About this Course

⏱ Estimated completion time: approximately 2 hours.

This online, self-paced course focuses on one of the most important drivers of power asset performance: financial planning and budgeting. It provides a practical overview of how operating and capital budgets support reliability, performance, and long-term asset value. Participants will learn how leading asset owners and operators plan and manage OPEX and CAPEX, develop business cases, incorporate asset condition and risk into investment planning, and make informed financial decisions that support efficient and sustainable operations.

Course curriculum

    1. Welcome Message

    2. Introduction and Agenda

    3. Financial Planning Basics

    4. Operating Expenditure (OPEX) Planning

    5. Sustaining CAPEX Planning

    6. Annual Operating Plan

    7. Project Management of Capital Projects

    8. Course Summary

    9. Knowledge Test

    10. Survey: Please provide your review of this module

About this course

  • $500.00
  • 10 lessons
  • 1 hour of video content

Key Outcomes of This Course

Participants completing this course will gain foundational understanding of:

  • Financial Planning Fundamentals

    Understand how OPEX and CAPEX planning supports safe, reliable operations and long-term asset performance.

  • CAPEX Planning & Investment Decisions

    Learn how to develop capital plans, prioritize investments, and prepare business cases based on asset condition, risk, and value.

  • Annual Planning & Project Delivery

    Understand how operating plans, budgets, financial forecasts, and project controls support effective asset management.

WHY THIS TRAINING MATTERS

Build Capability. Improve Asset Performance.

Even well-managed power and utility organizations face challenges with aging infrastructure, workforce transitions, knowledge retention, and long-term asset performance. Discover how investing in workforce capability can support stronger maintenance practices, risk-informed decisions, and responsible stewardship of generational assets.
Explore Why Training Matters

WHAT ASSET MANAGEMENT PROFESSIONALS ARE SAYING

Practical insights for professionals at every stage of their asset management careers.

 Introduction Module Quality   88%   Good or Excellent 

7 of 8 learner evaluations rated the Asset Management Foundations: Introduction module Good or Excellent.


 Based on Introduction module survey responses. This rating does not represent the entire bundle. 
 Investment & Asset Management Perspective 
“Whether you're new to asset management or have years of industry experience, this training offers valuable insights. It connects the bigger picture — from maintenance and risk management to lifecycle planning and investment decisions. Strengthen your fundamentals, challenge your thinking, and develop a more strategic perspective on managing physical assets.”
 David Judge   Principal
 iCON Infrastructure 

Explore detailed course evaluations, professional perspectives, and how learner feedback helps us continuously improve our training.

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Get More Value with the Complete Training Program

Take this course individually, or choose the Asset Management Foundations Training Program. Gain access to all five courses in one comprehensive training bundle, with substantial savings compared to individual course purchases.

Explore Full Bundle – $1,500 CAD