Descripción Grado Gestion de Finanzas y Patrimonios

Este programa se puede impartir presencial full time o part time en las diferentes sedes (Barcelona, Munich, Ginebra, Montreux) o a distancia.

European University es un conjunto de escuelas de negocios que tienendistintos campus distribuidos en distintos países de Europa y Asia.Todos los campus utilizan el mismo material (libros de texto), y ... [ + ]

Descripción Grado Gestion de Finanzas y Patrimonios

Este programa se puede impartir presencial full time o part time en las diferentes sedes (Barcelona, Munich, Ginebra, Montreux) o a distancia.

European University es un conjunto de escuelas de negocios que tienendistintos campus distribuidos en distintos países de Europa y Asia.Todos los campus utilizan el mismo material (libros de texto), y siguenel mismo protocolo, ofreciendo, de esta manera, a los estudiantes la posibilidad de moverse de campus.
 
European University fue una de las primeras escuelas de negocios en Europa en implementar los grados estandarizados que requieren en la Unión Europea y que recoge el  tratado de Bolonia. Cada programa de grado dura 3 años (6 semestres) a tiempo completo.



Requisitos Grado Gestion de Finanzas y Patrimonios

-Certificado de finalización de estudios de secundaria. (High School Degree, Baccalauréat, Maturite Fédérale, Abitur, A-levels, Bachillerato)
-Nivel de inglés acreditado por el TOEFL con una puntuación mínima de 213 o de 79/80 en internet-based o 550 en paper-based
-IELTS con puntuación de 6.0 o equivalente; o acreditación de inglés como lengua materna
-Un ensayo escrito
-Dos cartas de recomendación

(Hay cuatro convocatorias a lo largo del año: octubre, febrero, junio y agosto)








Temario Grado Gestion de Finanzas y Patrimonios

EU’s Bachelor of Arts in Wealth Management degree program istailor-made for students who take on the challenging responsibility ofportfolio management or other aspects of a diverse family- orprivately-owned company.

YEAR ONE 
SEMESTER ONE
BCO111 - Foundations of Business Management (3)
Thecourse is designed to introduce the principles of Business Managementwithin a modern organisational environment. Students will explore themajor theories of management and critically examine the variousmanagement functions, including planning, organizing, human resourcemanagement, leading and controlling.

BCO112 - Writing Communication Skills (3)
Thefocus of this course is communication in the business world. The courseaims to develop communication skills needed by those preparing for abusiness or management position. The course will deal with the theoryof business communication while at the same time providing practicalexamples and assignments to improve the effectiveness of writtencommunication skills.

BCO113 - Accounting I (3)
The course isan introduction to the basic accounting concepts: the accounting cycle,basic ledger accounts, the journal, balance sheet, income statement,statement of retained earnings, statement of cash flows, accruals anddeferrals, preparing and using a worksheet, types of inventory, assetsand liabilities, valuation of assets, depreciation and intangibleassets.

BCO114 - Computer Literacy & Introduction to Internet (3)
Thisis an introduction to the world of computers. Topics includetheoretical development, ethical issues, social implications, componentof a computing system, and commonly used software, i.e., wordprocessing, spreadsheets, Windows, DOS, internet, e-mail. It coversalso the use of the internet, its applications in today’s businessworld, its legal and ethical aspects, as well as its potentialdevelopment. Technical topics include e-mail, ftp, telnet, Usenet newsor Netnews, and the World Wide Web

BCO115 - Introduction to Marketing (3)
Thiscourse offers the study of Marketing at a glance. Through fundamentalconcepts and the application of such concepts in practical exercises,students will be equipped to understand what Marketing is for and whatfactors intervene in the decision-making of this functional area.

BCO116 - Micro Economics (3)
AnIntroduction to Microeconomics; this course is designed to helpstudents understand basic economic problems, the role of markets andhow they work, the internal conditions of cost and revenue thatdetermine a company’s profitability and the external conditions of theindustry that influence the company’s working environment.  It alsogives students an introduction to the relationship between thegovernment and the market.

BCO117 - Elementary Calculus (2)
Thiscourse focuses on topics of calculus that are relevant to students inthe managerial and business sciences. Starting with limits, we followwith derivatives and its applications and integration, including morethan one variable, differential equations, series and optimization.

BCO118 - Financial Markets (2)
Thecourse will consider the economic principles underlying the working ofnational and international financial institutions. It aims to cover thebasic theory and operation of financial systems from an economistviewpoint. The stress is on financial instruments, markets in whichthey are traded and attendant structures.

