The Master in Entities and Financial Divisions Management - Spanish Version has an academic value of 75 credits. You can course it in one or two years, the first one basically non-virtual and the second one virtual.
Module I: Financial Analysis (5 credits ECTS)
Unit 1: Economic environment analysis
- Social and political aspects of the bank sector
- Macroeconomic indicatorsbr />
- Community environment
- Merges and acquisitions (principal European trends)
Unit 2: Balance analysis
- Foundations of the balance analysis
- European regulation
- Exercises
Unit 3: Risk analysis
- Global Concept of risk
- Credit risk
- Financial skills of risk analysis
Unit 4: Profitability analysis
- Principal approved ratios analysis
- Case studies
Module II: Financial products (5 credits ECTS)
Unit 1: Investment products
- Companies investment products
- Individuals investment products
- Tax system investment products
- Case studies
Unit 2: Saving products
- Saving products for companies
- Saving products for individuals
- Saving products tax system
- Case studies
Unit 3: The credits
- The credits for companies
- The credits for individuals
- Credit tax system
- Case studies
Unit 4: The patrimony management
- The constitution of personalized portfolios
- Portfolios tax system
- Case studies
Module III: Managerial skills (5 credits ECTS)
Unit 1: Office director role
- Management habilities
Unit 2: Leadership and teamwork
- Communication
- Teamwork. Administrative and commercial function
- Delegation and control
- Valuation and aims follow-up
- Management skills
- Motivation
Unit 3: Short term management
- Flexibility and adjustment to the model
- Practical continued formation
- Capture of decisions in pressure environments
- Negotiation skills
Module IV: Credit entities affiliated business (5 credits ECTS)
Unit 1: Insurances
- The life insurances
- The accidents insurances
- The home insurances
- The vehicle insurances
Unit 2: Pensions plans management
- Individual pension plans
- Collective pension plans
Module V: Management control (5 credits ECTS)
Unit 1: Data processing
Unit 2: Analytical techniques
Unit 3: Planning techniques
Unit 4: Monitoring and control techniques
Unit 5: Adaptation to the existing regulations
Module VI: Sales strategies (5 credits ECTS)
Unit 1: Psychological basis of sales
Unit 2: The sales process
Unit 3: Nonverbal communication skills in selling
Module I: Advice and financial planning (5 ECTS)
Unit 1: The customer and the financial consultancy
Unit 2: Establish the customer-advisor relationship
Unit 3: Collection of customer data. Determining goals and expectations
Unit 4: Determination of economic and financial status of the customer
Unit 5: Development and presentation of a financial plan based on the cycle life
Unit 6: Implementing the financial plan
Unit 7: Financial plan control
Unit 8: Software for financial planning and electronic services
Module II: Instruments and financial markets (5 credits ECTS)
Unit 1: Understand the macroeconomic factors affecting the returns to investment
Unit 2: Fundamentals of investment
Unit 3: Financial system
Unit 4: Fixed income markets
Unit 5: Equity markets
Unit 6: Market foreign exchange
Unit 7: Derivatives market
Unit 8: Basilea I
Module III: Funds and securities investment companies and real estate planning (5 credits ECTS)
Unit 1: Overview of mutual founds
Unit 2: mutual funds and their investment objectives
Unit 3: Free Investment funds (hedge funds)
Unit 4: Management styles
Unit 5: The real estate investment
Unit 6: Products and methods of mortgage-backed securities
Module IV: Insurance, pensions and retirement planning (5 credits ECTS)
Unit 1: The insurance institution
Unit 2: Risk management key aspects
Unit 3: Insurance contract legal framework
Unit 4: Technical insurance
Unit 5: Introduction and general aspects of personal coverage
Unit 6: Life insurance
Unit 7: Accident insurance
Unit 8: Health insurance
Unit 9: Plans of company insurance
Unit 10: Planning for personal coverage
Unit 11: Insurance against damage to property
Unit 12: Plans and pension funds
Unit 13: Basic principles for retirement planning
Unit 14: Income and expenses in retirement analysis
Unit 15: Rescue and recovery options
Unit 16: Key for defining strategies in planning for retirement
Module V: Portfolios management (5 credits ECTS)
Unit 1: Risk and frame of performance
Unit 2: Efficient capital markets
Unit 3: Portfolio's theory
Unit 4: Assignment of assets process
Unit 5: Measurement and attribution of results
Unit 6: Information of the clients' performance
Module the VI: Tax system of the investments and regulation (5 credits ECTS)
Unit 1: Tributary frame
Unit 2: Financial operations tax system
Unit 3: Fiscal planning
Unit 4: Ethics' code
Project (15 credits ECTS)
