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The Master in Financial Planning and Advice at the Rey Juan Carlos University has been accredited by the CNMV. Any person who has this title is officially qualified to provide ADVICE on investment matters, as established by the Technical Guide 4/2017 of the CNMV, in compliance with the MIFID II Directive.
Participating Universities/Organizations: Universidad Rey Juan Carlos
Modality: From distance Title code: 6243 Orientation: Pro
Number of ECTS Credits: 60 ECTS Duration of the Master: an academic year
Public prices: See table
Academic Calendar Opening hours Examinations Teaching Guides Adaptations table Faculty External teaching staff
Director of the Master: Prof. Dr. Ms. María Luisa Medrano García. Coordinator: Mr. Raul Gomez Martinez Phone: 91 495 9230
E-mail:
University master's information: Phone: 91 665 5060 Inquiries Mailbox
Student attention: Student Help Box Suggestions, complaints and congratulations mailbox
Basic Information
What knowledge will I acquire with this Master?
In this master's degree, you will acquire the knowledge that will allow you to start developing the professional activity of a financial advisor. It will also prepare you to take the exam for professional certification in the financial sector.
Is this degree official according to the regulations required by the European Higher Education Area?
Yes (final verification report is attached), starting the first course in the academic year 2009-10.
Final verification report turned out FAVORABLE
Favorable report first modification
Is it necessary to pass an access test?
Yes, it is necessary to pass the admission test that is defined in each academic year.
What is the minimum number of credits for which I can enroll?
You can see it in the rules of permanence in this link
Recommended income profile
Students who have possession of an official Spanish university degree or another issued by a higher education institution of the European Higher Education Area that authorizes access to Master's degrees in the country that issued the degree.
Objectives
The preparation of the students will have as objectives:
- Get an official degree with a high specialization in Financial and Actuarial Economics from a Public University.
- Prepare students to obtain international professional certifications such as the European Financial Advisor and/or the European Financial Planner, granted by the Spanish Association of Financial-Wealth Planners and Advisors, which depends on of the European Financial Planning Association (EFPA).
Although the focus of the program is primarily professional and academic, it is not an obstacle to making room for research due to the deepening and topicality of the topics covered.
Competences
General skills
- CG01 - Ability to analyze the economic-financial environment and summarize the situation of the financial markets
- CG02 - Ability to solve problems related to financial markets
- CG03 - Ability to manage financial information
- CG04 - Critical capacity of the financial situation
- CG05 - Autonomous learning of financial advice
- CG06 - Ability to adapt to changing work and financial environments
- CG07 - Oral and written communication of financial jargon in the native language
- CG08 - Ethical and social commitment in the work of the financial field
- CG09 - Motivation for quality in financial services
- CG10 - Organization and planning capacity
- CG11 - Ability to make financial decisions
- CG12 - Interpersonal skills in financial advice
- CG13 - Design and Management of financial projects
- CG14 - Knowledge of financial computer software.
- CG15 - Ability to work in a team in the financial environment
- CG16 - Work in pressure environments typical of the financial sector
- CG17 - Ability to analyze and search for financial information from specialized sources.
Transversal competences
- CT01 - Autonomous learning
- CT02 - Ethical and social commitment at work
- CT03 - Creativity
Specific skills
- CE01 - Being able to analyze the economic, monetary and financial environment, and to evaluate its impact on the different markets and the valuation of assets.
- CE02 - Know the advances in financial engineering and its implications
- CE03 - Know how financial products are managed, planned and marketed
- CE04 - Know how non-financial alternative investments are managed, planned and marketed
- CE05 - Know how to handle and interpret the statistics and mathematics used in Finance.
- CE06 - Know the theory of portfolios and investment selection. From Markowitz to intelligent algorithms.
- CE07 - Know the tax framework and taxation of the different assets and financial products
- CE08 - Learn the legal framework that regulates financial activity.
- CE09 - Being able to develop a methodology for analysis and selection of financial assets and products
- CE10 - Know the measures and advanced techniques for managing financial risks using specific software for measuring financial variables.
