Guías Docentes Electrónicas
1. General information
Course:
FINANCIAL MATHEMATICS
Code:
54308
Type:
CORE COURSE
ECTS credits:
6
Degree:
317 - UNDERGRADUATE DEGREE IN BUSINESS MANAGEMENT AND ADMINISTRATION
Academic year:
2019-20
Center:
5 - FACULTY OF ECONOMICS AND BUSINESS
Group(s):
12  13 
Year:
1
Duration:
C2
Main language:
Spanish
Second language:
English
Use of additional languages:
English Friendly:
Y
Web site:
Bilingual:
N
Lecturer: ANA MARIA ESCRIBANO LOPEZ - Group(s): 12  13 
Building/Office
Department
Phone number
Email
Office hours
Facultad de CC Económicas y Empresariales/Despacho 3.07
ANÁLISIS ECONÓMICO Y FINANZAS
926052909
ana.escribano@uclm.es
El horario de tutorías se anunciará en el espacio virtual de la asignatura.

Lecturer: ROBERTO MARTINEZ LACOBA - Group(s): 12  13 
Building/Office
Department
Phone number
Email
Office hours
Ftad. CC.EE. y Emp./Despacho:3.20
ANÁLISIS ECONÓMICO Y FINANZAS
2792
Roberto.MLacoba@uclm.es
El horario de tutorías se anunciará en el espacio virtual de la asignatura.

Lecturer: MARÍA ISABEL MARTÍNEZ MARÍN - Group(s): 13 
Building/Office
Department
Phone number
Email
Office hours
ANÁLISIS ECONÓMICO Y FINANZAS
MariaIsabel.Martinez@uclm.es

2. Pre-Requisites

No pre-requisites have been established for accessing this course.

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

This course is part of the 7th module on finance of the Bachelor's Degree in Business Administration and Management.

This course presents fundamental concepts of Finance, such as the principle of the value of money in time and the concept of interest, fundamental elements for the subsequent valuation of assets and investment analysis by capitalization and discounting of capital. It also analyses one of the main financing/investment operations in the company, such as loans in their different forms.

This subject is fundamental for the rest of the subjects of the Finance Module and in particular Investment Analysis and Portfolio Management (2nd year) and Financial Management (3rd year). It is necessary to be able to develop also all those subjects related to business management and, in particular, to Accounting (Financial and Business Accounting, and Accounting Analysis, etc...) and those related to taxation (Business Taxation). It also provides the necessary knowledge for the subjects of Economics (Microeconomics and Macroeconomics) and Economic Policy (in particular, monetary policy).

The concepts developed in this subject are fundamental to the management and financial management of companies, financial institutions and public entities. Basic concepts are developed to compare the cost of financing of different products as well as the profitability of alternative investment opportunities. An in-depth analysis is made of one of the first business financing operations: loans. On the other hand, the elements that are developed are essential for investment analysis and for the understanding of elementary financial products of both savings and investment.

 


4. Degree competences achieved in this course
Course competences
Code Description
E02 Develop and enhance entrepreneurship, adaptability to change and creativity in any functional area of ¿¿a company or organization.
E09 Ability to carry out a financial evaluation of the different assets of a company at different points in time and at different levels of risk.
E13 Ability to make logical representative models of the business reality
G01 Possession of the skills needed for continuous, self-led, independent learning, which will allow students to develop the learning abilities needed to undertake further study with a high degree of independence.
G04 Ability to use and develop information and communication technologies and to apply them to the corresponding business department by using specific programmes for these business areas.
G05 Capacity for teamwork, to lead, direct, plan and supervise multidisciplinary and multicultural teams in both national and international environments so as to create synergies which benefit organisations.
5. Objectives or Learning Outcomes
Course learning outcomes
Description
To apply the quantitative analysis of the company and its environment.
Search for information in order to analyze it, interpret is meaning, synthesize it and communicate it to others.
Know the exchange of economic resources over time between individuals, companies and financial institutions, which involves the analysis of investment decisions and financing in the company, the theory of portfolios, the valuation of assets and the functioning of the financial markets.
Work autonomously and with personal initiative.
Additional outcomes
Not established.
6. Units / Contents
  • Unit 1: The concept of interest
  • Unit 2: Fundamental concepts in mathematical finance
  • Unit 3: Annuities
  • Unit 4: Financial operations under certainty environment
  • Unit 5: Amortization operations
7. Activities, Units/Modules and Methodology
Training Activity Methodology Related Competences (only degrees before RD 822/2021) ECTS Hours As Com R Description *
Class Attendance (theory) [ON-SITE] Lectures E02 E09 E13 G01 G04 1.33 33.25 N N N
Class Attendance (practical) [ON-SITE] Combination of methods E09 E13 G01 G04 G05 0.67 16.75 N N N
Problem solving and/or case studies [ON-SITE] Combination of methods E13 G01 0.1 2.5 Y N N
Final test [ON-SITE] Assessment tests G01 G04 G05 0.1 2.5 Y Y Y
Other off-site activity [OFF-SITE] Practical or hands-on activities G01 G05 1.8 45 Y N N
Study and Exam Preparation [OFF-SITE] Self-study E13 G01 G04 2 50 N N N
Total: 6 150
Total credits of in-class work: 2.2 Total class time hours: 55
Total credits of out of class work: 3.8 Total hours of out of class work: 95

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
Final test 70.00% 0.00%
Other methods of assessment 30.00% 0.00%
Total: 100.00% 0.00%  

