Guías Docentes Electrónicas
1. General information
Course:
ANÁLISIS ECONÓMICO Y FINANZAS
Code:
53334
Type:
ELECTIVE
ECTS credits:
4.5
Degree:
316 -
Academic year:
2019-20
Center:
5 -
Group(s):
10 
Year:
4
Duration:
First quarter
Main language:
Spanish
Second language:
English
Use of additional languages:
English Friendly:
Y
Web site:
Bilingual:
N
Lecturer: FRANCISCO ESCRIBANO SOTOS - Group(s): 10 
Building/Office
Department
Phone number
Email
Office hours
Fac. CC. EE. y EE/3.20
ANÁLISIS ECONÓMICO Y FINANZAS
8272
francisco.esotos@uclm.es
Viernes de 9-14 H

2. Pre-Requisites

Basic knowledge about mathematical and financial concepts, such as calculus and numerical series, progressions, logarithms, derivation and basic integration, interest rates and financial transactions, among others. Therefore, students should be also enrolled in the subject Financial Management.

3. Justification in the curriculum, relation to other subjects and to the profession

Objective of the course
The purpose of this elective subject is to increase knowledge about Finance, specifically regarding valuation of Fixed-Income Securities, Term
Structure of Interest Rates (in the first part of the course), and Portfolio Management, among others (during the second half of semester).
Relationship with other subjects
This subject is related with many others, because of concepts such as interest rate, financial transactions, loans and valuation of financial assets (directly interrelated with Economic Policy, Basic Accounting, Principles of Economics, Mathematics, Statistics, Introduction to Econometrics, Economic History, Financial System, etc.).
Relevance for the professional career
The subject, together with "Financial Management", is an essential part of the background in a degree in Economics as well as the professional career, both in private enterprise, a financial institution or a public entity. The role of this subject is essential because of the relevance of the financial aspects. In addition, training in finance can be complemented with another elective subject: "Mathematical Modelling for Finance".


4. Degree competences achieved in this course
Course competences
Code Description
E02 Understand the role of institutions and economic agents in economic and social activities.
E03 Ability to find economic data and select relevant facts.
E04 Analytical skills to identify and anticipate relevant economic and legal issues and the different alternative solutions.
E06 Application of profesional criteria to the analysis of problems, based on the use of technical tools.
E15 Ability to develop relevant financial information for business decision-making.
G02 Ability to understand the ethical responsibility and the code of ethics of professionals working in the field of economics. To know, respect and contribute to the fulfillment of the commitments related to gender equality, non-discrimination, human rights legislation and development cooperation.
G04 Ability for the use and development of information and communication technology in the development of professional activity.
5. Objectives or Learning Outcomes
Course learning outcomes
Description
Train the student to listen to and defend arguments orally or in writing
Train the student to search for information in order to analyze it, interpret is meaning, synthesize it and communicate it to others.
Train the student to work out problems in creative and innovative ways.
Train the student to it raise the ethical exercise of the profession, becoming aware of social responsibility in decision-making
Additional outcomes
Not established.
6. Units / Contents
  • Unit 1: FINANCIAL MARKETS
  • Unit 2: VALUATION OF FIXED-INCOME SECURITIES
  • Unit 3: TERM STRUCTURE OF INTEREST RATES
  • Unit 4: RISK AND EXPECTED RETURN OF ASSETS
  • Unit 5: MARKOWITZ PORTFOLIO SELECTION
  • Unit 6: THE CAPITAL ASSET PRICING MODEL (CAPM)
  • Unit 7: OTHER TOPICS OF INTEREST IN FINANCE
7. Activities, Units/Modules and Methodology
Training Activity Methodology Related Competences ECTS Hours As Com R Description
Class Attendance (theory) [ON-SITE] Lectures E02 E06 G02 E04 E03 1 25 N N N
Class Attendance (practical) [ON-SITE] Problem solving and exercises E02 E06 G02 E15 E04 E03 G04 0.5 12.5 Y N N
Other off-site activity [OFF-SITE] Combination of methods E02 E06 G02 E15 E04 E03 G04 1 25 Y Y Y
Study and Exam Preparation [OFF-SITE] Self-study E02 E06 G02 E15 E04 E03 G04 1.9 47.5 N N N
Final test [ON-SITE] Assessment tests E02 E06 G02 E15 E04 E03 G04 0.1 2.5 Y Y Y
Total: 4.5 112.5
Total credits of in-class work: 1.6 Total class time hours: 40
Total credits of out of class work: 2.9 Total hours of out of class work: 72.5
As: Assessable training activity
Com: Training activity of compulsory overcoming
R: Rescheduling training activity
8. Evaluation criteria and Grading System
  Grading System  
Evaluation System Face-to-Face Self-Study Student Description
Self Evaluation and Co-evaluation 25.00% 0.00%
Final test 60.00% 0.00%
Assessment of active participation 15.00% 0.00%
Total: 100.00% 0.00%  

