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Introducción a las finanzas: Principios de valoración (edX)

Introducción a las finanzas: Principios de valoración (edX)

Aprende de forma rápida y sencilla los principios básicos de valor del dinero en el tiempo y cómo usarlos para la toma de decisiones financieras y evaluación de proyectos de inversión. Los proyectos financieros e inversiones realizadas en el ámbito empresarial deben ser evaluados con un alto nivel de precisión. Esto es crucial para garantizar ganancias que contribuyen al valor de una firma.

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Este curso en línea te enseñará conceptos claves y herramientas de valor del dinero en el tiempo que te ayudarán a entender las diferentes tasas de interés y a evaluar, comparar y elegir proyectos de inversión y financiamiento en los mercados financieros.

En este curso de introducción a las finanzas aprenderás a usar funciones básicas de Microsoft Excel para valorar flujos de efectivo en una línea de tiempo y solucionar problemas básicos de matemáticas financieras y resolver ecuaciones de valor equivalente.

What you'll learn

  • Distinguir tasa de interés simple, compuesta, efectiva del período y tasa de descuento y usar criterios básicos de evaluación de proyectos
  • Comprender la utilidad de los diagramas de flujo en la solución de problemas de valoración
  • Usar funciones de Microsoft Excel para calcular valor futuro, valor presente, tasas de interés y número de períodos
  • Establecer la relación entre tasas periódicas, tasas nominales y frecuencias de conversión
  • Realizar correctamente la conversión entre diferentes tasas periódicas y tasas nominales
  • Usar funciones de Excel para la conversión de tasas
  • Realizar correctamente la valoración descontada de flujos de efectivo y plantear ecuaciones de valor equivalente
  • Emplear funciones de Excel para calcular valor futuro y valor presente con tasas variables, y ecuaciones de valor equivalente y calcular valor presente neto (VPN) y tasa interna de retorno (TIR) de un flujo de efectivo usando MS Excel

Syllabus

Sección 1: Valor del dinero en el tiempo
Introducción a conceptos básicos de interés simple, compuesto. Línea de tiempo y diagramas de flujo. Cálculos de valor futuro, valor presente, factor de acumulación y de descuento para uno y varios periodos. Cálculos de tasas de interés y número de periodos. Funciones de Excel VF, VA, NPER y TASA.

Sección 2: Trabajando con tasas
Tasas efectivas, periódicas y nominales. Tasas vencidas y anticipadas. Conversión y equivalencia de tasas. Función TASA NOMINAL

Sección 3: Valoraciones
Cálculos de valor presente y futuro con tasas variables, valoración descontada de flujos de efectivo, ecuaciones de valor equivalente y cálculo de fechas desconocidas. Cálculo de valor futuro y valor presente en series de pagos constantes.

Sección 4: Métodos y criterios
Métodos básicos de evaluación de proyectos: Valor Presente Neto y Tasa interna de retorno (TIR). Cálculo de VPN y TIR usando funciones de Excel. Evaluación y comparación de proyectos y flujos de efectivo usando VPN y TIR.

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