SEMESTER TWO
BCO121 - Business & Society (3)
Thiscourse explains the role of business in a free competitive society. Adiscussion course emphasizing the major issues facing business today,such as business ethics, labor, equal employment opportunity, workersafety and health, environmental quality, financial disclosure,government and others.

BCO122 - Oral Communication Skills (3)
Themain objective of this course is to enable students to monitor, improveand develop their oral communication skills within a business context
Thecourse will concentrate on the fundamental skills of communicatingwithin the workplace and as such will be the basis upon which studentsdevelop the skills necessary for business executives.
Practicalelements of business such as making different types of presentations,organizing and running meetings as well as interviewing are combinedwith more theoretical approaches to communication in the businessenvironment.

BCO123 - Accounting II (3)
The course is acontinuation of Principles of Accounting.  The concepts and financialanalysis techniques previously learned will be applied in understandingconcepts such as Stockholders’ Equity, Retained Earnings, and CashFlow.  We will also study different tools and measures used inFinancial Statement Analysis as well as the basic concepts of Budgetingand Cost Accounting Systems used in Management Accounting.

BCO124 - Macro Economics (3)
Economicsis the study of how people choose to use their limited resources toproduce, exchange, and particularly, consume goods and services.Economics then is the study of the decision process involved inchoosing the most efficient way to allocate our scarce resources tosatisfy our wants to the maximum extent possible. Macroeconomicsstudies some of the most important issues of our nation -- issuesaffecting every facet of our daily lives -- particularly, income,inflation, unemployment, interest rates, and the business cycle. Wewill also investigate the role of government in determining theeconomic goals of society.

BCO125 - Business Law (3)
Thiscourse focuses on getting across a practical basic understanding ofinternational business, contracts, the Internet and the pertinent legalissues that are raised in the real world.

BCO126 - Mathematics of Finance (2)
Thiscourse enables student to perform day-to-day transactions in financialmarkets and make business investment decisions in an objective manner.This course provides mathematical concepts and procedures required infinancial management and analysis.

BCO127 - Elementary Statistics (2)
Theaim of this course is to provide students with an introduction tostatistics by explaining the techniques used in managerial situations.Subjects covered include statistical inference with regard to means,dispersion and sampling.

BCO128 - Advertising & Media (2)
Thiscourse is designed to give the student a comprehensive view offundamentals of advertising. It considers advertising from a clientagency point of view. Material covered includes areas such as internalexternal agencies, budget and media introduction, and advertising’srole with regard to laws, society and economics.
 
YEAR TWO 
SEMESTER THREE
BCO211 - Marketing Management (3)
Thecourse is focused on the role of marketing, planning and the planningprocess. It will enrich students’ perspective of the marketing world asa manager, and therefore will allow them to better understand and applythe concepts that they have learned in previous marketing courses.

BCO212 - Business Finance I (3)
Thiscourse gives the student a broad view of the major financial topics toprepare them for more specific learning in further courses. Numericaltechniques are practiced to help the student develop analytical skills.Class sessions promote questioning as a method of learning.

BCO213 - Human Resources Management (3)
Thiscourse focuses on the topics of the management discipline related tohuman resources. It is designed for undergraduate students inmanagement and business degrees. The course objective is to expose thestudents to HR related issues that will be useful in their careers. The course presents both the theoretical and practical aspects of HRMin a global perspective.  The practical features are studied throughcases.  It assumes no previous knowledge of human resources but itsupposes that students know some basic management principles.

BCO214 - Production Management (3)
Thiscourse in production and operations management places the emphasis onproductivity analysis so as to improve business orientations and createa competitive edge. Inventory control systems, materials requirementplanning, manufacturing resource planning, and quality controls are themain issues discussed in this course.

BCO215 - Entrepreneurship & New Venture Creation (3)
Thecourse is designed to explore the complexities of developing &growing a new business, including the assessment of personal strengths& weaknesses and the opportunities & threats that abound aroundus. The course will include:
• Types of new business
• Preparing a business plan
• Managing a new business

BCO216 - Management Information Systems (3)
Thiscourse focuses on the role of information systems in today’scompetitive business environment. We will identify the major managementchallenges including building and using information systems.
 
BMW211 - Ethics in the Financial World (2)
Thiscourse explains the importance of ethics in the operation of financialinstitutions and in the personal conduct of finance professionals. Thecourse:
• Focuses on practical issues that confront finance professionals and policy makers
•Includes discussion of issues in mutual funds and financialengineering, the independence of analysts at investment banks and thebank's responsibility for the conduct of its clients
Analyzes on conflicts of interest in financial services, expanded treatment of ethical issues in IPOs and a new discussion
about the discarding of pension funds

BMW212 - Real Estate Management I (2)
Thecourse is an introduction to Real Estate management. It focuses on thegoals of property managers and investors. The student is required tolearn the different types of real estate investments, and the specificcharacteristics of such a market.

