Master's Degree in Financial Consulting and Planning (In-person)2024-03-04T12:03:00+01:00
STUDIES / Official Master's / Master's Degree in Counseling...
Official title: Universidad Rey Juan Carlos

Master's Degree in Financial Planning and Advice Onsite

IconOnsite
IconOctober 2024
Icon9 months
Icon60 ECTS
IconSpanish
 

The increasingly globalized and complex environment does not let the financial sector escape, which is facing a significant transformation due to a legal framework that tends to be increasingly demanding.

The member countries of the EU are in the process of transposing new regulations, under which investment companies and financial institutions will have the obligation to provide higher qualifications to those professionals who carry out financial advisory and planning activities. This is how institutions are preparing to align themselves with the new needs of the international financial sector.

The Master's program in Financial Consulting and Planning responds to these new training needs and is certified by (EFPA) Spain, the European Financial Planning Association.

Methodology of the Official Master's Degree in Financial Consulting and Planning

With a face-to-face and practical methodology, elaborated in detail so that the student enjoys a complete learning experience. Maximizes the use of the most advanced computer tools that allow the development of the most practical part of the Master's contents:

  • Bond Price Calculation
  • model evaluation
  • Derivative financial instruments
  • Portfolio management systems…

Who is this course for

Professionals looking for certified training in financial matters taking into account the new regulations and high-performance tools for planning and management advice.

Dossier of the Master's Degree in Financial Consulting and Planning (Onsite, Madrid)

 

Name of the Master Plazas Format Price
Master's Degree in Financial Planning and Advice 80 Onsite

Consult

*URJC university fees (link)

In this Official title and with a high specialization within Financial and Actuarial Economics that positions them prominently in the professional field.

Prepares students to obtain international professional certifications such as the European Financial Advisor (European Financial Advisor) and/or the European Financial Planner (European Financial Planner), which depends on the (EFPA). This allows the program, in addition to being primarily professional and academic, to accommodate research due to the depth and topicality of the topics covered.

Students who pass the specialized program in Financial Planning and Advice will obtain the following highly qualified and valued skills in the labor market:

  • Decision making in a finance department
  • Incorporate advanced financial tools «Fintech»
  • In-depth knowledge of the most interesting products that make up the financial market
  • Preparation of budgets taking into account latent risks
  • Identification of profitable investments for your clients

IUNIT Master's Degree in Financial Consulting and Planning on the CNMV list

 

Module Character ECTS credits Semester
Ethical and financial foundations OB 6 1 º
Analysis of the economic environment and financial markets OB 6 1 º
Fixed Income Stock Market OB 6 1 º
Equity Stock Market OB 6 1 º
Derivative instruments OB 6 1 º
Financial products OB 6 2 º
investment section OB 6 2 º
Financial advice and planning OB 6 2 º
External Internships OB 6 2 º
Master's thesis OB 6 2 º

Faculty

 

Financing

To find out the best option for paying for your studies, you can choose between the different alternatives that best suit your needs.

Special benefits for any modality

Early payment discounts

Check the dates of your program and you will get a 5% discount*

*This discount does not apply to management fees and other academic fees established by the URJC

Payment in installments for face-to-face and semi-face-to-face modality

Payment through monthly installments allows financing the amount of the Master throughout the course. This modality requires a single prior payment as a place reservation.

Payment method:

  • Full-time Master's degree (1 academic year)
    • early booking: €600
    • Dues: 3 to 12 monthly payments from the payment of the advance reservation of place. (The total amount of the master's degree must be paid at the end of the course).

Installment payment

Payment through monthly installments allows financing the amount of the Master throughout the course. This modality requires a single prior payment as a place reservation.

Payment method:

  • Full-time Master's degree (1 academic year)
    • early booking: €600
    • Dues: 3 to 12 monthly payments from the payment of the advance reservation of place. (The total amount of the master's degree must be paid at the end of the course).

