Analyze and Guide Capital Investments

Capital investment decisions shape a company’s future—and the best ones balance potential reward with calculated risk. In this intermediate-level course, you’ll learn how to evaluate opportunities using two essential tools in financial analysis: risk-adjusted return metrics and scenario-based forecasting. You’ll begin by comparing investment options through the Sharpe ratio, exploring how volatility affects true performance. Then, you’ll build a three-case IRR model to test upside and downside possibilities for a major capital purchase. Along the way, you’ll strengthen your ability to interpret data, question assumptions, and communicate recommendations that resonate with decision-makers. Through concise videos, guided readings, and hands-on spreadsheet work, you’ll move from analysis to action—learning to produce clear, defensible insights that guide confident investment choices

• Evaluate investment opportunities using risk-adjusted return metrics
• Apply scenario-based forecasting
• Build a three-case IRR model to assess upside and downside potential

• Basic familiarity with topic and terminology
• Willingness to practice via applied exercises