Lead advisory and financial planning projects, knowing the professional keys of renowned advisors in the sector" 

Why Study at TECH?

TECH is the world's largest 100% online business school. It is an elite business school, with a model based on the highest academic standards. A world-class centre for intensive managerial skills training.   

TECH is a university at the forefront of technology, and puts all its resources at the student's disposal to help them achieve entrepreneurial success"

At TECH Global University

Innovation

The university offers an online learning model that combines the latest educational technology with the most rigorous teaching methods. A unique method with the highest international recognition that will provide students with the keys to develop in a rapidly-evolving world, where innovation must be every entrepreneur’s focus.

"Microsoft Europe Success Story", for integrating the innovative, interactive multi-video system.  

The Highest Standards

Admissions criteria at TECH are not economic. Students don't need to make a large investment to study at this university. However, in order to obtain a qualification from TECH, the student's intelligence and ability will be tested to their limits. The institution's academic standards are exceptionally high...  

95% of TECH students successfully complete their studies.

Networking

Professionals from countries all over the world attend TECH, allowing students to establish a large network of contacts that may prove useful to them in the future.  

100,000+ executives trained each year, 200+ different nationalities.

Empowerment

Students will grow hand in hand with the best companies and highly regarded and influential professionals. TECH has developed strategic partnerships and a valuable network of contacts with major economic players in 7 continents.  

500+ collaborative agreements with leading companies.

Talent

This program is a unique initiative to allow students to showcase their talent in the business world. An opportunity that will allow them to voice their concerns and share their business vision. 

After completing this program, TECH helps students show the world their talent. 

Multicultural Context

While studying at TECH, students will enjoy a unique experience. Study in a multicultural context. In a program with a global vision, through which students can learn about the operating methods in different parts of the world, and gather the latest information that best adapts to their business idea. 

TECH students represent more than 200 different nationalities.   

Learn with the best

In the classroom, TECH teaching staff discuss how they have achieved success in their companies, working in a real, lively, and dynamic context. Teachers who are fully committed to offering a quality specialization that will allow students to advance in their career and stand out in the business world. 

Teachers representing 20 different nationalities. 

TECH strives for excellence and, to this end, boasts a series of characteristics that make this university unique:   

Analysis

TECH explores the student’s critical side, their ability to question things, their problem-solving skills, as well as their interpersonal skills.  

Academic Excellence

TECH offers students the best online learning methodology. The university combines the Relearning method (a postgraduate learning methodology with the highest international rating) with the Case Study. A complex balance between tradition and state-of-the-art, within the context of the most demanding academic itinerary.  

TECH is the world’s largest online university. It currently boasts a portfolio of more than 10,000 university postgraduate programs. And in today's new economy, volume + technology = a ground-breaking price. This way, TECH ensures that studying is not as expensive for students as it would be at another university.  

At TECH, you will have access to the most rigorous and up-to-date case studies in the academic community”

With a special care in taking advantage of the maximum efficiency and profitability for the student of all the contents covered, TECH has used the pedagogical methodology of Relearning  for the development of the teaching materials. This means that the most important concepts of Financial Advisory and Planning are progressively repeated throughout the study plan, which results in the student naturally grasping them, and as a result saving numerous hours of study time.  

Enroll today and don't miss the opportunity to be part of the world's largest online academic institution”  

Syllabus

The most demanding financial reality requires leaders adapted to the new economic paradigms, with an updated set of tools and enhanced skills in Financial Advisory and Planning.  

With instruction focused not only on financial techniques and methodology, but also on the development of transversal competencies and distinctive leadership, professionals will find this comprehensive and appealing program. This qualification goes beyond the basic necessary and essential skills in today's labor market, making a firm commitment to present and future
financial advisors.  

For this, a multitude of practical cases and simulated scenarios are presented, in which students will develop their managerial and organizational skills to put themselves at the forefront of financial leadership. 

A curriculum that covers the knowledge, both theoretical and practical, required of any professional interested in leading a growing sector. This is a unique opportunity to distinctively enhance the managerial and organizational capabilities of distinctive and modern leaders. By understanding the financial market needs and specializing in exceeding them, students will be taking a firm step towards a much more prosperous and prestigious economic future. 

This Postgraduate diploma takes place over 6 months and is divided into 3 modules: 

Module 1. Investment Fundamentals
Module 2. Portfolio Management 
Module 3. Financial Planning

Where, When and How is it Taught?

TECH offers the possibility to study this Postgraduate diploma in Financial Advisory and Planning completely online. Throughout the 6 months of the educational program, you will be able to access all the contents of this program at any time, allowing you to self-manage your study time. 

