Stock Market and Investments

Module: Stock Market Legislation

This module provides essential concepts for comprehensively understanding the legal frameworks that regulate the stock market in Ecuador from both legal and operational perspectives. Through the analysis of doctrine, legislation, and the study of practical cases, students are equipped to manage negotiations and gain knowledge of the various types of financial assets traded on the Ecuadorian stock exchanges.

Module: Stock Market Operations

Stock Market Operations and Mathematics

This sub-module prepares students for practices in the Ecuadorian stock market, teaching the operations and analysis of financial securities through an interactive approach with practical exercises. It focuses on the use of mathematical formulas to determine prices and yields, which is essential for future securities operators. It also includes simulations with the Electronic Stock Market System, allowing participants to gain practical experience, crucial for passing the securities operator exam.

Stock Market Statistics

This sub-module focuses on structured analysis for decision-making in the stock market, where intuition gives way to the understanding of cognitive biases and applied statistics. Participants learn to identify risk mitigation strategies, use the stock market lab to handle market data, and understand the importance of valuing securities at market prices, refining their skills for making informed investment decisions.

Module: Economics, Finance, and Introduction to Bloomberg

This module explains and delves into how investors and companies use economic indicators to assess the economy and apply this information in investment and financing decisions. It also details how the Central Government operates in financial markets, buying and selling assets to achieve its economic goals and how public policies influence the prices of these instruments. By integrating Bloomberg's dynamic real-time network of data, people, and ideas, participants gain a deep understanding of the economy and finance, and how the Bloomberg terminal facilitates critical, transparent, and informed economic and financial decision-making.

Module: Fixed Income and Equity Markets

This module covers the review of prices and yields of fixed-income instruments, analyzing public and private debt, both domestic and foreign, and the yield curve. The associated risks and the influence of factors such as inflation and solvency on interest rates are examined. It also covers the principles of equity markets, their fundamental and technical analysis, and diversification, which is essential in managing mixed portfolios of fixed income and equity.

Module: Portfolio Management

Managing Fixed Income and Equity Portfolios and Risk Management

This sub-module addresses the management of bond portfolios, reviews interest rates, and explores modern portfolio theory, diversification, and the optimization of risk and investment opportunity curves. It also trains participants in the identification and execution of advanced financial practices for portfolio risk management, including risk quantification and its impact on results, as well as the use of financial derivatives for hedging strategies. The focus is on balancing academic theory with real business case analysis and the practical application of concepts in Excel exercises.

International Investment Instruments and Techniques

This sub-module presents practical tools for better understanding the various external factors affecting international markets, primarily how we can understand market cycles and use tools to make investments according to different points in the cycle to capitalize on positive and negative movements in favor of the investor. It includes case studies, simulations, and applications, allowing the practical application of learned concepts and tools.