Academic Program

Presentation   Academic Program Board of Directors Professors

 

Academic Program

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The Post Degree on Financial Solution – Spanish Version has a total academic value of 180 hours: 160 magisterial hours and 20 online hours.

Post degree Financial Solutions (180 hours)

Contents adapted to the European Financial Advisor – EFA – Exams

Module I. Financial advice and planning = 7,5%
Module II. Financial tools and markets = 25%
Module III. Funds and Investment Societies= 12%
Module IV. Insurances= 7,5%
Module V. Pensions and retirement plans = 10%
Module VI. Real-estate planning= 5%
Module VII. Investment Tax system = 10%
Module VIII. Portfolio Management= 18%
Module IX. Legislation, regulation and ethics = 5%

Total 100%
Value of the total EFA contents

Module I: Financial Advice and Planning  (5 credits ECTS)

Unit 1: The customer and the financial advising
Unit 2: Building a client-advisor relationship
Unit 3:Obtaining customer information and determining objectives and expectations
Unit 4: Determining the customer financial-economic status
Unit 5: Development and Presentation of a financial plan based on the life cycle
Unit 6: Financial Plan Implementation
Unit 7: Financial Plan Control
Unit 8: Financial Planning and Electronic Services Software

Module II: Financial tools and markets (5 credits ECTS)

Unit 1: Understand the macroeconomic factors that concern the investments profitability
Unit 2: Investment Foundations
Unit 3: Financial System
Unit 4: Fix Income Market
Unit 5: Variable Income Market
Unit 6: Currency Market
Unit 7: Derivate Products Market

Module III: Funds and Investment Societies (5 credits ECTS)

Unit 1: Non-fixed investment funds general approach
Unit 2: Non-fixed investment funds and investment objectives
Unit 3: Hedge Funds
Unit 4: Management styles.

Module IV: Insurances (5 credits ECTS)

Unit 1: Insurance Institution
Unit 2: Risk Management. Key factors.
Unit 3: Insurance Contract Regulation
Unit 4: Insurance technique
Unit 5: Introduction and general aspects on the individual insurances
Unit 6: Life Insurance
Unit 7: Accident Insurance
Unit 8: Health Insurance
Unit 9: Company Insurances plans
Unit 10: Individual Insurances plans
Unit 11: Damages and Patrimonial Insurances

Module V: Pensions and retirement plans (5 credits ECTS)

Unit 1: Plans and pension funds
Unit 2: Basic factors on the Retirement Planning
Unit 3: Retirement incomes and expenses Analysis.
Unit 4: Refund and Rescue Options
Unit 5: Key factors when designing strategies on the retirement planning

Module VI: Real estate planning (5 credits ECTS)

Unit 1: Real-state investment
Unit 2: Mortgage products and depreciation methods

Module VII: Investment Tax System (5 credits ECTS)

Unit 1: Tax System
Unit 2: Financial Activities Tax Regulation
Unit 3: Tax System Planning

Module VIII: Portfolio Management (5 credits ECTS)

Unit 1: Risk and Profitability
Unit 2: Efficient Capital Markets
Unit 3: Portfolio Theory
Unit 4: Assets Assignment Process
Unit 5: Results Measurement and Attribution
Unit 6: Profitability information to customers

Module IX: Legislation, regulation and ethics (5 credits ECTS)

Unit 1: Regulation
Unit 2: UE Directives
Unit 3: EFPA ethics code