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Training ROI ROE ROCE - Mastering Advanced Profitability Ratios

Ref: EYR490
10 people max.
5500€ HT / per person
−15% from 2 people−30% from 3 people−50% from 5 people
Pay in 3 installments · +$170/day onsite · +$500 with certification exam
5 days
remote

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Learning objectives

  • Master advanced ROI formulas to evaluate the profitability of professional projects
  • Develop certified skills in calculating and interpreting ROE in entrepreneurial contexts
  • Design optimized ROCE models tailored to business strategies
  • Optimize comparative ROI-ROE-ROCE analysis for data-driven decisions
  • Implement KPI dashboards integrating these ratios in analytics tools
  • Deploy forecasting scenarios based on ROI ROE ROCE to boost financial performance

The Learni story

Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Allan Busi
Allan Busi

Learni Trainer · Expert

73%productivity gap
×3cost of inaction

Program

Module 1ROI: Advanced Calculations and Dynamic Modeling (Excel, Power Query)

Discover sophisticated methods to calculate risk- and inflation-adjusted ROI through practical exercises on real company datasets. Apply iterative formulas in Excel to simulate multi-year scenarios, integrate macroeconomic variables, and produce presentation-ready reports for management. Participate in real-world cases inspired by mergers and acquisitions, enhancing your professional skills in profitability analysis.

Module 2ROE: In-Depth Analysis and Financial Leverage Optimization (Accounting Ratios)

Dive into advanced ROE interpretation via DuPont decomposition, using tools like Tableau to visualize debt leverage impacts. Perform exercises on complex balance sheets of listed companies, calculate sector-normalized ROE, and develop tax optimization strategies. Conclude by creating interactive dashboards for strategic monitoring, boosting your certified corporate finance skills.

Module 3ROCE: Evaluation of Employed Capital and Sector Benchmarks (Power BI)

Master ROCE by integrating CAPEX and operational CAPEX through practical workshops on extracted SAP data. Compare historical ROCE with sector benchmarks via Power BI, simulate CAPEX investment impacts, and generate probabilistic forecasts. Explore industrial use cases, producing comprehensive analytical reports for immediate professional application and measurable skills development.

Module 4ROI ROE ROCE: Cross-Comparisons and Integrated Modeling (Python, R)

Integrate ROI, ROE, and ROCE into holistic models using Python and R scripts for multivariate analyses. Process large company datasets, perform advanced correlations, and test strategic hypotheses on profitability. Create Monte Carlo simulations for stress tests, delivered as Jupyter notebooks, enhancing your data-driven skills in certified professional training.

Module 5ROI ROE ROCE: Strategic Implementation and KPI Optimization (Tableau, Excel)

Deploy unified ROI-ROE-ROCE dashboards in Tableau for real-time steering, applied to real restructuring cases. Optimize ratios via sensitivity analysis in Excel VBA, integrate automated alerts, and prepare actionable recommendations for executive committees. Finalize with a capstone project deliverable, certifying your new skills in web analytics and corporate performance measurement.

Evaluation method

  • Interactive quizzes and advanced MCQs at the end of each day on ROI ROE ROCE formulas
  • Real case studies with oral presentations in remote format
  • Final certifying project: complete modeling of an investment portfolio

Learning method

  • Hands-on projects on real company datasets to reinforce learning
  • Collaborative exercises in small groups via Zoom breakout rooms
  • Asynchronous tutorial videos with integrated analytics tools
  • Personalized hourly feedback from Qualiopi-certified trainers

Methods, materials and delivery

The Training ROI ROE ROCE - Mastering Advanced Profitability Ratios program is delivered onsite or remote (blended-learning, e-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training ROI ROE ROCE - Mastering Advanced Profitability Ratios program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training ROI ROE ROCE - Mastering Advanced Profitability Ratios program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.

Verified reviews

What our learners

4.9 · +100 verified reviews
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
Read all reviews
Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

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