Evaluation criteria for the final exam:
Evaluation criteria not defined
Specifications for the resit/retake exam:
Evaluation criteria not defined
Specifications for the second resit / retake exam:
Evaluation criteria not defined
9. Assignments, course calendar and important dates
Not related to the syllabus/contents
Hours hours
Study and Exam Preparation [AUTÓNOMA][Self-study] 47.5
Final test [PRESENCIAL][Assessment tests] 2.5

Unit 1 (de 7): FINANCIAL MARKETS
Activities Hours
Class Attendance (theory) [PRESENCIAL][Lectures] 5.5

Unit 2 (de 7): VALUATION OF FIXED-INCOME SECURITIES
Activities Hours
Class Attendance (theory) [PRESENCIAL][Lectures] 4.5
Class Attendance (practical) [PRESENCIAL][Problem solving and exercises] 2.75
Other off-site activity [AUTÓNOMA][Combination of methods] 6.25

Unit 3 (de 7): TERM STRUCTURE OF INTEREST RATES
Activities Hours
Class Attendance (theory) [PRESENCIAL][Lectures] 4.5
Class Attendance (practical) [PRESENCIAL][Problem solving and exercises] 2.5
Other off-site activity [AUTÓNOMA][Combination of methods] 5

Unit 4 (de 7): RISK AND EXPECTED RETURN OF ASSETS
Activities Hours
Class Attendance (theory) [PRESENCIAL][Lectures] 4
Class Attendance (practical) [PRESENCIAL][Problem solving and exercises] 1.75

Unit 5 (de 7): MARKOWITZ PORTFOLIO SELECTION
Activities Hours
Class Attendance (theory) [PRESENCIAL][Lectures] 4
Class Attendance (practical) [PRESENCIAL][Problem solving and exercises] 3.25
Other off-site activity [AUTÓNOMA][Combination of methods] 4.75

Unit 6 (de 7): THE CAPITAL ASSET PRICING MODEL (CAPM)
Activities Hours
Class Attendance (theory) [PRESENCIAL][Lectures] 2.5
Class Attendance (practical) [PRESENCIAL][Problem solving and exercises] 2.25
Other off-site activity [AUTÓNOMA][Combination of methods] 9

Global activity
Activities hours
10. Bibliography and Sources
Author(s) Title Book/Journal Citv Publishing house ISBN Year Description Link Catálogo biblioteca
 
Eliseo Navarro Matemáticas de las operaciones financieras libro Madrid Pirámide 978-84-368-4050-6 2019  
Haugen, robert A. Modern Investment theory Prentice Hall 0-13-019170-1 2001 Ficha de la biblioteca
Julio Pindado García Finanzas Empresariales Madrid Paraninfo 978-84-9732-895-1 2012  
Navarro, E. y Nave, JM Fundamentos de matemáticas financieras Barcelona Antoni Bosch 2001  



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