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Methods of Financial Evaluation II

Code: 102123 ECTS Credits: 6
2024/2025
Degree Type Year
2500002 Accounting and Finances OT 4

Contact

Name:
Jordi Celma Sanz
Email:
jordi.celma@uab.cat

Teaching groups languages

You can view this information at the end of this document.


Prerequisites

There are no prerequisites



Competences

  • Act with ethical responsibility and respect for fundamental rights and duties, diversity and democratic values.
  • Behaving in an ethical and professional way while carrying out the accounting or financial advisory services entrusted.
  • Communicating in oral and written form in Catalan, Spanish and English, in order to be able to summarise and present the carried out project in both forms.
  • Efficiently searching information, discriminating irrelevant information.
  • Planning and conducting the accounting organization of a company or group of companies.

Learning Outcomes

  1. Calculating the maximum potential loss in an active risk management strategy.
  2. Communicating in oral and written form in Catalan, Spanish and English, in order to be able to summarise and present the carried out project in both forms.
  3. Critically analyse the principles, values and procedures that govern the exercise of the profession.
  4. Efficiently searching information, discriminating irrelevant information.
  5. Explain the explicit or implicit code of practice of one's own area of knowledge.
  6. Identifying concrete financial transactions and financial systems used in the setting of prices.
  7. Propose projects and actions in accordance with the principles of ethical responsibility and respect for fundamental rights, diversity and democratic values.

Content

 


Activities and Methodology

Title Hours ECTS Learning Outcomes
Type: Directed      
practices 17 0.68
theory 32.5 1.3
Type: Supervised      
tutoring 20.5 0.82
Type: Autonomous      
exercises 46.5 1.86
study 30 1.2

 

 

The proposed teaching methodology may undergo some modifications according to the restrictions imposed by the health authorities on on-campus courses.

 

The activities that allow the students the correct attainment of the objectives of the course will be:



1. Theoretical classes on teachers developing the main concepts

The aim of this activity is to present the most important concepts of the subject, the necessary basic demonstrations and the aspects in which the most mistakes are usually made in the application of theoretical concepts.



2. Practical classes

The teacher will present practical problems that will be solved together posant èmfasi in the usual mistakes made by students.



3. Student Problem Solving

Each topic will have to be associated with a list of problems that will be solved individually. It serves to assimilate the theoretical concepts exposed in class and to acquire habilitation in the resolution of practical cases of individual form.

Periodically, the resolution of these problems is discussed in the practical classes.



4.Practical activities in the classroom

In order to be able to better guide the students on their evolution, it is necessary to carry out practices in the classroom that are subsequently corrected. These practices will continue with reference to the lists of problems cited in 3.



5. It proves that the tipus test

It is not necessary to acquire ease of calculation and precision in the numerical results, reason why in occasions brief activities with multiple solutions (tipus test) will be programmed to acquire these abilities.



6. Resolution of suppositions by students

A supòsit de lavida real sovint is more complex than a practice or a qüestionari tipus test ja that interrelates different concepts of different themes. Cap at the end of the course some assumptions are solved jointly to class depending on the available times. The darrera prova d'avaluació will be the resolution of a supòsit individually.

 

 

Annotation: Within the schedule set by the centre or degree programme, 15 minutes of one class will be reserved for students to evaluate their lecturers and their courses or modules through questionnaires.


Assessment

Continous Assessment Activities

Title Weighting Hours ECTS Learning Outcomes
final test 50% 2 0.08 3, 4, 5, 7, 2
first test 30% 1.5 0.06 3, 5, 2
getting a job 20% 0 0 1, 5, 6

 The proposed evaluation activities may undergo some changes according to the restrictions imposed by the health authorities on on-campus courses."

 



An evaluative activity that will cover topics 1, 2 and 3 and which must be answered without consulting the material. The maximum resolution time will be 60 minutes. (26% of the note)
 
 

A student who does not perform any evaluative task is considered “not evaluable”, therefore, a student who performs a continuous assessment component can no longer be qualified with a "not evaluable".”

 


 

 

 


Bibliography

Bierwag, Gerald. O. (1991). “Anàlisis de la Duración. La Gestión del riesgo de tipo de interés”. Alianza Economia y Finanzas.

Fabozzi, Frank J. & T.Dessa Fabozzi. (1989). “Bond Markets, Analysis and Strategies”  Prentice Hall International

Mascareñas Pérez-Iñigo, Juan. (2002). “Gestión de Activos Financieros de Renta Fija” Pirámide

Mauleón, Ignacio. (1991). “Inversiones y Riesgos Financieros”. Espasa Calpe.

Navarro, E. i Juan M. Nave. (2001). “Fundamentos de Matemàticas Financieras” Bosch Editos.

 


Software

Excel sheet


Language list

Name Group Language Semester Turn
(PAUL) Classroom practices 101 Catalan first semester morning-mixed
(TE) Theory 10 Catalan first semester morning-mixed