Scholarships

To consult all the information about scholarships and grants, click here

The steps to follow for the admission process are:

1
Admission profile

The preferred entry profile is graduates of bachelor's, diploma or undergraduate degrees related to business administration and management to train high-level professionals who can assume financial responsibilities in organizations and companies.
This program is aimed at graduates or university graduates who wish to specialize in the operation of financial management.

  • Degree in Accounting and Finance
  • Degree in Marketing and Market Research
  • Degree in Labor Sciences
  • Degree in Business Sciences
  • Degree in Business Administration and Management
  • Degree in economics
  • Old bachelor's degrees, diplomas and/or engineering related to those mentioned above

For the rest of the degrees, the Admission Committee will carry out a personal interview to assess the basic knowledge that allows students to make the most of the master's degree. If the demand exceeds the offer of places, the interview and the written test will be valued at 70% and the CV at 30%.

2
Requirements

Applicants must be in possession of an official university degree that entitles them to access postgraduate studies.

The requirements for access to the proposed title are according to article 16 of Royal Decree 1393/2007, modified by Royal Decree 861/2010, of July 2:

  • In order to access the official Master's degrees, it will be necessary to be in possession of an official Spanish university degree or another issued by a higher education institution belonging to another Member State of the European Higher Education Area that authorizes the same for access to the teachings of Master.
  • Likewise, graduates from educational systems outside the European Higher Education Area may access without the need for the homologation of their degrees, after verification by the University that they accredit a level of training equivalent to the corresponding official Spanish university degrees and that entitle in the country issuing the degree for access to postgraduate education. Access through this route will not imply, in any case, the homologation of the previous title held by the interested party, nor its recognition for other purposes than that of studying the Master's degree.
3
Admission request

Applicants for a Master's Degree will send in digital format to the email admission@iunit.edu.es or by mail to the Admissions Department the following documentation:

  • Admission request completed (download it here).
  • Data veracity form completed (download it here).
  • Data Protection Form completed (download it here).
  • Passport or National Identity Document or equivalent.
  • College degree that give access to Master's studies or proof of having requested it.
  • Official Academic Certification issued by the Official Center of origin stating the qualifications of the studies carried out by the applicant. Said Certification must expressly state what constitutes the first and second cycle of the corresponding study plan.
  • Photography passport size, in color.

the applicants with foreign degreeThey must also present the following documentation:

  • Passport Number or Residence Card.
  • Certificate certifying that the studies carried out give access to a Postgraduate Official in your country of origin, issued by the University of origin.

*In case of having studied in a system outside the European Higher Education Area, the university degree and academic certification must be legalized by Hague Apostille or through diplomatic channels.

Legalization of Foreign Titles

  1. Documents issued by member countries of the European Union or participants in the Agreement on the European Higher Education Area (EEES) will not require any type of legalization.
  2. Documents issued outside the European Union or the European Higher Education Area (EHEA):
    • The Hague Apostille: In accordance with the Hague Convention of October 5, 1961, the only formality required for documents from the States party to said Convention is the Apostille stamp placed by the competent authority of the State from which the document emanates and takes effect directly before any authority in Spain.
    • The diplomatic channel: It is the official procedure to be used for the legalization of foreign Civil Registry, notarial and administrative documents issued in countries that are not part of the Hague Convention.

The Hague Convention of October 5, 1961

The Agreement abolishes the requirement of legalization of foreign public documents issued in the signatory countries of said Agreement (BOE. num. 229, of 25.09.1978, num. 248, of 17.10.78 and num. 226, of 20.09.84) . Antigua and Barbuda, Bahamas, Dominica and Saint Kitts and Nevis are signatories to the Convention.

diplomatic legalization

It is used in the rest of the countries that have not signed the Hague Convention of October 5, 1961, in the case of Jamaica. In general, the documents to be legalized by this means must be presented before:

  • Ministry of Foreign Affairs of the country issuing the documents and then
  • Diplomatic or consular representation of Spain in that country.

