Evaluación de inversiones en Bienes de Capital from Coursera

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Syllabus

Evaluación de Inversiones en Bienes de Capital

El participante de este curso aprenderá a evaluar los bienes de capital, dependiendo de la situación económica en la que se encuentre la empresa con sus proyectos de inversión y tomando como herramienta los conocimientos de métodos de evaluación económica, además de saber emitir estados financieros proyectados.

Proyecciones Financieras

En estas proyecciones encontramos el riesgo que puedan tener los países de economías emergentes y las causas que pueden ocasionar que el mismo riesgo sea alto, así como sus indicadores, por ejemplo, las tasas. En este módulo encontrarás los conceptos de riesgos como el soberano, las transferencias y el genérico. Conocerás quién es el creador del EMBI y cuál es su principal función. Con lo visto en este módulo se deberá entender qué es el EMBI, los riesgos financieros que se pueden enfrentar en países de economías emergentes y los posibles fenómenos económicos existentes que pueden hacer que el riesgo sea alto.

Evaluación de Bienes de Capital

En el módulo II revisaremos el tema Evaluación de Bienes de Capital, así como las decisiones de financiamiento, tanto internas como externas. En el módulo II definiremos los bienes de capital así como las alternativas para su financiamiento. Analizaremos las fuentes de financiamiento clasificándolas como internas o externas.

Métodos de Valuación

En este tercer módulo trabajaremos el tema de Métodos de Valuación: VAN (valor presente neto), TIR (tasa interna de retorno), IR (índice de rendimiento) y TRCP (tasa de rendimiento contable promedio). De cada uno de ellos se hará un ejercicio de la forma en la que se obtiene el resultado a través de fórmulas y reglas de decisión para la aceptación o el rechazo del proyecto de inversión.

Estados Financieros Proyectados

En el módulo IV veremos el tema de Estados Financieros Proyectados, donde se hará la especificación de proyectados y proforma y se analizará un caso para su compresión.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Puede ser de especial relevancia para quienes buscan orientación en la toma de decisiones sobre inversión en bienes de capital, como analistas financieros, administradores de empresas y gerentes de proyectos

Proporciona una base para evaluar y valorar inversiones en activos de capital, lo que es crucial para la planificación financiera estratégica

Los conceptos examinados son fundamentales para comprender y analizar los riesgos y rendimientos asociados con las inversiones en bienes de capital

Incluye métodos de valoración y técnicas de proyección financiera, que son herramientas esenciales para la toma de decisiones informada en este ámbito

Los instructores, Pedro Licea Vergara, tienen experiencia en el campo de las finanzas y la inversión

La descripción del curso indica que está diseñado para estudiantes con conocimientos previos en finanzas y contabilidad

Reviews summary

Informative course on capital assets evaluation

Based on the provided review, this course successfully teaches learners how to evaluate capital assets and make informed financial decisions. Its focus on financial projections and valuation methods empowers learners with practical knowledge and skills. The instructor's dedication to education shines through, making it a valuable learning experience.

Instructor is committed to teaching and sharing knowledge.

"Buen curso, gracias por todo el trabajo realizado en pos de la educación y el conocimiento."

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 Evaluación de inversiones en Bienes de Capital with these activities:

Organize course materials and notes

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Maximize your learning by organizing course materials and notes to enhance retention and retrieval.

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Review lecture notes and identify key concepts.
Summarize key concepts in your own words.
Organize materials into logical categories or sections.
Consider creating a study guide or flashcards for easy referencing.

Review Time Value of Money concepts

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Solidify your understanding of Time Value of Money concepts to strengthen your foundation for the course.

Browse courses on Time Value of Money

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Review the formula for calculating present value.
Practice calculating present values for different scenarios.
Review the formula for calculating future value.
Practice calculating future values for different scenarios.

Explore online tutorials on financial statement analysis

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Supplement your understanding of financial statement analysis through guided tutorials.

Browse courses on Financial Statement Analysis

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Identify online tutorials that provide clear explanations and examples.
Follow the tutorials step-by-step, taking notes and practicing the techniques.
Test your understanding by completing practice exercises or quizzes.
Apply the techniques to real-world financial statements to gain practical experience.

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Solve practice problems on capital budgeting techniques

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Sharpen your skills in applying capital budgeting techniques to evaluate investment projects.

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Identify the relevant cash flows for a given investment project.
Calculate the NPV, IRR, payback period, and profitability index for the project.
Interpret the results of the analysis and make a recommendation on whether to accept or reject the project.

Attend industry conferences or webinars on capital budgeting

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Connect with professionals in the field and gain insights into current trends in capital budgeting.

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Identify industry conferences or webinars that focus on capital budgeting.
Register for the event and prepare to actively participate.
Attend the event and take notes on key takeaways.
Follow up with any professionals you meet who can provide valuable insights.

Volunteer at a non-profit organization involved in capital budgeting

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Gain practical experience in capital budgeting and contribute to your community.

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Identify non-profit organizations that are involved in capital budgeting.
Contact the organization and inquire about volunteer opportunities.
Participate in the organization's capital budgeting process, such as project evaluation and financial analysis.
Share your knowledge and skills to support the organization's mission.

