Syllabus query



Academic Year/course: 2018/19

449 - Degree in Finance and Accounting

27515 - Financial Valuation


Syllabus Information

Academic Year:
2018/19
Subject:
27515 - Financial Valuation
Faculty / School:
109 - Facultad de Economía y Empresa
Degree:
449 - Degree in Finance and Accounting
ECTS:
6.0
Year:
2
Semester:
Second semester
Subject Type:
Compulsory
Module:
---

4.1. Methodological overview

The learning-teaching process designed for the subject "Financial Valuation" with 6 ECTS credits is based on the distribution of 150 hours of student work in actual 60 hours face and 90 non-actual hours.

Specifically, the 60 classroom hours are divided into 30 hours of participatory lectures and 30 hours of practices solving problems and cases on the blackboard and with the computer. As a consequence, the development of actual classrooms is structured around the fundamental points that are described in the following section.

4.2. Learning tasks

The course includes the following learning tasks: 

  • Lectures: In these sessions the lecturer exposes and explains the basic concepts of financial transactions as well as the financial laws that allow assessing these operations with the objective that the student calculates and reflects on the cost / return of different financial operations by solving simple theoretical-practical cases in the classroom. At these sessions, student participation will be enhanced to discuss the most important concepts analyzed in each session. The student will have available the bibliography recommended for each of the units studied and is waiting for him to review it in detail before attending the corresponding session.
  • Problem solving sessions. Sessions and blackboard cases and at computer rooms: Every week, in addition to the participatory lecture session, students will have a session of problems and cases solution. In connection with these problem-solving sessions and cases, students are expected particularly active due to the split of groups (in case of the existence of the split).
  • Practice sessions (P6 type). In case of the existence of these sessions, students will present and defense the proposed practical cases.

4.3. Syllabus

The course will address the following topics: 

Section 1: Fundamentals of Financial Valuation

  • Topic 1. Fundamentals of Financial Valuation
    • 1.1. Financial capital and financial operation
    • 1.2. Rational behavior comparing some financial capital
    • 1.3. Financial Law and the effect of compounding periods 

Section 2: Valuation of Short-Term Financial Operations

  • Topic 2. Short-Term Financial Operations
    • 2.1. Equivalent sums with simple financial law
    • 2.2. Bank discount
    • 2.3. Factoring
  • Topic 3. Valuation of Financial Operations in Short-Term Public Debt Markets
    • 3.1. Characteristics of financial operations in short-term public debt markets
    • 3.2. Treasury Bills: primary and secondary markets
    • 3.3. Repo operations

 Section 3: Assessment of annuities

  • Topic 4. Annuities
    • 4.1. Concept and elements of an annuity
    • 4.2. Constant and immediate annuities
    • 4.3. Advance and deferred annuities
    • 4.4. Arithmethical progression annuities
    • 4.5. Geometrical progression annuities
    • 4.6.  General annuities

Section 4: Assessment of Long-term Financial Operations

  • Topic 5. Deposits
    • 5.1. Introduction to deposits
    • 5.2. Annuity due deposits
    • 5.3. Immediate deposits
  • Topic 6. Loans
    • 6.1. Introduction to loans
    • 6.2. Method of constant principal payments
    • 6.3. French amortization method
    • 6.4. Variable installment loans
    • 6.5. Variable rate loans
    • 6.6. The effective rate of loans

4.4. Course planning and calendar

Further information concerning the timetable, classroom, office hours, assessment dates and other details regarding this course, will be provided on the first day of class or please refer to the Faculty of Economics and Business website (https://econz.unizar.es/)


Academic Year/course: 2018/19

449 - Degree in Finance and Accounting

27515 - Financial Valuation


Información del Plan Docente

Academic Year:
2018/19
Subject:
27515 - Financial Valuation
Faculty / School:
109 - Facultad de Economía y Empresa
Degree:
449 - Degree in Finance and Accounting
ECTS:
6.0
Year:
2
Semester:
Second semester
Subject Type:
Compulsory
Module:
---

4.1. Methodological overview

The learning-teaching process designed for the subject "Financial Valuation" with 6 ECTS credits is based on the distribution of 150 hours of student work in actual 60 hours face and 90 non-actual hours.

Specifically, the 60 classroom hours are divided into 30 hours of participatory lectures and 30 hours of practices solving problems and cases on the blackboard and with the computer. As a consequence, the development of actual classrooms is structured around the fundamental points that are described in the following section.

4.2. Learning tasks

The course includes the following learning tasks: 

  • Lectures: In these sessions the lecturer exposes and explains the basic concepts of financial transactions as well as the financial laws that allow assessing these operations with the objective that the student calculates and reflects on the cost / return of different financial operations by solving simple theoretical-practical cases in the classroom. At these sessions, student participation will be enhanced to discuss the most important concepts analyzed in each session. The student will have available the bibliography recommended for each of the units studied and is waiting for him to review it in detail before attending the corresponding session.
  • Problem solving sessions. Sessions and blackboard cases and at computer rooms: Every week, in addition to the participatory lecture session, students will have a session of problems and cases solution. In connection with these problem-solving sessions and cases, students are expected particularly active due to the split of groups (in case of the existence of the split).
  • Practice sessions (P6 type). In case of the existence of these sessions, students will present and defense the proposed practical cases.

4.3. Syllabus

The course will address the following topics: 

Section 1: Fundamentals of Financial Valuation

  • Topic 1. Fundamentals of Financial Valuation
    • 1.1. Financial capital and financial operation
    • 1.2. Rational behavior comparing some financial capital
    • 1.3. Financial Law and the effect of compounding periods 

Section 2: Valuation of Short-Term Financial Operations

  • Topic 2. Short-Term Financial Operations
    • 2.1. Equivalent sums with simple financial law
    • 2.2. Bank discount
    • 2.3. Factoring
  • Topic 3. Valuation of Financial Operations in Short-Term Public Debt Markets
    • 3.1. Characteristics of financial operations in short-term public debt markets
    • 3.2. Treasury Bills: primary and secondary markets
    • 3.3. Repo operations

 Section 3: Assessment of annuities

  • Topic 4. Annuities
    • 4.1. Concept and elements of an annuity
    • 4.2. Constant and immediate annuities
    • 4.3. Advance and deferred annuities
    • 4.4. Arithmethical progression annuities
    • 4.5. Geometrical progression annuities
    • 4.6.  General annuities

Section 4: Assessment of Long-term Financial Operations

  • Topic 5. Deposits
    • 5.1. Introduction to deposits
    • 5.2. Annuity due deposits
    • 5.3. Immediate deposits
  • Topic 6. Loans
    • 6.1. Introduction to loans
    • 6.2. Method of constant principal payments
    • 6.3. French amortization method
    • 6.4. Variable installment loans
    • 6.5. Variable rate loans
    • 6.6. The effective rate of loans

4.4. Course planning and calendar

Further information concerning the timetable, classroom, office hours, assessment dates and other details regarding this course, will be provided on the first day of class or please refer to the Faculty of Economics and Business website (https://econz.unizar.es/)