Financial Advisor Course for Religious and Third Sector Entities

Gain specialized knowledge about Religious Institutions and the Third Sector through a 100% online course in collaboration with Banco Sabadell.

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Learn to effectively advise religious institutions and third-sector entities, understanding their specific needs and improving your relationship with clients.

You will have a practical and personalized approach to manage their financial sphere.

What it prepares you for

It is a 100% interactive course. The goal of this course is to present an integrated knowledge of Religious Entities and the Third Sector that addresses the needs of the group and improves the relationship with these clients.

To achieve this, the professional will be encouraged to:

Acquire specialized knowledge in the seven relevant areas for the management of these institutions.
Be trained to conduct critical analysis and evaluation of projects and new proposals.

Have confidence in decision-making, analysis, and advising clients in the Religious Institutions and Third Sector.
Integrate knowledge, face complexity, and formulate economic and financial proposals and suggestions.
Design, create, develop, and propose innovative and novel projects in the field of Religious Institutions and the Third Sector.

Who is the target audience?

It is focused on

Professionals related to the sector of religious entities or third-sector entities, administrators, and economists.

Do you have any doubts?

Request for information

Data of interest

Title

Financial Advisor Course for Religious and Third Sector Entities

This degree will be awarded by the Francisco de Vitoria University.

Schedule

Each person organizes their own schedule and is responsible for setting their own learning pace.

Some Fridays may be used for academic and/or practical sessions.

Modality

Online

Address

Francisco de Vitoria University. Ctra. Majadahonda Km. 1,800. 28223 Pozuelo de Alarcón. Madrid

Quality

Ver Sistema de Calidad Interno

Study Plan

1. HIERARCHICAL STRUCTURE OF THE CHURCH

You will have an overview of the organization of the Catholic Church that will allow you to understand how it operates in civil-legal matters through its various entities and organizations.

It seems like you repeated my translation! Is there something else you’d like me to help with or clarify?

We will deepen the understanding of the diocese, as the basic territorial structure of organization, and the parish, as the basic organizational unit of the diocese, all with particular reference to the most relevant entities in civil-legal matters.

2. TAXATION

You will be able to determine the tax obligations arising from the activities carried out by the Catholic Church, both in the field of its own functions and in the possible development of economic activities. You will also be able to assess the fiscal consequences of carrying out certain operations and economic activities that are common in the business or professional field.

You will be able to effectively advise, based on current legislation, on the correct taxation of the Catholic Church and its institutions.

3. ASSETS

You will be able to differentiate the distinct regulations for legal entities that can be created by the Catholic Church and non-Catholic religious confessions, with a particular focus on their constitution, legal capacity and ability to act, and representation.

You will have a clear understanding of the requirements and ways in which religious confessions in Spain can operate in civil-legal matters.

4. SOCIAL DOCTRINE OF THE CHURCH

You will understand what a personalist view of Economics entails.

You will handle the main concepts of Catholic Social Doctrine (DSI) and their application in the business field with ease.

You will be able to distinguish between Catholic Social Doctrine (DSI), Social Economy (FSE), and Corporate Social Responsibility (RSC).

You will know how to differentiate between socially responsible investments and ethical finance, and learn how to conduct an ethical evaluation.

You will become familiar with a relevant text of Catholic Social Doctrine (Evangelii Gaudium) and learn how to read, study, and analyze it.

5. DEVELOPMENT COOPERATION AND THE THIRD SECTOR

You will be able to use current regulations to regulate social organizations in Spain. Volunteering is the driving force of the entire third sector and represents its values. You will learn what the law defines as volunteering and what is not considered volunteering.

You will learn about the initiatives of the United Nations that guide companies toward a greater commitment to society as a whole. You will explore the challenges addressed by the 17 Sustainable Development Goals (SDGs).

You will have an initial introduction to the tool oriented toward objectives, known as the Logical Framework Approach, used for the identification, design, planning, management, and evaluation of development projects. This will enable you to make a proper formulation of projects.

6. FINANCIAL ASSET MANAGEMENT

Economics and Financial Markets

Fixed Income

Equity (or Variable Income)

Investment Funds (focus on SRI-ESG-DSI and portfolio management)

MiFID Regulation (Markets in Financial Instruments Directive)

7. COMPLIANCE AND MONEY LAUNDERING

Compliance. Regulatory Compliance in Organizations

Prevention of Money Laundering

Collaborating Entities

Do you have any doubts?

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Faculty

Santiago Portas

Director Nacional de Segmento – Instituciones Religiosas y Tercer Sector en Banco Sabadell. Director Académico.

