Online anytime - Financial Analysis of Energy Efficiency Projects - Fundamentals

Training Provider: Selling Energy

Online anytime

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Are you new to financial analysis, or need a refresher on basic financial terminology? Or do you (or your customers) evaluate energy efficiency projects only by its “simple payback period”?

This online Financial Analysis of Energy Efficiency Projects - Fundamentals course provides a better understanding of financial terminology and formulas, as well as an introduction to using these formulas in Selling Energy’s financial analysis templates. Participants will learn to calculate various financial metrics for a proposed project, and learn to interpret, critique, and present those results. You’ll also understand why calculating a project’s simple payback period may not be the best metric by which to evaluate its financial return.


Who Should Take This Course?

Anyone without a finance background who is involved in energy efficiency as well as those who need a refresher on what they learned earlier in their careers.


The Following Topics Will Be Covered:

  • Become familiar with the terminology used in the financial analysis of expense-reducing capital projects (e.g., first cost, savings, tax benefits, credits, deductions, capital and operating budgets, cash flow statements, revenue, expenses, margins, and more)
  • Be comfortable enough using MS Excel’s functions, formulas and formatting to input project-specific details into EEFG’s cost-benefit analysis templates and generate useful reports
  • Understand the implications and shortcomings of “simple payback period” (a prelude to the discussion of “good” and “bad” financial metrics featured in the Intermediate class
  1. Introduction to Financial Analysis
  2. Framing Enhanced Efficiency with Business Acumen
  3. Understanding the Language of Business
  4. Focusing on the Income Statement
  5. The Language of Capital Budgeting and Analysis
  6. Modeling Cash Flows and Metrics for Typical Investment Scenarios
  7. Shortcomings of Simple Payback and Return On Investment
  8. Understanding and Presenting Before-tax and After-tax Returns
  9. BONUS: Maximizing Rebates and Incentives
  10. BONUS: Be Confident Using Microsoft Excel
CertificatesEmailed 3 to 4 business days after course completion.
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Selling Energy trains people to advance their careers and become better sales professionals through our award-winning in-person and online programs. We focus on teaching people how to drive energy solutions by connecting the dots for decision-makers. Our training is designed to get attendees to take action, to identify and advance more projects, to increase participation in incentive programs, to post greater energy savings, and to make their (or their customers’) operations more competitive, profitable, and valuable. Our curriculum artfully combines instruction on professional selling, energy solutions sales, financial analysis, and segment-specific business acumen. Who can benefit? Efficiency products manufacturers, dealers and distributors; mechanical and electrical contractors; energy-efficiency specialists; architects, engineers, lighting designers; building owners and managers; utility representatives; commissioning authorities; and anyone else whose success depends on the effective advocacy of efficiency projects. Rachel Christenson and Mark Jewell launched Selling Energy with the goal of transforming the way companies in the energy efficiency and renewables industries go to market with their products and services. About the Instructor: Mark Jewell is a nationally recognized subject matter expert, coach, speaker, and bestselling author. He is focused on helping others to overcome the barriers to implementing efficiency enhancing projects. Through his monthly coaching calls and daily Selling Energy blog, Mark Jewell provides ongoing support for students putting these principles into practice.

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