Code: | LGE1316 | Acronym: | CF |
Teaching Area: | Mathematics |
Acronym | Study plan | Curriculum Years | ECTS | Contact hours | Total Hours |
---|---|---|---|---|---|
LGE | Desp. n.º 1049/2008 (alterado aviso n.º9805/2012) | 2º | 6 ECTS | 63 | 160 |
Teaching - Hours
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Descriptive Summary
This course aims to give students a broad view of the importance of Financial Calculus for a correct investment decision of financial resources, through the presentation of the fundamental concepts of Mathematics and Financial Calculus, and the subsequent resolution of exercises applied to concrete situations of financial life.
Objectives and expected learning outcomes
Students are supposed to:
a) Understand and apply the concepts of capitalization, discount, annuities, and fees, and also acquire general and specific knowledge of loan repayment and its application to financial products (bonds, issuance of sovereign debt, corporate issues and close figures).
b) Understand these concepts, either to examine different investment alternatives, as to study different options in the use of credit, aspects that are of importance at a time of increased proliferation of financial products and services.
c) Develop critical reasoning of real life situations when offering financial products, provided by the bases that allow us to understand the techniques used in the development of these products.
d) Acquire knowledge and eminently practical skills, valuing the future exercise of their professional activity
e) Understand a few of the financial transactions carried out in business, as well as the design and analysis of investment strategies and funding.
Skills to be developed
To create and develop skills that allow:
a) the numerical skill and quantitative abilities, including data analysis, interpretation, and extrapolation, with the development of logically consistent reasoning;
b) the reading and comprehension of articles of economic and corporate character;
c) the development of logical, critical and analytical thinking in a creative manner;
d) the ability to discuss the multiple dimensions of corporate phenomena;
e) the correct application of the terminology and language of the economic, corporate and accounting phenomena;
f) the application of mathematical and statistical formulations in the analysis of economical-corporate phenomena
g) to execute calculations, based on the numerical data obtained from external or internal sources of corporations;
h) the knowledge of the policy in financial loans, active or passive, in short, medium and long term;
i) the elaboration of performance reports of real financial cost, real interest rates, deadlines, etc.
Chapters 1 and 2 are intended to instill in the student the different modes of capitalization and their implication in the associated gains / losses.
Chapter 3 will allow us to develop a critical spirit in the questioning of the real situations of supply of financial products, by the bases provided that allow to understand the techniques used in the development of financial products.
Chapters 4 and 5 will address areas of major importance at a time of proliferation of financial products and services.
Chapters 6 and 7 will clarify general and special options for the amortization of financing and their application to financial products.
MATIAS, Rogério;Cálculo Financeiro. Teoria e Prática, Escolar Editora, 2015 |
Coelho, Luís Filipe; Coelho, Miguel Teixeira;Cálculo Financeiro - Manual para Entender os Princípios do Cálculo Financeiro Volume II: Do cálculo de rendas à amortização de empréstimos ordinários, Quid Juris, 2017 |
Coelho, Luís Filipe; Coelho, Miguel Teixeira;Cálculo Financeiro - Manual para Entender os Princípios do Cálculo Financeiro. Volume I: Do Regime de Juros à Equação de Valor, Quid Juris, 2017 |
The exposure of the learning material, where audiovisual methods of presentation will be used whenever possible, will be divided in two parts:
a) a theoretical component, with the presentation of concepts, using examples of direct application on the concerned area, in order to show relevance of the program contents
b) a practical component, with the presentation and solving of exercises designed for financial calculus, focusing on real and present problems, giving the student the task to select the most fitting method to solve the problem, with the objective of developing taste and interest on the course unit contents, and to show its utility on real life situations.
Avaliação distribuída com exame final
Description | Type | Time (hours) | Conclusion Date |
---|---|---|---|
Attendance (estimated) | Lessons | 45 | |
Teste/Exame | 3 | ||
Teste/Exame | 18 | ||
Trabalho laboratorial ou de campo | 2 | ||
Study | 92 | ||
Total: | 160 |
Two individual written tests (weighing 80%: each test has a 40% weighting) and resolution of a practical worksheet (with a weight of 20% in the assessment).
Under the terms of the Bachelor's Regulation:
1. The actual presence of the students in the classes will be registered and, if the number of absences per student exceeds 30% of the total number of contact sessions provided for each course unit, it will automatically be transferred to the final evaluation of the normal time.
2. In the written tests and in the evaluation elements referred to in points b) to e) of paragraph 2 of Article 39 it is necessary to obtain a minimum grade of 7.5 (seven point five) values.
3. If the student is absent or has a grade lower than 7.5 points in the tests or evaluation elements referred to in the preceding paragraph, he will be automatically transferred to the final evaluation of the normal season.
4. If the student fails to obtain a grade of less than 7.5 points in the second written test (held on the same date as the final written test of the normal time), he / she may apply for evaluation at the time of appeal.
The exam will correspond to 100% of the final grade.
Cognitive skills are developed through exposure and discussion in problem solving, but also in individual problem solving. The skills of sharing and teamwork are developed in supervised group work. Communication skills are acquired throughout the UC.