| Competences |
| Type A | Code | Competences Specific |
| A1 | Understand the financial system: they are familiar with the institutions, the products and markets of which it consists institutional relations and the economic environment. | |
| A2 | Manage the financial and / or accounting area of any organization, public or private, and provide an interrelated overview of both areas. | |
| Type B | Code | Competences Transversal |
| B3 | Critical, logical and creative thinking, and an ability to innovate | |
| B6 | Clear and effective communication of information, ideas, problems and solutions in public or a specific technical field | |
| Type C | Code | Competences Nuclear |
| C3 | Be able to manage information and knowledge |
| Learning outcomes |
| Type A | Code | Learning outcomes |
| A1 |
Understand the procedures for releasing and negotiating shares. Understand the nature and functioning of derivatives instruments and markets. | |
| A2 |
Design investment strategies for fixed variable shares. Design investment and risk management strategies with derivative tools. | |
| Type B | Code | Learning outcomes |
| B3 |
Find new methods for doing things. Apply innovative techniques and obtain results. | |
| B6 |
Intervene effectively and convey relevant information. Reply to the questions that they are asked. Plan their communications: generate ideas, search for information, select and order the information, make schemes, determine the type of audience and the objectives of the communication, etc. Draft documents with the appropriate format, content, structure, language accuracy and register, and illustrate concepts using the appropriate conventions: formats, titles, footnotes, captions, etc. | |
| Type C | Code | Learning outcomes |
| C3 |
Locate and access information effectively and efficiently. Reflect on, review and evaluate the information management process. |
| Contents |
| Topic | Sub-topic |
| TEMA 1: Actius i mercats de renda variable | 1.1. Introducció: les accions 1.2. Operativa dels mercats de renda variable 1.3. Els índexs borsaris |
| TEMA 2: Gestió de carteres de renda variable | 2.1. Introducció: la gestió de carteres de renda variable 2.2. Anàlisi fonamental i tècnica 2.3. Psicologia dels inversors |
| TEMA 3: Instruments derivats (I) | 3.1. Introducció: els instruments derivats 3.2. Contractes forward 3.3. Els futurs: concepte 3.4. Tipus de futurs 3.5. Estratègies amb futurs |
| TEMA 4 : Instruments derivats (II) | 4.1. Les opcions: concepte 4.2. Tipus d’opcions 4.3. Estratègies amb opcions |
| Planning |
| Methodologies :: Tests | ||||||||||
| Competences | (*) Class hours |
Hours outside the classroom |
(**) Total hours | |||||||
| Introductory activities |
|
7 | 10 | 17 | ||||||
| Lecture |
|
40 | 40 | 80 | ||||||
| Problem solving, exercises |
|
4 | 20 | 24 | ||||||
| Personal tuition |
|
2 | 0 | 2 | ||||||
| Practical tests |
|
15 | 0 | 15 | ||||||
| Practical tests |
|
10 | 0 | 10 | ||||||
| Objective multiple-choice tests |
|
2 | 0 | 2 | ||||||
| (*) On e-learning, hours of virtual attendance of the teacher. (**) The information in the planning table is for guidance only and does not take into account the heterogeneity of the students. | ||||||||||
| Methodologies |
| Description | |
| Introductory activities | L'estudiant recorda i consolida els coneixements previs de finances. |
| Lecture | El professor fa classe magistral. |
| Problem solving, exercises | Aplicació pràctica dels temes desenvolupats. |
| Personal tuition | Atenció i seguiment de l'estudiant. |
| Personalized attention |
| Description |
| Atenció a les consultes de l'estudiant. Es realitzaran al despatx del professor a petició de l'estudiant. |
| Assessment |
| Methodologies | Competences | Description | Weight | |||||
| Practical tests |
|
Exercici sobre els Temes 2 i 3 |
15% | |||||
| Objective multiple-choice tests |
|
Examen Final | 70% | |||||
| Practical tests |
|
Exercici sobre els Temes 3 i 4 |
15% | |||||
| Others |
| Other comments and second exam session | |||
|
Els alumnes que no superin l'avaluació de la 1ª convocatòria del curs (continua + examen final) hauran de superar l'avaluació de la 2ª convocatòria. L'avaluació de la 2ª convocatòria consistirà en un examen únic i no seran tingudes en compte les qualificacions de l'avaluació continua i, per tant, aquest examen ponderarà el 100% de la qualificació de la 2ª convocatòria |
|||
| Sources of information |
| Basic |
Instituto Español de Analistas Financieros, Curso de bolsa y mercados financieros, La darrera, Ariel
John C. Hull, Introducción A Los Mercados De Futuros Y Opciones, La darrera, Pearson |
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| Complementary | |||||||||
| Recommendations |
| Subjects that it is recommended to have taken before | ||
|
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(*)The teaching guide is the document in which the URV publishes the information about all its courses. It is a public document and cannot be modified. Only in exceptional cases can it be revised by the competent agent or duly revised so that it is in line with current legislation.