Investment controlling and financial management

This training is held in German.
Is it part of your job to continuously assess potential investments in other companies and the value of the investments? Are you interested in interdependencies and the controlling tools to be used? In this training , you will acquire fundamental know-how, enabling you to assess and support important investment decisions even more professionally.

Contents

Tasks and objectives of investment controlling

  • Investment decision as part of management action.
  • Return, risk and liquidity planning for investments.
  • Approaches to investment controlling.

Acquisition of equity interest

  • Participation as a financial investment.
  • Concepts for the valuation of companies.
  • Income capitalization approach and discounted cash flow method (DCF).
  • Four-phase process: selection, initiation, contract, integration.
  • Due diligence process.
  • Tax aspects.
  • Corporate law aspects.
  • Pitfalls in the acquisition of participations.

Financial management and investments

  • Determination of financial requirements and financing concepts.
  • Special features of acquisition financing.
  • Key figures for investor relations and creditor relations.
  • Investment-related key financial figures.
  • Financial covenants.
  • External and internal rating.
  • Corporate reporting.
  • Value-oriented investment controlling.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

  • You will gain an insight into the analysis and evaluation of investment projects.
  • You will learn how to efficiently lead investments from acquisition to successful integration through active controlling and thus avoid bad investments.
  • You will learn what tasks corporate financial management has to fulfill before and after the acquisition of an investment.

Methods

Practical lecture with many case studies.

Recommended for

controllers and controllers controllers as well as managers from finance and accounting who would like to complete their planning and accounting knowledge in a competent and practical manner with special reference to the acquisition, controlling and management of investments.

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Further recommendations for "Investment controlling and financial management"

Attendees comments

"The lecturer was very good! The exchange of experiences with the other participants was also very good."

Julian Eberle
Krannich Solar GmbH & Co. KG, Weil der Stadt

"I particularly liked the examples from well-known companies. I love Haufe training courses, you are simply well looked after and always have good lecturers."

Carolin Heinzelmann
MGH GussTec GmbH & Co. KG
"He is a good trainer with a very high level of expertise. I particularly liked the way he responded to the participants."
Tobias Dahlmans
lekker Energie GmbH

Seminar evaluation for "Investment controlling and financial management"

4.1 from 5
with 201 ratings
training content:
3.9
Content comprehensibility:
4.3
Practical relevance:
3.7
Trainer expertise:
4.7
Participant orientation:
4.3
Method variety:
3.9
On-site training together
Booking number
9294
€ 1.490,- plus VAT
2 days
in 2 locations
2 Events
German
In-person trainings
Joint online training
Booking number
32305
€ 1.490,- plus VAT
2 days
Online
on 23.10.2025
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
2 days
In-person or Online

Start dates and details

  Select time period
0 events
28.08.2025
Munich
Booking number: 9294
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Holiday Inn Unterhaching
Holiday Inn Unterhaching
Inselkammerstraße 7-9, 82008 Munich
Room rate: € 128,39 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Thursday, 28.08.2025

10:00 am - 6:00 pm

Friday, 29.08.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
23.10.2025
Live-Online
Booking number: 32305
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
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zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Thursday, 23.10.2025

10:00 am - 6:00 pm

Friday, 24.10.2025

09:00 am - 5:00 pm

02.02.2026
Frankfurt a. M./Oberursel
Booking number: 9294
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
elaya hotel frankfurt oberursel
elaya hotel frankfurt oberursel
Zimmersmühlenweg 35, 61440 Frankfurt a. M./Oberursel
Room rate: € 126,44 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Monday, 02.02.2026

10:00 am - 6:00 pm

Tuesday, 03.02.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 9294
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 32305
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Book later
You are welcome to make a non-binding advance reservation.
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
Also bookable as in-house training
demand-oriented adaptations possible
on-site or live online for multiple employees
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