Fz95027 SEMINAR ON INVESTMENTS

COURSE DESCRIPTION The course is concerned with the application of financial theory to the problems or investment management. The approach taken is "botton-up) (instead of "top-down) in the sense that we will first study the valuation (selection) of financial instruments and then cover portfolio optimization and risk management. Topics will include stock and bond valuation and investment strategies, portfolio optimization and asset allocation , the CAMP, and their implications for investment management.

Fz 95028 MODELS FOR THE RISK MANAGEMENT

Introduction to risk and risk management. Introduction to value at risk, portfolio risk and time varying risk modeling. Value at risk approaches such as delta-normal, structured Monte Carlo and stress testing. Operational and credit risk. Implementation of a risk management system. Risk management pitfalls. Textbook: Jorion, Philippe, Value at Risk. McGraw Hill, Second edition, 2001. TEACHER'S PROFILE: Professor with master's and/or doctorate degree in Finance or Economy

CAMPUS: GDA.

ACAD. PERIOD: FALL

LANGUAGE OF INSTRUCTION: ENGLISH

Fz 95 030 Econometrics applied to Finance

Units:3-0-8 Requirement:Sixth semester of Finance Management
Equivalence:NT

General aim of the course:Make the student to develop mathematical and statistical thought that allows him to identify the variables that explain the behavior of certain economic or financial phenomenon and to construct the economic and statistical model that explain it.

Bibliography:

• Wooldridge, Jeffrey M, Introducción a la Econometría, Thomson Learning, México 2000.

Instructor's profile:Professor with Master on Business Management, Finances, Economy, or any other similar area, with knowledges
on mathematics applied to finances.

Campus:León
Language of Instruction:Spanish

Fz95078. Personal Finance Planning and Family Business

Academic department:School of Business
Units:8
Requirement:
Semester and career:For each career we recommend to take the course, 8th. and 9th. semester.
Equivalence:None
General aim of the course:Ø To learn about personal finance planning through personal budget preparation and different tools to get our established personal finance objectives.
Ø To understand the relevant aspects presented in the family business, studying the principal ideas that would help in their management and the solution of conflicts, as well as theory and real practice cases.
Ø To identify how the new generations inherit the values within the family business like honesty, solidarity, loyalty, compromise and perseverance.
Ø To acquire abilities on the conflict management within the family business and the decision process.

Campus:Monterrey
Bibliography:Regarding the bibliography, the recommended titles are listed below:

1. Personal financial planning, Lawrence J. Gitman and Michael D. Joehnk, Eight edition. (PFP)
2. Personal financial planning, Kwok Ho and Chris Robinson, Captus Press, Inc., 1995. (PFPK)
3. Personal financial planning, Victor Hallman and Jerry Rosenbloom, Fourth edition, McGraw Hill (PFP)
4. Las Finanzas Populares en México. Catherine Mansell Carstens, CEML, EM e ITAM, Junio de 1995. (FPM)
5. La empresa familiar, Salo Grabinsky, Editorial del Verdo Emprendedor. (EFSG)
6. La empresa familiar, Peter Leach, Editorial Granica Vergara, 1993. (EF)
7. How to run a family business. Friedman and Friedman, Editorial Better Way Books. (FF)
8. La sucesión del management en la empresa familiar, James W. Lea.. (LEA)
9. The entreprensurial family, Roger Fritz, McGraw Hill. (ENF)

Instructor's profile:Graduate on Accounting
MBA
Family Business Consultant

Language of Instruction:Spanish

Fz95090. Support to Financial Decisions System

Academic department:FZ
Units:3-0-8
Requirement:FZ00875 and AF 00881
Semester and career:9 LEC, LAF
Equivalence:NT
General aim of the course:This course gives to students the state of art in Support to Financial Decisions System. The content includes the very recent theories in Decisions support used by managers and financial organizations. The main objective is the support to firm financial decisions and financial systems.
Campus:Edo. México
Bibliography:Decision Support Systems and Intelligent Systems (6th Edition)
by Efraim Turban, Jay E. Aronson.


Instructor's profile:A Master or Ph.D. degree in Finance or minor in Systems
Language of Instruction:Spanish

Fz95091. Stocks and Mutual Funds Administrator

Academic department:FZ
Units:3-0-8
Requirement:FZ95026
Semester and career:8 LAF
Equivalence:VA00802
General aim of the course:Educating individuals who are committed to promote the trading of securities of mutual funds between investors, as a variety of different financial products and services that a Financial institution sell and knowing that it’s not possible yet to manage discretional accounts.
Campus:Edo. México
Bibliography:Promotor de Valores y Sociedades de Inversión. Documento del Departamento de Finanzas
Instructor's profile:MBA, Master in Finance, Master in Economics
Language of Instruction:Spanish

Fecha de última actualización: 18 de febrero de 2004(M)