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Master's Degree in Financial Planning and Advice

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About this course

The Master is aimed at experts in the business field who intend to specialize as financial controller, as well as managers and professionals who want to be knowledgeable in the field to properly interpret the accounting management and be able to...

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University degree

1500 h

Online

10 ECTS (Créditos)

Titulacion

Qualification of Master's Degree in Financial Planning and Advice

Degree multiple:

  • European Master's Degree in Financial Planning and Advice issued by the European Institute of Business Studies (INESEM). "Non-official education and not conducive to obtaining a degree with official character or certificate of professionalism."
  • University Degree in Banking Advisor and Wealth Investment Management issued by the Universidad Antonio de Nebrija with 5 ECTS credits.
  • University Degree in Tax Advisory issued by the Universidad Antonio de Nebrija with 5 ECTS credits.
  • Instituto Europeo de Estudios Empresariales
Certificado Universidad Antonio de Nebrija

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Objectives

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Preparation and analysis of financial statements.

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Analyze and understand financial risk.

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Manage and control the treasury.

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Select and identify the different types of financial investments.

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Classify investment projects.

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Identify fixed income and variable income securities.

Why choose Master's Degree in Financial Planning and Advice?

You know that managing money well is something that few manage, right? And we're not talking about a monthly budget or deciding whether to buy a new t-shirt or not. No. We're talking about real financial planning, the kind that lets you look to the future with confidence and without having to grit your teeth every time an unexpected bill arrives.

Now, imagine you could be the one to help others do this. Imagine being that professional who knows how to move the chips, how to tell a company, a family or a person with savings what to do with their money, so that it grows, so that it multiplies, and all, without them losing sleep at night.

Would you like to become that person? Then the Master's Degree in Financial Planning and Advice is the springboard you need.

This master's degree is not like the others. It is not just another course in which you are given theories that taste like nothing, or in which you sit and listen to a professor who does not know what it is like to be in charge of the finances of a real company. Here what you learn is for real. Here you don't waste time with filler; from the first day you immerse yourself in real practice.

Why study this Master's program?

It's no secret: the financial world is increasingly complex. Regulations are changing, financial products are multiplying, and individuals, companies and families need someone to guide them through the jumble of terms. That person could be you.

If you take this master's degree, you will leave with a global vision of the financial market, but above all with practical tools. You will learn to diagnose the economic situation of your client, to know what to recommend and, best of all, how to make those recommendations comply with current regulations, something essential in a world in which legislation changes almost as fast as the stock market.

In addition, you will touch all areas: wealth planning, investments, insurance, taxation, and of course, legal regulations. But don't worry, because you won't have to study hundreds of laws and nonsense theories. Everything you are going to learn has a direct application in day-to-day life. So, if tomorrow you have to advise a person with a large estate or an SME, you will know exactly what to do.

And the job market?

I'll be honest, the demand for financial advisors is growing all the time. And not because I say so, but because the statistics back it up. Financial experts are needed in almost all sectors: from small and medium-sized companies to large corporations, including high net worth individuals who need advice to avoid losing money on their investments. In short, if you have training in this area, you will have job options galore.

But it's not just about having a job, it's about growing professionally. This master's degree is not just another title to hang on the wall. It is a real tool that will allow you to move up the career ladder quickly, either within a large company or by creating your own financial advisory firm.

What is the training like?

The program of this master's degree is designed to combine flexibility with academic rigor. You can organize your study time in your own way, because it is online, but do not think that this means less quality. On the contrary, you will have up-to-date materials, case studies and a teaching team that is on the job, with real experience in the sector.

In addition, you will have access to an online platform where you can interact with your classmates, share doubts and participate in debates that will enrich your training. And don't worry, the support and attention are of first quality. You will not be alone at any point in the process.

Career outcomes

Okay, you finish the master's degree and now what? Well, what awaits you is a range of job opportunities that few sectors can offer. You'll be able to work in:

  • Banking and financial institutions, advising clients on the best investment products.
  • Wealth management companies, helping to maximize profits and protect the capital of large clients.
  • Tax and financial consulting, guiding companies on how to optimize their financial structure and comply with regulations.
  • Your own financial advisory firm, if you prefer to be your own boss and build something from scratch.

The field is as wide as the financial needs of clients. And believe me, every day there are more and more people and companies looking for quality advice.

Conclusion

The Master in Financial Planning and Advice is not only an investment in knowledge, it is an investment in yourself and your future. If you are looking to specialize in a sector with high demand, become a professional capable of solving complex financial problems and do it with confidence, then don't waste any more time. This master's degree is the key that will open the doors to a world full of opportunities.

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Content

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Methodology

Con nuestra metodología de aprendizaje online, el alumno comienza su andadura en INESEM Business School a través de un campus virtual diseñado exclusivamente para desarrollar el itinerario formativo con el objetivo de mejorar su perfil profesional. El alumno debe avanzar de manera autónoma a lo largo de las diferentes unidades didácticas así como realizar las actividades y autoevaluaciones correspondientes. La carga de horas de la acción formativa comprende las diferentes actividades que el alumno realiza a lo largo de su itinerario. Las horas de teleformación realizadas en el Campus Virtual se complementan con el trabajo autónomo del alumno, la comunicación con el docente, las actividades y lecturas complementarias y la labor de investigación y creación asociada a los proyectos. Para obtener la titulación el alumno debe aprobar todas la autoevaluaciones y exámenes y visualizar al menos el 75% de los contenidos de la plataforma. El Proyecto Fin de Máster se realiza tras finalizar el contenido teórico-práctico en el Campus. Por último, es necesario notificar la finalización del Máster desde la plataforma para comenzar la expedición del título.

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What does it prepare you for?

The Master's Degree in Financial Planning and Advice prepares you to be a financial director in any organization by being knowledgeable about the fundamental aspects of the financial and equity environment. This information will allow you to make investment decisionsin projects necessary for the growth and survival of the organization.

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Who is it aimed at?

The Master is aimed at experts in the business field who intend to specialize as financial controller, as well as managers and professionals who want to be knowledgeable in the field to properly interpret the accounting management and be able to obtain better economic results.

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Career opportunities

Develop your professional career in the field of business administration, management and management. Acquire advanced and specialized training that will allow you to work in financial and accounting consultancies, be a risk analyst and director of the accounting-financial department of any company.

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