Preparación para la Certificación de Analista Financiero

Módulo 1. Quantitative Methods

Objetivo
Aprenda métodos cuantitativos robustos, desde el análisis del valor del dinero en el tiempo hasta el análisis de correlación y regresión.

1. Basic Concepts
• The Time Value of Money
• Discounted Cash Flow Applications
• Statistical Concepts and Market Return
• Probability Concepts

2. Application
• Common Probability Distributions
• Sampling and Estimation
• Hypothesis Testing
• Technical Analysis

Módulo 2. Economics

Objetivo
Aprender a profundizar en conceptos de oferta y demanda, el sistema monetario mundial, variables económicas clave, los efectos de la regulación gubernamental y la globalización.

1. Microeconomic Analysis
• Demand and Supply Analysis: Introduction
• Demand and Supply Analysis: Consumer Demand
• Demand and Supply Analysis: The Firm
• The Firm and Market Structures

2. Macroeconomic Analysis
• Aggregate Output, Prices, and Economic Growth
• Understanding Business Cycles
• Monetary and Fiscal Policy

3. Economics in Global Context
• International Trade and Capital Flows
• Currency Exchange Rates

Módulo 3. Corporate Finance and Financial Reporting and Analysis

Objetivo
Aprender el concepto e importancia del gobierno corporativo, las decisiones de estructura de capital. Se cubren temas complejos en Finanzas Corporativas. Conocer los detalles del sistema de información financiera (énfasis en estándares internacionales, NIIF) y el análisis de impuestos, deuda y operaciones globales.

1. Corporate Finance
• Capital Budgeting
• Cost of Capital
• Measures of Leverage
• Dividends and Share Repurchases: Basics
• Working Capital Management
• The Corporate Governance of Listed Companies: A Manual for Investors

2. An Introduction
• Financial Statement Analysis: An Introduction
• Financial Reporting Mechanics
• Financial Reporting Standards 3. Income Statements, Balance Sheets, and Cash Flow Statements
• Understanding Income Statements
• Understanding Balance Sheets
• Understanding Cash Flow Statements
• Financial Analysis Techniques

4. Inventories, Long-lived Assets, Income Taxes, and Non-current Liabilities
• Inventories
• Long-Lived Assets
• Income Taxes
• Non – Current

5. Financial Reporting Quality and Financial Statement Analysis
• Financial Reporting Quality
• Financial Statement Analysis: Applications

Módulo 4. Portfolio Management and Equity Investments

Objetivo
Examinar los aspectos esenciales de la gestión de diferentes tipos de carteras. Estudiar los tipos de valores de capital y las mediciones del desempeño de la cartera.

1. Portfolio Management
• Portfolio Management: An Overview
• Risk Management: An Introduction
• Portfolio Risk and Return: Part I
• Portfolio Risk and Return: Part II
• Basics of Portfolio Planning and Construction

2. Market Organization, Market Indices, and Market Efficiency
• Market Organization and Structure
• Security Market Indices
• Market Efficiency 3. Equity Analysis and Valuation
• Overview of Equity Securities
• Introduction to Industry

Módulo 5. Fixed Income

Objetivo
Estudiar los tipos de seguridad de ingresos fijos, los puntos de referencia de la cartera y otros temas complejos.

1. Basic Concepts
• Fixed - Income Securities: Defining Elements
• Fixed - Income Markets: Issuance, Trading, and Funding
• Introduction to Fixed - Income Valuation
• Introduction to Asset - Backed Securities

2. Analysis of Risk
• Understanding Fixed - Income Risk and Return
• Fundamentals of Credit Analysis

Módulo 6. Derivatives and Alternative Investments

Objetivo
Analizar productos derivados, sus características, valuación y contribución al portafolio de inversión. Adicionalmente, examinar alternativas de inversión como bienes raíces, capital privado y commodities

1. Derivatives
• Derivative Markets and Instruments
• Basics of Derivative Pricing and Valuation
• Risk Management Applications of Option Strategies

2. Alternative Investments
• Introduction to Alternative Investments:
* Reits
* Private Equity
* Commodities

Módulo 7. Ethical and Professional. Test Prep and Mock Exams

Objetivo
Enfatizar las sanas prácticas de mercado y conocer el marco ético que regula la gestión profesional de inversiones.

1. Standards
• Code of Ethics and Standards of Professional Conduct.
• Guidance for Standards I–VII
• Introduction to the Global Investment Performance Standards (GIPS)
• Global Investment Performance Standards (GIPS)

2. Test Prep and Mock Exams