Planning and Auditing Investments Budgets

Objectives:

·      Defining the concept and importance of planning and investment budgets.

·      Discussing the importance of investment projects.

·      Discussing the strategic effects of an investment project.

·      Applying the tools and methodologies of investment budgets preparation.

Contents:

1-     Planning and Investment Budgets

·      Planning concepts, features, factors and types.

·      Definition of investment and operation budgets.

·      Budgets in private and governmental bodies.

2-     Nature and Stages of Investment Projects' Study

·      Concept and pre-requisites of planning an investment project.

·      Features and objectives of investment project.

·      General overview of investment project cycle.

3-     Implementation and Operation of an Investment Project

·      Investment project cost and return assessment.

·      Project schedules and activities determination.

·      Project cash budget preparation.

·      Project sources of finance determination.

4-     Planning techniques for Investment Budgets

·      Preliminary feasibility study of a project.

·      Technical/technological and marketing feasibility study of an investment project.

·      Environmental & social feasibility study of an investment project.

5-     Investment Projects Auditing

·      Office follow-up.

·      Field follow-up.

·      Investment projects planning and follow-up model.