UNIVERSIDAD POPULAR AUTÓNOMA DEL ESTADO DE PUEBLA

GUÍA DE APRENDIZAJE U50

1. GENERAL INFORMATION:

LEVEL and MODALITY Bachelor Degree

ACADEMIC PERIOD SPRING SUMMER FALL WINTER

NAME OF THE ACADEMIC PROGRAM Bachelor's Degree in Financial Management and Stock Market

NAME OF THE COURSE Finance / Strategic Financial Management

STAGE Professional (Corporate Finance)

COURSE CODE AFB101 GROUP 1

NUMBER OF CREDITS 7

IN CLASSES INDEPENDENT
TOTAL NUMBER OF HOURS
48 32
Prof. Gerardo de la Vega

Ofna. 424, Pool norte económico administrativo

TEACHER'S
TEACHER'S NAME
Daily academic orientation (asesorías) anytime, just please send ID
me an email and I will open a BBCollaborate and we will have a
videoconference for you
josegerardo.delavega@upaep.mx
INSTITUTIONAL ELECTRONIC MAIL

REQUIRED COURSES BEFORE BASIC MATHS FOR BUSINESS and financial accounting

ACADEMIC PREREQUISITES Knowledge: Of the current environment of business and finance. Elementals of computer packages
(Spreadsheet, Word Processor, Presentations). Mathematics elementary English elementary

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 Skills: Handling symbols and figures. Identification, processing and expression of financial data with
accuracy. Development of research and to exercise an evaluative criterion. Oral, written and virtual
expression. Systematization capacity. Interpret and classify financial phenomena. Evaluation of scenarios
for making reasoned and well-founded decisions

Attitudes: Ease to integrate into multidisciplinary teams. Plan and develop laborious and complex jobs for
long periods of time. Capacity to work under pressure. High ethical content

2. FOUNDATIONS

This course includes eight relevant subjects in the knowledge of finance and the stock markets. This is in line with the general objective of the
Bachelor in Financial Administration and Stock Market whose general purpose is to train professionals capable of managing the financial
resources of the entity

3. LEARNING OUTCOMES:

Describe the importance of financial management in the business environment.

Applies financial analysis methods, which allow you to determine the financial
efficiency of the entity.
COURSE LEARNING OUTCOMES
Recognizes the role of finance and the impact within the organization.
It develops its ability to critique and analyze issues that involve aspects of relative
contemporary financial management.
Applies quantitative methods that evaluate the financial performance and / or the
ACADEMIC PRORAM LEARNING social relevance of companies and projects for decision making.
OUTCOMES Evaluates financial variables to select those financial assets that favor the development
of sustainable investment strategies according to the risk-return profile of the investor
Consultar el programa de estudios de la asignatura y el plan de estudios.

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 4. PURPOSES:

GENERAL
Describes the models and techniques necessary in the choice of investments and portfolio formation, through the management of securities
market principles to apply them for the benefit of companies or investors.
It shows, based on the analysis of the financial markets, the most propitious source of financing through the identification of the
characteristics of the company, to maximize the returns of the shareholders and the organization.

Attitudes
The student is aware of the importance of finance in the global environment, through the need for adequate investments, in order to
intervene responsibly in society, seeking to eliminate risks and increase returns.
Fundamentar los propósitos formativos en la FIHX y en el enfoque SAPS.

5. CONTENT:

1. Introduction to financial management

1.1 Definition and function of finances
1.2 Objectives of the company
1.3 Finances as a discipline
1.4 The role of finance in business
1.5 The financial manager, its function and objectives
1.6 The creation of value as an objective of the company

2. Importance of Financial Statements for decision making.

2.1 Statement of results
2.2 Balance sheet
2.3 State of retained earnings
2.4 Statement of cash flow

3. Analysis of Financial Ratios

    3.1 Types of financial ratios
    3.2 Du Pont system of financial analysis

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   3.3 Altman Model and Early Warning Model
   3.4 Economic Value Added and Added Market Value
   3.5 Trend and comparative analysis
   3.6 Uses and limitations of the analysis of financial ratios

4. Markets, Institutions and Financial Instruments

4.1 Description of the financial markets
4.2 Description of financial institutions
4.3 Types of financial instruments

5. Risk and Return

5.1 Relationship between risk and performance
5.2 Types of business risk: commercial, financial, foreign exchange
5.3 Measures of expected return and risk: expected rate of return, standard deviation, coefficient of variation, risk aversion, risk premium,
sensitivity analysis, scenario analysis
5.4 Introduction to the CAPM Model

