Introducción a las finanzas from Coursera

What's inside

Syllabus

Información Financiera

En este módulo, analizarás qué es la información financiera, de dónde proviene, para qué sirve, cómo debe utilizarse para tomar decisiones y quiénes deben utilizarla.

Estados Financieros Básicos

En este módulo, revisarás cómo se obtiene la información financiera en los negocios, por lo que es momento de conocer los estados financieros que debes analizar para tomar decisiones que afectarán el futuro de la empresa; se analizarán, así, los cuatro estados financieros básicos.

Análisis Financiero

En módulo 3, revisarás la importancia de la información financiera y cuáles son los estados financieros básicos que se deben elaborar para tomar el control del negocio. Aprenderás las herramientas fundamentales para analizar esta información financiera y tomar las mejores decisiones para el éxito del negocio.

Importancia de la Planificación Financiera

En el módulo 4, identificarás la importancia de la planificación financiera empresarial.

Herramientas para el Control Financiero

Las herramientas para el control financiero son la mejor forma de asegurar el éxito de un negocio; es mantener un estricto control financiero. En este módulo, analizarás algunas técnicas básicas para este propósito.

Gestión Financiera a Corto Plazo

En el módulo 6, identificarás cómo cuidar el recurso más importante para la administración financiera: el capital de trabajo. Al concluir el módulo, te sentirás aún más preparado para tomar el control del negocio.

Gestión Financiera a Largo Plazo

En el módulo 7, revisarás que la visión prospectiva es clave para orientar el destino de los negocios. Para que los negocios crezcan, se necesita planear la forma en que deberán hacerlo y los recursos financieros que se requerirán.

Gestión de la Cartera

En el módulo 8, explorarás la metodología de las 5 C's que te ayudará a mantener un sano ejercicio de las cuentas por cobrar.

Creación de Empresas

Seguramente ahora tienes una visión clara sobre la importancia de la administración financiera y su repercusión para lograr el éxito del negocio. En este módulo, revisarás algunos conceptos básicos para la creación de empresas.

Business Start-Up

Habiendo concluido el curso, es momento de aplicar lo aprendido. A continuación, tendrás la oportunidad de elaborar los estados financieros y analizarlos con base en los resultados de razones financieras y el EVA.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Comprende elementos de la gestión financiera a corto y largo plazo, lo cual es beneficioso para una comprensión integral

Explora conceptos fundamentales como la importancia de crear y mantener el valor económico

Brinda herramientas y técnicas prácticas para mejorar la toma de decisiones financieras

Los instructores, Daniel Roberto Béjar López, no poseen información públicamente disponible sobre su reconocimiento o experiencia en el campo

No proporciona una introducción detallada sobre la creación de empresas, por lo que puede ser menos útil para estudiantes sin experiencia previa

Carece de un componente práctico o de tareas de evaluación, lo que puede limitar el aprendizaje experiencial

Reviews summary

Finance foundations

This course will provide you with foundational principles of finance to help you manage your personal and business finances. You will learn how to create and analyze financial plans, manage financial resources, and make sound financial decisions.

Exercises can be difficult but help reinforce learning

"Las tareas estaban muy dificiles ya que no hubo mucha explicacion y falto material de apollo"

Instructor is knowledgeable and engaging

"Excelente instructor, con conocimientos amplios en el tema"

Logical and easy-to-follow structure

"Un curso claro, objetivo y sencillo."

Concepts explained clearly and concisely

"Explicación clarísima, ejemplos fáciles e ilustrativos para aplicar y reforzar las clases."

Grading system is not always clear and can be subjective

"No se da retroalimentación en las pruebas, es difícil saber cuál o cuáles son los errores que se están cometiendo."

Some exercises and modules lack clear instructions or sufficient information

"Falto explicar y hacernos analizar las razones financieras respecto de las razones de la industria"

"El tema de los ejercicios no es claro."

"Resolver los cuestionarios es demasiado complicado por que no esta descrito como poner los numeros."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Introducción a las finanzas with these activities:

Revisar 'Finanzas para Dummies' de Eric Tyson

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Fortalece tu base en conceptos financieros fundamentales y prepárate para comprender mejor el curso.

View Finanzas Personales Para Dummies on Amazon

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Lee los capítulos 1 a 3 sobre la importancia y los conceptos básicos de las finanzas.
Resume los conceptos clave y los ejemplos proporcionados en cada capítulo.

Participar en un grupo de estudio sobre gestión financiera a largo plazo

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Colabora con tus compañeros para comprender mejor las estrategias y técnicas de gestión financiera a largo plazo.

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Forma un grupo de estudio con compañeros de clase o encuentra uno en línea.
Reúnanse regularmente para discutir los temas del curso, compartir ideas y apoyarse mutuamente.
Asignen roles y responsabilidades dentro del grupo para garantizar la participación de todos.

Participar en un concurso de análisis financiero

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Pon a prueba tus habilidades de análisis financiero y compite con otros para mejorar tus conocimientos.

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Busca concursos de análisis financiero en línea o a través de organizaciones profesionales.
Forma un equipo o participa individualmente.
Analiza los datos financieros proporcionados y prepara un informe o presentación.
Presenta tus hallazgos y compite con otros equipos.

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Career center

Learners who complete Introducción a las finanzas will develop knowledge and skills that may be useful to these careers:

Management Consultant

Management Consultants help companies improve their performance. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Management Consultant.

See salaries and explore the career path for Management Consultant

Financial Analyst

Financial Analysts are responsible for evaluating and recommending investments for clients. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Financial Analyst.

See salaries and explore the career path for Financial Analyst

Actuary

Actuaries use mathematical and statistical techniques to assess the financial risks faced by insurance companies and other financial institutions. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Actuary.

See salaries and explore the career path for Actuary

Investment Banker

Investment Bankers help companies raise capital by issuing stocks and bonds. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Investment Banker.

See salaries and explore the career path for Investment Banker

Portfolio Manager

Portfolio Managers are responsible for managing investment portfolios for clients. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Portfolio Manager.

See salaries and explore the career path for Portfolio Manager

Risk Manager

Risk Managers are responsible for identifying and managing risks for companies. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Risk Manager.

See salaries and explore the career path for Risk Manager

Financial Planner

Financial Planners help people plan for their financial future. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Financial Planner.

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Credit Analyst

Credit Analysts assess the creditworthiness of borrowers and make recommendations on whether or not to lend them money. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Credit Analyst.

See salaries and explore the career path for Credit Analyst

Auditor

Auditors examine the financial records of companies to ensure that they are accurate and complete. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Auditor.

See salaries and explore the career path for Auditor

Tax Accountant

Tax Accountants prepare tax returns for individuals and businesses. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Tax Accountant.

See salaries and explore the career path for Tax Accountant

Financial Controller

Financial Controllers are responsible for the financial operations of a company. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Financial Controller.

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Budget Analyst

Budget Analysts help organizations create and manage their budgets. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Budget Analyst.

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Forensic Accountant

Forensic Accountants investigate financial crimes and fraud. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Forensic Accountant.

See salaries and explore the career path for Forensic Accountant

Chief Financial Officer

Chief Financial Officers are responsible for the overall financial health of a company. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Chief Financial Officer.

See salaries and explore the career path for Chief Financial Officer

Credit Counselor

Credit Counselors help people manage their debt and improve their credit scores. They need to have a strong understanding of financial markets and be able to make sound judgments about the risks and returns of different investments. This course on Introducción a las finanzas provides a solid foundation in financial concepts, analysis, and decision-making which may be useful for an aspiring Credit Counselor.

See salaries and explore the career path for Credit Counselor