This module introduces participants to the workings of stock markets and the process by which investors can buy and sell financial assets. It will cover what a stock exchange is, how prices are formed, and the role of financial intermediaries and investment platforms. It will also explain how individual investors access the markets and identify the main financial centers where assets are traded. By the end of the module, participants will understand how the stock exchange operates and the basic mechanisms for investing in financial markets.
This module presents the main financial instruments available to investors in the stock markets. It will analyze the characteristics and ways in which assets such as stocks, bonds, and exchange-traded funds (ETFs) generate returns. It will also review the factors that influence the price of these instruments and how to interpret basic market information to understand their behavior. By the end of the module, participants will be able to identify the main investment alternatives available in the stock market and understand their characteristics and risks.
This module addresses the fundamental criteria that guide investment decisions. It will review the concepts of profitability, risk, and liquidity, as well as the relationship between these elements when selecting financial assets. It will also analyze the importance of the investment horizon and diversification as tools for managing risk. By the end of the module, participants will be able to evaluate investment alternatives considering basic risk and return criteria.
This module introduces some principles and strategies used by investors to manage their investments over time. Concepts such as diversification, asset allocation, and long-term investing will be reviewed, as well as some common mistakes individual investors face in the financial markets. By the end of the module, participants will understand basic principles for structuring a disciplined investment strategy.
This module integrates the concepts reviewed throughout the course to design a diversified investment portfolio. It will analyze how to combine different financial assets based on risk profile, financial objectives, and investment horizon. Through practical exercises, participants will learn to structure basic investment portfolios considering various risk profiles.