He exercises in advisory, mediation and financial planning. Official Master's degree accredited by the National Securities Market Commission on MiFID II.
Learn to transmit adequate information and to give correct advice to your clients.
The Official Master's Degree in Financial and Banking Advice from UNIR prepares you to face the growing complexity that financial management has acquired, within a digital and globalized environment . Delve into portfolio theory and investment selection. Learn to design and control a financial plan according to the client's risk profile. Learn about the most advanced techniques in the current management of funds, wealth and investments to make financial decisions.
With the Master, you participate in practical workshops on Advanced Quantitative Analysis, Derivatives and complex products, Portfolio Simulation, and analyze real cases of globalized banks and insurers, investment funds and cases of digital transformation.
Acquire the essential knowledge to perform the functions of information and financial advice:Analysis of financial markets in volatile contexts and identification of the elements that determine the value and pricing of investment products
Valuation of the profit for the investor of the main derivative and structured products: forwards, futures, options, swaps
Analysis of risk management in the passive and active operations of financial institutions, as well as new banking and investment productsgoalsThe profile of the graduate at the end of the Master's Degree in Financial and Banking Advice will be a professional capable of developing his professional activity in an area of maximum relevance such as financial advice in accordance with what MiFID II establishes, prepared to assume the following responsibilities, by virtue of the acquired competences:Value financial assets and investment products , in accordance with MiFID II
Analyze the characteristics (risk, liquidity and profitability) of the new assets that are traded in the financial markets
Analyze existing investment and financing possibilities at the international level, in accordance with MiFID II
Apply the regulations of the securities market and other aspects of interest of market abuse and money laundering
Analyze the consequences of Basel on capital reserve requirements in banking development
Manage credit risk and refinancing, restructuring and liquidity generation policies
Mastering the techniques of calculating costs and total expenses (including tax) incurred by an investor or saver in the context of the type of investment product that is offered or recommended and the costs related to the provision of advice and any other service related to lend
Analyze public information on economic figures of companies and the macroeconomic environment, as well as national, regional and global events and their impact on financial decisions and on the value of investment productsGeneral informationDuration: 1 academic year
Face-to-face exams: at the end of each semester
ECTS credits: 60
Methodology: 100% online teaching
Live Online Classes
Personal TutorCurriculumFirst quarterFinancial and Banking Legal Framework (6 ECTS)
Advanced Quantitative Methods (6 ECTS)
Analysis of Asset and Liability Banking Products (6 ECTS)
Derivative Financial Instruments and Financial Innovation (6 ECTS)
Complex Financial Products and Advanced Risk Analysis (6 ECTS)Second termFixed Income Portfolio Management (6 ECTS)
Management of Equity and Foreign Exchange Portfolios (6 ECTS)
External Internships (6 ECTS)
Final Master's Project (12 ECTS)MethodologyLive online classes
We offer students the opportunity to attend live online classes every day. During these sessions, students will be able to interact with the teacher and solve their queries in real time, sharing knowledge and experiences. The training rhythm is adapted, as far as possible, to the needs of each group of students. Not attending a live class does not mean missing it. All sessions can be viewed delayed, as many times as you like. Thus, students who cannot follow the class live are not harmed.
UNIR Virtual Campus provides a wide variety of content with which to prepare each subject. These materials are organized in a way that facilitates agile and effective learning. In this way, it is possible to access the topics that develop the contents of the program, key ideas of each topic (prepared by the teaching staff of the subject), complementary audiovisual material, activities, readings and evaluation test.
In addition, you will have access to master classes on specific topics and you will be able to participate in forums, chats and blogs in which you interact with teachers and colleagues, expanding your knowledge and solving possible doubts.
At UNIR , each student has a personal tutor from day one, always available by phone or email. The role of the tutor is fundamental in the trajectory of each student since it is the greatest link with the university and its point of reference during the training process.
The tutors offer personalized attention by constantly monitoring each student.Solve doubts about academic procedures, procedures or specific doubts about subjects.
Helps with study planning to make better use of time.
Recommend which didactic resources of the platform to use in each case.
He is involved with the students' studies to help them pass each subject.Evaluation system
To assess the level of achievement of the objectives obtained in the Master, it is necessary to evaluate the competencies acquired during the study. The final evaluation of learning is carried out taking into account the grade obtained in the following points.Continuous evaluation (resolution of practical cases, participation in forums, debates and other collaborative means and evaluation test).
Final face-to-face examination.
Master's ThesisProfessional outingsThe UNIR Master's Degree in Financial and Banking Advice offers UNIR numerous professional possibilities in qualified and responsible positions. Among others, it trains you to work as:Financial and banking advisor
Financial manager or analyst in a financial institution
Investment fund and portfolio manager
Risk manager and analyst
Commercial Private Banking
Personal Banking Advisor
Independent Financial Advisor
Financial and securities analyst
Have access to the Doctorate in Financial Economics or Finance