Executive Program – Investment Management

DIRECTOR:
Prof. Rafael Hurtado
FORMAT:
Part-time
LANGUAGE:
Spanish
CREDITS (ECTS):
30
PLACES AVAILABLE:
30
ADMISSION:
Open for 2020/2021 academic year
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The Executive Program – Investment Management is a program aimed at active professionals (with at least three years’ professional experience) wishing to reinforce and strengthen their professional development by improving their knowledge and professional skills in the financial area with a special emphasis on stock exchange and investment management. During the program, the participants will go into further detail in the analysis of the investment alternatives and/or financing that the capital and financial markets offer to individuals and to companies and institutions (stock exchange operations and trading, stock exchange analysis, financial assessment and planning, client portfolio management, institutional portfolio management, private banking portfolio management, etc.).

The Executive Program – Investment Management has the following objectives:

  • The participants will gain a sound applied knowledge of the financial sector with a particular emphasis on the management of financial markets, as well as the investment management processes (individuals, institutional or large investments).
  • They shall develop the skills in financial and stock exchange analysis (technical analysis, fundamental analysis, charter analysis, etc.) risk evaluation, generation of value and making financial decisions using the criteria of efficiency and profitability as demanded by today’s competitive environment.
  • The participants will increase their knowledge of the valuation, study and risk analysis techniques from the perspective of the financial transactions.
  • They shall also develop knowledge regarding the stock exchange business, the functioning of the securities markets, capital markets, as well as the instruments and products traded in those markets.
  • The program aims to develop management skills such as leadership, communication, team work, motivation, etc., necessary for the professional execution of their duties.

Students satisfactorily completing and passing all the academic requirements on the program (30 ECTS) will receive the: Executive Program – Investment Management (Executive Education).

Technical sheet

Length of CourseOne academic year (October to July)
Study load30 credits

End of Program Project

Aimed atActive professionals with at least three years’ professional experience wishing to specialise and reinforce their executive performance
DedicationCompatible with professional commitments
Class timesFriday afternoons (4.30 pm to 9.30 pm)

Saturday mornings (9.30 am to 2.30 pm)

Teaching languageSpanish and English (International finance)
Working languagesSpanish and English (participants must be able to actively read and work with documentation written in English)
Admissions processAnalysis of CV and personal interview
QualificationExecutive Program – Investment Management
Complementary activities
  • Mentoring program
  • Complementary training program (60 hours) delivered by CFA Spain to prepare for CFA (Chartered Financial Analyst) Level I (optional, not included in the price of the program).
  • Specialist Program in Banking and Financial Consultancy, recognised by the CNMV as a required qualification for professionals providing advice in investment matters (optional, not included in the price of the program).
  • Conferences and specialised events in finance and corporate management.
  • International week in London (London School of Economics) – optional activity not included in the price of the program.
  • Job Bank
  • Alumni Association

The Executive Program – Investment Management is delivered during the academic year from October to July and is part-time (compatible with professional commitments) with classes on Friday evenings and Saturday mornings with the following content structure:

 

Executive Program – Investment Management22 ECTS
Development of Managerial Skills2 ECTS
End of Program Project6 ECTS
Total30 ECTS

Complementary activities include:

  • Mentoring program
  • Conferences and events specialising in the current topics of the financial environment.
  • International week (optional) held in London in conjunction with the London School of Economics (LSE), companies and institutions with which CUNEF has a close relationship.
  • Specialist Program in Banking and Financial Consultancy (20 ECTS) recognised by the CNMV as a required qualification for professionals providing advice in investment matters. Optional program not included in the price of the program.
  • Complementary training seminar (60 hours) delivered by CFA Spain to prepare for CFA (Chartered Financial Analyst) Level I. Optional program not included in the price of the program.
1st TERM2nd TERM
SubjectECTSInternational Week

 

(optional)

SubjectECTS
Company valuation3Investment Portfolio Management (II)3
Investment Portfolio Management (I)3Strategies with derivatives and trading3
Stock exchange operations and trading3Financial planning and client consultancy3
Technical Analysis Seminar2Business and financial markets information seminar (Bloomberg)2
Leadership and negotiation2
End of program project6
TOTAL11TOTAL19

