1. General information
Course:
FINANCIAL MARKETS AND OPERATIONS
Code:
54350
Type:
ELECTIVE
ECTS credits:
4.5
Degree:
317 - UNDERGRADUATE DEGREE IN BUSINESS MANAGEMENT AND ADMINISTRATION (AB)
Academic year:
2022-23
Center:
5 - FACULTY OF ECONOMICS AND BUSINESS
Group(s):
12
Year:
4
Duration:
First semester
Main language:
Spanish
Second language:
English
Use of additional languages:
English Friendly:
Y
Web site:
Bilingual:
N
Lecturer:
ANTONIO DIAZ PEREZ
- Group(s):
12
Building/Office
Department
Phone number
Email
Office hours
Ftad. CC.EE. y Emp./Despacho:3.06
ANÁLISIS ECONÓMICO Y FINANZAS
926052958
antonio.diaz@uclm.es
Lecturer:
CARLOS ESPARCIA SANCHIS
- Group(s):
12
Building/Office
Department
Phone number
Email
Office hours
Ftad. CC.EE. y Emp./Despacho:3.19
ANÁLISIS ECONÓMICO Y FINANZAS
2357
Carlos.Esparcia@uclm.es
2. Pre-Requisites
Not established. In any case, it is advisable to have knowledge of financial mathematics.
3. Justification in the curriculum, relation to other subjects and to the profession
In this subject, questions related to the functioning of the financial markets and the securities traded on them are presented. Specifically, it analyzes the functions of the financial markets, basic banking operations, transactions in the fixed income market and equity market, mutual funds and savings operations, and operations with derivative securities.
4. Degree competences achieved in this course
| Course competences | |
|---|---|
| Code | Description |
| 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. |
| 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. |
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 out problems in creative and innovative ways. | |
| Additional outcomes | |
| Description | |
| - Understand the importance of financial markets. - Understand and analyse the characteristics of the main banking products. - Pricing of fixed income assets and manage the risks associated with these securities. - Understand the functioning and operations of equity markets. - Understand savings modalities through mutual funds and pension funds. - Understand the trading of basic derivative securities. |
|
6. Units / Contents
-
Unit 1: Markets, securities and financial transactions
-
Unit 2: Banking operations
-
Unit 3: Equity market
-
Unit 4: Bond market
-
Unit 5: Derivatives market
-
Unit 6: Mutual funds and pension funds
7. Activities, Units/Modules and Methodology
| Training Activity | Methodology | Related Competences (only degrees before RD 822/2021) | ECTS | Hours | As | Com | Description | |
| Class Attendance (theory) [ON-SITE] | Lectures | E03 E05 E08 E09 | 0.8 | 20 | N | N | ||
| Class Attendance (practical) [ON-SITE] | Problem solving and exercises | G01 G04 | 0.4 | 10 | N | N | ||
| Problem solving and/or case studies [ON-SITE] | Combination of methods | G01 G04 | 0.3 | 7.5 | Y | N | ||
| Study and Exam Preparation [OFF-SITE] | Self-study | E03 E05 E08 E09 | 2.2 | 55 | N | N | ||
| Other off-site activity [OFF-SITE] | Practical or hands-on activities | G01 G03 | 0.7 | 17.5 | Y | Y | ||
| Final test [ON-SITE] | Assessment tests | G01 G03 G04 | 0.1 | 2.5 | 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 (It will be essential to overcome both continuous and non-continuous assessment).
8. Evaluation criteria and Grading System
| Evaluation System | Continuous assessment | Non-continuous evaluation * | Description |
| Other methods of assessment | 30.00% | 0.00% | Preparation of exercises in class, exercises in Excel, and homework for each one of the subjects that the student will realize out of the presential hours. |
| Final test | 70.00% | 100.00% | Theoretical and practical examination |
| Total: | 100.00% | 100.00% |
According to art. 4 of the UCLM Student Evaluation Regulations, it must be provided to students who cannot regularly attend face-to-face training activities the passing of the subject, having the right (art. 12.2) to be globally graded, in 2 annual calls per subject , an ordinary and an extraordinary one (evaluating 100% of the competences).
Evaluation criteria for the final exam:
-
Continuous assessment:The course follows an evaluation system based on the assessment of various formative activities and an exam. The student is required to obtain a 4 (out of 10) in the final evaluation test in order to average the grade obtained in the rest of the proposed training activities. Those students who, even though they have done evaluable activities, wish to be evaluated with the non-continuous evaluation criteria must inform the teacher before the end of the class period.
Regarding the evaluation in case of illness or other special circumstances (extenuating rules), see article 6 of the Student Evaluation Regulations of the University of Castilla-La Mancha. -
Non-continuous evaluation:The evaluation will be carried out with a final test that will include the specific tests deemed necessary to evaluate all the competences of the subject.
Regarding the evaluation in case of illness or other special circumstances (extenuating rules), see article 6 of the Student Evaluation Regulations of the University of Castilla-La Mancha.
Specifications for the resit/retake exam:
Evaluation criteria not defined
Specifications for the second resit / retake exam:
The evaluation will be made on a single written test, being necessary to pass the subject a minimum score of 5 out of 10.
9. Assignments, course calendar and important dates
| Not related to the syllabus/contents | |
|---|---|
| Hours | hours |
| Class Attendance (theory) [PRESENCIAL][Lectures] | 20 |
| Class Attendance (practical) [PRESENCIAL][Problem solving and exercises] | 10 |
| Problem solving and/or case studies [PRESENCIAL][Combination of methods] | 7.5 |
| Study and Exam Preparation [AUTÓNOMA][Self-study] | 55 |
| Other off-site activity [AUTÓNOMA][Practical or hands-on activities] | 17.5 |
| Final test [PRESENCIAL][Assessment tests] | 2.5 |
| Global activity | |
|---|---|
| Activities | hours |
10. Bibliography and Sources
