Name: FINANCIAL MANAGEMENT
Code: 510103005
Type: Compulsory
ECTS: 4.5
Length of subject: Per term
Semester and course: 3rd Year - First term
Speciality:
Language: English
Mode of study: On-site class
Lecturer data: MATE SÁNCHEZ-VAL, MARÍA LUZ
Knowledge area: Economía Financiera y Contabilidad
Department: Economía, Contabilidad y Finanzas
Telephone: 868071134
Email: mluz.mate@upct.es
Office hours and location: Contact with the lecturer
Qualifications/Degrees:
Academic rank in UPCT: Profesora Titular de Universidad
Number of five-year periods: 2
Number of six-year periods: 2 de investigación
Curriculum Vitae: Full Profile
[CB1 ]. Students are required to show they possess and understand knowledge in an area of study that starts from the base of general secondary education, and that they are at a level which includes aspects that imply knowledge coming from the forefront of their field of study.
[CG1 ]. To analyze and learn about the economic-financial environment relevant to companies and society, identifying the main sources of information.
[CG8 ]. To apply professional criteria based on the management of technical instruments to the analysis of problems, developing the capacity for adaptation and innovation.
[CE24 ]. To apply concepts related to portfolio theory and capital market theory
[CT2 ]. Team work
Definir y aplicar criterios éticos y de sostenibilidad en las decisiones financieras de la empresa
Valorar y aplicar al análisis de los problemas financieros criterios profesionales, desarrollando la capacidad de adaptación e innovación
Conocer el concepto de Coste de Capital y su determinación en el mercado
Procesar la planificación finnaciera de la empresa a largo plazo
Se parte del análisis de la Teoría de Carteras con el objetivo de abordar el concepto de Coste de Capital de la empresa. Para ello, se introducen algunos conceptos básicos en este contexto como pueden ser la frontera de carteras eficiente o la cartera de mercado. Además, se contemplará el cáculo del riesgo y la rentabilidad cuando se disponga de la información necesaria respecto a los distintos activos analizados. Finalmente, como aplicación práctica del concepto de coste de capital, se introduce la planificación financiera de la empresa respecto al cáculo del presupuesto de capital.
DIDACTIC UNIT 1: PORTFOLIO THEORY
Unit 1: Introduction to Risk, Return, and the Opportunity Cost of Capital
Unit 2: Risk and Return
Unit 3: Capital Budgeting and Risk
DIDACTIC UNIT 2: FINANCIAL PLANING
Unit 4: The financial planning and capital budget
DIDACTIC UNIT 1: PORTFOLIO THEORY
Unit 1: Introduction to Risk, Return, and the Opportunity Cost of Capital Unit 2: Risk and Return Unit 3: Capital Budgeting and Risk
DIDACTIC UNIT 2: FINANCIAL PLANING
Unit 4: The financial planning and capital budget
Promoting the continuous improvement of working and study conditions of the entire university community is one the basic principles and goals of the Universidad Politécnica de Cartagena. Such commitment to prevention and the responsibilities arising from it concern all realms of the university: governing bodies, management team, teaching and research staff, administrative and service staff and students. The UPCT Service of Occupational Hazards (Servicio de Prevención de Riesgos Laborales de la UPCT) has published a "Risk Prevention Manual for new students" (Manual de acogida al estudiante en materia de prevención de riesgos), which may be downloaded from the e-learning platform ("Aula Virtual"), with instructions and recommendations on how to act properly, from the point of view of prevention (safety, ergonomics, etc.), when developing any type of activity at the University. You will also find recommendations on how to proceed in an emergency or if an incident occurs. Particularly when carrying out training practices in laboratories, workshops or field work, you must follow all your teacher's instructions, because he/she is the person responsible for your safety and health during practice performance. Feel free to ask any questions you may have and do not put your safety or that of your classmates at risk.
Theory class: Activities consisting of training sessions to develop theoretical knowledge based on concepts and theories
Theoretical classes and multiple question tests
20
100
Problem solving class: Activities consisting of training sessions to develop practical or applied knowledge based on problem solving exercises, or practical cases
Practical classes with the teachers based on the theory
25
100
Laboratory or field practice class: Activities aimed at developing practical or applied skills by the student supervised by a remote teacher
0
100
Practical class in the computer room: Activities for the acquisition of certain skills through the use of specific software
0
100
Seminars, tutorials led by teaching staff, conferences, visits, round tables, etc .: Activities to develop theoretical, practical or applied knowledge based on specific topics or views of the profession
0
100
Assessments (continuous assessment system): speaking or writing tests, presentations, individually or in groups, which should include the knowledge acquired in the classes. Formative and summative assessment activities are included here
Multiple question tests and exercises during the classes
6
100
Assessments (final assessment system): speaking or writing tests, individually or in groups, which should include the knowledge acquired in the classes. Summative evaluation is included
0
100
Tutorials: Individual or in groups, will serve to advise, resolve any doubts, guide, monitor work or the knowledge acquired
Hours of assistance with the teachers
6
50
Carrying out individual or group assignments: Autonomous and / or collaborative learning to develop theoretical, practical or applied knowledge by carrying out projects, practice reports and / or assignments
Autonomous students work (exercises and theory)
55.5
0
Individual study: Time dedicated to studying the subject
Assesments(Multiple question tests and tutorials)
12
0
Spoken or written exams
Final exam correspoding with the different chapters of the subject
60 %
Participation and involvement in the teaching-learning process
Participation during the classes
5 %
Evaluation of assignments and reports on practical sessions (final product, follow-up and contribution in the case of group work)
Assignments related to the exercises of each chapter
35 %
Spoken or written exams
Final exam correspoding with the different chapters of the subject
60 %
Evaluation of assignments and reports on practical sessions (final product, follow-up and contribution in the case of group work)
Assignments related to the exercises of each chapter . This includes the evaluation related to the participation of students during the classes (specfic exercises undertaken by the students)
40 %
Author: Brealey, Richard A.
Title: Principles of corporate finance
Editorial: McGraw-Hill Irwin
Publication Date: 2017
ISBN: 9781259253331
Author: Brealey, Richard
Title: Principles of corporate finance
Editorial: McGraw-Hill Education
Publication Date: 2014
ISBN: 9780077151560
Author: López Martínez, Francisco J.
Title: Manual del cash management cómo obtener beneficios manejando mejor su dinero
Editorial: Deusto
Publication Date: 2003
ISBN: 8423420175
Author: Suárez Suárez, Andrés-Santiago
Title: Decisiones óptimas de inversión y financiación en la empresa
Editorial: Pírámide
Publication Date: 2014
ISBN: 9788436829839
Author: Martín Fernández, Miguel
Title: Casos prácticos de dirección financiera
Editorial: Pirámide
Publication Date: 2006
ISBN: 843682072
Author: Ruiz Martinez, Ramón J.
Title: La planificación financiera de la empresa
Editorial: Instituto Superior de Técnicas y Prácticas Bancarias
Publication Date: 2001
ISBN: 9788495525208