Learning on the CUNEF Executive Programs is based on an eminently practical methodology that considers not only the acquisition of knowledge, but also the development of interpersonal and managerial skills. The main challenges and characteristics of the CUNEF methodology are the following:

  • The training is highly personalised: the work groups are small to encourage a constant exchange of information between the lecturer of each subject and each of the participants. This continual flow of information is one of keys to the success of the executive program.
  • It develops a strong spirit of cooperation and cohesion among all the participants: all the participants carry out the different educational activities progressing in a synchronised manner, which facilitates the creation and maintenance of a lively group setting and collaborative environment. The lecturers, specialists in their respective fields, actively work to ensure the attainment of the learning objectives established for each topic. They are also responsible for ensuring the creation of a true community between the different participants, encouraging participation and dialogue.
  • An intense planning of the different activities is the main guarantee for correct learning: for each of the subjects, the lecturers plan the different activities for that week in advance.
  • Individual learning and group work: in addition to the individual weekly activities, the participants must also participate in the activities (debates, discussions, forums, mini-projects, small research activities, etc.) that are determining factors for their learning and the creation of a lively setting for the exchange of information and opinions among the different participants.
  • An evaluation system based on effort and dedication: at CUNEF, we promote learning that is based on a continuous assessment of the participant’s performance in the different subjects, measuring the participation and team work, the level of involvement in the forums, the clarity and quality in the explanation and defence of the cases, as well as the knowledge acquired and demonstrated.

During the course of the program, the participants will successively work in the following learning methodologies:

  • Classroom-based theoretical explanations, lectures and analysis of technical notes.
  • Team work for the resolution of integrated practical analyses.
  • Classroom-based practical work on cases, problems, jurisprudence and legal documentation.
  • Classroom-based oral presentations of the results of the individual study or work.
  • Simulations of court cases and proceedings, simulations of contract negotiations, judicial visits, etc.
  • Mentoring and professional guidance sessions.
  • Individual study and work, individual lectures and research.
  • Specialised seminars.

Below follows a brief description of the contents of each module: For more detailed information on the objectives, faculty, methodology, etc., you can consult the detailed program for each module.

At the end of this module, participants will be capable of valuing any company, listed or not, regardless of its size and financial health, as well as its business divisions. They will also know how to value the synergies and the control premium of an acquisition. To do so, they will be familiar with the cash flow discount methodology and be capable of analysing and applying any valuation multiple. They will understand what is involved in a strategy to increase the value of a business. All based on a reasoned and critical perspective, going beyond the mechanical application of certain conceptual tools. They will also be capable of creating complete financial projection models that will serve as a basis for the valuation or any other forecasting exercise within the financial function. 

Portfolio Management I aims to equip the student with the knowledge of the basic elements and main tools used in the management of financial assets. During the sessions there will be a review of aspects such as portfolio management theory, investment policy and allocation of assets. At the end of the module, the student will have a practical understanding of the normal procedures in portfolio management. During the module, the student will also have experience with extremely useful tools such as Bloomberg. There will also be group activities in which to further the eminently practical nature of the module.

This module details the structure of the Spanish securities market with a focus on the shares markets, although other traded products are analysed. It analyses the different structures of the markets, participating members and the main stock exchange operations (essentially takeover bids and IPOs). The main body of the module comprises the explanation of how the Spanish continuous market (SIBE) operates with practical exercises that allow the participant to become familiarised with the functioning of an electronic market. Lastly, but by no means less important, the module will cover the concept, composition and calculation formula of the IBEX 35®, the main benchmark of the Spanish equities market.

This covers the study of technical analysis commencing with a brief introduction of its origins to carry out an in-depth analysis of the basic principles that govern this analytical tool. Two key methodologies within technical analysis are explained: chartism and technical indicators. The first is a step by step explanation of the basic guidelines followed by the main graphical figures and investment strategies are recommended which will help obtain a better return from investments. With regard to the technical indicators, there will be an analysis of the ones that are most common in stock exchange trading. All the explanations are accompanied with real examples from the Spanish and European stock markets, which allow the participants to move from theory to practice and obtain a complete picture of the use of the technical analysis.