Evaluation criteria for the final exam:
1.- Periodic evaluation of practice reports. 2.- Progress tests carried out during the class period. 3.- Final evaluation by means of a written exercise at the end of the course in which the student demonstrates his understanding of the theoretical concepts and the capacity to analyze and solve practical problems. The final written exercise must be passed with 50% of its maximum score (5 out of 10).
Specifications for the resit/retake exam:
Evaluations of practice reports and progress tests conducted during the class period will be retained.
Specifications for the second resit / retake exam:
No evaluation criteria have been specified.
9. Assignments, course calendar and important dates
Not related to the syllabus/contents
Hours hours
Class Attendance (theory) [PRESENCIAL][Lectures] 33.25
Class Attendance (practical) [PRESENCIAL][Combination of methods] 16.75
Problem solving and/or case studies [PRESENCIAL][Combination of methods] 2.5
Final test [PRESENCIAL][Assessment tests] 2.5
Other off-site activity [AUTÓNOMA][Practical or hands-on activities] 45
Study and Exam Preparation [AUTÓNOMA][Self-study] 50

Global activity
Activities hours
10. Bibliography and Sources
Author(s) Title Book/Journal Citv Publishing house ISBN Year Description Link Catálogo biblioteca
Alhabeeb, M.J. Mathematical Finance New Jersey Hoboken: John Wiley & Sons, cop. 978-0-470-64184-2 2012  
Baquero López, María José Problemas resueltos de matemática de las operaciones financieras ACThomson 84-7288-194-6 2003 Ficha de la biblioteca
Bonilla, María, Ivars, Antonia y Moya, Ismael Matemática de las operaciones financieras: teoría y práctica Madrid Thomson D. L. 978-84-9732-373-4 2006  
Cruz Rambaud, Salvador Introducción a las matemáticas financieras Pirámide 978-84-368-2176-5 2008 Ficha de la biblioteca
Deyá Tortella, Bartolomé Análisis de las operaciones financieras I Universitat de les Illes Balears, Servei de Public 978-84-7632-977-1 2006 Ficha de la biblioteca
García Boza, Juan Problemas resueltos de matemáticas de las operaciones financieras Madrid Pirámide 2002  
Gil Peláez, Lorenzo Matemática de las operaciones financieras Editorial AC 84-7288-123-7 1989 Ficha de la biblioteca
Gil Peláez, Lorenzo Matemática de las operaciones financieras: Problemas resueltos AC 84-7288-122-9 1999 Ficha de la biblioteca
González Catalá, Vicente T. Análisis de las operaciones financieras bancarias y bursátil Ciencias sociales 84-87510-29-9 1995 Ficha de la biblioteca
González Catalá, Vicente T. Ejercicios sobre operaciones financieras, bancarias y bursátiles Tebar Flores 8473600606 1985 Ficha de la biblioteca
González Catalá, Vicente T. Operaciones financieras bancarias y bursátiles: Curso Práctico Ciencias Sociales 84-87510-34-5 1993 Ficha de la biblioteca
González Velasco, María del Carmen Análisis de las operaciones financieras (150 supuestos resueltos) Civitas 84-470-1618-8 2001 Ficha de la biblioteca
González Velasco, María del Carmen Análisis financiero de los préstamos hipotecarios Universidad de León, Secretariado de Publicaciones 84-7719-966-3 2001 Ficha de la biblioteca
Lozano Gutiérrez, María del Carmen Curso de matemática financiera II: ejercicios prácticos Universidad 84-7684-571-5 1994 Ficha de la biblioteca
Meneu, Vicente, Jordá, María Paz y Barreira, María Teresa Operaciones financieras en el Mercado Español Barcelona Ariel 84-344-2091-0 1994 Ficha de la biblioteca
Miner Aranzábal, Javier Curso de matemática financiera Mcgraw-Hill 978-84-481-6100-2 2008 Ficha de la biblioteca
Miner Aranzábal, Javier Matemática financiera McGraw-Hill 84-481-9829-8 2004 Ficha de la biblioteca
Navarro Arribas, Eliseo Matemáticas de las operaciones financieras Madrid Pirámide 978-84-368-4050-6 2019  
Navarro Arribas, Eliseo y Nave, Juan M. Fundamentos de matemáticas financieras Barcelona Antoni Bosch 84-95348-01-2 2001 Ficha de la biblioteca
Pablo López, Andrés de Matemática de las operaciones financieras Universidad Nacional de Educación a Distancia 84-362-4058-8 (v.2) 2000 Ficha de la biblioteca
Pablo López, Andrés de Matemática de las operaciones financieras Universidad Nacional de Educación a Distancia 84-362-4675-6 (v.1) 2002 Ficha de la biblioteca
Pozo Carrero, Eloy Problemas de matemática financiera Esic 84-7356-131-7 1996 Ficha de la biblioteca
Sierra Fernández, María del Pilar Préstamos bancarios: tipos y operativa : 50 ejercicios prácticos Universidad de León, Secretariado de Publicaciones 84-7719-965-5 2001 Ficha de la biblioteca
Valls Martínez, María del Carmen Introducción a las matemáticas financieras : problemas resueltos Pirámide 978-84-368-2255-7 2009 Ficha de la biblioteca
Valls Martínez, María del Carmen Cálculo financiero: teoría y ejercicios AC 84-7288-166-0 2006 Ficha de la biblioteca
Valls Martínez, María del Carmen Problemas resueltos de matemática de las operaciones financieras Pirámide 978-84-368-1703-4 2008 Ficha de la biblioteca



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