• 2017cover Presentation
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Expert in Financial Analysis (Chartered Financial Analyst – CFA Level I)

Own Teachings
Telephone: 91 488 70 40
Academic direction : Ana Alonso

more information

Basic Information


The Chartered Financial Analyst (CFA) is the financial certification considered by many as the passport of the investment industry since, as explained by the CFA Institute, the CFA Program offers its candidates in-depth knowledge of the different economic-financial areas currently in demand. by the investment industry and specialization in financial asset management.

It is the most prestigious international financial accreditation and since its inception in 1963 the number of candidates has grown year after year, reaching its peak in 2019 with more than 270.000 people submitted.

In the face-to-face sessions, the academic content of the study plan will be explained and all the theoretical concepts will be reinforced with the resolution of multiple choice questions. The multiple choice questions will be similar to those that the candidate would encounter on the official date of the CFA certification.

The course consists of 59 readings + 1 calculator use session (in the Quantitative Methods module) + 2 complete mock exams (10 hours).

There will be a written test at the end of the course with multiple choice questions in English from all the course modules. This test will be similar to the mock exams carried out during the training.

The high number of candidates for the CFA is attributed to two main reasons: on the one hand, more and more companies are demanding that their employees obtain the CFA certification and, on the other hand, obtaining this certification facilitates job promotions. and the increase in the annual salary, in fact the average salary band of a CFA is between 50.000 and 200.000 gross dollars per year depending on the job position and the geographical area in which the work activity is carried out.

There are currently more than 167.000 members of the CFA Institute spread over more than 140 countries and there are 137 member societies in 60 different countries, therefore, being part of this certification greatly expands networking opportunities internationally.

In Spain there are only 820 people with the 3 levels approved and the rapid internationalization that we are witnessing, especially in the financial world, is causing consultants, commercial banks, investment banks, investment fund managers, financial boutiques, etc. are establishing as a fundamental requirement to obtain the CFA certification as a guarantee of permanence and promotion within corporate structures.


The accreditation consists of three levels and this course aims to provide students with sufficient knowledge so that they can successfully pass the test leading to the Chartered Financial Analyst - CFA Level I. In short, the course tries to provide the student with the tools and the basic theoretical-practical financial concepts used in the analysis and management of investments using Anglo-Saxon terminology, also guaranteeing their adequate preparation to successfully pass level I of the CFA (Chartered Financial Analyst) designation of the CFA Institute. Bearing in mind that the CFA Institute recommends a dedication of approximately 200/300 hours of study and personal work, the Expert Title significantly increases the chances of success in passing the certification exam by having 200 teaching hours.


General skills:

  • Financial information management capacity
  • Written communication of financial jargon in English
  • Ability to make financial decisions
  • Critical capacity of the financial situation
  • Ability to analyze information and search for solutions to problems raised
  • Autonomous learning

Specific skills:

  • Manage the various measures of profitability and results
  • Know the theory of portfolios and selection of investments.
  • Being able to develop a methodology for the analysis and selection of financial assets and products
  • Know the advanced measures and techniques of financial risk management
  • You will know how to identify and use investment analysis and management tools, and risk control.
  • Design strategies through derivative products and complex structures.
  • Know the advances in financial engineering and its implications
  • Know how to handle and interpret advanced quantitative methods



Modules/Subject/Subject and academic manager


subjects / subjects




Module 1 / Ana Belén Alonso Conde  


Quantitative Methods




Financial Statement Analysis




Alternative Investments








Corporate Issuers




Module 2 / Javier Rojo Suárez


Equity Investments












Portfolio Management




Ethics and Professional Standards




Mock Exams





OB= Compulsory OPT: Optional


Access requirements:

This course is aimed at postgraduate students and professionals who have already completed their undergraduate studies. A certified level of English from level B1 is highly recommended.

They will be able to access conditionally those students enrolled in a Bachelor's or Double Degree who still have to pass a maximum of 30 credits ECTS of an official university degree in Spain whose profile matches the functions legally provided for in the field of this degree. In this case, students will not obtain any type of degree until they prove that they are in possession of the official university degree required for access to postgraduate courses.

