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Programme Focused on Finance for Decision-Making

Programme Focused

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Programme Focused on Finance for Decision-Making

In the current climate, it is becoming increasingly important for companies to assess the financial effects that can result from decisions taken in any of the company's areas and departments. An action that fails to take into account the effects that this has on the company's finances can cause major problems. Any apparently non-financial business decision produces financial results in the short or long term.

Start

Coming soon

Duration

40 hours

Format

Full-time

Price

1.200 €

Qualification

Programme Focused on Finance for Decision-Making
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Program

1. Economic and Financial Analysis for decision-making and assessment of its impact on the company

  • Fundamentals of accounting.
  • Introduction to economic and financial analysis.
  • Cost-benefit analysis and its components.
  • The difference in approach between accounting and finance.
  • Efficiency analysis.
  • Financial balance and management of financial needs.
  • Analysis of debt, liquidity and solvency.
  • Case studies: Diagnosis of the economic and financial situation of several companies, examining the impact of different decisions on their balance sheets and income statements.

2. Budget control as a basis for decision-making

  • The treasury budget. The cash criterion.
  • The budgetary process of the different areas of the company.
  • Types of budget.
  • Implementation of a management control system.
  • Budget monitoring (analysis of variances in income and expenditure)
  • Cost analysis for decision-making.
  • Exercise of selection of the most relevant monitoring indicators in different companies.
  • Case studies: Preparation and analysis of the treasury budget of various business projects.

3. Analysis of investment projects and valuation principles of companies

  • Concept and types of investments.
  • Criteria for investment analysis and decision-making.
  • Case study: Analysis of the economic viability of an investment.
  • Principles and Methods of Valuation of Companies.

4. Sources of financing

  • Current situation of the financing market.
  • Classification of the main sources of financing.
  • Sources of private financing: permanent and temporary.
  • Sources of public and mediated financing.
  • Principles for negotiating financing.

Objectives

•    To provide participants with a clear and comprehensive view of the financial concepts essential for decision-making in the current climate.
•    To help participants understand the economic situation of a company based on the analysis of its financial statements.
•    To discuss the impact of different types of decisions on the Income Statement.
•    To explain in a practical way the management control techniques and investment analysis applied to decision-making through case studies.
•    To learn about the main public and private sources of financing that exist within the financial system.
 

Faculty

Rafael Hurtado Coll (Manager)

Investment Director at Allianz Popular (Grupo Allianz), responsible for management of assets amounting to over 15,000 million euros. In addition, he is a member of the investment committee of Popular Banca Privada and the high income committee of Banco Popular. He has a doctorate in Economics from San Pablo CEU University, and a degree in Economics from the Autonomous University of Madrid and a further degree in Business Administration and Management from San Pablo CEU University.

Sergio Míguez

Senior Professional in Asset and Wealth Management, with over 18 years’ experience. He has occupied relevant positions of responsibility at several entities, including Lazard Wealth Management, where he was Investment Manager, and General Manager of their financial agency in Spain. Prior to that, at the Sabadell Bank Group, he was Investment Manager in Absolute Profitability, and on the Board of the Urquijo Bank financial agency (Urquijo Gestión SGIIC). Before this, he was general manager of the Atlántico Bank financial agency, Atlántico Fondos SGIIC, and Investment Manager in Variable Income at Sogeval SGIIC, (Popular Bank Group). He has a Degree in Law and Business Science from the Pontificia University of Comillas (ICADE), a Master’s in Portfolio Management from the IEB, and he holds the international financial certifications from CAIA (Chartered Alternative Investment Analyst) from CAIA Association and FRM (Financial Risk Manager) from the Global Association of Risk Professionals.

Programme Focused on Finance for Decision-Making
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