2023
Financial Calculus
Name: Financial Calculus
Code: GES10695L
6 ECTS
Duration: 15 weeks/156 hours
Scientific Area:
Management
Teaching languages: Portuguese
Languages of tutoring support: Portuguese
Sustainable Development Goals
Learning Goals
OBJECTIVES:
O1- To understand the financial operations of short, medium and long-term and the actuarial
operations relating to life annuities and life insurance;
O2- To understand concepts and procedures for solving financial and actuarial problems;
03-To learn, analyze and interpret the results and to make recommendations for solving financial
and actuarial problems; and,
04-To learn a set of useful concepts and procedures in the process of financial decision making.
SKILLS:
- Develop ability of interpretation and critical analysis.
- Provide guidance and expertise to the financial analysis of a company;
- Ability to work in multidisciplinary teams within the framework of the preparation and analysis of investment files.
- Ability to write financial reports;
- Oral and written expression ability and aptitude in transmitting and receiving ideas
- Understand financial instruments and investments in creating value
O1- To understand the financial operations of short, medium and long-term and the actuarial
operations relating to life annuities and life insurance;
O2- To understand concepts and procedures for solving financial and actuarial problems;
03-To learn, analyze and interpret the results and to make recommendations for solving financial
and actuarial problems; and,
04-To learn a set of useful concepts and procedures in the process of financial decision making.
SKILLS:
- Develop ability of interpretation and critical analysis.
- Provide guidance and expertise to the financial analysis of a company;
- Ability to work in multidisciplinary teams within the framework of the preparation and analysis of investment files.
- Ability to write financial reports;
- Oral and written expression ability and aptitude in transmitting and receiving ideas
- Understand financial instruments and investments in creating value
Contents
1. Introduction
2. Equivalence regimes and interest rates
3. Financial operations of short run
4. Ordinary annuities
5. Financial operations of medium and long run
6. Actuarial instruments and operations
2. Equivalence regimes and interest rates
3. Financial operations of short run
4. Ordinary annuities
5. Financial operations of medium and long run
6. Actuarial instruments and operations
Teaching Methods
M1. Strutured presentation on financial operations of short, medium and long-term and the actuarial operations relating to life annuities and life insurance;
M2. Illustration of concepts through examples;
M3. Processing by exercises and applications in other management and economics areas;
M4. Verification of the level of acquisition of the subject-matter during the semester of lecturing by classroom questions; and,
M5. Assessment by exams (55% 1.ª PA + 45% 2.ª PA).
M2. Illustration of concepts through examples;
M3. Processing by exercises and applications in other management and economics areas;
M4. Verification of the level of acquisition of the subject-matter during the semester of lecturing by classroom questions; and,
M5. Assessment by exams (55% 1.ª PA + 45% 2.ª PA).
