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.
The purpose of this course is to communicate the fundamentals of financial analysis and financial management. The course is presented in two parts. The first part covers the basics, including the objective of financial management and the investment decisions under certainty. The second part examines the relation between risk and return and the portfolio theory. The principles and tools of finance are applicable to all forms and sizes of business enterprises, not only to large corporations. These concepts allow students to make decisions as financial managers of a company. This subject is related with many others, because of concepts such as risk and return, financial instruments, investment projects, diversification, asset portfolios (directly interrelated with Economic Policy, Basic Accounting, Principles of Economics, Mathematics, Statistics, Introduction to Econometrics, Economic History, Financial System, etc.). The subject of “Investment Analysis and Portfolio Management" is an essential part of the background in a degree in Business Management and Administration 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.
Course competences | |
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Code | Description |
E01 | Develop the ability to manage and run a company or organization, understand their competitive and institutional position, and identify their strengths and weaknesses. |
E03 | Develop and enhance the ability to establish the planning and organization of any task in a company with the ultimate goal of helping make business decisions. |
E05 | Develop the ability to analyze any information on the situation and possible development of a company and transform it into a business opportunity. |
E08 | Ability to produce financial information, relevant to the decision-making process. |
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. |
G03 | Develop oral and written communication skills in order to prepare reports, research projects and business projects and defend them before any commission or group of professionals (specialised or non-specialised) in more than one language, by collecting relevant evidence and interpreting it appropriately so as to reach conclusions. |
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. |
Course learning outcomes | |
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Description | |
Apply the theories and approaches of economic analysis to explain the behavior of economic agents. | |
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. | |
Additional outcomes | |
Not established. |
Training Activity | Methodology | Related Competences (only degrees before RD 822/2021) | ECTS | Hours | As | Com | R | Description * |
Class Attendance (theory) [ON-SITE] | Combination of methods | E01 E03 E05 E08 E09 E13 | 2 | 50 | N | N | N | |
Class Attendance (practical) [ON-SITE] | Combination of methods | E08 G01 G04 | 0.2 | 5 | N | N | N | |
Problem solving and/or case studies [ON-SITE] | Combination of methods | E08 G01 G04 | 0.4 | 10 | Y | N | N | |
Problem solving and/or case studies [ON-SITE] | Combination of methods | E08 G01 G04 | 0.4 | 10 | Y | N | N | |
Writing of reports or projects [OFF-SITE] | Combination of methods | G01 G03 | 0.4 | 10 | Y | N | Y | |
Study and Exam Preparation [OFF-SITE] | Self-study | E01 E03 E05 E06 E08 E09 E13 | 4.3 | 107.5 | N | N | Y | |
Progress test [ON-SITE] | Assessment tests | G01 G03 G04 G05 | 0.1 | 2.5 | Y | N | Y | |
Final test [ON-SITE] | Assessment tests | G01 G03 G04 G05 | 0.1 | 2.5 | Y | Y | Y | |
Other off-site activity [OFF-SITE] | Practical or hands-on activities | G01 | 1.1 | 27.5 | Y | N | N | |
Total: | 9 | 225 | ||||||
Total credits of in-class work: 3.2 | Total class time hours: 80 | |||||||
Total credits of out of class work: 5.8 | Total hours of out of class work: 145 |
As: Assessable training activity Com: Training activity of compulsory overcoming R: Rescheduling training activity
Grading System | |||
Evaluation System | Face-to-Face | Self-Study Student | Description |
Test | 35.00% | 0.00% | |
Final test | 35.00% | 0.00% | |
Other methods of assessment | 30.00% | 0.00% | |
Total: | 100.00% | 0.00% |
Not related to the syllabus/contents | |
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Hours | hours |
Class Attendance (theory) [PRESENCIAL][Combination of methods] | 50 |
Class Attendance (practical) [PRESENCIAL][Combination of methods] | 5 |
Problem solving and/or case studies [PRESENCIAL][Combination of methods] | 10 |
Problem solving and/or case studies [PRESENCIAL][Combination of methods] | 10 |
Writing of reports or projects [AUTÓNOMA][Combination of methods] | 10 |
Study and Exam Preparation [AUTÓNOMA][Self-study] | 107.5 |
Progress test [PRESENCIAL][Assessment tests] | 2.5 |
Final test [PRESENCIAL][Assessment tests] | 2.5 |
Other off-site activity [AUTÓNOMA][Practical or hands-on activities] | 27.5 |
Unit 1 (de 9): ENTERPRISE FINANCIAL OBJECTIVE | |
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Comment: The sequence of units would be approximately two weeks per theme, except for the last three units, which are expected to last one week per unit. |
Global activity | |
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Activities | hours |