Program Overview

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Master Universitario en Asesoramiento y Planificación Financiera

The Master's Degree in Financial Advice and Planning at the Universidad Rey Juan Carlos has been accredited by the CNMV. Anyone holding this title officially qualifies to provide investment advice, as established by the CNMV's Technical Guide 4/2017, in compliance with the MIFID II Directive.

Universidades/Organismos Participantes

• Universidad Rey Juan Carlos

Modalidad

• A distancia (Distance learning)

Código del título

• 6243

Orientación

• Profesional

Nş de Créditos ECTS

• 60 ECTS

Duración del Máster

• Un curso académico (One academic year)

Precios públicos

• Available in the official tuition fee table

Calendario académico

• Available on the university's website

Horario

• Available on the university's website

Exámenes

• Available on the university's website

Guías Docentes

• Available on the university's website

Tabla de adaptaciones

• Available on the university's website

Profesorado

• Prof.Ş Dr.Ş D.Ş María Luisa Medrano García (Director)
• D. Raúl Gómez Martínez (Coordinator)

Información básica

żQué conocimientos voy a adquirir con este Máster?

In this master's program, students will acquire the knowledge necessary to develop the professional activity of a financial advisor. Additionally, it will prepare them to take the exam for obtaining a professional certification in the financial sector.

żEsta titulación es oficial según la normativa que exige el Espacio Europeo de Educación Superior?

Yes, the degree is official according to the regulations required by the European Higher Education Area.

Perfil de ingreso recomendado

Students who have a Spanish official university degree or another degree from a higher education institution in the European Higher Education Area that qualifies them for access to master's studies in their country of origin.

Objetivos

The objectives of the program are:

1. To achieve an official title with high specialization in Financial Economics and Actuarial Science from a public university.
2. To prepare students for international professional certifications such as the European Financial Advisor and the European Financial Planner.

Competencias

Competencias generales

• CG01: Ability to analyze the economic-financial environment and synthesize the situation of financial markets
• CG02: Skill for solving problems related to financial markets
• CG03: Ability to manage financial information
• CG04: Critical capacity of the financial situation
• CG05: Autonomous learning of financial advice
• CG06: Ability to adapt to changing labor and financial environments
• CG07: Oral and written communication of financial jargon in the native language
• CG08: Ethical and social commitment in financial work
• CG09: Motivation for quality in financial services
• CG10: Ability to organize and plan
• CG11: Ability to make financial decisions
• CG12: Interpersonal skills in financial advice
• CG13: Design and management of financial projects
• CG14: Knowledge of financial software
• CG15: Ability to work in a team in the financial environment
• CG16: Work in high-pressure environments typical of the financial sector
• CG17: Ability to analyze and seek financial information from specialized sources

Competencias transversales

• CT01: Autonomous learning
• CT02: Ethical and social commitment in work
• CT03: Creativity

Competencias específicas

• CE01: Ability to analyze the economic, monetary, and financial environment and evaluate its impact on different markets and asset valuation
• CE02: Knowledge of advances in financial engineering and its implications
• CE03: Knowledge of how financial products are managed, planned, and marketed
• CE04: Knowledge of how alternative non-financial investments are managed, planned, and marketed
• CE05: Ability to handle and interpret statistics and mathematics used in finance
• CE06: Knowledge of portfolio theory and investment selection
• CE07: Knowledge of the tax framework and taxation of different financial assets and products
• CE08: Learning of the legal framework that regulates financial activity
• CE09: Ability to develop a methodology for analyzing and selecting financial assets and products
• CE10: Knowledge of advanced measures and techniques for managing financial risks using specific software
• CE11: Ability to identify and use analysis and investment management tools and risk control
• CE12: Design of strategies using derivative products and complex structures
• CE13: Ability to apply asset allocation techniques and define investment policies
• CE14: Critical analysis, evaluation, and synthesis of clients' financial information
• CE15: Financial planning with the most advantageous tax treatment for the client
• CE16: Ability to establish a procedure to define clients' financial needs according to their personal situation and future plans
• CE17: Design and control of a customized financial plan according to the client's risk profile
• CE18: Detection and evaluation of potential clients
• CE19: Handling of various measures of profitability and results
• CE20: Knowledge of different techniques for communicating results and ability to use the most appropriate mechanism or tool at each moment
• CE21: Use of information and communication technologies in different areas of finance and economics
• CE22: Definition of objectives, strategies, and commercial policies
• CE23: Realization of complete personalized financial advice
• CE24: Knowledge of advanced financial literature