This module is designed to show the students in a totally practical manner how to manage the different types of portfolios, such as collective investment institutions or private banking portfolios. Therefore, the aim of the subject is the practical learning of the different management techniques that exist for different clients and institutions. As part of the subject, the students will examine several practical cases and there will be meetings with professional managers, specifically international investment fund managers. Upon completing the subject, the students will be have a detailed knowledge of how different institutions or clients manage their portfolios based on their different needs, including those portfolios that have a greater degree of complexity, such as hedge funds or sovereign wealth funds (SWF).

The module on strategies with derivatives and trading aims to provide the student with knowledge of the usefulness of derivatives with the aim of helping the management of portfolios and the managing risks. Over the sessions, the students will study the use of products such as options and futures in a practical setting, focusing on their characteristics and risks. The student will gain an understanding of not only the wide range of existing derivatives, but also be capable of implementing hedging and investment strategies that allow for a better return or risk profile of the asset portfolios.

The main objective of the Financial Planning module is to provide students with sufficient knowledge and tools to be able to draw up a financial plan for each type of investor. In this regard, the module will cover all aspects of financial planning, from the determination of the investor profile to the design of an investment plan which will translate into the creation of a portfolio suited to each profile. It will also cover how to monitor the investments, their periodic review and the evaluation of the results obtained from an eminently practical perspective. Lastly, two aspects that are becomingly increasingly more important are ethics in financial consultancy and the MiFID regulations establishing the rules of conduct, which must govern the actions of the investment companies to ensure that the provision of the services to the clients is carried out honestly, impartially and professionally.

Performed individually or as a group, through an in-depth analysis of the specific problem of a company or industrial sector, it addresses the analysis of the performance of a financial product or service, the launch of a new company or business line, etc. It is a rigorous task tutored by a CUNEF lecturer in which the participant must demonstrate their capacities for analysis and conceptualisation and the ability to put ideas, projects or business acquired during the program into action. The project must be associated with the speciality studied by the participants and be defended before a panel.

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CUNEF has an excellent faculty, it is one of our most important assets. Expert lecturers who will actively work alongside you during your training so that the effort, learning and conceptual projection of the participants is seen to be clearly reinforced after passing through our classes. They are lecturers who combine their faculty, research and pedagogical vocations with the professional and managerial duties in their respective areas. In the majority of cases, the executive education lecturers at CUNEF hold positions of managerial responsibility at national and international companies and institutions.

All the modules are delivered exclusively by active professionals with teaching experience. Specialists from the financial, transport, communication, human resources or consultancy sectors will deliver the different sessions, with the necessary rigour, under the coordination and supervision of the program directors, comprising data scientists with at least 10 years professional experience and CUNEF lecturers.

Below follows some of the lecturers and faculty partners from the CUNEF Finance and Management Department. This list includes guest speakers and lecturers visiting from other national and international institutions.

During the year of the Master’s, the day to day teaching activities are complemented with another series of activities so that the participants expand their knowledge, reinforce their professional direction, experiment in the professional environment or, gauge initiatives and proposals developed by the leading experts in the professional world of finance. The Program also includes the following complementary activities:

  • The “Passport to your future” Professional Guidance Program:  a program where consultants with extensive experience in selection processes, accompany and help participants on the Master’s in finance programs strengthen their professional performance. The program includes three types of activities:
    • Practical Workshops during which the participants have the opportunity to know first hand from the experts in selection processes key aspects such as: the guidelines for writing and presenting your CV and the Presentation Letter, where and how to look for employment opportunities, how to tackle the different selection processes that companies carry out and how to know your strengths and your areas for improvement, all with the aim of demonstrating a competitive advantage in the market, etc.
    • Meetings with professionals of recognised prestige in their respective areas, who will first hand present the market where the participants will perform their professional activity, as well as the most sought after professional profiles, for which positions and the different alternatives that the companies in their sector offer.
    • Mentoring sessions in which the mentors offer the participants their knowledge in order to contribute to the future professional achievement of the participants on the CUNEF Master programs.
  • Seminars – Practical Workshops and Conferences: during the master’s course a variety of specialisation seminars and practical workshops will be organised, as well as conferences, working breakfasts, presentations, etc., which aim to provide participants with access to specialised knowledge, experiences, initiatives and new projects presented by professional experts, who are leaders in their respective fields.