- CE11 - Will know how to identify and use investment analysis and management tools, and risk control.
- CE12 - Design strategies using derivative products complex structures.
- CE13 - Know how to apply asset allocation techniques and define investment policies
- CE14 - Critically analyse, assess and synthesize the financial information of customers
- CE15 - Carry out financial planning with the most advantageous tax treatment for the client.
- CE16 - Know how to establish a procedure to define the financial needs of a client according to their personal situation and future plans.
- CE17 - Design and control a tailored financial plan according to the client's risk profile.
- CE18 - Detect and evaluate potential clients
- CE19 - Manage the various measures of profitability and results
- CE20 - Know the different techniques for communicating results and be able to use the most appropriate mechanism or tool at all times.
- CE21 - Use information and communication technologies in the different fields of finance and economics
- CE22 - Define commercial objectives, strategies and policies
- CE23 - Carry out complete personalized financial advice.
- CE24 - Know the management of advanced financial literature.
Admission and enrollment
Admission:
The requirements for access to the proposed title are according to article 18, of Royal Decree 822/2021, of September 28:
- Possession of an official Spanish Graduate or Graduate university degree or equivalent is a condition for accessing a Master's Degree, or, where appropriate, having another University Master's degree, or titles of the same level as the Spanish Bachelor's or Master's degree issued by universities and higher education institutions in an EHEA country that in that country allow access to Master's degrees.
- In the same way, people in possession of titles from educational systems that are not part of the EHEA, which are equivalent to a Bachelor's degree, will be able to access a Master's Degree in the Spanish university system, without the need for homologation of the title, but verification by of the university of the level of training that they imply, as long as in the country where said title was issued it allows access to university postgraduate level studies. In no case will access through this route imply the homologation of the previous degree held by the person concerned or its recognition for other purposes than that of carrying out the Master's degree.
General access criteria:
The specific qualifications that will facilitate access to the Master are the following, included in the bilingual and online modality:
- Bachelor's or Degree in Business Administration and Management
- Degree in Financial and Actuarial Economics
- Degree in Accounting and Finance
- Bachelor or Degree in Economics
- Diploma in Business Sciences
- Degree in Engineering or Industrial Organization
- Double degrees in Law and Business Administration
Other degrees or official titles that include finance or business economics subjects in their curriculum.
Conditions or special access tests:
Where appropriate, if necessary, Assessment of the student's curriculum, based on their professional experience, their projection in relation to the objectives of the master's degree, as well as their academic record.
In the event that the demand for candidates for the University Master exceeds the offer of places, the person in charge of the Master will take into account the student's academic record, the affinity of the degree for which they are accessing with the studies of the University Master, the knowledge previous studies related to it, professional experience in the financial field, as well as the level of English of the candidate, according to the following weighting:
- HP: 25%
- Professional experience: 25%
- Academic record: 25%
- Foreign language (English): 25%
In the case of foreign students, they must accredit a sufficient level of the Spanish language through a personal or telephone interview with the Director of the Master.
The criteria for and admission procedures will not vary so much if the master's degree is carried out face-to-face or remotely.
Offer of places: 50 places. If the minimum number of students envisaged is not reached in a course, the University may choose not to open the teaching group.
Training itinerary
Master's Teaching Guides
ACCESS TO ALL UNIVERSITY TEACHING GUIDES
Training Itinerary
External Internships
The External Practices subject is a curricular subject whose main objective is to promote a comprehensive training of the student through the practical application of the knowledge acquired during the Master's degree, which facilitates direct contact with the professional activity and the opportunity to join the professional world with a minimum of experience. All practices are designed so that the students who participate in them acquire professional experience in real situations and conditions, applying the knowledge, skills and attitudes that are acquired in the training processes throughout the degree. The internships represent a decisive opportunity for the personal development and professional future of the students.
Internships are activities carried out by the student in companies, institutions and organizations; that is, in centers outside the university premises, which aim to enrich and complement their university education, while providing them with a deeper knowledge about the skills they will need in the future.
The External Practices subject will consist of two phases.
