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Jeff Hooke

This course begins with an understanding of the various ways a project can originate and then dives deep into the concept of feasibility studies. You’ll review a few financing models and then look at the participants in a project finance deal and understand their motivations.

You’ll learn about lenders, who are one of the most important participants in any deal, and get familiarized with their areas of concerns.

This course is part of the New York Institute of Finance’s popular Project Finance and the Public Private Partnership Professional Certificate program.

Read more

This course begins with an understanding of the various ways a project can originate and then dives deep into the concept of feasibility studies. You’ll review a few financing models and then look at the participants in a project finance deal and understand their motivations.

You’ll learn about lenders, who are one of the most important participants in any deal, and get familiarized with their areas of concerns.

This course is part of the New York Institute of Finance’s popular Project Finance and the Public Private Partnership Professional Certificate program.

What you'll learn

  • Recognize how certain business needs and objectives can be efficiently satisfied with a particular type of project structure.
  • Identify the role of various project participants in constructing financial models.
  • List key design features and required projections of robust and credible financial models.
  • Recognize the concerns of different types of lenders during each project phase.
  • Identify the different hedging products available for managing common project risks in developed and emerging markets.

What's inside

Learning objectives

  • Recognize how certain business needs and objectives can be efficiently satisfied with a particular type of project structure.
  • Identify the role of various project participants in constructing financial models.
  • List key design features and required projections of robust and credible financial models.
  • Recognize the concerns of different types of lenders during each project phase.
  • Identify the different hedging products available for managing common project risks in developed and emerging markets.

Syllabus

Lesson 1: The Beginning of Project Finance
Lesson 2: Feasibility Study
Lesson 3: Financing Models
Lesson 4: Participants and Motivations
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Lesson 5: Lenders
Lesson 6: Hedging of Risks

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Teaches the concept of feasibility studies, which is useful for any project manager
Stresses certain types of financial models depending on your project parameters
Explores how to identify different participants and their varying motivations
Specifically examines the types of concerns that lenders may have during each phase
Reviews the different options for risk management in project finance