Por qué un Programa Ejecutivo en Finanzas en CUNEF.

Los Programas Ejecutivos de CUNEF están diseñados para que los participantes puedan hacer frente con solvencia a los nuevos retos y demandas del actual entorno profesional, caracterizado por el cambio y la innovación permanente, la ineludible presencia de las nuevas tecnologías, y la competencia global. El entorno directivo actual requiere de profesionales especialmente formados, con sólidas capacidades para el análisis económico, financiero y estratégico, con sabiduría para medir, analizar, pronosticar y controlar el riesgo en sus múltiples manifestaciones. Con visión y orientación internacional, versátiles y con capacidad de liderazgo y comunicación para movilizar e integrar equipos multidisciplinares. Comprometidos con la generación de valor económico, a la vez que implicados en la satisfacción de las expectativas de sus “stakeholders”. Y, finalmente, con valores y principios sencillos pero no siempre frecuentes: transparencia, honestidad, profesionalidad, dedicación, compromiso…

Los conocimientos y competencias que desarrollan los participantes en los Programas Ejecutivos, entre otros, los siguientes:

  • Desarrollo de una mentalidad global que permita a los participantes dominar e integrar todos los aspectos funcionales y estratégicos del desempeño directivo, con especial énfasis en la dimensión tecnológica, económica y financiera.
  • Fortalecimiento de la capacidad de análisis, planteamiento y solución de los principales retos a los que se enfrentan los directivos y los profesionales del sector corporativo y financiero.
  • Consolidación y desarrollo de las capacidades de liderazgo directivo, eficiencia en el desempeño organizativo y en el desarrollo de proyectos e iniciativas complejas, multidisciplinares y exigentes.
  • Potenciación de la capacidad de desempeño profesional en equipos de trabajo integrados por personas con distintas procedencias académicas, geográficas, profesionales y culturales.
  • Aumento de las capacidades de comunicación, presentación y persuasión ante diferentes públicos y auditorios.
  • Desarrollo de los conocimientos y habilidades para el desarrollo de proyectos y toma de decisiones empresariales.
  • Consolidación de la capacidad de progreso y desarrollo profesional, así como de la versatilidad y adaptación a nuevos entornos, nuevos proyectos y nuevos desafíos.

CUNEF’s executive programs are designed to help participants confidently face the new challenges and demands of the current professional environment, characterised by change and continuous innovation, the inevitable presence of new technologies, and global competition. The current managerial setting requires specially trained professionals, with solid capacities for economic, financial and strategic analysis, with the wisdom to measure, analyse, forecast and control risk in its infinite manifestations. With an international outlook and focus, versatile and with leadership and communication skills to mobilise and form multidisciplinary teams. Committed to the generation of economic value, while remaining involved in satisfying the expectations of their stakeholders. And lastly, with values and principles that are simple, but not always frequent: transparency, honesty, professionalism, dedication, commitment, etc.

The knowledge and skills that Executive Program participants will develop include:

  • The development of a global mentality that allows participants to dominate and integrate all functional and strategic aspects of their managerial performance, with a special emphasis on the technological and economic-financial aspects.
  • Reinforcement of the capacity for analysis, planning and solving the main challenges faced by managers and professionals in the corporate and financial sector.
  • Consolidation and development of managerial leadership capabilities, efficiency in organisational actions and in the implementation of complex, multidisciplinary and demanding projects and initiatives.
  • Reinforcement of the capacity for professional performance in work teams comprising people with different academic, geographic, professional and cultural backgrounds.
  • Increased communication, presentation and persuasion skills before different audiences and audits.
  • Development of knowledge and skills for the development of projects and decision-making.
  • Consolidation of the capacity for professional progress and development, as well as versatility and adaptation to new environments, new projects and new challenges.
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