ABOUT
The global capital market provides access to traditional, alternative, and digital assets, creating significant opportunities for institutional and retail investors. However, managing an investment portfolio requires a professional and diligent approach. In this context, artificial intelligence (AI) offers tools that can optimize investment decision-making.
Success also requires technical knowledge and proficiency in financial platforms that integrate AI, such as Bloomberg and LSEG Workspace. These platforms enable investors to analyze the performance and risk factors of individual assets, assess the impact of macroeconomic variables, and evaluate their overall effects on an investment portfolio.
WHY ENROLL IN THIS PROGRAM?
- Academic and methodological support from the Universidad de Lima School of Economics, designated by the Superintendency of the Securities Market (SMV) as the only Peruvian institution authorized to certify representatives of securities brokerage firms.
- Exploration of AI capabilities in Bloomberg and LSEG Workspace, along with other tools that enhance financial analysis and strategic decision-making.
- Practitioner faculty who holds management positions in banking and investment.
- Hybrid learning modality, combining online classes via Zoom with on-campus sessions at the Universidad de Lima Capital Markets Laboratory.
- Exclusive individual access to LSEG Workspace and Bloomberg Professional terminals, as well as online assessments on how to use both platforms.
- Securities Taxation Workshop to understand the tax implications of investing in different financial instruments.
- Opportunity to transfer up to four credits toward the Master's Degree in Banking and Finance offered by the Universidad de Lima Graduate School, subject to the Graduate School's requirements.
- An introductory team-building activity to foster relationships, networking, and collaboration throughout the program.
- Executive-friendly schedule and access to the university's online job board, Ulima Laboral.
- Executive networking opportunities.
WHAT WILL YOU ACHIEVE?
- The ability to analyze, develop, and manage the new financial instruments that capital markets offer businesses for their investment and financing activities.
- Access to online assessments on LSEG Workspace and Bloomberg, allowing participants to earn the following certifications:
- Bloomberg Market Concepts (BMC)
- Bloomberg Finance Fundamentals (BFF)
- LSEG Workspace
ABOUT THE PROGRAM
- Executives, advisors, and analysts working in finance, investment, project management, and risk management at banks, mutual fund and investment fund management companies, securities brokerage firms, private pension fund administrators (AFP), insurance companies, family offices, private fund management companies, stock exchanges, regulatory agencies (such as the SMV and SBS), and corporations.
- Investment advisors with an existing client portfolio or those in the process of building one.
- Graduates of related programs who wish to pursue a specialized career in finance and capital markets.
- Professionals from various fields interested in managing their investment portfolios professionally.
- Bachelor's degree or university degree.* Alternatively, applicants must demonstrate at least three years of work experience.
- Intermediate English proficiency (reading comprehension only).**
- Basic knowledge of mathematics and statistics.
*For degrees that are not registered with Sunedu, applicants must submit a copy of their diploma or university degree certificate, certified by a notary public or the secretary general of the issuing university. Documents issued abroad must bear the seal and signature of the Peruvian Consulate in the country of origin and be authenticated by the Ministry of Foreign Affairs in Peru. Where applicable, the Hague Apostille procedure must be followed.
- Application form.
- A simple or scanned copy of the applicant's National Identity Document (DNI).
- Resume (without supporting documentation).
- Document certifying at least two years of work experience.
- One color, passport-size photograph with a white background, no eyeglasses, and formal attire (men: suit jacket, shirt, and tie; women: business suit with a blouse and jacket). This photograph is required for the issuance of the diploma.
- Duly completed "First Evaluation" admission document.
Monday (online) from 7:00 p.m. to 10:00 p.m.
Wednesday (on-site) from 7:00 p.m. to 10:00 p.m.
Saturday (on-site) from 9:00 a.m. to 12:00 p.m.
- General public: PEN 13,200
- Ulima graduates: 25% off
- Graduates of the Consortium of Universities: 10% off
- Returning clients: 15% off
Companies and Institutions
Corporate rate (two to four participants): 10% off
Direct Financing
A 25% down payment, with the balance payable in interest-free installments (subject to approval).