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in The Project Finance Process with these activities:
Review Modules in Finance
Refresh your knowledge of financial modeling and project finance before starting the course.
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  • Review key concepts from financial accounting and financial statement analysis.
  • Go over the basics of discounted cash flow modeling.
  • Work through practice problems to test your understanding.
Review the different types of project finance
Familiarize yourself with the various types of project finance structures to better understand the course content.
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  • Review the lecture notes from the previous course on project finance.
  • Read articles and case studies on different project finance structures.
  • Create a mind map of different project finance structures.
Assess Potential Projects
Choose a topic for the class project. Options should be projects that can be completed within the timeline of the course.
Show steps
  • Identify multiple potential projects based on interests
  • Perform brief research on the viability of each option
  • Present potential projects and research findings to the class for feedback
  • Refine project direction based on feedback from class and instructor
12 other activities
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Explore the New York Institute of Finance's website
Gain insights into project finance and related topics by exploring the resources offered by the New York Institute of Finance.
Show steps
  • Visit the New York Institute of Finance's website.
  • Browse the course catalog for project finance and related topics.
  • Read articles and blog posts on project finance.
  • Watch videos and webinars on project finance.
Practice Feasibility Analysis
Improve your ability to conduct feasibility studies by completing practice exercises.
Show steps
  • Identify the key factors to consider
  • Gather and analyze data.
  • Develop and evaluate alternative solutions.
Feasibility Study One-Pager
Create a concise yet in-depth feasibility study for the selected class project.
Show steps
  • Identify critical success factors
  • Research the market potential
  • Assess the competition
  • Define the scope of work
  • Develop a preliminary budget
  • Prepare one-pager summary with conclusions and recommendations
Discuss project finance with classmates
Engage with peers to exchange knowledge, clarify concepts, and gain diverse perspectives on project finance.
Show steps
  • Form a study group with classmates.
  • Meet regularly to discuss project finance topics.
  • Share resources and insights with each other.
  • Work together on practice problems and case studies.
Explore Lenders' Concerns
Familiarize yourself with the primary concerns of lenders in project finance.
Show steps
  • Utilize course materials to identify the key concerns of lenders
  • Conduct additional research through online resources
  • Attend industry webinars or conferences on project finance
Write a summary of the key concepts of project finance
Enhance your understanding and retention of project finance concepts by summarizing the key ideas in your own words.
Show steps
  • Review the course materials on project finance.
  • Identify the key concepts of project finance.
  • Write a summary of each key concept.
  • Proofread and edit your summary.
Compile a list of resources on project finance
Enhance your knowledge and stay up-to-date in project finance by compiling a collection of valuable resources.
Show steps
  • Search for articles, books, and websites on project finance.
  • Organize the resources into a structured list.
  • Share the list with classmates and colleagues.
Class Presentation: Financing Model Concepts
Create a presentation that deepens the class's understanding of project financing models.
Show steps
  • Research and identify different types of project financing models
  • Explain the advantages and disadvantages of each model
  • Provide examples of real-world projects that have used these models
  • Prepare an engaging presentation to deliver to the class
Participate in a Case Competition
Put your skills to the test by participating in a case competition.
Browse courses on Project Finance
Show steps
  • Find a competition that is relevant.
  • Form a team and develop a strategy.
  • Present your case to a panel of judges
Develop a project finance model
Apply your knowledge of project finance by developing a financial model for a hypothetical project.
Show steps
  • Identify a hypothetical project.
  • Gather data on the project.
  • Develop a financial model for the project.
  • Analyze the results of the financial model.
  • Write a report on the financial model.
Assist with project finance initiatives in your community
Gain practical experience and contribute to the community by volunteering on project finance initiatives.
Show steps
  • Identify organizations that work on project finance initiatives.
  • Contact the organizations to inquire about volunteer opportunities.
  • Attend training sessions and workshops.
  • Assist with project finance related tasks.
Share your project finance knowledge with others
Reinforce your understanding and help others by mentoring students or colleagues in project finance.
Show steps
  • Identify individuals who are interested in learning about project finance.
  • Develop a mentoring plan.
  • Meet regularly with your mentees.
  • Provide guidance and support.
  • Evaluate your mentoring progress.

