Curso de Preparación CFA Nivel I

Program Overview

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Studies

Bachelor's Degrees

School of Engineering

• Bachelor’s Degree in Chemistry
• Bachelor’s Degree in Chemical Engineering
• Bachelor’s Degree in Biotechnology
• Bachelor’s Degree in Biomedical Sciences
• Bachelor’s Degree in Pharmacy
• Bachelor of Engineering Degree in Industrial Engineering

School of Management

• Bachelor’s Degree in Business Administration and Management
• Bachelor’s Degree in Marketing
• Bachelor’s Degree in International Business
• Bachelor’s Degree in Tourism and Hospitality Management

Dual Bachelor's Degrees

School of Engineering and Management

• Dual Bachelor’s Degree in Chemistry and Business Administration and Management
• Dual Bachelor’s Degree in Chemical Engineering and Business Administration and Management
• Dual Bachelor’s Degree in Biotechnology and Business Administration and Management
• Dual Bachelor of Engineering Degree in Industrial Engineering and Business Administration and Management
• Dual Bachelor’s Degree in Chemistry and Chemical Engineering
• Dual Bachelor’s Degree in Tourism and Hospitality Management and Marketing

Master's Degrees

School of Engineering

• Master’s Degree in Analytical Chemistry
• Master’s Degree in Pharmaceutical Chemistry
• Master’s Degree in Chemical Engineering
• Master’s Degree in Industrial Engineering
• Master’s Degree in Bioengineering
• Master’s Degree in Biopharmaceutical Business
• Master’s Degree in Cosmetics and Fragrances
• Master’s Degree in Materials Science and Engineering

School of Management

• Master’s Degree in International Marketing in a Digital Environment
• Master’s Degree in Auditing and Management Control
• Master’s Degree in Wealth and Financial Management
• Master’s Degree in Industrial Business Management
• Master in Global Entrepreneurial Management
• Master's Degree in Neuromarketing
• Master's Degree in Accounting, Data Analytics and ESG Reporting

School of Engineering + School of Management

• Master’s Degree in Circular Economy

Dual Master’s Degree

School of Engineering and Management

• Dual Master’s Degree in Analytical Chemistry and Industrial Business Management
• Dual Master’s Degree in Pharmaceutical Chemistry and Industrial Business Management
• Dual Master’s Degree in Bioengineering and Industrial Business Management
• Dual Master’s Degree in Chemical Engineering and Industrial Business Management
• Dual Master’s Degree in Industrial Engineering and Industrial Business Management
• Dual Master’s Degree in Industrial Engineering and Chemical Engineering
• Dual Master’s Degree in Biopharmaceutical Business and Bioengineering
• Dual Master’s Degree in Biopharmaceutical Business and Pharmaceutical Chemistry

PhD

School of Engineering

• PhD in Bioengineering
• PhD in Chemistry and Chemical Engineering

School of Management

• PhD in Business and Territorial Competitiveness, Innovation and Sustainability

Executive Education

Másters

• Executive MBA
• Máster en Dirección de Operaciones
• Máster en Dirección de Compras Estratégicas
• Máster en Packaging Management
• Máster en Dirección de Empresas Hoteleras
• Máster en Organización de Eventos y Turismo de Negocios
• Máster en Neuromárketing

Posgrados

• Posgrado en Ingenería de Plantas Farmacéuticas
• Posgrado Product & Process Engineering Managament
• Posgrado Manufacturing Plant Leadership
• Posgrado Global Logistics & Supply Chain Management
• Posgrado en Gestión Estratégica de Compras (MIP)
• Posgrado en Envasado, Logística y Circularidad del Packaging
• Posgrado Packaging Project Management
• Posgrado Diseño Estructural y Desarrollo de Packaging
• Posgrado en Perfumes y Fragancias, Mercado y Aplicaciones
• Posgrado Dirección Avanzada del Laboratorio de Calidad
• Posgrado en Tecnología de Pinturas
• Posgrado en Ética Medioambiental
• Posgrado en Hotelería de Lujo
• Posgrado en IA y Web3 aplicada a Alojamientos Turísticos
• Posgrado en Gobierno y Dirección de la Pyme (Vértice)

Soluciones In Company

• Enfocados y cápsulas formativas

Research

Team and research groups

• Research projects
• IQS Tech Transfer

Research at IQS

• Solutions for companies
• Research labs
• Research news
• Doctoral Thesis
• HRS4R