Discounts
Ask about our available discount options. Discounts cannot be combined. We accept all major credit cards as payment methods. Interest-free installment payments are available with Diners, BBVA, BCP, and Interbank credit cards.
Note: Ulima graduates are subject to the alumni rate.
Participants who successfully complete all courses will receive the Advanced Specialization Diploma in Strategic Corporate Communication Management, awarded by the Economics Program of Universidad de Lima. They will also receive a certificate of completion.
Both documents feature digital signatures and are legally valid under Law No. 27269, the Digital Signatures and Certificates Law. The diploma includes a QR code to verify its authenticity.
Both documents will be sent to the email address provided at registration within 45 business days after the program concludes.
LSEG WORKSPACE AND BLOOMBERG CERTIFICATIONS
Access to online assessments on LSEG Workspace and Bloomberg, allowing participants to earn the following certifications:
- Bloomberg Market Concepts (BMC)
- Bloomberg Finance Fundamentals (BFF)
- LSEG Workspace
CURRICULUM
TEAM BUILDING | ||
| MODULE 1 | MODULE 2 | MODULE 3 |
| Introduction to Financial Markets (21 synchronous hours and 3 asynchronous hours) | Technical Analysis of Tradable Assets (21 synchronous hours and 3 asynchronous hours) | Investment Banking (21 synchronous hours and 3 asynchronous hours) |
| Capital Markets and Portfolio Management (24 synchronous hours and 8 asynchronous hours) | Financial Derivatives (21 synchronous hours and 3 asynchronous hours) | Alternative Investments (2 credits)* (35 synchronous hours and 5 asynchronous hours) |
| AI Platforms and Tools for Investment Decision-Making (21 synchronous hours and 3 asynchronous hours) | Risk Management (2 credits)* (35 synchronous hours and 5 asynchronous hours) | |
| Financial Instruments (21 synchronous hours and 3 asynchronous hours) | ||
ESTIMATED DURATION: 6 MONTHS | ||
TOTAL: 256 HOURS | ||
*For these courses, participants may transfer the number of credits indicated in the table above, provided they meet the admission requirements established by the Master's Degree in Finance and Banking offered by the Universidad de Lima Graduate School.
Note: Team building is an in-person activity held before the program begins. It lasts three hours, which are not included in the program's total number of hours. The activity includes group exercises designed to foster relationships among participants and develop networking opportunities that will help them make the most of the specialized program.
ADMISSION PROCESS
REGISTRATION
RESUME EVALUATION (WITHOUT SUPPORTING DOCUMENTATION)
EVALUATION OF THE "FIRST EVALUATION" DOCUMENT
INTERVIEW
ADMISSION DECISION
Note: If an instructor is unable to attend a scheduled session due to unforeseen circumstances, they will be promptly replaced by another instructor with a similar academic and professional background.
PRACTITIONER FACULTY
Paul Zevallos Olivos
Academic Coordinator
Specialist in capital markets, with experience managing mutual funds and investment funds, structuring debt instruments, and providing financial advisory services.
Álvaro Arbulú Servera
Partner and Leader of Financial Tax Services and Tax Policy at EY Peru.
Luis Cachay Huamán
Corporate Manager of Non-Financial Risk Management at Banco Santander Peru.
Fernando Palma Galindo
Partner and Co-Founder of Epikapital, an investment fund management company specializing in structured products.
Alejandro Rabanal Sobrino
Deputy Superintendent of Risk Management at the Superintendency of the Securities Market (SMV).
Luis Ramírez Rodríguez
Chief Executive Officer of Kevala Advisors, a company specializing in comprehensive wealth management.
Jorge Ramos Maita
Chief Executive Officer of BBVA Bolsa SAB
Nicolás Reto Carrasco
Expert in investment portfolio management, with more than 11 years of professional experience in investments and finance.
