Public University of Navarre



Academic year: 2022/2023 | Previous academic years:  2021/2022  |  2020/2021  |  2019/2020 
International Double Bachelor's degree in Economics, Management and Business Administration at the Universidad Pública de Navarra
Course code: 176404 Subject title: FINANCIAL MARKETS AND INSTRUMENTS
Credits: 6 Type of subject: Mandatory Year: 2 Period: 2º S
Department: Gestión de Empresas
Lecturers:
MUGA CAPEROS, LUIS FERNANDO (Resp)   [Mentoring ] MANSILLA FERNANDEZ, JOSE MANUEL   [Mentoring ]

Partes de este texto:

 

Module/Subject matter

Basic Finance.

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General proficiencies

GP03 Oral and written communication

GP05 Developing software knowledge applied to the corresponding subject

GP06 Ability to analyze and seek information from various sources

GP07 Solving problems skills

GP08 Decision making skills

GP09 Capacity for teamwork

GP15 Ethic behavior in the job

GP17 Autonomous learning skills

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Specific proficiencies

SP01 Entender economic institutions and implementing resulting theoretical or formal representations of how the economy works

SP02 Identify relevant economic information and its content

SP03 Recognize information from data in a professional way

SP03 Derive data unrecognizable relevant information by non-professionals

SP04 Applying professional criteria based on the management of technical tools to the analysis of business problems

SP05 Ability to create reports about companies and markets

SP12 Plan, organize and control projects in the various functional areas of the company

SP15To understand the financial markets, their structure, key players and products

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Methodology

Methodology - Activity In-Class Hours Out-of-Class Hours
A-1 Project-Based Learning (PBL). 28 42
A-2 Expositive/Participative Lectures. 20  
A-3 Solving exercises and problems. 08 12
A-4 Student's autonomous study and work.   34
A-5 Receiving hours.   02
A-6 Exams. 04  
TOTAL 60 90

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Relationship between formative activities and proficiencies/learning outcomes

Training Activities Skills
A-1 Project-Based Learning (PBL). CG3; CG5; CG6; CG7; CG9; CG8; CG15; CG17; CE1; CE2; CE3; CE4; CE5; CE12; CE15;
A-2 Expositive/Participative Lectures. CG3; CG6; CG7; CG8; CG15; CG17; CE1; CE2; CE3; CE4; CE5; CE12; CE15
A-3 Solving exercises and problems. CG3; CG5; CG6; CG7; CG8; CG15; CG17; CE1; CE2; CE3; CE4; CE5; CE12; CE1
A-4 Student¿ s autonomous study and work. CG3; CG5; CG6; CG7; CG8; CG15; CG17; CE1; CE2; CE3; CE4; CE5; CE12; CE15;
A-5 Receiving hours. CG3; CG5; CG6; CG7; CG8; CG15; CG17; CE1; CE2; CE3; CE4; CE5; CE12; CE15;
A-6 Examens. CG3; CG6; CG7; CG8; CG15; CG17; CE1; CE2; CE3; CE4; CE12; CE15;

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Languages

This course is taught in English.

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Evaluation

Learning outcomes Assessment system Weight (%) Recoverable character Minimum mark required
RFI07, RFI08, RFI09   PBL (Submitting exercises and tasks, self-evaluation among the members of the team, mid-term and final reports) 40% NO  NO
PBL (Basic knowledge exam) 10% YES  NO
RFI07, RFI08, RFI09 y RFI10 Final Exam 50% YES  NO

 

Students will be considered to have sat for the evaluation if they sit for either the PBL or the Final Exam.

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Contents

Financial Markets and Instruments: The Financial System. The Financial markets: Corporate and public bond markets, stock markets, derivative markets, and international markets. The Financial Instruments: main bond and equity products. Economic-Financial information about the main domestic and international financial markets. 

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Agenda

UNIT 1: INTRODUCTION TO THE FINANCIAL SYSTEM.

1.1 The Financial System.

1.2 Financial Assets and Their Characteristics.

1.3 Financial intermediaries: Brokers and Dealers.

1.4 Financial Markets: Definition and Typology.

UNIT 2: THE INTERBANK MARKETS.

2.1 Transactions between the ECB and Financial Institutions.

2.2 Transactions among financial institutions.

UNIT 3: THE BOND MARKET.

3.1 Corporate Bond Markets.

3.2 Treasury Bond markets.

3.3 Term Structure of Interest Rates.

UNIT 4: THE EQUITY MARKET

4.1 The Equity Market in Spain: The ¿Stock Market¿.

4.2 Equity Issuance and Public Offerings.

4.3 Stock Market Indexes.

4.4 Other Securities Traded in Stock Markets.

UNIT 5: THE FOREIGN EXCHANGE MARKET.

5.1 Foreign Currency: Definition and negotiation.

5.2 The Spot and the Forward Markets.

UNIT 6: THE DERIVATIVE MARKETS.

6.1 Forwards and Future Markets.

6.2 Options.

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Bibliography

Access the bibliography that your professor has requested from the Library.


Basic bibliography in English:

- Bodie, Z., Kane, A, and Marcus, A. Essentials of Investment, McGraw Hill, 11th Edition. 2019.

- Moffet, M., Stonehill, A., and Eiteman, D. Fundamentals of Multinational Finance Global Edition, Pearson, 5th Edition. 2016.

Complementary bibliography in English:

- Mishkin, F.S. The Economics of Money, Banking, and Financial Markets. Pearson. 2016.

Basic bibliography in Spanish:

- García-Olalla, M. and Martínez-García J. (Dir.) Fernández-González, Esteban (Coordinador) "Manual del asesor financiero", Editorial Paraninfo. 2018.

- Manzano, D. and Valero, F.J. (Dir.) "Guía del Sistema Financiero Español" Editorial AFI (Analistas Financieros Internacionales), 2019.

- Martín-Marín, J.L., and Trujillo-Ponce, A. "Mercados de Activos Financieros", Editorial Delta. 2011.

Complementary bibliography in Spanish:

- Borrego A. and García P. "Productos Financieros: Sus mercados, valoración y estrategias de inversión" Editorial Financial Times- Prentice Hall. 2001.

- Cuervo, A. et al. "Manual del Sistema Financiero Español" Editorial Ariel, 2014.

- De Pablo López, A. "Valoración Financiera" Editorial Centro de Estudios Ramón Areces, 2002.

- Martín-Marín, J.L., Trujillo-Ponce, A. "Manual de Mercados Financieros", International Thomson Editores, 2015.

- Remírez J.A. "Cómo entender los datos de la prensa financiera" Editorial ESIC, 2010.

- Sánchez Fernández de Valderrama, J.L. "Curso de Bolsa y mercados financieros".  Editorial Ariel 2007.

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Location

Aulario UPNA. 

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