SEMESTER FOUR
BCO221 - Strategic Marketing (3)
Thiscourse discusses the place of the Marketing Plan in the OverallBusiness Plan. It focuses on identifying opportunities,product/services positioning, and segmentation in the ever-changingexternal environment and competitive markets.

BCO222 - Business Finance II (3)
Thiscourse is an introduction to the major financial issues in markets,companies and management. The major ingredients are financial analysis,working capital management, and investment analysis. A subsequentcourse will be given in the spring semester to complete all the topics.

BCO223 - Global Economics (3)
Thiscourse focuses on topics of International Economics that are relevantto students in managerial and business sciences. The course starts withan introduction to International Economics and globalization, itcontinues with a series of topics in international trade relations, andit ends with themes in international monetary relations.  InternationalEconomics is intended for students who have some background in thebasic principles of economics.
 
BCO224 - Consumer Behavior (2)
Thiscourse uses the marketing segmentation approach to explain thatconsumer behavior is a professional endeavor and to link psychological,socio-cultural and decision-making aspects. It provides students withan understanding of consumer purchasing behavior.

BCO225 - Sales & Purchasing Management (2)
Thecourse is aimed to transfer knowledge of sales and purchasing conceptsand help students learn how to apply them to solve business problems.Effective management of salespeople and purchasing functions iscritical to business success because of high pressures on costoptimization and resource efficiency. The course activities demandactive participation and ideas exchange, cases discussions and theoryadaptation to reality.

BMW221 - Real Estate Management II (2)
Thecourse is an introduction to Real Estate management. It focuses on thegoals of property managers and investors. The student is required tolearn the different types of real estate investments, and the specificcharacteristics of such a market.

BMW222 - Law with Financial World (2)
This course focuses on the following areas:
1. Commercial Paper: Terminology and Statue of Limitations
2. Formal Requisites of Negotiability
3. Negotiation: Becoming a Holder
4. Holders in Due Course
5. Claims and Defenses on Negotiable Instruments
6. Trial Procedure
7. Liability of Partners
8. Payment
9. Forgery or Alteration of Negotiable Instruments
10. Discharge
11. Status of Bank in Collection Process
12. Documents of Title and Investment Security

BMW223 - Wealth Management Practical (2)
Thiscourse describes in detail the process for developing an effective,optimal asset allocation policy designed to account for each client'sunique goals and constraints. It also outlines a wealth managementprogram that begins with client education and risk toleranceevaluation, continues with optimization and investment policydevelopment and concludes with implementation by multiple moneymanagers.

BMW224 - Risk Management (2)
The objective of thecourse is to provide the students to use the financial skills to avoidand shape risks. Covering specially the financial derivatives, hedgingrisks with derivatives and ending with the insurance market as animportant way to cover risks in the modern economy.

Industrial Visits I (1)
Alltheoretical applications learned in the different classes will bechecked in real business life. On a regular basis, we will visit smallbusinesses as well as international companies. Students will berequired to present oral and written reports.
 
YEAR THREE 
SEMESTER FIVE
BCO311 - Global Business & Marketing (3)
Thiscourse provides an understanding of the content, issues, contextualfactors, administrative mechanisms and organization processes relevantto establishing and maintaining effective global marketing strategy. It also assists students in developing strategic decision-making skillsfor international market entry development and success.

BCO312 - Financial Statement Analysis (3)
Thiscourse is a practical course. The examples are taken from financialstatements of real companies, and the analysis is done in class.Students prepare some of the classes with homework.

BCO313 - Small Business Management (3)
Thiscourse studies all the forms necessary to run an efficient andsuccessful small business, including personnel, accounting, timemanagement, general office and sales forms.

BCO314 - Negotiation (3)
Oneobjective for this course is to give students self-confidence in theirnegotiation skills. The course helps students develop an analyticalunderstanding of negotiations and the management of conflicts so theycan become more effective problem solvers. Differences are the basisfor negotiation; without them there is no need for negotiation. Theneed for negotiation skills arises wherever joint decision-making isnecessary. The aim of effective negotiation is to create maximum valuein the deal making process.

BCO315 - Corporate Finance (2)
Thecourse addresses the three main problems of Corporate Finance: how acorporation should invest its funds, how it should finance itsinvestments, and to what extent it should distribute some of its assetsto its owners.

