Inversiones en los mercados de capitales from Coursera

What's inside

Syllabus

Bienvenida al curso

¡Bienvenidos y bienvenidas! Este curso tiene como propósito entregar una base sólida sobre la teoría de inversiones financieras y proporcionar herramientas que permitan a los inversionistas tomar decisiones de inversión efectivas en el contexto de los mercados financieros.

Módulo 1: Alternativas de inversión

En este módulo aprenderemos sobre las diferentes alternativas de inversión presentes en los mercados financieros. Revisaremos en primer lugar los instrumentos de Renta Fija, profundizando en dos tipos: Depósitos a Plazo y Bonos. También estudiaremos los instrumentos de Renta Variable, enfocándonos en las Acciones, sus características y formas de valorizarlas. Por último, describiremos brevemente los derivados financieros, revisando Futuros y Forwards, Swaps y Opciones y explicando las características de cada uno.

Módulo 2: Operación de los mercados financieros

En este módulo conoceremos cómo se interactua en los distintos tipos de mercados financieros y cómo se ejecutan las transacciones. En este contexto, explicaremos cómo se determinan los precios a los cuales se puede comprar/vender un activo, conoceremos qué son los intermediarios financieros, y aprenderemos sobre distintas alternativas que existen al momento de invertir. Por último, hablaremos sobre Algorithmic Trading, procedimientos automatizados diseñados para tomar decisiones de trading.

Módulo 3: Construcción de portafolios de inversión eficientes

En este módulo comenzaremos describiendo dos conceptos relevantes al momento de invertir: riesgo y retorno. Utilizando la Teoría de Portafolios, revisaremos estrategias que buscan diversificar el riesgo a través de la combinación óptima de activos presentes en el mercado. A partir de esto, aprenderemos a construir portafolios de inversión eficientes, en donde no es posible reducir la volatilidad de la cartera sin reducir su rentabilidad esperada. Por último, revisaremos un modelo muy conocido y utilizado en finanzas para la estimación de retornos esperados, el Capital Asset Pricing Model (CAPM).

Módulo 4: Medidas y gestión del riesgo

En este módulo comenzaremos revisando el concepto de volatilidad y las herramientas utilizadas para medirla. Luego, conoceremos el Value-at-Risk (VaR), técnica utilizada para medir el riesgo de un activo financiero, como una acción o un portafolio, en un periodo dado. Además, aprenderemos sobre diferentes métodos existentes para calcular el VaR. Por último, estudiaremos dos técnicas adicionales para medir y gestionar el riesgo de los activos financieros: el Stress Testing y el Tracking Error.

Cierre del curso

Les queremos agradecer el habernos acompañado en el curso. Esperamos que los contenidos abordados sean un real aporte en tu carrera profesional /laboral.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Analiza el proceso de inversión en los mercados financieros, un conocimiento fundamental para cualquier profesional de las finanzas

Desarrolla habilidades para la toma de decisiones de inversión basadas en evidencia empírica y teoría financiera

Fortalece los conocimientos en estrategias de inversión y principios de gestión de riesgos

Enseña la teoría de construcción de portafolios de inversión, crucial para diversificar el riesgo y maximizar los rendimientos

Imparte técnicas para medir y gestionar el riesgo, como el Value-at-Risk y el Stress Testing, esenciales para la gestión de carteras

Requiere conocimientos previos en finanzas, por lo que puede ser más adecuado para estudiantes con experiencia o formación en el área

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 Inversiones en los mercados de capitales with these activities:

Repasar conceptos básicos de matemáticas financieras

Show steps

Refrescar los conceptos básicos de matemáticas financieras te permitirá comprender mejor los conceptos fundamentales de las inversiones.

Show steps

Revisa los conceptos de valor temporal del dinero
Repasa el cálculo de interés compuesto y descuento
Practica resolviendo problemas de valor presente neto (VPN) y tasa interna de retorno (TIR)

Tutorial sobre estimación de riesgo mediante Value-at-Risk (VaR)

Show steps

Fortalece tu comprensión del cálculo y uso de VaR como medida de riesgo en las inversiones.

Show steps

Identifica y sigue un tutorial que explique los conceptos y técnicas de VaR.
Aplica los métodos de VaR para estimar el riesgo de activos financieros específicos o carteras.
Compara y analiza los resultados de VaR con otras medidas de riesgo.

Show all two activities

Career center

Learners who complete Inversiones en los mercados de capitales will develop knowledge and skills that may be useful to these careers:

Data Analyst

Data Analysts use data to make informed decisions. They may also provide financial advice. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Data Analyst

Financial Analyst

Financial Analysts provide financial advice to individuals and businesses. They may also manage investment portfolios. This course provides skills that may aid Financial Analysts, including how to make investment decisions based on modern financial theory and empirical evidence.

See salaries and explore the career path for Financial Analyst

Quantitative Analyst

Quantitative Analysts develop and use mathematical models to make investment decisions. They may also manage investment portfolios. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Quantitative Analyst

Actuary

Actuaries use mathematical and statistical methods to assess financial risks. They may also manage investment portfolios. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Actuary

Investment Banker

Investment Bankers help businesses raise capital. They may also provide financial advice. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Investment Banker

Portfolio Manager

Portfolio Managers make investment decisions for individuals and institutions. They may also manage investment portfolios. The course would be of interest to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Portfolio Manager

Risk Manager

Risk Managers assess and manage financial risks for individuals and businesses. They may also manage investment portfolios. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Risk Manager

Financial Planner

Financial Planners provide financial advice to individuals and families. They may also manage investment portfolios. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Financial Planner

Venture Capitalist

Venture Capitalists invest in early-stage companies. They may also provide financial advice. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Venture Capitalist

Economist

Economists study economic and business conditions. They may also provide financial advice. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Economist

Market Researcher

Market Researchers study market conditions. They may also provide financial advice. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Market Researcher

Investment Analyst

Investment Analysts study economic and business conditions to help make investment recommendations. They may also manage investment portfolios. This course may be helpful to prospective Investment Analysts as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Investment Analyst

Insurance Analyst

Insurance Analysts provide financial advice to insurance companies. They may also manage investment portfolios. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Insurance Analyst

Hedge Fund Manager

Hedge Fund Managers manage investment portfolios. They may also provide financial advice. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Hedge Fund Manager

Private Equity Investor

Private Equity Investors invest in private companies. They may also provide financial advice. This course may be helpful to professionals in this space as it helps build a foundation in modern financial theory and empirical evidence. It teaches how to make investment decisions based on this foundation.

See salaries and explore the career path for Private Equity Investor