Admisión y matricula

Admisión

The access requirements for the proposed title are according to Article 18 of Royal Decree 822/2021, of September 28:

1. Possession of an official Spanish university degree or equivalent is a condition for accessing a Master's University degree.
2. Similarly, those who have a Master's University degree or degrees of the same level as the Spanish degree of Grade or Master issued by universities and higher education institutions of a country of the EHEA that in said country allow access to Master's studies.

Criterios de acceso generales

The specific degrees that will facilitate access to the Master's program are:

• Degree in Business Administration and Management
• Degree in Financial Economics and Actuarial Science
• Degree in Accounting and Finance
• Degree in Economics
• Diploma in Business Sciences
• Degree in Engineering or Industrial Organization
• Double degrees in Law and Business Administration

Other official degrees that include finance or business economics subjects in their curriculum.

Condiciones o pruebas de acceso especiales

If necessary, evaluation of the student's curriculum, taking into account their professional experience, projection in relation to the objectives of the master's program, as well as their academic record.

In the case where the demand for candidates exceeds the offer of places, the master's program manager will consider the student's academic record, the affinity of the degree they are accessing with the master's studies, previous knowledge related to the master's program, professional experience in the financial field, as well as the level of English, according to the following weighting:

• CV: 25%
• Professional experience: 25%
• Academic record: 25%
• Foreign language (English): 25%

For foreign students, they must accredit a sufficient level of Spanish through a personal or telephone interview with the Master's Direction.

Itinerario formativo

Guías Docentes del Máster

Access to all the university's teaching guides.

Itinerario Formativo

Available on the university's website.

Medios materiales

Available on the university's website.

Prácticas externas

The External Practices subject is a curricular matter whose fundamental objective is to promote comprehensive training of the student through the practical application of the knowledge acquired while studying the Master's program. This facilitates direct contact with professional activity and the opportunity to join the professional world with minimal experience.

Programas de movilidad

The Universidad Rey Juan Carlos has various mobility programs for students and staff.

Normativa

• Calendario Académico
• Reglamento por el que se regulen los másteres universitarios de la Universidad Rey Juan Carlos
• Normativa de matrícula y permanencia en los estudios de másteres universitarios de la URJC

Garantía de calidad

Link to RUCT and BOCM.

Sistema Interno de garantía de calidad

Manual of the Internal Quality Assurance System.

Composición de la comisión

Composition of the Quality Assurance Commission.

Informe de resultados

Quantitative information on the results obtained in the monitoring of the Master's program, differentiated by academic year.

Plan general de recogida de la información

Within the quality assurance system of the Universidad Rey Juan Carlos, the following surveys are planned:

• Student profile
• Teaching evaluation
• Degree of satisfaction:
  • Students
  • Graduates
  • Teaching staff
  • Administration and services staff
• Labor market insertion
• External practices:
  • Student satisfaction in practices
  • Satisfaction of the external tutor
  • Satisfaction of employers

Acciones de mejora

The Quality Assurance System of the Universidad Rey Juan Carlos establishes that annually the Quality Assurance Commission of the degree will analyze the information derived from the degree's indicators and will make a report that includes improvement plans if the results so indicate.

Renovación de la acreditación

The renewal of accreditation is the culmination of the process of implementing official degrees of Grade and Master registered in the Register of Universities, Centers, and Titles (RUCT). The renewal of accreditation of official degrees of grade and master is organized into three phases: self-evaluation report, external visit, and final evaluation.

Histórico

• Informe Final Renovación de la acreditación 2019
• Plan de mejora 2019
• Informe final renovación de la acreditación 2014
• Plan de mejora 2014

Seguimiento

Ordinario

• Informe Final Seguimiento Ordinario 2024

Especial

• Informe Final Seguimiento Especial 2021