Create Investment Cases: Inspire Strategic Buy-In
Overview
Finance leaders must go beyond reporting to influence strategic decisions and investments. Create Investment Cases: Inspire Strategic Buy-In equips you with the tools to build and present compelling proposals that align with business goals, resonate with stakeholders, and unlock funding. You’ll learn to assess priorities, model returns, and communicate with impact—balancing strategic narrative with financial rigor. Practical exercises, mentor insights, and scenario-based challenges ensure you leave ready to drive value through smarter investment decisions.
Learning Objectives:
By the end of this course, you will be able to:
- Identify key shareholder expectations that influence investment decisions.
- Recognize the components of an effective strategic investment case.
- Calculate the cost of capital using basic weighted average cost formulas.
- Differentiate between high-value and low-value capital allocation proposals.
- Select communication strategies that increase stakeholder buy-in for investments.
Lessons:
Lesson 1: Build the Strategic Foundation
Craft compelling investment cases aligned with shareholder priorities, strategic goals, and value creation principles—combining financial analysis with strategic storytelling to drive business alignment.
Lesson 2: Strengthen the Financial Rationale
Strengthen your ability to build rigorous financial cases by mastering techniques in financial modeling, scenario planning, and risk assessment—ensuring your investment proposals withstand scrutiny and deliver measurable value.
Lesson 3: Make the Case, Win the Room
Master the art of communicating investment cases with clarity, conviction, and authority—using targeted storytelling and strategic presence to influence decision-makers and drive action.
Additional Information
CPD Hours: 2
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required. The primary purpose of this module is to address any deficiencies in this CFO competency compared to your peer group. So, you might find it helpful to have first taken the CFO competency framework to determine your existing skill level before starting the module.
Program Level: Basic
Delivery Method: QAS Self Study
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