Universidad Rey Juan Carlos

Master Universitario en Asesoramiento Y Planificacion Financiera

The completion of a classic program typically entails earning 60 ECTS credits.

Master's Degree Duration: One academic year.

• 624201 Ethical and financial foundations
• 624202 Analysis of the economic environment and financial markets
• 624203 Fixed Income Stock Market
• 624204 Variable Income Stock Market
• 624205 derivative instruments
• 624206 Financial products
• 624207 investment selection
• 624208 Financial advice and planning
• 624209 Internships in companies
• 624210 Final Master's Project

General skills

• CG01 - Ability to analyze the economic-financial environment and summarize the situation of the financial markets
• CG02 - Ability to solve problems related to financial markets
• CG03 - Financial information management capacity
• CG04 - Critical capacity of the financial situation
• CG05 - Autonomous learning of financial advice
• CG06 - Ability to adapt to changing work and financial environments
• CG07 - Oral and written communication of financial jargon in the native language
• CG08 - Ethical and social commitment in the work of the financial field
• CG09 - Motivation for quality in financial services
• CG10 - Organization and planning capacity
• CG11 - Ability to make financial decisions
• CG12 - Interpersonal skills in financial advice
• CG13 - Design and Management of financial projects
• CG14 - Knowledge of financial computer software.
• CG15 - Ability to work as a team in the financial environment
• CG16 - Work in pressure environments typical of the financial sector
• CG17 - Ability to analyze and search for financial information from specialized sources.

Transversal competences

• CT01 - Autonomous learning
• CT02 - Ethical and social commitment at work
• CT03 - Creativity

Specific skills

• CE01 - Be able to analyze the economic, monetary and financial environment, and assess its impact on the different markets and the valuation of assets.
• CE02 - Know the advances in financial engineering and its implications
• CE03 - Know how financial products are managed, planned and marketed
• CE04 - Know how alternative non-financial investments are managed, planned and marketed
• CE05 - Know how to handle and interpret statistics and mathematics used in Finance.
• CE06 - Know the theory of portfolios and selection of investments. From Markowitz to intelligent algorithms.
• CE07 - Know the tax framework and the taxation of the different assets and financial products
• CE08 - Learn the legal framework that regulates financial activity.
• CE09 - Be able to develop a methodology for the analysis and selection of financial assets and products
• CE10 - Know the advanced measures and techniques of financial risk management using specific software for measuring financial variables.
• CE11 - Will know how to identify and use investment analysis and management tools, and risk control.
• CE12 - Design strategies through products derived from complex structures.
• CE13 - Know how to apply asset allocation techniques and define investment policies
• CE14 - Critically analyse, assess and synthesize customer financial information
• CE15 - Do financial planning with the most advantageous tax treatment for the client.
• CE16 - Know how to establish a procedure to define the financial needs of a client according to their personal situation and future plans.
• CE17 - Design and control a tailored financial plan according to the client's risk profile.
• CE18 - Detect and evaluate potential customers
• CE19 - Manage the various measures of profitability and results
• CE20 - Know the different techniques for communicating results and be able to use the most appropriate mechanism or tool at all times.
• CE21 - Use information and communication technologies in different areas of finance and economics
• CE22 - Define objectives, strategies and commercial policies
• CE23 - Carry out complete personalized financial advice.
• CE24 - Know the management of advanced financial literature.