Financial Management

Investment Appraisal - DCF

NPV, IRR, and Weighted Rates of Return for Portfolio Evaluation

1 CPD credit on completion
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Certificate on completion
Downloadable resources
Self-paced learning

About This Course

Course Information

The learning outcomes from this CPD refresher course include: Understanding NPV and IRR Appreciate the value of Holding Period Return Calculate weights of return How to evaluate portfolio performance

Certificate on Completion

This course is made up of videos, questions and additional reading materials, and accounts for 1 unit of CPD. One unit is the equivalent of one hour of learning.

Course Sections

This course is made up of the following sections:

  • Net present value and internal rate of return (video)
  • Net present value and internal rate of return (quiz)
  • Weighted rates of return (video)
  • Weighted rates of return (quiz)

What You Will Learn

  • Calculate Net Present Value for a series of unequal cash flows and interpret whether a project should be accepted
  • Apply the Internal Rate of Return method and explain its reinvestment rate assumption compared to NPV
  • Distinguish between money-weighted and time-weighted rates of return and when each is appropriate
  • Calculate Holding Period Return, Effective Annual Yield, and Bank Discount Yield for fixed-income instruments
  • Evaluate portfolio performance using different yield metrics and identify which measure best suits a given scenario

Who This Course Is For

  • Finance professionals involved in capital budgeting or project evaluation using discounted cash flow methods
  • Accountants and analysts who need to calculate and compare investment returns across portfolios
  • Professionals looking to refresh their skills on NPV, IRR, and yield calculations with worked examples

Prerequisites

  • Understanding of the time value of money and basic discounting concepts
  • Familiarity with using a financial calculator for present value and IRR calculations

Frequently Asked Questions

Course Details

CPD Credits1
CertificateYes

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Investment Appraisal - DCF | CPD | Learnsignal