Career center

Learners who complete The Project Finance Process will develop knowledge and skills that may be useful to these careers:
Project Manager
Project Managers oversee the lifecycle of development projects within an organization. They ensure projects are completed on time, within budget, and of acceptable quality. This course provides a foundation for the financial management aspects of project management, which can be particularly relevant to large-scale, complex projects. It covers topics like feasibility studies, financial modeling, and risk management, which are all essential for ensuring a project's financial success.
Financial Analyst
Financial Analysts create financial models, analyze data, and assess the financial health of companies and other organizations. They play a vital role in assessing the financial viability of projects. This course provides a solid understanding of project finance principles and practices, which can be highly valuable for Financial Analysts who want to specialize in project finance or work on projects that involve significant capital investment.
Investment Banker
Investment Bankers provide financial advice to companies and governments, and help them raise capital through various means, including project finance. This course provides a deep understanding of the project finance process, which can be essential for Investment Bankers who want to specialize in this area.
Credit Analyst
Credit Analysts assess the creditworthiness of borrowers and make recommendations on whether to approve or reject loans. They play a critical role in the lending process, especially for project finance deals. This course provides a comprehensive overview of project finance, including the key risks and considerations for lenders, which can be highly valuable for Credit Analysts.
Corporate Finance Analyst
Corporate Finance Analysts analyze the financial performance and health of companies, and make recommendations on financial strategies. They may also be involved in project finance, evaluating projects and making recommendations on funding options. This course provides a solid foundation in project finance principles and practices, which can be beneficial for Corporate Finance Analysts who want to work on project finance transactions.
Management Consultant
Management Consultants provide advice to companies on various aspects of their operations, including project management, finance, and strategy. They may be involved in project finance deals, advising clients on project feasibility, structuring, and financing. This course provides a comprehensive overview of project finance, which can be helpful for Management Consultants who want to specialize in project finance or work on projects that involve significant capital investment.
Private Equity Analyst
Private Equity Analysts evaluate and invest in private companies, often with a focus on growth potential and financial performance. They may be involved in project finance deals, evaluating projects and making recommendations on investment opportunities. This course provides a foundation in project finance principles and practices, which can be useful for Private Equity Analysts who want to specialize in project finance or work on projects that involve significant capital investment.
Commercial Banker
Commercial Bankers provide financial services to businesses, including project finance. They work with clients to assess project feasibility, structure financing, and manage risk. This course provides a comprehensive overview of project finance, which can be essential for Commercial Bankers who want to specialize in this area.
Development Manager
Development Managers oversee the development of real estate projects, including planning, design, construction, and marketing. They may be involved in project finance, securing funding for development projects. This course provides a foundation in project finance principles and practices, which can be helpful for Development Managers who want to specialize in project finance or work on large-scale development projects.
Infrastructure Analyst
Infrastructure Analysts evaluate and invest in infrastructure projects, such as transportation, energy, and utilities. They may be involved in project finance deals, evaluating projects and making recommendations on investment opportunities. This course provides a foundation in project finance principles and practices, which can be useful for Infrastructure Analysts who want to specialize in project finance or work on projects that involve significant capital investment.
Public Finance Analyst
Public Finance Analysts analyze and evaluate the financial health of state and local governments. They may be involved in project finance deals, evaluating projects and making recommendations on funding options. This course provides a foundation in project finance principles and practices, which can be useful for Public Finance Analysts who want to work on project finance transactions.
Financial Advisor
Financial Advisors provide financial advice to individuals and families, including investment management, retirement planning, and estate planning. They may be involved in project finance deals, advising clients on investment opportunities. This course provides a foundation in project finance principles and practices, which can be useful for Financial Advisors who want to specialize in project finance or work with clients who are involved in project finance.
Real Estate Analyst
Real Estate Analysts evaluate and invest in real estate properties. They may be involved in project finance deals, evaluating projects and making recommendations on investment opportunities. This course provides a foundation in project finance principles and practices, which can be useful for Real Estate Analysts who want to specialize in project finance or work on projects that involve significant capital investment.
Economist
Economists study and analyze economic data and trends, and make forecasts about the future of the economy. They may be involved in project finance deals, evaluating the economic impact of projects and advising clients on investment opportunities. This course provides a foundation in project finance principles and practices, which can be useful for Economists who want to specialize in project finance or work with clients who are involved in project finance.
Lawyer
Lawyers provide legal advice and representation to individuals and organizations, including on project finance deals. They may be involved in drafting and negotiating project finance agreements, and advising clients on legal risks. This course provides a foundation in project finance principles and practices, which can be useful for Lawyers who want to specialize in project finance or work with clients who are involved in project finance.

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in The Project Finance Process.
Provides a comprehensive view of project finance, covering the entire process from project structuring and financing to risk management. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of the financial management aspects of project finance. It would be especially helpful for those involved in the financial management aspects of project finance.
Provides a comprehensive overview of project finance, with a focus on the financial aspects. It would be especially helpful for those involved in the financial aspects of project finance.
Provides a comprehensive overview of the principles and applications of project financing. It would be especially helpful for those new to project finance or as a quick reference guide for those more experienced.
Provides a case study approach to project finance. It would be especially helpful for those seeking to learn more about the practical aspects of project finance.
Comprehensive guide to project finance, covering all aspects of the process from origination to completion. It valuable resource for professionals and students alike.
Provides a clear and concise introduction to project finance, covering the basics of the subject in a user-friendly manner.

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