First. Completion of the internship period that offers professional experience related to any of the profiles that are expressed in the Verification Report of the degree.
Second. Preparation of memory.
Documentation:
For more information: External Internship Unit
Social Security contributions for interns starting January 1, 2024
Mobility programs
University Master's degrees, due to their duration and characteristics, in general do not specifically contemplate the mobility of their students. However, the Rey Juan Carlos University has different mobility programs for both students and University workers (PDI and PAS) and has procedures for collecting and analyzing information on these mobility programs.
Regulation
- Academic Calendar
- Regulations governing the university master's degrees of the Rey Juan Carlos University
- Regulations for enrollment and permanence in university master's degrees at the URJC || Explanatory notes
- Academic exemption (Regulations for the Evaluation of Learning Outcomes - Title IX)
- Public prices for university master's degrees
- Exemption from the prices of official master's and doctoral studies for the sons and daughters under 25 years of age of victims of gender violence
- External Internships
- University Master's Thesis
- Review and claim of the evaluation (Regulations for the Evaluation of Learning Outcomes - Title VII)
- Acknowledgments / Adaptations of university master's degrees
- Simultaneity of URJC university master's degree studies
- Regulations of the School of Official Masters
- Addendum to the protocol for adapting teaching at the School of Official Master's Degrees
- Royal Decree 1125/2003, of September 5, which establishes the European credit system and the qualification system in official university degrees valid throughout the national territory
STUDENTS
TEACHING COORDINATION
COEXISTENCE REGIME
SCHOOL INSURANCE
ASSOCIATIONS
EVALUATION
- Regulation on the Assessment of Learning Outcomes (in force from 1 September 2024)
- Early call (Regulations on the Assessment of Learning Outcomes - Article 19)
- Article 6.1.2. The favorable resolution of the request for total cancellation of registration does not necessarily imply the refund of the amount paid by the student. To do this, the requirements established in the Article 10.3 of the present regulations.
- Article 11.3. The extension of the period of permanence will be requested through the procedure established for this purpose by the Rey Juan Carlos University in the electronic office, within the established period. The Rector may authorize the continuation of studies in those cases in which exceptional causes, duly documented, have affected the academic performance of the students., valid for that academic year (up to a maximum of one year).
- Article 11.4. In accordance with what is established by the Article 4 of these regulations, those students whose request to remain is resolved favorably will have to enroll in all the remaining subjects to complete their studies.
- Article 11.5. For subjects with an indefinite call, once the extension of the permanence period is granted, the fees corresponding to the second and successive registrations will be paid according to the corresponding Public Price Decree as long as they have been previously enrolled in that subject.
- Article 12.4. Once this is granted, the student must enroll in accordance with the provisions of the Article 4 of the present regulations.
- Article 12.5. For subjects with an indefinite call, once continuity in the University Master's studies is granted, the fees corresponding to the second and successive registrations will be paid according to the corresponding Public Price Decree as long as they have been previously enrolled in that subject.
Quality guarantee
General information collection plan
Within the quality assurance system of the Rey Juan Carlos University, the following surveys are planned:
- Student profile
- Teacher evaluation
- Degree of satisfaction:
- Of the students
- of the graduates
- From the Faculty
- Administration and Services Staff
- Labor insertion
- External internships:
- Satisfaction of interns
- External tutor satisfaction
- Employer satisfaction
Survey results:
Improvement actions
The Quality Assurance System of the Rey Juan Carlos University establishes that the degree's Quality Assurance Commission will annually analyze the information derived from the degree's indicators and prepare a report that will include improvement plans if the results so indicate.
Renewal of accreditation
The renewal of the accreditation represents the culmination of the implementation process of the official Bachelor's and Master's degrees registered in the Register of Universities, Centers and Degrees (RUCT). The renewal of the accreditation of official bachelor's and master's degrees is organized in three phases: self-assessment report, external visit and final assessment.
In the first phase, the university describes and assesses the status of the degree with respect to the established criteria and guidelines. The result is the Self-Assessment Report (IA) that is presented. The second and third phases are carried out by a group of evaluators external to the evaluated title.”