonds, real assets, derivatives)
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Portfolio diversification strategies
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Risk identification, measurement, and mitigation
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Investment return optimization under different economic scenarios
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Case Study: Structuring an investment portfolio for moderate risk tolerance
Module 4: Capital Budgeting & Financing Options
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Capital budgeting techniques: NPV, IRR, Payback Period
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Evaluating project financial viability
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Funding strategies: debt, equity, mezzanine finance, and venture capital
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Cost of capital and leverage impact
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Case Study: Selecting a financing option for business expansion
Module 5: Digital Finance, Fintech Trends & Future Investment Strategies
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Impact of technology on finance and investment decision-making
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Use of financial analytics, AI, and automation tools in investment tracking
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ESG (Environmental, Social & Governance) investment trends
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Global investment outlook and emerging market opportunities
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Case Study: How digital innovation transformed an investment decision
Where the change lands
Personal Impact
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Strengthened ability to evaluate financial and investment decisions
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Improved analytical and strategic finance capabilities
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Enhanced confidence in risk-based decision-making
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Greater competency in forecasting and market trend interpretation
Organizational Impact
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Improved financial performance through informed investment strategies
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Stronger capital planning and cost optimization
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Enhanced risk management and long-term financial sustainability
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Better alignment between financial strategy and business growth
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Finance and Investment in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.