6. Financial Planning and Control

   6.1 Break-even point
   6.2 Operational leverage
   6.3 Financial leverage
   6.4 Combined leverage
   6.5 Uses of combined leverage

7. Evaluation of the capital budget

   7.1 Net Cash Flows
   7.2 Recovery period
   7.3 Net Present Value
   7.4 Internal rate of return
   7.5 Rate of return
   7.6 Feasibility of investment projects

8. Cost of Capital
   8.1 Cost of debt, preferred shares and common shares

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    8.2 Cost of retained earnings
   8.3 Weighted average cost of capital (WACC)
   8.4 Marginal cost of capital
8.5 Optimal capital structure

6. STRATEGIES AND EVIDENCE OF LEARNING:

STRATEGIES EVIDENCE
Dialog community Participation in the Blackboard virtual forum
Text analysis Graphic organizer (mental map, diagrams, synoptic tables,
conceptual map). Essays. Abstracts
Study of cases Case solution report
Problem-based learning Process report and problem solving. Final Project
Brainstorming Number of participations. Word cloud Mental map Schemes
Orientar las estrategias y evidencias de aprendizaje al logro de experiencias significativas en los estudiantes.

7. INTEGRATION OF THE EVALUATION (SUMATIVE):

EVALUATION CRITERIA EVALUATION INDICATORS Percentage

Content domain Final or departmental exam (last week of the 20%
course, just 1 hour, during the class)
Content domain Exams

Graphic organizer: mental map, diagrams,

Individual work synoptic tables, conceptual map

Case solution report 70%

Collaborative work
Process report and problem solving
Participation in the Blackboard virtual forum (1
Active participation
personal comment)
Essays
Research development
Abstracts
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 Final Project (Financial Analysis) 10%
Integration of learning
TOTAL: 100%

Therefore: the course grade is determined as follows:

80% is the total of the Blackboard grade book, (for example 6.1)
The 20% is the note of the departmental or final exam (for example 1.3)
Therefore, the sum of the previous steps = Final note, in this case 6.1 + 1.3 = 7.40

8. RESOURCES:

Blackboard. Cannon and computer equipment. Articles on international markets analysis topics. Educational platform
(Blackboard)

9. GENERAL RULES:

Attendance

The English Department attendance policy states that any student who misses more than 25% of class meetings or does not complete 75% of
class work will not be permitted to take the final exam or submit a portfolio. Since so much of the content of this class is dependent on our
work in the class, regular attendance is vitally important to your success in the course and to your development as a writer. There is no way to
“make up” what is missed if you are not here. Arriving more than 5 minutes late (or leaving 5 minutes early) is counted as an absence. If you must
miss class for any reason, please call to let me know.

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Required Work
There are several assigned activities in this course: essays, homework, exams, and class participation.

Classroom Behavior
All students are expected to treat everyone in class with respect and in general to behave in a reasonable, responsible, and courteous manner at all
times. This means observing the customary rules that govern polite, civilized behavior. I expect everyone to do the following:

 Arrive promptly and stay in the classroom for the duration of the class meeting, unless you are ill or have an emergency; this holds true for
all classroom activities. If your schedule prevents you from arriving on time, you may want to enroll in a section that better suits your
schedule. If you must leave class early for some reason, please let me know in advance.
 Do the reading and writing assignments before class time so that you come to class prepared to contribute to and participate in discussions.
 Do not to talk, read, sleep, or do other work during class time. When someone is talking, you should listen attentively, and when you are
talking, you should address yourself to your group or to the class. If you are sitting next to someone with whom you may be tempted to
chat during class, please move to another seat so that you will not succumb to temptation.
 Make sure you turn off and put away your cell phone during class.

Academic Dishonesty/Cheating
Collaborating with others is encouraged when you are planning your papers, reviewing each other’s work, preparing for presentations or for
exams. Study or reading groups can be effective ways to study and learn. However, when you write your papers, the text needs to be your own.

 You must carefully observe the standard rules for acknowledging the sources of words and ideas. If you make use of a phrase or a quote or
if you paraphrase another writer’s words or ideas, you must acknowledge the source of these words or ideas telling us the source of these
materials. APA and MLA style differ on the exact format of this attribution, but the simple version is the name of the author and the page
number (if appropriate) in parentheses at the end of the sentence containing the use of the source material. (We will work on properly
acknowledging sources this quarter.)
 If you plagiarize or otherwise misrepresent the source of your work, you will receive a zero on the assignment and be reported to the
Student Disciplinary Officer.
 If you panic and are tempted to plagiarize or cheat, DO NOT. Contact me and we can negotiate a solution. Once you cheat, it is too late
for you to negotiate anything.