Isidro Catela

Director Oficina de Informacion en Conferencia Episcopal Española

Miguel Osorio

Director Cátedra Inmigración. Director del Centro de Transferencia e Impacto Social de la Oficina de Transferencia de Resultados de Investigación en Universidad Francisco de Vitoria

Miguel Ángel Recio

Mediador y Administrador Civil del Estado

Juan Plaza Echevarría

Profesor de Sistema Fiscal y Derecho de Sociedades en la UFV y profesor de Práctica Procesal Civil-Mercantil del Máster Universitario en Abogacía de la UFV.

Jesús Miguel López Nieto

Representante en la Administración General del Estado como nuevo vocal para la Comisión Asesora de Libertad Religiosa

Price of the Postgraduate 25/26

Title of title

Financial Advisor Course for Religious and Third Sector Entities

Full payment

890€

Full payment with scholarship*

190€

*Conditions according to Banco Sabadell

Do you have any doubts?

Request for information

We look forward to meeting you!

We tell you step by step how to complete the admission process.

1

Fill in the form to receive your request. When we receive your data we will proceed to register you in the Candidate Portal and you will have access to your personal area where you will have to attach the documents corresponding to your process.

Documentation to be attached (PDF)Admission process

2

Once the admissions committee has evaluated your application, we will send you the resolution by e-mail. In case of a positive resolution, you will have 15 calendar days to reserve your place through the Candidate Portal (see table of fees).

View fee schedule (PDF)Ir al Portal del Candidato

3

In parallel to your admission you will be able to apply for the scholarship that fits your profile. You can see our scholarships by clicking on the button below.

Scholarships

4

Once the self-enrollment period is open, you will receive instructions from the Master’s Coordination to do it in the University Portal. To do so, you must have provided all the necessary documentation for your admission.

Ir al Portal Universitario

It is important that you read the admissions guide and consult with your advisor to confirm your program access documentation.

View Complete Guide (PDF)

Frequently Asked Questions

How can I start the admission process?

You must complete the admission form or you can send us an email to postgrado@ufv.es so that we can register you in the Candidate Portal and you can upload the requested admission and registration documents.

What are the steps for the admission process?

Request registration in the candidate’s portal through postgrado@ufv.es.
Upload the required documentation.
Conduct the intake interview*.
To reserve a place in case of admission
Submit the certified copies of the degree and/or grades that correspond in each case.

*The admission interview is only required for certain master’s degrees.

What documentation do I have to upload to the applicant portal?

General Documentation:

Completed and electronically signed Admission Application Form.
Updated Curriculum Vitae.
Motivation letter.
2 letters of recommendation*.
Photocopy of the front and back of your ID card or passport
A recent, passport-size, color photograph
University degree that qualifies access to the master’s degree

*Letters of recommendation are required for certain programs.

Academic documentation:

University Master’s Degrees

If you have studied in Spain:

Certified copy of both sides of the university degree (in case the degree has not been issued, you must submit the Supplementary Certification to the Degree).
Certified copy of your transcript (academic record) if you are applying to any of the following master’s degree programs:
- Master’s Degree in Advanced Therapies in Biomedicine
- Master’s Degree in General Health Psychology

If you are a graduate of a foreign university within the European Higher Education Area (EHEA):

Certified copy on all sides of the university degree together with its sworn translation in case it is in a language other than Spanish.
Certified copy of the transcript of grades (academic record) together with its sworn translation in case it is in a language other than Spanish.

If you are a graduate from an educational system outside the European Higher Education Area (EHEA)

Certified copy on all sides of the university degree, duly legalized and apostilled, together with its sworn translation in case it is in a language other than Spanish.
Certified copy of the transcript of grades (academic record), duly legalized, together with its sworn translation in case it is in a language other than Spanish.

Master’s degrees

University degree, together with its sworn translation in case it is in a language other than Spanish.

When do I know whether or not I am admitted to a master’s program?

Once all documents have been validated and the admission interview has been conducted, if applicable, you will receive an email notification from the admissions committee with the resolution of your application within 48/72 hours.

This period may be extended in periods of high demand.

What is the deadline to reserve a place?

Once you have received the decision of the admissions committee, if it is favorable, you will have a period of 15 days to pay the reservation fee.

*If you do not make the reservation within the stipulated period, your place will be made available to another candidate.
**The period of 15 days may be reduced if the application for admission is within the last three weeks prior to the start of classes of the Postgraduate Program, or if there is a reduced number of vacancies to fill the group.

How can I pay the reservation fee?

Once admission has been notified, you will be able to reserve your place from the candidate’s portal through a secure payment gateway.

I have already reserved my place. How can I register?

The academic coordination team will contact you by email a few days before the start of the master’s program with a guide that includes all the steps to follow so that you can self-enroll.

*In order to be able to perform the self-registration you will have to have provided all the documentation.

How can I find out about UFV scholarships and how can I apply for them?

By clicking on the following link to Scholarships you can find out about all the scholarships we offer, the requirements and how to apply for them.
If you are a UFV Alumni you have access to a 20% scholarship on tuition fees.