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There is 1 module in this course
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.
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.
What's included
7 videos3 readings3 assignments
Show info about module content
7 videos•Total 14 minutes
Introduction and Welcome•2 minutes
Sharpe Ratio: Balancing Risk and Reward•3 minutes
Case: Comparing Two ETFs•2 minutes
Toughest “What If” Decision•2 minutes
Planning for Upside and Downside•2 minutes
Sensitivity Demo: Inputs to Insight•2 minutes
Congratulations and Continuous Learning Journey•2 minutes
3 readings•Total 26 minutes
What the Sharpe Ratio Really Measures•10 minutes
Reading Risk-Adjusted Results•8 minutes
Structuring Useful Scenarios•8 minutes
3 assignments•Total 50 minutes
Hands-on Activity: Sharpe Ratio in Sheets Practice•15 minutes
Hands-on Activity: Build a Three-Case IRR Model•15 minutes
Graded Assessment: Capital Investment Challenge•20 minutes
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Is financial aid available?
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