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For more information, please refer to the University’s Academic Honesty policy available online at the University’s web site. (www.upaep.mx)

10. REFERENCES (physical or electronic):

11.

BÁSICS

Bamber, Matt. & Parry, Simon. (2018). Accounting and Finance for Managers: A Decision-Making Approac. (Second Edition ). [Books24x7
version] Available from http://ezproxy.upaep.mx:2070/assetviewer.aspx?bookid=134872&chunkid=1&rowid=2
G. Koomey, Jonathan. (2017). Turning Numbers into Knowledge Mastering the Art of Problem Solving. (Third Edition). [Books24x7 version]
Available from http://ezproxy.upaep.mx:2070/assetviewer.aspx?bookid=134860&chunkid=1&rowid=2
Behar, Andrew. (2016). The Shareholder Action Guide Unleash Your Hidden Powers to Hold Corporations Accountable. [Books24x7
version] Available from http://ezproxy.upaep.mx:2070/assetviewer.aspx?bookid=132813&chunkid=1&rowid=2
P. Fox, William. (2018). Mathematical Modeling for Business Analytics. [Books24x7 version] Available from
http://ezproxy.upaep.mx:2070/assetviewer.aspx?bookid=138154&chunkid=1&rowid=2
12.
COMPLEMENTARY
Ochoa Setzer, G. (2012). Administración Financiera. (2ªEd.) México: Mc Graw-Hill.
Ross, S., Westerfield R. y Jaffe, J. (2012). Finanzas Corporativas. (9ª Ed.) México: Mc Graw-Hill.
Berk , J. y Demarzo, P. (2012) Finanzas Corporativas. (2ª Ed) México: Pearson.
Ortiz Anaya, Héctor (2015). Análisis financiero aplicado y normas internacionales de información financiera - NIIF, 15.ª ed . Banco de México.
Armendáriz, Thelma. & Ramírez, Claudia. (2017). Estimación de un índice de condiciones financieras para México. Banco de México
Rubio Márquez, Vanessa. (2018). Reforma Financiera. Banco de México
Licandro, Gerardo. & Ponce, Jorge. (2017). Precios de activos internos, fundamentos globales y estabilidad financiera. Banco de México.
Sapag, José. (2015). Preparación y Evaluación de Proyectos. (Sexta Edición). México: McGraw Hill.
Brealey, Richard. (2016). Principios de Finanzas Corporativas. (11Th Edition). México. McGraw Hill
Guajardo, Gerardo. (2016). Estadística Aplicada a Negocios y Economía 16Th Edition). México. McGraw Hill.
Guillermo Buenaventura, V. (2016). Finanzas internacionales aplicadas a la toma de decisiones. [N.p.]: ECOE Ediciones Ltda. Banco de México.
Ivpan Alvarez, P. (2016). Finanzas estratégicas y creación de valor. [N.p.]: ECOE Ediciones Ltda. Banco de México.
Juan Alberto, F. (2016). Finanzas Empresariales: Rentabilidad y Valor. Lima: Saxo.com Hispanic. Banco de México.
Shoup, C. (2017). Public finance. Routledge.
Sanz, R. A., Arias, J. G., Fidalgo, J. M. G., & García, R. M. (2016). Finanzas empresariales. Editorial Centro de Estudios Ramon Areces SA.
BRIGHAM, Eugene F.; ERHARDT, Michael C. Finanzas corporativas. Cengage Learning, 2017.
Tellez Ortiz, L. S., & Wilson Montiel, J. S. (2017). Finanzas Empresariales:Antecedentes de las Finanzas,Principios,Teorias Financieras y su
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relacion con otras Ciencias.
Garcia Aguirre, A. P., & Diaz Hernandez, E. K. (2017). Finanzas Empresariales:Las Empresas y su Repercusion en la Vida Economica de Nuestro
Pais.
Valdivia Martínez, C. L., & Castillo Gómez, E. E. (2017). Finanzas empresariales: Fundamentos de la teoría de la administración.
Gutierrez Delgado, J. H., & Tellez Marenco, K. A. (2017). Finanzas Empresariales: Valuacion de Obligaciones y Acciones.
Diane Lindsey, R. (2017). Finance. Ann Arbor: Cherry Lake Publishing. Banco de México.
Sironi, Paolo. (2016). Fintech innovation: from robo-advisors to goal based investing and gamification. [Books24x7 version] Available from
http://ezproxy.upaep.mx:2128/toc.aspx?bookid=135060.
Kohl, Kristina. (2016). Becoming a sustainable organization: a project and portfolio management approach. [Books24x7 version] Available from
http://ezproxy.upaep.mx:2128/toc.aspx?bookid=117410

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