Course UF0338 Analysis of Investment Products and Services

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Course UF0338 Analysis of Investment Products and Services

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$206.00
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Duration

50 hours

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Credits

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Language

Spanish

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At the end of the course, you will obtain the accredited qualification

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QUALIFICATION of having passed the NON-FORMAL TRAINING that accredits the Competence Units included in UF0338 Analysis of Investment Products and Services, included in the Training Module MF0499_3 Financial Products, Services and Assets, regulated in Royal Decree 1210/2009, of July 17, modified by Royal Decree 645/2011, of July 9 May, which establishes the Professional Certificate ADGN0108 Business Financing. In accordance with the Instruction of March 22, 2022, which determines the admission criteria for the training provided by persons requesting participation in the evaluation and accreditation procedure of professional skills acquired through work experience or non-formal training routes. EUROINNOVA TRAINING S.L. It is a participating entity in the file of entities of the Sepe, Ministry of Labor and Social Economy.

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javier martin ocete

Graduated in Finance and Accounting from the University of Granada and Higher Technician in Administration and Finance. He combines his professional activity in the accounting and tax field with a consolidated teaching career in non-regulated training, both online and in-person. Specialized in taxation, especially personal income tax, and has accreditation from the Bank of Spain as a real estate credit advisor (LCCI). He currently carries out his teaching work at EDUCA EDTECH in the business area, tutoring master's degrees and training actions in taxation, accounting and finance, in addition to developing academic resources and specialized content.

Teaching experience:

Teacher in non-regulated training, online and in-person modality (More than 6 years): Delivery of training actions in taxation, accounting and finance; Preparation of academic resources: masterclass, video lessons and teaching materials; Tutoring of master's degrees and online programs in the business area — EDUCA EDTECH. Teacher — Training specialty ADGD02 Tax Management (240 hours): General Tax Law; Corporate tax; Value Added Tax; Personal Income Tax. Training content writer: Development of theoretical-practical content and teaching resources in accordance with training guide.

Professional experience:

Head of accounting and tax department: Accounting management of self-employed workers and SMEs; Preparation and presentation of taxes; Formulation of annual accounts; Compliance with accounting, tax and registration obligations. Accounting and financial analyst — Rating company: Supervision and validation of parameters of econometric models; Analysis of quantitative and qualitative information from official sources. Personal income tax expert — National advice: Specialized advice during income tax campaigns.

Professional skills:

Taxation, with specialization in Personal Income Tax; Financial accounting for the self-employed and SMEs; Financial analysis and validation of econometric models; Real estate credit advice (LCCI); Preparation of training content on tax and accounting matters.

Merits:

Accreditation from the Bank of Spain as a real estate credit advisor (LCCI).

Graduated in Finance and Accounting from the University of Granada and Higher Technician in Administration and Finance. He combines his professional activity in the accounting and tax field with a consolidated teaching career in non-regulated training, both online and in-person. Specialized in taxation, especially personal income tax, and has accreditation from the Bank of Spain as a real estate credit advisor (LCCI). He currently carries out his teaching work at EDUCA EDTECH in the business area, tutoring master's degrees and training actions in taxation, accounting and finance, in addition to developing academic resources and specialized content.

Teaching experience:

Teacher in non-regulated training, online and in-person modality (More than 6 years): Delivery of training actions in taxation, accounting and finance; Preparation of academic resources: masterclass, video lessons and teaching materials; Tutoring of master's degrees and online programs in the business area — EDUCA EDTECH. Teacher — Training specialty ADGD02 Tax Management (240 hours): General Tax Law; Corporate tax; Value Added Tax; Personal Income Tax. Training content writer: Development of theoretical-practical content and teaching resources in accordance with training guide.

Professional experience:

Head of accounting and tax department: Accounting management of self-employed workers and SMEs; Preparation and presentation of taxes; Formulation of annual accounts; Compliance with accounting, tax and registration obligations. Accounting and financial analyst — Rating company: Supervision and validation of parameters of econometric models; Analysis of quantitative and qualitative information from official sources. Personal income tax expert — National advice: Specialized advice during income tax campaigns.

Professional skills:

Taxation, with specialization in Personal Income Tax; Financial accounting for the self-employed and SMEs; Financial analysis and validation of econometric models; Real estate credit advice (LCCI); Preparation of training content on tax and accounting matters.

Merits:

Accreditation from the Bank of Spain as a real estate credit advisor (LCCI).
Course UF0338 Analysis of Investment Products and Services

Información adicional del PROFESSIONAL CERTIFICATES

Course UF0338 Analysis of Investment Products and Services

6 months de tutorización

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Course information

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Course information

Description
In the field of administration and management it is necessary to know the fields of business financing, within the professional area of finance and insurance. Thus, this course aims to provide the necessary knowledge for the analysis of investment products and services.

Job opportunities

Professionals in the field of administration and management, who carry out their activity both as employees and as self-employed, in public or private companies, dedicated to carrying out activities related to the analysis of investment products and services, such as fixed and variable income financial assets, management of public debt or private debt and the instruments that comprise it, as well as investment funds, futures products. In addition to controlling the taxation of all of them, and analyzing the performance of investments.

What does it prepare you for?

This training is in accordance with the training itinerary of the Training Unit UF0338 Analysis of Investment Products and Services, certifying that you have passed the different Units of Competence included in it, and is aimed at the accreditation of the professional Competencies acquired through work experience and non-formal training, the route by which you will choose to obtain the corresponding Certificate of Professionalism, through the respective calls published by the different Autonomous Communities, as well as the Ministry of Labor (Royal Decree 659/2023, of July 18, which develops the organization of the Vocational Training System and establishes a permanent procedure for the accreditation of professional skills acquired through work experience or non-formal training).

Who is it addressed to?

This course is aimed at professionals in the world of finance and insurance, specifically business financing, within the professional area of ​​administration and management, and at all those people interested in acquiring knowledge related to the analysis of investment products and services, as well as at centers and companies in which this type of advice and help is offered to workers in the finance sector.

Objectives

- Determine the regulations applicable in each case with precision. - Explain the function of financial assets as forms of investment and as sources of financing. - Classify financial assets using as criteria the type of income they generate, the type of issuing entity and the amortization periods. - Define precisely the concept of subscription right. - Define precisely the concept of investment fund and describe the characteristics of its different types. - Explain the criteria for evaluating investment profitability and specify how to calculate them.

Course UF0338 Analysis of Investment Products and Services

$206.00