Continuing education program
Capital Markets Foundations: Equity and Fixed Income
Capital Markets Foundations: Equity and Fixed Income is a specialized program designed to explain how capital markets and international stock exchanges operate. It combines the foundations of equities and bonds with analytical, valuation and portfolio construction tools used across the financial industry.
In collaboration with Universidad Técnica Particular de Loja (opens in a new tab)
Official program name at UTPL: Capital Markets Foundations: Renta Variable y Renta Fija.
- Starts
- November 30, 2026
- Enroll by
- November 26, 2026
- Format
- Online
- Duration
- 25 hours
- Fee
- USD 300
Introduction
The program in brief
Program introduction video · coming soon
About the program
From how markets work to analyzing instruments.
You will study how equity and fixed income markets work, analyze instruments such as stocks, ETFs, REITs and bonds, and develop basic criteria for valuing financial assets through practical cases.
The program combines an international perspective with the Ecuadorian context and builds skills that apply directly to the financial sector.
Certificate
Program certificate
Digital certificate upon successful completion, issued by Universidad Técnica Particular de Loja.
Learning outcomes
By the end of the program you will be able to:
- Understand how capital markets work.
- Tell equity and fixed income instruments apart.
- Analyze basic financial information for decision-making.
- Read technical documentation such as factsheets, prospectuses and institutional reports.
- Apply basic tools for asset analysis and investment portfolio construction.
What you get
Economy and markets
The relationship between the economy, economic cycles and the behavior of capital markets.
Instruments
Stocks, ETFs, REITs, bonds and money market instruments: how they work and how to analyze them.
Analytical tools
Basic financial analysis tools to evaluate investment instruments.
Practical cases
Exercises focused on analysis and portfolio construction.
Structure and schedule
Three modules, online.
- Total duration
- 25 hours
| Module | Dates | Time | Hours |
|---|---|---|---|
| Module 1. Introduction | November 30 and December 1, 2026 | 12:00–13:30 | 3 h |
| Module 2. Equity | December 2, 3, 8 and 9, 2026 | 12:00–13:45 | 7 h |
| Module 3. Fixed Income | December 10, 15, 16 and 17, 2026 | 12:00–13:45 | 7 h |
Faculty
Program professors
Who it is for
People with a background or interest in finance, economics, business administration or related fields, with basic spreadsheet skills and the ability to read financial information.
Professor, Capital Markets Foundations
Ignasi Viladesau, CFA
Academic Advisor at IAAFI® and professor of Capital Markets Foundations: Equity and Fixed Income, the program IAAFI® delivers in collaboration with Universidad Técnica Particular de Loja.
His academic background combines engineering and management: he holds degrees in Industrial Engineering from the Universitat Politècnica de Catalunya and in Aeronautical Engineering from ISAE-SUPAERO, completed an MBA at the Massachusetts Institute of Technology (MIT) and is a CFA charterholder.
In the classroom he brings more than 15 years of experience managing investment portfolios for institutional and private clients, built at BlackRock, PIMCO, McKinsey & Company and J.P. Morgan. He is currently Chief Investment Officer at MyInvestor.
Professor, Capital Markets Foundations
Jordi Sebastià Tomàs, CFA, CEFA
He has more than 10 years of experience managing equity portfolios. He currently works at Solventis and is an adjunct professor at CFA Society Spain. He previously worked at European asset managers such as Gesiuris.
He holds a degree in Business Administration and Management from the Universitat Rovira i Virgili, a master's degree in Finance from the Institut d'Estudis Financers (IEF) and a master's degree in Financial Markets from the Universitat de Barcelona. He earned the CFA designation in 2022 and holds the Certified European Financial Analyst (CEFA) and European Financial Advisor (EFPA) certifications.
LinkedIn profile — Jordi Sebastià Tomàs (opens in a new tab)
References to professional and academic backgrounds describe individual past or current experience. They do not imply any relationship with, sponsorship by or endorsement of IAAFI® by the organizations mentioned.
Academic collaboration
IAAFI® and UTPL
Capital Markets Foundations is delivered through an academic collaboration between IAAFI® and UTPL. Enrollment, payments and official course information are handled by UTPL.
Enrollment
Fee and enrollment
USD 300
Ask UTPL about available discounts and payment options.
Enrollment open until November 26, 2026.
Enrollment takes place on UTPL's official website, which opens in a new tab. The enrollment process is in Spanish.
Enrollment for this cohort is closed. Subscribe to IAAFI® · Investment Insights to hear about the next cohort.
Frequently asked questions
Do I need prior investing experience?
You do not need to have invested before. The program is designed for people with a background or interest in finance, economics, business administration or related fields, with basic spreadsheet skills and the ability to read financial information.
Where do I enroll?
On UTPL's official website. The Enroll button opens the official program page directly, where enrollment is completed.
What certificate do I receive?
A digital certificate upon successful completion, issued by Universidad Técnica Particular de Loja.
Does the program include investment recommendations?
No. It is an educational program: it does not provide personalized financial advice or buy or sell recommendations.