Teaching plan for the course unit

 

 
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General information

 

Course unit name: Finance and Insurance Business Management

Course unit code: 363683

Academic year: 2025-2026

Coordinator: Cesar Castillo Lopez

Department: Department of Business

Credits: 6

Single program: S

 

 

Estimated learning time

Total number of hours 150

 

Face-to-face and/or online activities

60
 

-  Lecture with practical component

Face-to-face

  

30
 

-  Problem-solving class

Face-to-face

  

30

Supervised project

30

Independent learning

60

 

 

Recommendations

 

Students are recommended to have prior knowledge of financial statement analysis, business management, and basic corporate finance.


Further recommendations

Readiness to work collaboratively as the member of a team.

 

 

Competences / Learning outcomes to be gained during study

 

   -

To draw up, analyse and use internal and external accounting and financial information to control management and decision-making processes.
   -

To be able to make financial and business decisions, taking into account the current economic situation.
   -

To identify the economic agents that make up an economy and to understand how they interrelate so as to take economic decisions with full awareness of their effects.
   -

To use suitable financial criteria to identify, analyse and select investment projects.

Learning objectives

 

Referring to knowledge

  • Know how the financial–insurance business is analysed and monitored.
  • Be familiar with the methodology and tools for business development and value creation in financial entities and insurance companies.
  • Know how analyses should be conducted in financial and insurance companies.

 

 

Teaching blocks

 

1. The finance company

*  Financial institutions and their management are studied through theoretical explanations, exercises and case studies of real companies.

1.1. The finance company; products and services

1.1.1. Liability products (savings)
1.1.2. Asset products (investment)

1.2. Tools for the valuation of financial products

1.2.1. Loans
1.2.2. Credits
1.2.3. Options and futures
1.2.4. Others

1.3. Management control in the financial company

1.4. Risk assessment and monitoring

1.5. Analysis of the finance company

1.6. Ethical banking vs. conventional banking

2. The insurance company

*  Insurance entities and their management are studied through theoretical explanations, exercises and case studies of real companies.

2.1. The insurance company; products and services

2.1.1. Life insurance products
2.1.2. Non-life insurance products

2.2. Typical methodology for creating and monitoring these products

2.2.1. Proposing a new product
2.2.2. Elements included in decision-making
2.2.3. Impact on the entity

2.3. Monitoring; reporting

2.3.1. Relations with investors and institutions
2.3.2. Key indicators of the insurance company
2.3.3. The regulator

2.4. Management control methods in the insurance company

2.5. Risk and deviation analysis

2.6. Insurance company analysis

2.7. Disruptive insurance

 

 

Teaching methods and general organization

 

This course is both theoretical and practical. As key concepts are introduced, students apply their knowledge by completing exercises, and studying case studies and real-world examples often in group activities. The aim is to understand the concepts through the study of real cases and actual business situations in financial and insurance companies.

 

 

Official assessment of learning outcomes

 

Continuous assessment

— 40% of the final grade is based on three case studies/activities submitted during the course, in which students carry out calculations, analyse and present their results.
— 60% of the final grade corresponds to a final examination held on the same date as the single-assessment exam.

To calculate the final average, students must achieve a minimum score of 3.5 out of 10 on the final exam.

The final examination is a multiple-choice test. Correct answers score 1 point, while answers left blank or unjustified responses receive 0 points. In the case of incorrect answers, 1/3 of a point is deducted. Questions cover both theoretical content and practical exercises, and students must demonstrate how the selected answer was obtained.

For students opting for the continuous mode, the final examination is shorter and focuses only on aspects not previously evaluated in the submitted case studies and activities.

Students who fail the continuous mode of assessment are entitled to repeat assessment. The repeat assessment examination has the same format and criteria as that of the single-assessment exam.

 

Examination-based assessment

Students who opt for single assessment sit an examination worth 100% of the final grade. This exam covers the entire syllabus: both theory and practice.

The final examination is a multiple-choice test. Correct answers score 1 point, while answers left blank or unjustified responses receive 0 points. In the case of incorrect answers, 1/3 of a point is deducted. Questions cover both theoretical content and practical exercises, and students must demonstrate how the selected answer was obtained.

The repeat assessment examination has the same format and criteria as that of the single-assessment exam.

 

 

Reading and study resources

Check availability in Cercabib

Legislation

BOE de ordenación y solvencia de entidades de seguros (2015).

 

BOE de entidades de crédito (2014).