Level I ยท Corporate Issuers

Learning Module 5
Capital Investments and Capital Allocation

Key Outcomes Summary & Practice Problems

Learning Outcomes

What you must be able to do

Curriculum Year: 2026

LOS 1

Describe types of capital investments made by companies.

LOS 2

Describe the capital allocation process and the investment decision criteria used.

LOS 3

Describe principles of capital allocation and common capital allocation pitfalls.

LOS 4

Describe types of real options relevant to capital investments.