1. General information
Course:
FINANCIAL MARKETS AND OPERATIONS
Code:
54350
Type:
ELECTIVE
ECTS credits:
4.5
Degree:
319 - UNDERGRADUATE DEGREE IN BUSINESS MANAGEMENT AND ADMINISTRATION (CU)
Academic year:
2023-24
Center:
401 - FACULTY OF SOCIAL SCIENCES OF CUENCA
Group(s):
30
Year:
4
Duration:
First semester
Main language:
Spanish
Second language:
Use of additional languages:
English Friendly:
Y
Web site:
Bilingual:
N
Lecturer:
JAVIER MARTÍNEZ ALCAÑIZ
- Group(s):
30
Building/Office
Department
Phone number
Email
Office hours
ANÁLISIS ECONÓMICO Y FINANZAS
Javier.MartinezAlcan@uclm.es
2. Pre-Requisites
No prerequisites have been established. However, it is highly advisable to have basic and advanced knowledge of Financial Mathematics, Business Investment and Financing, and Business Financial Management
3. Justification in the curriculum, relation to other subjects and to the profession
This subject is part of the ECONOMIC-FINANCIAL AND TAX MANAGEMENT module of the study plan for the Bachelor's Degree in Business Administration and Management.
In this subject, issues related to the functioning of financial markets and the instruments traded in them are presented. Specifically, the functions of financial markets, basic banking operations, operations in fixed income and private markets, savings and provision operations, and operations with derivative instruments are analyzed.
The Economic-Financial and Tax Management focus aims to provide a practical view of subjects related to the accounting, financial, and tax field of the company and other financial and intermediary institutions. In this sense, this subject provides the practical view of markets and financial instruments that the student should acquire with the goal of being able to develop their professional work, both in the business field and in financial institutions.
4. Degree competences achieved in this course
| Course competences | |
|---|---|
| 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. |
| E04 | Incorporate the ability to integrate into any functional area of ¿¿a business or organization to perform and be able to lead any given task. |
| 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. |
| G02 | Ability to understand the ethical responsibility and the code of ethics of professionals working in the field of economics. To know and apply the legislation and recognition of human rights and questions of gender equality. |
| 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 | |
| Work to form autonomous and with personal initiative. | |
| Solve problems in a creative and innovative way. | |
| Apply the quantitative analysis of the company and its environment. | |
| Apply the theories and approaches of economic analysis to explain the behavior of economic agents. | |
| Assume a social and ethical responsibility in decision making. | |
| 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. | |
| Know the regulations and accounting systems that lead to the obtaining, analysis and interpretation of external and internal information to the company for the decision making of the different agents interested in it, such as shareholders, managers, clients, employees or public administration. | |
| Search for information, analysis, interpretation, synthesis and transmission. | |
| Know the models and analysis techniques of the economic and legal environment to which companies are currently facing, with special attention to the search for opportunities and the anticipation of possible changes. | |
| Listen, negotiate, persuade and defend arguments orally or in writing. | |
| Additional outcomes | |
| Description | |
6. Units / Contents
-
Unit 1: Markets, instruments and finacial operations
-
Unit 2: Banking operations
-
Unit 3: Equity markets
-
Unit 4: Fixed income markets
-
Unit 5: Derivative markets
-
Unit 6: Investment funds and pension plans
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 | E01 E03 E05 E08 E09 | 0.8 | 20 | N | N | ||
| Class Attendance (practical) [ON-SITE] | Problem solving and exercises | E08 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 | E01 E03 E05 E08 E09 | 2.2 | 55 | N | N | ||
| Other off-site activity [OFF-SITE] | Practical or hands-on activities | E08 G01 G03 | 0.7 | 17.5 | Y | N | ||
| 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 |
| Final test | 70.00% | 100.00% | Exam |
| Other methods of assessment | 30.00% | 0.00% | Continuous assessment tests |
| 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:1.- Periodic evaluation of exercises.
2.- Evaluation by means of an objective test in which the student demonstrates his understanding of the theoretical concepts and the ability to analyze and solve practical problems.
The subject follows an evaluation system based on the assessment of various training activities and an exam. The student is required to obtain a 4 (out of 10) in the final evaluation test to average the grade obtained in the rest of the proposed training activities. Those students who, even having carried out evaluable activities, wish to be evaluated with the non-continuous evaluation criteria must notify the teacher before the end of the class period.
Regarding assessment in case of illness or other special circumstances (mitigating rules), see article 7 of the Student Assessment Regulations of the University of Castilla-La Mancha. -
Non-continuous evaluation:Regarding assessment in case of illness or other special circumstances (mitigating rules), see article 7 of the Student Assessment Regulations of the University of Castilla-La Mancha.
Those students who opt for non-continuous assessment must communicate this before the exam period begins and following the mechanism established by the teaching staff at the beginning of the course. The evaluation will be carried out with a final test that will include the specific tests that are considered necessary to evaluate all the competences of the subject.
1.- Evaluation by means of an objective test in which the student demonstrates their understanding of the theoretical concepts and the ability to analyze and solve practical problems.
2.- The objective test may be different from the one carried out by the students of the Continuous Assessment.
3.- The objective test must be passed with 50% of its maximum score (5 out of 10).
Regarding assessment in case of illness or other special circumstances (mitigating rules), see article 7 of the Student Assessment Regulations of the University of Castilla-La Mancha.
Specifications for the resit/retake exam:
Identical evaluation criteria of the ordinary call.
Specifications for the second resit / retake exam:
The evaluation will be carried out 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] | 17.5 |
| Other off-site activity [AUTÓNOMA][Practical or hands-on activities] | 55 |
| Final test [PRESENCIAL][Assessment tests] | 2.5 |
| Global activity | |
|---|---|
| Activities | hours |
10. Bibliography and Sources
