المدرب:معاذ أديب مفلح حوراني
Course Introduction:
Financial Feasibility Analysis and Evaluation of Investment Projects is a comprehensive 15-hour professional development program designed to equip banking professionals with both traditional financial analysis expertise and modern digital banking capabilities. This course bridges the critical gap between classical investment evaluation techniques—such as NPV, IRR, and risk assessment—and the transformative technologies reshaping today’s banking landscape, including AI-powered credit scoring, blockchain verification systems, and automated lending platforms. Through hands-on Excel modeling, real-world case studies, and interactive technology demonstrations, participants will master the essential skills needed to evaluate investment projects with confidence, prepare professional feasibility reports that meet regulatory standards, and contribute meaningfully to credit committee decisions in an increasingly digital banking environment. Whether you’re analyzing a small business loan application or a multi-million dollar infrastructure project, this course provides the analytical foundation and technological fluency required to excel in modern banking’s data-driven, regulation-conscious, and rapidly evolving professional landscape.
Target Audience:
All Employees in the Banking Industry
General Course Objective
To develop competent banking professionals who can systematically analyze and evaluate the financial viability of investment projects using both traditional analytical methods and modern digital tools, enabling them to make informed lending and investment decisions that support sound banking practices in today’s technology-driven financial environment.
Course Objectives:
By the end of this course, participants will be able to:
§ Understand the fundamentals of investment project feasibility and its regulatory role in banking decisions under Basel III requirements
§ Calculate and interpret NPV, IRR, payback period, and profitability index with 90% accuracy using Excel
§ Prepare comprehensive financial projections including cash flow timing and working capital analysis
§ Identify and quantify at least 5 key risk factors in investment projects through sensitivity and scenario analysis
§ Demonstrate proficiency in Excel financial modeling functions and templates for project evaluation
§ Apply FinTech and AI tools in project evaluation and risk assessment processes
§ Prepare and present professional feasibility studies that meet banking industry standards
§ Understand regulatory compliance requirements for project appraisal and lending decisions
Course Outline:
Day 1
Session 1: Foundations of Feasibility Studies in Modern Banking
Learning Focus: Understanding the regulatory and strategic context of feasibility analysis
§ Role of feasibility studies in investment and lending decisions
§ Types of feasibility: financial, market, technical, and organizational
§ Regulatory framework: Basel III capital requirements and feasibility documentation
§ Why financial feasibility matters most for banks and credit committees
§ Introduction to digital tools transforming feasibility analysis
§ Case discussion: Analysis of failed projects and the role of inadequate feasibility studies
Activities:
§ Digital tool demonstration: Overview of modern feasibility software platforms
Session 2 :Building Blocks of Financial Feasibility
Learning Focus: Comprehensive financial structure analysis with digital integration
§ Cost estimation: Capital expenditures, working capital, and operating costs
§ Revenue forecasting: Sales projections, pricing strategies, and demand assumptions
§ Cash flow timing and working capital cycle analysis
§ Financing structures: Equity, debt, hybrid instruments, and cost of capital calculation
§ Hurdle rates: How banks set discount rates based on risk profiles and regulatory capital costs
§ Digital forecasting tools: Introduction to AI-powered revenue prediction models
Case Study (Hands-On): XYZ Expansion Project
§ Draft comprehensive cost and revenue structure using Excel templates
§ Apply working capital cycle analysis
§ Compare traditional vs. AI-assisted demand forecasting
Session: Core Financial Analysis Tools and Excel Mastery
Learning Focus: Mastering quantitative analysis techniques
§ Time Value of Money: Present Value concepts and discounting principles
§ Key metrics deep dive: Net Present Value (NPV), Internal Rate of Return (IRR), Payback Period, Profitability Index
§ Excel mastery session: Advanced functions (NPV, IRR, XNPV, XIRR, Goal Seek, Data Tables)
§ Building professional Excel financial models
§ Quality control and error checking in financial models
§ Introduction to Monte Carlo simulation in Excel
Day 2
Session 4 Risk Assessment and Digital Risk Management
Learning Focus: Traditional and AI-enhanced risk analysis
§ Comprehensive risk identification framework for investment projects
§ Sensitivity analysis: Single-variable and multi-variable testing
§ Scenario analysis: Best case, base case, worst case modelling
§ Traditional risk scoring vs. AI-powered risk assessment
§ Regulatory considerations for AI in lending decisions (model governance, explainability)
§ Digital lending platforms and automated risk scoring systems
§ Blockchain applications in project financing and verification
Technology Integration:
§ Live demonstration: Comparing traditional risk analysis vs. AI-based scoring
§ Hands-on exercise with risk simulation tools
§ Case example: SME lending decision using both traditional and AI approaches
Exercise: Solar Farm Analysis
§ Conduct comprehensive sensitivity and scenario analysis
§ Apply AI risk scoring simulation
§ Compare results and discuss implications for banking decisions
Session 5 Professional Feasibility Reporting and Presentation
Learning Focus: Communication and implementation of feasibility findings
§ Structure and components of professional financial feasibility reports
§ Key performance indicators that banking credit committees prioritize
§ Regulatory documentation requirements and compliance considerations
§ Effective communication techniques for technical financial information
§ Credit committee presentation best practices
§ Post-approval monitoring and performance tracking systems
§ Digital reporting tools and dashboards
Case Study : Real Estate Development Project
§ Complete feasibility analysis including all learned techniques
§ Conduct scenario analysis with AI-enhanced projections
§ Prepare executive summary for credit committee
عدد ساعات الدورة: 15 ساعة تدريبية
وقت الإنعقاد : أيام السبت (13/09/2025 – 20/09/2025)
مكان الإنعقاد: مقر المعهد المصرفي الفلسطيني – رام الله