BCO316 - Industrial Marketing (2)
The courseprovides in-depth coverage of the three key components of industrialmarketing management: organizational buying and buyer behaviour,strategy formulation in industrial markets, and product, channel, andprice planning for industrial goods and services. Beginning with anoverview of industrial marketing, the course discusses in detailintegrated business development, industrial market segmentation andpricing and distribution of industrial products and services. It goeson to discuss the role of personal selling in industrial marketing,customer satisfaction, and industrial marketing research. Finally, itdiscusses standard and fabricated industrial products and capitalequipment and services.

BMW311 - Management Accounting (2)
Thecourse is an introduction in to the corporate world and its internalaccounting practices. So far we have treated financial accounting inprinciples of accounting and intermediate accounting. In managementaccounting we will look into how management calculates the state of thecompany. Is this important? Yes, as in investor the insight intomanagerial accounting discovers sometimes interesting opportunitycosts. If we would only believe the financial accounting statements wemight miss out on good opportunities to invest.

BMW312 - Tax Management (2)
This course covers the following areas:
1. BMWic Taxation Concepts
2. Overview of a Tax System
3. Taxation of Individuals
4. Taxation of Companies
5. Anti-Avoidance Measures
6. Tax Treaties
7. Tax Havens
8. Real Estate Investment Taxation
9. Individual Wealth Management

BMW313 - Capital Markets (2)
Howis wealth invested? Who does it? This course describes many angles ofasset management. It includes selecting the profile of the person thatwill manage the assets in the capital market.

SEMESTER SIX
BCO321 - Business Policy & Strategic Management (3)
Thecourse is designed to explore the problems faced by the seniormanagement of an organization, and after the development of a suitableframework for problem analysis, will deal with the concept of strategy:
• Strategic analysis
• Relating strategy to the future development of the organization
• Implementing strategic plans.

BCO322 - Budgeting & Control (3)
Thiscourse teaches students to understand the purpose and interpretation ofcompany budgets and how to develop them from a management perspective.One of the main aims of the course is to provide students with the mainconcepts, tools, and techniques for Budgeting and therefore enable themto analyze budgeting variances.

BCO323 - Organizational Communication (2)
Thestudy of organizational communication provides students with theability to analyze and understand audiences, situations and sources,and also to develop appropriate messages in a variety of contexts.

BCO324 - Cases in Marketing (2)
Thiscourse course will be a complement to the skills and knowledge thatstudents will have already acquired in the area of Marketing.  Thismeans, we will be looking at cases that depict what Marketing is, whatit consists of, what is its scope and what competencies MarketingManagers have today in the corporate world.

BMW321 - Cases in Wealth Management (2)
Inthis course we will practice the previously studied material byapplying it to real cases. In addition we will invite guest speakersfrom the sector (UBS).

BMW322 - International Banking Laws (2)
This course analyzes:
• Local regulatory bodies and the banking system
•Chartering or licensing of banks within the jurisdiction, includingprovisions applying to foreign bank operations while noting thedifferences for international or foreign banks
• Regulatory and supervisory rules for banks, including regulations for banking takeovers and mergers
• Banking reform legislation enacted to facilitate changes or restructuring of the current banking system
Internationalharmonization efforts towards the potential international convergenceof bank supervisory standards and local recognition of internationalbanking standards

BMW323 - Marketing for the Financial World (2)
Thiscourse assesses a very interesting combination of marketing andfinancial tools. Marketing in the financial world needs insight fromboth marketing tools and financial products.

BMW324 - Wealth Planning (2)
Thiscourse provides you with the knowledge of strategic planning in orderto maximize the net worth and minimize the tax burden; an effectiveguidance that will offer the best solutions to connect you with thefinancial goals. Students will learn to organize assets, analyzebalance sheet and review cash statements to ensure their plan willachieve those goals.
During this course we will evaluate integrated financial strategies to successfully build, manage and protect wealth.
Financial objectives will dictate the structure of the personal financial plan we help you develop.
The course will include:
• Financial planning
• Financial statements
• Retirement planning
• Estate and succession planning

BMW325 - Portfolio Management (2)
The course provides students with a thorough introduction to concepts and instruments of portfolio management.
Discussionsfocus on risk/reward trade-off and how these instruments can fit intoan investment strategy. Furthermore part of the course will be devotedto capital markets and the trading strategies required to achieveportfolio’s objectives.
Final Case in Marketing (3)
Final Case in Finance (3)
Thesis (6)


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