Analyze a real-world capital budgeting project

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Apply your knowledge of capital budgeting to a real-world scenario to deepen your understanding.

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Identify a real-world capital budgeting project that is relevant to your field of interest.
Gather data on the project, including financial statements, market research, and industry analysis.
Analyze the project using the capital budgeting techniques covered in the course.
Write a report summarizing your analysis and recommendations.
Present your findings to a group of peers or industry professionals.

Develop a financial model to evaluate a capital investment

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Enhance your understanding of capital budgeting by building a financial model to evaluate an investment.

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Identify the key financial assumptions and variables for the investment project.
Build a financial model in Excel that incorporates these assumptions and variables.
Use the model to project the cash flows and financial performance of the investment.
Analyze the results of the model to make an informed decision on the investment.
Present your findings in a clear and concise manner.

Career center

Learners who complete Evaluación de inversiones en Bienes de Capital will develop knowledge and skills that may be useful to these careers:

Financial Manager

As a Financial Manager, you will be responsible for overseeing the financial health of a company. You will need to have a strong understanding of financial principles and be able to make sound decisions about how to allocate resources. Taking the course 'Evaluación de inversiones en Bienes de Capital' will help you develop the skills you need to be successful in this role. The course will teach you how to evaluate investment opportunities and make decisions about which projects to pursue. You will also learn how to manage financial risk and ensure that the company is on track to meet its financial goals.

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Business Analyst

As a Business Analyst, you will be responsible for analyzing business processes and making recommendations for improvement. You will need to have a strong understanding of business principles and be able to identify areas for improvement. Taking the course 'Evaluación de inversiones en Bienes de Capital' will help you develop the skills you need to be successful in this role. The course will teach you how to analyze financial data, identify trends, and make recommendations for improvement.

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Investment Analyst

As an Investment Analyst, you will be responsible for evaluating investment opportunities and making recommendations to clients. You will need to have a strong understanding of financial markets and be able to identify undervalued assets. Taking the course 'Evaluación de inversiones en Bienes de Capital' will help you develop the skills you need to be successful in this role. The course will teach you how to analyze financial statements, conduct due diligence, and make investment decisions. You will also learn about different investment strategies and how to manage risk.

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Financial Advisor

As a Financial Advisor, you will be responsible for providing financial advice to individuals and families. You will need to have a strong understanding of financial planning and be able to help clients achieve their financial goals. Taking the course 'Evaluación de inversiones en Bienes de Capital' will help you develop the skills you need to be successful in this role. The course will teach you about different investment strategies, how to manage risk, and how to create a financial plan.

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Portfolio Manager

As a Portfolio Manager, you will be responsible for managing a portfolio of investments on behalf of clients. You will need to have a strong understanding of financial markets and be able to make sound investment decisions. Taking the course 'Evaluación de inversiones en Bienes de Capital' will help you develop the skills you need to be successful in this role. The course will teach you how to construct a portfolio, manage risk, and evaluate investment performance.

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Consultant

As a Consultant, you will be responsible for providing advice to businesses on a variety of topics. You will need to have a strong understanding of business principles and be able to identify areas for improvement. Taking the course 'Evaluación de inversiones en Bienes de Capital' will help you develop the skills you need to be successful in this role. The course will teach you how to analyze financial data, identify trends, and make recommendations for improvement.

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Financial Planner

As a Financial Planner, you will be responsible for helping clients achieve their financial goals. You will need to have a strong understanding of financial planning and be able to develop personalized plans for each client. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about different investment strategies and how to manage risk.

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Risk Manager

As a Risk Manager, you will be responsible for identifying and mitigating risks to a business. You will need to have a strong understanding of risk management principles and be able to develop and implement risk management plans. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to identify financial risks.

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Auditor

As an Auditor, you will be responsible for examining financial records and ensuring that they are accurate and complete. You will need to have a strong understanding of accounting principles and be able to identify any errors or inconsistencies. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to identify financial risks.

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Tax Accountant

As a Tax Accountant, you will be responsible for preparing tax returns and advising clients on tax matters. You will need to have a strong understanding of tax laws and be able to apply them to complex situations. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to identify tax risks.

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Actuary

As an Actuary, you will be responsible for assessing and managing financial risks. You will need to have a strong understanding of actuarial science and be able to apply it to a variety of problems. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to manage risk.

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Data Analyst

As a Data Analyst, you will be responsible for collecting, analyzing, and interpreting data. You will need to have a strong understanding of data analysis techniques and be able to communicate your findings effectively. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to use data to make informed decisions.

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Statistician

As a Statistician, you will be responsible for collecting, analyzing, and interpreting data. You will need to have a strong understanding of statistical methods and be able to apply them to a variety of problems. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to use data to make informed decisions.

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Economist

As an Economist, you will be responsible for studying economic trends and making predictions about the future. You will need to have a strong understanding of economic theory and be able to apply it to a variety of problems. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to use data to make informed decisions.

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Financial Journalist

As a Financial Journalist, you will be responsible for writing about financial markets and the economy. You will need to have a strong understanding of financial principles and be able to explain complex concepts in a clear and concise way. Taking the course 'Evaluación de inversiones en Bienes de Capital' may be helpful for this role, as it will teach you about financial analysis and how to use data to make informed decisions.

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