IQS

About

• Campus Life
• Facilities

News Agenda

• Team
• Business Foundation
• IQS Tech Factory
• Work with us
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• Quality Assurance System

Admissions

• Bachelor’s Degrees
• Master’s Degrees
• PhD Admissions
• Executive Education

Programme finder

• Bachelor's Admissions
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• Master's Scholarships
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Curso de Preparación CFA Nivel I

Program presentation

• Presentación del programa
• Plan de estudios
• Profesorado
• Admisión y matrícula

Información clave del Curso de Preparación CFA Nivel I

• Inicio: 16/01/2026
• Fin: 12/06/2026
• Duración: 5 meses
• Modalidad: Presencial
• Horas: 60 horas
• Horario: Viernes de 18:00 a 21:00h
• Precio: 1.000€
• Ciudad: Barcelona

Por qué formarte en IQS

• Aplicarás los estándares éticos y profesionales del sector financiero.
• Utilizarás herramientas para la compresión de los mercados y productos financieros.
• El curso está diseñado por CFA® Spain quien aporta los profesores cualificados.
• Compatible con tu agenda profesional y personal.
• Acceso a precios muy competitivos del material para la preparación del examen
• Un año gratuito como abonado anual de CFA Society Spain

Objetivos

• El Curso CFA® Nivel I desarrollará tus competencias y habilidades para ser capaz de:
  • Aplicar los estándares éticos y profesionales del sector financiero.
  • Emplear los métodos cuantitativos más pertinentes para valorar en el tiempo el dinero y evaluar el riesgo.
  • Utilizar las herramientas adecuadas para la comprensión de los mercados y productos financieros.
  • Realizar el análisis financiero de una empresa a través de la compresión de la información económico financiera que la misma proporciona.
  • Tomar decisiones de inversión y financiación.
  • Analizar y valorar activos de renta fija, variable, derivados y instrumentos alternativos de inversión (hedge funds, capital riesgo, activos inmobiliarios, commodities, …) a través de la información disponible en los mercados.
  • Gestionar carteras y patrimonios, planificando su construcción y realizando luego el seguimiento.

Plan de estudios del Curso de Preparación CFA Nivel I

• Ethical and Professional Standards
• Quantitative Methods
• Economics
• Financial Reporting and Analysis
• Corporate Issuers
• Equity investments
• Fixed Income
• Derivatives
• Alternative Investments
• Portfolio Management

Director del Programa

• Ester Miguez
• Gonzalo Rodríguez Pérez, PhD

Profesores IQS del Curso de Preparación CFA Nivel I

• Álex Maura
• Enric Dalmau Gabas
• Gemma Hurtado San Leandro
• Jordi Sebastià Tomàs
• Josep Francesc Cahner Callastegui
• Pau Labró Vila
• Roger Mercader

Más información

• Programa/Account ID
• Nombre
• Apellidos
• Email
• Prefijo
• Teléfono
• Empresa
• Observaciones

El responsable del tratamiento de tus datos personales es el Institut Químic de Sarrià CETS Fundación Privada (IQS), CIF G, con domicilio fiscal a la Vía Augusta, 390 de Barcelona (CP 08017).

La finalidad del tratamiento es la gestión de tu solicitud y el envío de comunicaciones informativas de nuestras actividades.

Derechos: Puede ejercer los derechos de acceso, rectificación, supresión, portabilidad, limitación u oposición en el tratamiento, mediante un escrito dirigido en el domicilio fiscal de IQS reflejado a los datos del responsable o dirigiéndose a la dirección de correo electrónico .

Información adicional: Puede consultar información adicional sobre este tratamiento de datos personales dirigiéndose a la Política de Privacidad de Datos de IQS.

He leído y acepto la información anterior

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Program Outline

The program is offered by IQS in collaboration with CFA® Spain.

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Objectives:

The course aims to develop the following competencies and skills:

• Apply ethical and professional standards of the financial sector.
• Employ quantitative methods for valuing money over time and assessing risk.
• Make investment and financing decisions.
• Analyze and value fixed income, equity, derivatives, and alternative investment instruments.
• Manage portfolios and assets, planning their construction and monitoring their performance.

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Description:

The program is designed for:

• University graduates from any field interested in investment and financial markets.
• Young professionals aiming to enter the financial sector in areas such as investment analysis, stock analysis, capital markets operations, portfolio and wealth management, corporate finance, and financial management.
• Financial professionals with experience in the industry who want to enhance their technical knowledge and advance their careers.

