Master in Asset and Financial Management

The Master in Wealth and Financial Management provides specialized higher training in the areas of private banking, wealth management and corporate finance. The knowledge taught allows the graduate to carry out operations in the financial markets aimed at the management, advice and planning of investments and assets in credit institutions and Private or Personal Banking institutions.

Likewise, it authorizes you to hold positions related to Corporate Finance and Investment Banking, as well as Private Equity or Venture Capital activities.

It is accredited by the CNMV (National Securities Market Commission) and is part of the CFA® Institute's University Affiliation Program, preparing the student to assume positions of responsibility and management in the financial field. It includes the preparation course for Level I of the CFA certification, the most important in the world in the field of finance.

• Idioma: Español
• Hours: Monday to Friday 5:00 p.m./6:00 p.m. to 9:00 p.m.
• Inicio: Octubre 2024

Why study Wealth and Financial Management at IQS

• Very high employability rate in the financial sector. Access to the IQS Job Board, with a wide range of professional opportunities in companies in the finance sector.
• Member of the University Affiliation Program (CFA Institute®). It incorporates more than 70% of the CFA® Program Candidate Body of Knowledge (CBOK). The Master includes a subject to prepare for the Level I exam of the CFA certification, with an accrediting Diploma.
• Use in the subjects of the LSEG Workspace software, connected to stock exchanges around the world. This methodology expands the student's financial culture and allows them to work with the software used by the main financial entities, banks, multinationals and government agencies.
• Accredited by the CNMV (National Securities Market Commission), a mandatory requirement to inform and advise on financial products in Spain (European Union Directive MiFID II, Markets in Financial Instruments Directive).
• Mandatory paid internships in leading companies in the financial sector.
• Oriented towards private banking and wealth management, with complementary training in corporate finance to access investment banking.

Master in Asset and Financial Management, one of the best masters in finance in Spain

The Master in Wealth and Financial Management will provide you with specialized knowledge in finance to access a wide range of professional opportunities in this sector: private banking, wealth advisor, portfolio manager, market and investment analyst, stock market operator and many more. Banks, savings banks, securities companies and agencies, insurance companies, private equity and family offices are the natural destinations for our graduates.

Laboratorio de Finanzas

The Master in Wealth and Financial Management incorporates the LSEG Workspace platform (former Refinitiv, Thomson Reuters Eikon) into its teaching. Each student has an annual license with access to real-time information on all global financial markets: financial statements, real estate, stock quotes, fixed income, currencies, derivatives, investment funds, ETFs, commodities, etc.

It incorporates DataStream, with macroeconomic and international trade data. In total, it offers access to 40,000 financial and stock markets and institutions in 190 countries. LSEG Workspace allows students to approach the labor market with a tool incorporated by the main financial organizations worldwide.

Objectives and access profile

Objetivos

Investment management, advice and planning

The Master offers knowledge to design an optimal wealth management strategy for a client or family assets in credit institutions and Private or Personal Banking institutions:

• Taking into account your risk and profitability profile, integrating all possible contingencies.
• Advice on all types of financial products for the design of a portfolio, from fixed income, variable, derivatives, or investment funds, to the design of alternative investments (real estate, commodities,...) or retirement planning or succession protocols.
• The above is done always taking into account the applicable legal and tax framework, as well as all the environmental variables to be considered to optimize portfolio management and wealth advice.

Carry out operations in the financial markets.

• Model different fixed income, variable, currency or derivative operations for their correct implementation.
• Design of simple and structured financial products as well as portfolios and investment funds based on the profitability/risk binomial.
• Advice based on both technical and fundamental analysis, in the case of equities, or techniques specific to fixed income (interest rate curve, duration, convexity) or derivative valuation methods.

Execute activities in corporate finance and investment banking

• Carrying out tasks aimed at valuing companies for purchasing operations, audits...
• Private Equity / Venture Capital Activities.
• Advice on merger and acquisition operations.
• Establish the most appropriate capitalization, dividend, and debt policies for the company.
• Select the most appropriate financing instruments for the company according to the operations to be considered, being able to determine their risk and suitability for the operations.

Perfil de acceso

Many young people wonder what to study if I like finances. The profile of the Master's student is that person with interest in:

• Know, prepare and interpret existing financial products and their different markets and legal framework.
• Know the functioning of the capital markets and the financial system and its institutions.
• Practice as a professional in the field of investment advice and management and corporate finance.

These are people who wish to obtain the capabilities to make financial decisions aimed at:

• Design, plan, analyze and manage investment portfolios for individual clients, family assets or companies, through Private or Personal Banking services.
• Make investment and financing decisions in the business or Investment Banking field.

The Master in Asset Management is aimed at graduates of Business Administration and Management, Economics, Finance and Accounting and related degrees, whether recent graduates or with previous work experience.

Students interested in finance who come from other degrees (from the scientific field, such as Engineering, Mathematics or Physics, or from the social field) can also access it, after completing the complementary training credits established by the Admissions Commission.