Official Spanish Translation

Documents issued abroad must be accompanied by an official translation into Spanish. Said translation may be made:

  • for any diplomatic representation or consular of the Spanish State abroad
  • The diplomatic or consular representation in Spain of the country of origin of the applicant or, where appropriate, the country of origin of the document.
  • Sworn translator, authorized or registered in Spain.
4
Litigation, Arbitration

Upon receipt of the documentation, from IUNIT, we will contact the student to communicate their acceptance and the steps they must take to complete the registration and enrollment. The admissions department will communicate the acceptance to the interested party within a period not exceeding 5 days.

5
Registration and registration

Upon receipt of the documentation, from IUNIT, we will contact the student to communicate their acceptance and the steps they must take to complete the registration and enrollment. The admissions department will communicate the acceptance to the interested party within a period not exceeding 5 days.

Duration

1 academic year.

Number of credits

60 ECTS (48 ECTS compulsory subjects, 6 ECTS external practices and 6 ECTS Final Master's Project).

Type of teaching and places offered

Onsite. Total 80 places. 2 groups

Dedication

Full-time 60 ECTS / year for one year, or part-time 30 ECTS / year for two years.

External

120 hours of professional curricular internships with companies with an agreement corresponding to 6 ECTS. There is the possibility of extension to extracurricular practices. External practices are face-to-face.

Language

Spanish.

University

CENTER FOR HIGHER EDUCATION OF BUSINESS, INNOVATION AND TECHNOLOGY, attached to the REY JUAN CARLOS UNIVERSITY in December 2017.
More information.

Knowledge Branch

Social and Legal Sciences.

external reports
Minimum and Maximum number of ECTS credits by type of enrollment and course

Full-time: 30 ECTS minimum and 60 ECTS maximum.
Part-time: 6 ECTS minimum and 30 ECTS maximum.

Scholarship

Own scholarships.
The Center for Higher Education in Business, Innovation and Technology offers a series of scholarships that are between 5% and 25% of the cost of the program. To access these, a motivation letter and updated Curriculum Vitae must be sent to admision@iunit.edu.es.

MEC Scholarship, Scholarship for Higher Technicians (Pending Call)
Carolina Foundation Scholarship

Learning Resources

It has 7 spacious and bright classrooms and two seminars. They have internet connection as well as Wi-Fi, projector, connection to virtual classrooms and blackboard. The center considers the intensive use of ICT as a central and transversal component of the learning process, so it has a computer infrastructure according to these needs. Access to the reprography room, library and bibliographic resource center is provided. As well as the sports facilities and library of the URJC.

Academic Staff

Ignacio Cid
Fernando Miura
Tomas Aznar
Manuel Blanca
Felipe Graeml
Raphael Delgado
Raphael Hurtado
Juan Manuel Lujan

Academic Calendar
Schedule

This Master in face-to-face mode takes place from Monday to Friday in the morning.

More information

Regulations for enrollment and permanence in the master's degree
Title Guarantee System
Recognition and Transfer of Credits
Title Guarantee

1. Internal Quality Assurance System.
2. Those responsible for the SAIC.
3. External Verification Reports.
4. Title memory.
5. RUCT LINK.
6. BOCM LINK.
7. External monitoring and accreditation reports.

Main Results of the Title
  • "Once the Master's monitoring has been carried out, the most relevant quantitative information on the results obtained in the monitoring of said Degree is shown, differentiated by academic year."
  • Course report.
Satisfaction surveys

Within the IUNIT quality assurance system, the following surveys are planned to be carried out:

  • Teacher Assessment.
  • Degree of satisfaction:

Of students with teaching and TFM.
Of the students with the title.
From the teaching staff.
From the Administration and Services Staff.
Of the graduates.
Job insertion.

  • External Practices:

Internship student satisfaction.
Satisfaction of the company's external tutor.

Suggestions mailbox

SUGGESTION BOX LINK.

Improvement plans
  • The IUNIT Quality Assurance System establishes that annually the Quality Assurance Commission of the degree will analyze the information derived from the degree indicators and prepare a report that will include improvement plans, if necessary after analyzing the results.
 
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Alfonso Rodríguez Santamaría Street 19.
28002 Madrid, Spain

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