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Principios de Análisis e Instrumentos Financieros

Ricardo Cristhian Morales Pelagio and Joel Álvarez Bautista

Considerando las necesidades del contexto laboral de los involucrados en la toma de decisiones financiera-operativas, este curso está diseñado para que el participante comprenda la información financiera que proveen los estados financieros y realice el análisis adecuado e integral del desempeño, en lo que respecta a la inversión, financiamiento y operación de la empresa. De este modo, el curso se integra por 5 módulos:

• Módulo 1. Decisiones y estados financieros

• Módulo 2. Análisis de estados financieros

• Módulo 3. Razones financieras para la toma de decisiones

• Módulo 4. Fundamentos de mercados financieros

• Módulo 5. Mercado de Dinero y Mercado de Capitales

Los contenidos han sido desarrollados y organizados por expertos con experiencia en la Banca Comercial, en el giro industrial y del sector de servicios, en áreas comerciales y financieras. Además de colaborar en empresas como: PricewaterhouseCoopers, en el área deTax & Legal Service; en Moore Stephens México, como asesor de fiscal y de negocios; con CAF México, Trenes Sub Urbanos, IM Initiative Media, ABN Ambro Bank, Walbridge México.

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What's inside

Learning objective

Aplicar el análisis financiero empresarial, considerando las fuentes de financiamiento disponibles en el mercado, para la correcta toma de decisiones en la administración financiera de la empresa.

Syllabus

Módulo 1. Decisiones y Estados Financieros

En este módulo se identificarán los estados financieros básicos en la empresa, donde se reflejan las decisiones financieras que toman los administradores: la decisión de inversión, decisión de financiamiento y la decisión de dividendos.

Módulo 2. Análisis de Estados Financieros

Este módulo aborda los elementos que permiten el análisis de los estados financieros, a fin de dar información a la dirección de la empresa para tomar las decisiones idóneas en materia de inversión, financiamiento, administración y acciones operativas en función de las necesidades presentes y futuras.

Módulo 3. Razones Financieras para la Toma de Decisiones

En este módulo se presentarán las razones financieras como una de las principales y más importantes metodologías de análisis usadas en la empresa y en el medio profesional financiero.

Módulo 4. Fundamentos de Mercados Financieros

En este módulo se definirá qué es el Mercado financiero, como mecanismo que permite a individuos y entidades comprar y vender valores financieros, a fin de comprender su funcionamiento y opciones de financiamiento para las empresas.

Módulo 5. Mercado de Dinero y Mercado de Capitales

En este módulo se define qué es el Mercado de dinero y el mercado de capitales, como el “espacio” donde los inversionistas ponen a trabajar su dinero, financiando la actividad productiva de un país; considerando las posibilidades de las empresas para colocar una parte de su capital entre un importante número de inversionistas, con la finalidad de financiar la expansión de la misma.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Examina los fundamentos de los mercados financieros, lo que es esencial para comprender las opciones de financiamiento para las empresas

Desarrolla habilidades de análisis financiero empresarial, que son cruciales para la toma de decisiones financieras informadas

Enseña el uso de razones financieras para la toma de decisiones, un método ampliamente utilizado en el análisis empresarial

Explora el mercado de dinero y el mercado de capitales, brindando una comprensión del panorama de financiamiento empresarial

Diseñado para gerentes financieros, analistas financieros y profesionales de negocios que buscan mejorar sus habilidades de toma de decisiones financieras

Impartido por expertos con experiencia en banca comercial, finanzas y gestión empresarial

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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 Principios de Análisis e Instrumentos Financieros with these activities:

Organiza y revisa tus notas, tareas y exámenes del curso

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Mantener tus materiales del curso organizados y revisados regularmente reforzará tu memoria y mejorará tu capacidad para recuperar información cuando sea necesario.

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Recopila todas tus notas, tareas y exámenes del curso
Organízalos en carpetas o cuadernos lógicos
Revisa regularmente tus materiales para refrescar tu memoria

Revise Financial Accounting Principles

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Reviewing fundamental principles of financial accounting can help prepare for the technical discussions and problem-solving tasks covered in this course.

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Review basic accounting concepts and terminology
Study financial accounting standards and regulations
Complete practice exercises and problems

Baca el libro 'Análisis de Estados Financieros' de Pablo Fernández

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La lectura de este libro proporcionará una base sólida para comprender los conceptos centrales cubiertos en este curso, como el análisis de estados financieros y las técnicas de toma de decisiones financieras.

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Lee el libro y toma notas sobre los conceptos clave
Completa los ejercicios y problemas proporcionados en el libro
Resume los capítulos principales y analiza su relevancia para el curso

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Career center

Learners who complete Principios de Análisis e Instrumentos Financieros will develop knowledge and skills that may be useful to these careers:

Chief Financial Officer (CFO)

CFOs are responsible for the overall financial management of a company. They oversee the company's accounting, financial planning, and analysis, and they make recommendations to the company's leadership team on financial matters. This course would be helpful to CFOs because it provides a comprehensive overview of financial management.

