Formación Permanente

Programa detallado

EXPERTO EN ANÁLISIS FINANCIERO

 

Study Session 1

Ethical and Professional Standards

Reading 1: Ethics and Trust in the Investment Profession

Reading 2: Code of Ethics and Standards of Professional Conduct

Reading 3: Guidance for Standards I–VII

Reading 4: Introduction to the Global Investment Performance Standards (GIPS)

Reading 5: The GIPS Standards

 

Study Session 2

Quantitative Methods: Basic Concepts

Reading 6: The Time Value of Money

Reading 7: Discounted Cash Flow Applications

Reading 8: Statistical Concepts and Market Returns

Reading 9: Probability Concepts

 

Study Session 3

Quantitative Methods: Applications

Reading 10: Common Probability Distributions

Reading 11: Sampling and Estimation

Reading 12: Hypothesis Testing

Reading 13: Technical Analysis

 

Study Session 4

Microeconomics and Macroeconomics

Reading 14: Topics in Demand and Supply Analysis

Reading 15: The Firm and Market Structures

Reading 16: Aggregate Output, Prices, and Economic Growth

Reading 17: Understanding Business Cycles

 

Study Session 5

Monetary and Fiscal Policy, International Trade, and Currency Exchange Rates

Reading 18: Monetary and Fiscal Policy

Reading 19: International Trade and Capital Flows Exchange Rates

Reading 20: Currency Exchange Rates

 

Study Session 6

Financial Reporting and Analysis: An Introduction

Reading 21: Financial Statement Analysis: An Introduction

Reading 22: Financial Reporting Mechanics

Reading 23: Financial Reporting Standards

 

Study Session 7

Financial Reporting and Analysis: Income Statements, Balance Sheets, and Cash Flow Statements

Reading 24: Understanding Income Statements

Reading 25: Understanding Balance Sheets

Reading 26: Understanding Cash Flow Statements

Reading 27: Financial Analysis Techniques

 

Study Session 8

Financial Reporting and Analysis: Inventories, Long-Lived Assets, Income Taxes, and Non-Current Liabilities

Reading 28: Inventories

Reading 29: Long-Lived Assets

Reading 30: Income Taxes

Reading 31: Non-Current (Long-Term) Liabilities

 

Study Session 9

Financial Reporting and Analysis: Financial Reporting Quality and Financial Statement Analysis

Reading 32: Financial Reporting Quality

Reading 33: Financial Statement Analysis: Applications

 

Study Session 10

Corporate Finance: Corporate Governance, Capital Budgeting, and Cost of Capital

Reading 34: Corporate Governance and ESG: An Introduction

Reading 35: Capital Budgeting

Reading 36: Cost of Capital

 

Study Session 11

Corporate Finance: Leverage and Working Capital Management

Reading 37: Measures of Leverage

Reading 38: Working Capital Management

 

Study Session 12

Portfolio Management

Reading 39: Portfolio Management: An Overview

Reading 40: Risk Management: An Introduction

Reading 41: Portfolio Risk and Return: Part I

Reading 42: Portfolio Risk and Return: Part II

Reading 43: Basics of Portfolio Planning and Construction

 

Study Session 13

Equity: Market Organization, Market Indices, and Market Efficiency

Reading 44: Market Organization and Structure

Reading 45: Security Market Indices

Reading 46: Market Efficiency

 

Study Session 14

Equity Analysis and Valuation

Reading 47: Overview of Equity Securities

Reading 48: Introduction to Industry and Company Analysis

Reading 49: Equity Valuation: Concepts and Basic Tools

 

Study Session 15

Fixed Income: Basic Concepts

Reading 50: Fixed-Income Securities: Defining Elements

Reading 51: Fixed-Income Markets: Issuance, Trading, and Funding

Reading 52: Introduction to Fixed-Income Valuation

Reading 53: Introduction to Asset-Backed Securities

 

Study Session 16

Fixed Income: Analysis of Risk

Reading 54: Understanding Fixed-Income Risk and Return

Reading 55: Fundamentals of Credit Analysis

 

Study Session 17

Derivatives

Reading 56: Derivative Markets and Instruments

Reading 57: Basics of Derivative Pricing and Valuation

 

Study Session 18

Alternative Investments

Reading 58: Introduction to Alternative Investments

 


MÁSTER PROPIO EN ANÁLISIS Y GESTIÓN DE INVERSIONES

 

Asignación de la carga lectiva por Materias en el nivel II

MATERIAS

 

1. Ethical and Professional Standards.

 

 

2. Ethical and Professional Standards.

2.1

Application of the Code and Standards

2.2

Trade Allocation: Fair Dealing and Disclosure

2.3

Changing Investment Objectives

 

 

3. Quantitative Methods.

3.1. Fintech in Investment Management

3.2. Correlation and Regression

3.3. Multiple Regression and Machine Learning

3.4. Time-Series Analysis

3.5. Excerpt from “Probabilistic Approaches: Scenario

 

 

4. Economics.

4.1 Currency Exchange Rates: Understanding Equilibrium Value

4.2 Economic Growth and the Investment Decision

4.3. Economics of Regulation

 

5. Financial Reporting and Analysis (1)

5.1. Intercorporate Investments

5.2 Employee Compensation: Post-Employment and Share-Based

5.3 Multinational Operations.

5.4 Analysis of Financial Institutions

 

 

6. Financial Reporting and Analysis(2)

6.1 Evaluating Quality of Financial Reports

6.2 Integration of Financial Statement Analysis Techniques

 

 

7. Corporate Finance (1)

7.1. Capital Budgeting

7.2 Capital Structure

7.3 Dividends and Share Repurchases: Analysis

 

 

8. Corporate Finance (1)

8.1. Corporate Performance, Governance, and Business Ethics

8.2 Corporate Governance

8.3 Mergers and Acquisitions

 

 

9. Equity valuation (1)

9.1 Equity Valuation: Applications and Processes

9.2 Return Concepts

 

10. Equity valuation (2)

10.1 Industry and Company Analysis

10.2 Discounted Dividend Valuation

 

11. Equity valuation (2)

11.1 Free Cash Flow Valuation

11.2 Market-Based Valuation: Price and Enterprise Value Multiples

11.3 Residual Income Valuation

11.4 Private Company Valuation

11.2 Market-Based Valuation: Price and Enterprise Value Multiples

 

12 Fixed Income (1)

12.1 The Term Structure and Interest Rate Dynamics

12.2 The Arbitrage-Free Valuation Framework

 

 

13. Fixed Income (2)

13.1 Valuation and Analysis: Bonds with Embedded Options

13.2 Credit Analysis Models

13.3 Credit Default Swaps

 

 

14. Derivatives

14.1 Pricing and Valuation of Forward Commitments

14.2 Valuation of Contingent Claims

14.3 Derivatives Strategies

 

15. Alternative Investments

15.1 Private Real Estate Investments

15.2 Publicly Traded Real Estate Securities

15.3 Private Equity Valuation

15.4 Commodities and Commodity Derivatives: An Introduction

 

 

 

16. Portfolio Management (1)

16.1 The Portfolio Management Process

16.2 An Introduction to Multifactor Models

16.3 Measuring and Managing Market Risk

 

 

17. Portfolio Management (2)

17.1 Economics and Investment Markets

17.2 Analysis of Active Portfolio Management

17.3 Algorithmic Trading and High-Frequency Trading

 

 

18.Preparación para el certificado Certified Advisor - CAd