Format: Online, on-demand streaming.
Length: ~ 1.75 hours.

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 training provides a better understanding of financial terminology and formulas, as well as an introduction to using these formulas in EEFG’s financial analysis templates. 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 Attend:

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.

Learn to:

  • 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

Terms of use:

Registration is for a license to use these course materials on a PER-PERSON basis for one year. As the licensed registrant for this training, you are accountable for any illegal distribution of course content including sharing your log-on information with others, group viewing, posting copies of this material on the Internet or on a company server or intranet, and any other form of unauthorized sharing.  If you need help registering people for this course or using these training materials for your team, please email info@sellingenergy.com  so that everyone may be properly registered. All training materials are covered by U.S. Copyright law and under the Digital Millennium Copyright Act.