Module 1. Investment Fundamentals 

1.1. Temporal Value of Money 

1.1.1. Financial Capital 
1.1.2. Financial Equivalence 
1.1.3. Operation and Financial Law 

1.2. Capitalization 

1.2.1. Simple 
1.2.2. Compounds 
1.2.3. Use of Calculators for Calculations 

1.3. Update 

1.3.1. Simple 
1.3.2. Compounds 
1.3.3. Use of Calculators for Calculations 

1.4. Commercial Discount 

1.4.1. Simple 
1.4.2. Compounds 
1.4.3. Use of Calculators for Calculations 

1.5. Interest Rates 

1.5.1. Spot 
1.5.2. Forward 
1.5.3. How to calculate Forward Interest Rates ? 

1.6. Types of Return I 

1.6.1. Nominal and Real 
1.6.2. Simple Return 
1.6.3. Annual Percentage Rate (APR) 

1.7. Types of Rerturn II 

1.7.1. Internal Return Rate (IRR) 
1.7.2. Effective Return Rate (ERR) 
1.7.3. Geometric Return Rate (GRR) 

1.8. Financial Income 

1.8.1. Concept and Classification of Different Income Types 
1.8.2. Proportionality and Income Addition 
1.8.3. Certain and Constant Income Valuation 

1.9. Basic Concepts of Statistics 

1.9.1. Qualitative and Quantitative Variables: 
1.9.2. Position Measurements 
1.9.3. Measures of Dispersion 

1.10. Two-Dimensional Variables 

1.10.1. Covariance 
1.10.2. Coefficient Correlation 
1.10.3. Regression Line

Module 2. Portfolio Management

2.1. Client Profile Analysis  

2.1.1. Investment Objective 
2.1.2. Investment Returns and Client Risk  
2.1.3. Horizon 

2.2. Contracts and Regulations 

2.2.1. MiFID 2 
2.2.2. Suitability Test 
2.2.3. At Risk Profiles 

2.3. Wallet Management Introduction 

2.3.1. Market Efficiencies 
2.3.2. Market Failures 
2.3.3. Active Management vs Passive Management 

2.4. Return and Risk 

2.4.1. Of an Asset 
2.4.2. Of the Wallet 
2.4.3. Normality Hypothesis

2.5. Diversification 

2.5.1. Types of Risk  
2.5.2. Correlation  
2.5.3. Beta 

2.6. Wallet Theory 

2.6.1. Efficient Wallet 
2.6.2. CML 
2.6.3. SML  

2.7. Measurement Ratios I 

2.7.1. Sharpe Ratio 
2.7.2. Treynor Ratio  
2.7.3. Jensen Alpha 

2.8. Measurement Ratios II 

2.8.1. Tracking Error 
2.8.2. Information Ratio  
2.8.3. Consistency 

2.9. Excel for Wallet Management 

2.9.1. Data Sources 
2.9.2. Sheet Programming 
2.9.3. Interpretation of Results 

2.10. New Investment Criteria in Wallet Management 

2.10.1. ESG 
2.10.2. Alpha Portable 
2.10.3. MFI

Module 3. Financial Planning  

3.1. Financial Advice 

3.1.1. Individual Advice 
3.1.2. Dependent Advice 
3.1.3. Portfolio Management 

3.2. Basic Principles for Retirement Planning 

3.2.1. How Long Do I Have to Quote?
3.2.2. How to Calculate My Pension?
3.2.3. What Pension Am I Entitled to??

3.3. Retirement Income and Expense Analysis 

3.3.1. Difference in Income upon Retirement 
3.3.2. Expense Structure ( Fixed and Variable) vs. Retirement Income 
3.3.3. Where to Get Extra Income in Retirement Advantages and Disadvantages of Bailouts?

3.4. Capital Accumulation Plan 

3.4.1. Weighted Average Price 
3.4.2. Investment Strategy 
3.4.3. Technical Development 

3.5. Life Cycle

3.5.1. Formation and Accumulation Phase 
3.5.2. Consolidation Phase 
3.5.3. Expenditure and Donation Phase 

3.6. Fund Analysis and Selection 

3.6.1. At Risk Profiles 
3.6.2. Ratios to Be Checked 
3.6.3. Spending Study Historical Results 

3.7. Pension Plan Tax Planning 

3.7.1. Taxation 
3.7.2. Rescue 
3.7.3. Rebates 

3.8. Inheritance Planning 

3.8.1. Types of Assets I Can Own 
3.8.2. Tax Implications of Such Assets 
3.8.3. Inheritance Structure to Minimize Tax Impact 

3.9. Investment Psychology 

3.9.1. Relevant Aspects
3.9.2. Biases  
3.9.3. Customer Psychology Management 

3.10. Financial Planning Strategies 

3.10.1. Mainly Real Estate Assets 
3.10.2. Mainly Movable Assets 
3.10.3. Asset Distribution Between Real Estate and Movable Assets

Relates advertising and public relations in a coherent manner with other social and human sciences"