Learn how the national and international financial markets work. Meet and experience a real situation of the daily work of an investment manager, risk manager, desk operator, stock exchange analyst, financial advisor and support staff.
Benefits of the program
- You will understand the regulatory and functional framework of established national financial markets, such as the BMV and the MEXDER.
- You will evaluate various financial instruments: currencies, stocks, bonds, forwards, futures, options, swaps and structured notes.
- You will apply the fundamentals of portfolio theory (CAPM, APT and Markowitz) and investment strategy.
- You will understand the measures of performance applied to investment portfolios for comparison in risk and performance.
- You will evaluate the risk of moderately complex portfolios by value-at-risk methodologies (parametric, historical and Monte Carlo) and stress tests.
- You will perform basic stock market analysis by fundamental and technical methodology.
- You will perform calculations, analysis and system development in Excel and VBA in an agile, orderly and automated way.
- You will obtain the skills to perform in any area of stock market finance.
Graduates in finance, accounting and economics.
Content of the program
The Diploma in Applied Securities Finance consists of nine modules, which total 140 hours of study.
Module 1. Introduction to the Securities Markets (12 hours)
- Global markets and international organizations.
- Mexican financial system.
- Mexican Stock Exchange and Mexican derivatives market.
- Basic concepts of the stock market.
- Basics of the forex market.
Module 2. Excel and Visual Basic for Applications (24 hours)
- Logical, statistical, matrix and search functions.
- Dynamic tables.
- Solver and analysis tools.
- Drawing graphics.
- Introduction to VBA.
- Objects, methods and properties.
- Programming Fundamentals.
- Control structures.
- User interface.
Module 3. Financial Mathematics, Probability and Statistics (12 hours)
- Introduction to Financial Mathematics
- Value of money over time
- Descriptive statistics.
- Conclusions and evaluations
Module 4. Investment Management (16 hours)
- Fundamentals of investment management.
- Objective, universe and investment policies.
- Performance evaluation and benchmarking.
- CAPM and Markowitz models.
- Specific and market risk.
- Investment strategies.
Module 5. Debt Instruments (16 hours)
- Mathematical and analytical analysis of debt instruments
- Fixed Income Instruments.
- Curves of interest
- Introduction to interest rate risk measures
Module 6. Derived Instruments (20 hours)
- Introduction to derivatives markets
Module 7. Risk Management (16 hours)
- Introduction to risk management.
- Basel Conventions.
- Types of risks.
- Value at risk by parametric methodology.
- Value at risk by historical simulation.
- Value at risk by Monte Carlo simulation.
- Backtesting and stress tests.
Module 8. Stock Market Analysis (16 hours)
- Introduction to stock market analysis methodologies.
- Fundamental analysis.
- Technical analysis.
Module 9. Sphere Dynamics (8 hours)