Exceptionally, these studies may also be accessed by professionals without a prior official university degree who prove work experience in the public or private sphere in this field. In this case, they will only be able to opt for a diploma or a university extension certificate with the same name and number of credits as this Title, in accordance with the equivalence table included in Annex I of the Rey Juan University's Own Teaching Regulations. Carlos.

Selection criteria:

In the event that the number of applications exceeds the number of places offered, a selection will be made based on the academic and professional profile of the student.

Weighting criteria:

Academic profile: 60%

English level (certification from level B1): 25%

Professional profile: 15%

No. of Seats: 15-40

Academic Management and Faculty

Academic direction:

Dr. Ana Belén Alonso Conde. University Professor. URJC

Dr. Javier Rojo Suárez. University Professor. URJC


Ana Belen Alonso Conde

Jaime Benito Barrientos

Alexey de la Loma Jimenez

Francis of Assisi Parga Valley

Javier Rojo Suarez

Duration and development

Modality: Face-to-face (with the possibility of connecting online through Microsoft Teams)

Number of credits: 20

Contact hours: 200

Place of delivery: Headquarters Madrid-Argüelles, C/ Quintana nº 21, 28008 Madrid.

Schedules: Tuesday and Thursday from 16:00 p.m. to 21:00 p.m.

Start and end date:  February 7, 2023 to June 30, 2023

Reservation of place and enrollment

Pre-registration period December 12, 2022 to January 31, 2023

Enrollment deadline: February 1, 2023 to February 5, 2023

Title price: 1.375 Euros

Possibility of scholarship (if applicable): No

Pre-registration: €250. This amount is included in the total cost of the course and will be returned if your academic request is not accepted. If, once the student's application has been admitted, the enrollment is not formalized, the amount deposited for pre-enrolment will not be returned.

The start of the course is conditioned to the minimum number of students enrolled.

Documentation to attach, forms and place of delivery

the applicants they will present all the scanned documentation, in the formats allowed through the telematic self-registration application at the time of applying for admission to own degrees. They must compulsorily attach to their request the declaration of the person responsible for the veracity of the data provided in digital format.

At any time, both the Program Management and the Own Teaching Service may request the applicants to submit said certified/collated documentation through the General Registry, located on the Móstoles Campus, or in any of the registries assistants located in the different campuses of the Rey Juan Carlos University, or by sending it through Certified Mail to: Rey Juan Carlos University. General Registry. Avda. Tulipán s/n. 28933. Mostoles. Madrid

The student is responsible for the veracity and correctness of the data provided, exonerating the Rey Juan Carlos University from any responsibility and guaranteeing and being responsible for its accuracy, validity and authenticity.

Required documentation:

Students with a degree obtained from a Spanish university or a Higher Education Institution belonging to another Member State of the European Higher Education Area that authorizes access to own postgraduate degrees must present the following documentation:

  • National Identity Document or equivalent
  • University degree of the studies that give access to the requested postgraduate degree.
  • Curriculum vitae
  • Responsible declaration of veracity of the data provided in digital format
  • Any other document that the Director of the Own Title specifically requires for its acceptance

Students with a foreign degree must present the following documentation:

  • Passport or Residence Card
  • Foreign Higher Education Degree (Graduate, Graduate, Architect, Engineer Doctor...) that give access to own postgraduate degree studies.
  • Certificate certifying that the studies carried out give access to an Official Postgraduate Degree in your country of origin, issued by the University of origin
  • Curriculum vitae
  • Declaration of the person responsible for the veracity of the data provided in digital format
  • Any other document that the Director of the Own Title specifically requires for its acceptance

Applicants with studies completed in foreign University Centers may be requested at any time a certificate of verification of these studies and centers, issued by an authorized Institution.

All documentation provided must be legalized in accordance with Spanish law and translated by an official translator.