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Who this course is for

There may be many roles within an organisation involved at any stage of the process of creating and/or evaluating business cases – that’s why our course can be adapted to suit the participants’ experience and related to the type and size of the business cases they are involved in.

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Course objective

Our business case creation and evaluation course aims to address all appropriate factors and consequences in order to realise a positive business case evaluation and covers the business case process and how it must be evaluated, both financially and commercially.


Practical Information

Course cost varies depending on requirements. Training is delivered at your office or your chosen location.
Duration is typically 1-2 days depending on chosen topics.

Course Overview

A thorough business case is essential for making the best decisions on large expenditures, regardless of whether it is related to a project, a capital expenditure, an investment or anything else.

Complete Financial Training Course

This course covers all of the necessary areas to ensure that participants are able to effectively produce and evaluate an effective and viable business plan.  At the end of the course, participants will be asked to create a personal action plan which they can use following our business case evaluation course to help them to turn their ideas from the course into reality.

A comprehensive business case evaluation should cover a number of key areas to ensure there is sufficient information available to objectively assess its worth to the organisation.  Employees involved in either creating and/or assessing business cases for large investments need to be able to understand what should be included, compare one business case with another and make decisions on which option is going to create the most value to the organisation both financially and non-financially.

Bespoke In-House Finance Training

Course Content

As with all our financial training courses, we can tailor this business case creation and evaluation course to your organisation and the specific objectives of your employees.  We understand there are many different roles which require the skills of making business case evaluations and can also incorporate other aspects of finance not mentioned below – please contact us to discuss your exact requirements.

  • The business case: its purpose and the content that should be included within it.
  • The stakeholders: understanding their perspective and adapting your business case appropriately and effectively to their needs.
  • How to create a clear and useful problem/opportunity statement.
  • The steps involved in creating a robust business case.
  • Why it is critical to consider alternative options.
  • Analysing business case options using non-financial factors.
  • How to undertake sensitivity/risk analysis and consideration of upstream and downstream issues.
  • Financial evaluation techniques including cost benefit analysis, payback, return on investment, net present value and the internal rate of return.
  • The impact of your business case on your organisation’s cash flow.
  • How to measure the success of a business case.
  • Interactive and practical case study exercises to create and evaluate business cases.

Why Work With Complete Financial Training?

We are the home of specialists in financial and commercial learning.

We work with organisations to improve their people’s financial and commercial acumen, thereby improving your business’ financial health and helping you to create the opportunities to invest in the things that you care about most.

At Complete Financial Training, we can work closely with you to assess the learning requirements of your business, develop a bespoke learning pathway for your people and provide them with the financial and commercial knowledge and tools that they need to help drive the continued success of your business.

Simulation in training session
The course raised my awareness significantly and provided me with the tools to evaluate the financial strength of our suppliers and clients.
Pre-Construction DirectorJohn Sisk & Son


We believe in working collaboratively with clients to develop a learning programme that suits their team’s needs.
You’ll never speak to a sales person – get in touch directly with our training team today.

What Financial Training Could Your Team Benefit From?

Download our free Financial Learning Needs Analysis and share it with your team to determine what training they might benefit from – simply fill out the form and download the document.