See salaries and explore the career path for Chief Financial Officer (CFO)

Corporate Finance Manager

Corporate Finance Managers are responsible for the financial planning and analysis of a company. They also develop and implement strategies to raise capital and manage the company's finances. This course would be helpful to Corporate Finance Managers because it provides a strong foundation in financial analysis and corporate finance.

See salaries and explore the career path for Corporate Finance Manager

Financial Controller

Financial Controllers are responsible for the accounting and financial reporting of a company. They also oversee the company's internal controls and compliance with regulations. This course would be helpful to Financial Controllers because it provides a strong foundation in financial accounting and reporting.

See salaries and explore the career path for Financial Controller

Commercial Banker

Commercial Bankers provide financial services to businesses. They help businesses raise capital, manage their finances, and make investment decisions. This course would be helpful to Commercial Bankers because it provides a strong foundation in financial analysis and banking principles.

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Auditor

Auditors examine companies' financial records to make sure that they are accurate and compliant with regulations. They also provide consulting services to help companies improve their financial performance. This course would be helpful to Auditors because it provides a strong foundation in financial analysis and accounting principles.

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Financial Advisor

Financial Advisors provide investment advice and financial planning services to individuals and families. They help their clients achieve their financial goals, such as saving for retirement or buying a home. This course would be helpful to Financial Advisors because it provides a strong foundation in financial planning and investment management.

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Financial Analyst

Financial Analysts use their knowledge of financial markets to make investment recommendations. They also provide advice to companies on how to raise capital and manage their finances. This course would be helpful to Financial Analysts because it provides a comprehensive overview of financial markets and instruments.

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Investment Banker

Investment Bankers help companies raise capital and advise them on mergers and acquisitions. They also provide investment advice to individuals and institutions. This course would be helpful to Investment Bankers because it provides a strong foundation in financial analysis and capital markets.

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Portfolio Manager

Portfolio Managers manage investment portfolios for individuals and institutions. They make investment decisions based on their knowledge of financial markets and instruments. This course would be helpful to Portfolio Managers because it provides a strong foundation in financial analysis and portfolio management.

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Risk Manager

Risk Managers identify and assess risks that could affect a company's financial performance. They also develop and implement strategies to mitigate these risks. This course would be helpful to Risk Managers because it provides a strong foundation in financial analysis and risk management.

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Tax Accountant

Tax Accountants help individuals and businesses comply with tax laws. They prepare tax returns and advise their clients on tax planning strategies. This course would be helpful to Tax Accountants because it provides a strong foundation in financial accounting and tax law.

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Insurance Agent

Insurance Agents sell insurance policies to individuals and businesses. They help their clients assess their insurance needs and find the right policies to protect them. This course would be helpful to Insurance Agents because it provides a strong foundation in financial planning and risk management.

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Real Estate Agent

Real Estate Agents help people buy and sell homes. They provide their clients with information about the real estate market and help them negotiate the best possible deals. This course would be helpful to Real Estate Agents because it provides a strong foundation in financial analysis and real estate principles.

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Loan Officer

Loan Officers help people get loans from banks and other financial institutions. They assess the creditworthiness of borrowers and make recommendations on whether or not to approve loans. This course would be helpful to Loan Officers because it provides a strong foundation in financial analysis and lending principles.

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Market Research Analyst

Market Research Analysts gather and analyze data about markets and consumers. They use this information to help businesses make informed decisions about marketing and product development. This course would be may be helpful to Market Research Analysts because it provides a strong foundation in financial analysis and research methods.

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Reading list

We've selected 15 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Principios de Análisis e Instrumentos Financieros.

Finanzas corporativas

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Este libro proporciona una base sólida en el análisis de estados financieros, cubriendo conceptos básicos y técnicas avanzadas. Sirve como un excelente complemento para el curso al brindar una comprensión más profunda de los fundamentos teóricos y prácticos del análisis financiero.

Finanzas corporativas

Paperback

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Finanzas corporativas

Kindle Edition

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Investments

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Este texto autorizado ofrece una visión integral de los mercados financieros. Proporciona una base sólida sobre los conceptos y principios fundamentales, complementando el curso al ampliar el conocimiento de los mercados financieros y su funcionamiento.

Fundamentals of Financial Management

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This textbook provides a comprehensive overview of financial reporting and analysis. It covers topics such as financial statement analysis, cash flow analysis, and ratio analysis.

Principios de Análisis e Instrumentos Financieros

Two deals to help you save

What's inside

Learning objective

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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