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Outline:

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Structure:

• The course consists of 60 hours of instruction, delivered in 3-hour sessions on Fridays from 6:00 PM to 9:00 PM.
• The program is delivered in person.
This is the dedication recommended by CFA® Institute for a high chance of success.

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Course Schedule:

• Start Date: 10/01/2025
• End Date: 13/06/2025
• Duration: 5 months

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Modules:

• Ethical and Professional Standards:
• Covers the CFA® Institute Code of Ethics and Standards of Professional Conduct, including practical application examples.
• Introduces the Global Investment Performance Standards (GIPS) for comparing financial products and reporting systems.
• Quantitative Methods:
• Presents fundamental quantitative methods used throughout the CFA® program, including time value of money and descriptive statistics for risk assessment.
• Covers discrete and continuous probability distributions for explaining random variables and introduces linear regression.
• Economics:
• Explains concepts and tools for analyzing supply and demand, consumer theory, and firm theory.
• Provides tools for understanding product and resource markets and industry competitiveness.
• Covers key macroeconomic concepts, including aggregate supply and demand analysis, factors affecting economic growth, business cycles, fiscal and monetary policies, and the role of central banks and governments in minimizing economic fluctuations.
• Introduces macroeconomic analysis in a global context, explaining flows of goods, services, and capital, and their interaction in international trade.
• Includes the study of foreign exchange markets.
• Financial Reporting and Analysis:
• Describes general principles of financial analysis, types of available information (including financial statements), the accounting process, and applicable regulatory frameworks.
• Delves into the study of the three financial statements: income statement, balance sheet, and statement of cash flows.
• Covers various financial analysis techniques in depth.
• Examines different asset and liability categories from a financial analysis perspective, including the impact of accounting policies on financial statements and company ratios.
• Discusses financial reporting quality and its application to analyzing debt and equity assets.
• Explores techniques for analyzing companies and the implications of accounting policies on financial statement quality.
• Corporate Issuers:
• Analyzes principles corporations follow for investment and financing decisions.
• Covers capital budgeting and investments, expected and required rates of return, leverage and its impact on company value and financial statements, and different shareholder remuneration policies.
• Equity Investments:
• Studies the concept of market efficiency and its impact on investment analysis.
• Deepens the understanding of characteristics, analysis, and valuation of equity assets, including sector and competitive analysis.
• Fixed Income:
• Introduces fundamental concepts of fixed income asset analysis, elements defining these assets, different bond types, and calculating prices, yields, and spreads.
• Analyzes market conventions for quoting different assets and the composition of the yield curve.
• Examines various risks associated with fixed income assets, with a focus on interest rate risk and credit risk, and different methods for measuring them.
• Derivatives:
• Explores the increasing importance of derivatives in financial markets for managing risk and gaining exposure to specific asset types through synthetic asset creation.
• Analyzes the conceptual basis of the four types of derivatives: forwards, futures, options, and swaps, and the use of options in risk management.
• Alternative Investments:
• Discusses the growing trend of investors opting for alternative investments to diversify risk and achieve higher returns.
• Describes the characteristics of different alternative investments and their impact on investment decisions, including hedge funds, private equity, real estate, and commodities.
• Portfolio Management:
• Introduces the foundation for portfolio management, different types of investors, and concepts of return and risk applied to asset valuation and selection.

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Teaching:

• Teaching Methods:
• The course combines theoretical concepts with practical exercises and exam questions from the CFA® Level I accreditation.
• Faculty:
• The program is taught by highly qualified professors with CFA® Charterholder certification, provided by CFA® Spain.
• Unique Approaches:
• The course provides access to competitive pricing for exam preparation materials, including the Member Package and Live Package from CFA Society Spain.
• Participants receive a free one-year annual membership to CFA Society Spain.
• Access to events and conferences organized by CFA Society Spain.

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Careers:

• The CFA® certification is recognized globally as the most demanding in the field of finance.
• Obtaining the CFA® certification is a differentiating factor in the finance sector due to its high standards of rigor and integrity.
• Major employers of CFA® Charterholders include globally recognized financial institutions such as Goldman Sachs, JP Morgan, Citigroup, Morgan Stanley, BlackRock, UBS, and others.

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Other:

• The course is taught in Spanish, but materials are in English as the exam is conducted in English.
• IQS issues a Certificate of Participation in the CFA® Level I Preparation Course to those who attend at least 80% of the sessions.