AMIB Asesor en Estrategias study plan
AMIB Asesor en Estrategias · Give each week a clear focus.
8 weeks · About 6 hours per week
Marco regulatorio del mercado de valores mexicano & Instrumentos de renta fija
Map the regulatory architecture (CNBV, SHCP, Banxico, BMV/BIVA) into a one-page diagram labeling each body's function
List and define the key provisions of the Ley del Mercado de Valores governing intermediaries, disclosure, and market conduct
Identify the core features of fixed-income instruments (cupón, vencimiento, plazo, calificación) and classify at least eight instrument types
Solve ten basic pricing and yield exercises (precio limpio vs. sucio, rendimiento al vencimiento) without notes
Your checkpoint
A 2-page regulatory map plus a solved 10-question fixed-income problem set scoring at least 80%.
Instrumentos de renta fija
Compute duration and modified duration for government and corporate bonds and explain the price-yield relationship
Differentiate money-market instruments (Cetes, papel comercial, pagarés) from long-term debt (bonos, obligaciones) by risk and use case
Interpret a yield curve and explain the expectations, liquidity, and term-premium theories behind its shape
Evaluate credit risk using rating scales and explain how spread compensates for default and liquidity risk
Your checkpoint
A comparative table of at least ten fixed-income instruments with issuer, plazo, risk profile, and typical investor, plus three worked duration examples.
Instrumentos de renta variable
Distinguish equity instrument types (acciones ordinarias, preferentes, BDRs, fibras) and their rights and cash-flow characteristics
Apply valuation approaches (dividend discount, P/E multiples, book value) to at least two listed Mexican companies
Interpret key equity ratios (ROE, ROA, margen, razón de liquidez) and explain what each signals about a company
Explain how corporate actions (split, dividendo, suscripción) affect price and shareholder position
Your checkpoint
A one-page equity valuation memo for one BMV-listed issuer using two methods, with a stated conclusion.
Análisis del entorno económico y de mercados & Instrumentos derivados
Explain how GDP, inflation, Banxico's tasa objetivo, and exchange-rate movements transmit into asset prices
Read a macroeconomic release calendar and describe the market impact of a surprise inflation print
Define forwards, futures, options, and swaps and state the purpose each serves for hedging versus speculation
Compute payoff and profit at expiration for a basic call and put position given a strike and premium
Explain margin, apalancamiento, and counterparty risk in derivative positions
Your checkpoint
A two-part exercise: a macro scenario note linking three indicators to asset-class implications, and a solved options payoff worksheet with four positions graphed.
Sociedades de inversión y fondos & Teoría de portafolio y administración de riesgos
Classify sociedades de inversión by type (deuda, renta variable, mixtos) and explain how each is regulated and disclosed
Compare the fee structures and cost impact of funds (entrada, salida, administración) on net return
Compute expected return, variance, and standard deviation of a two-asset portfolio at several correlation levels
Explain diversification, the efficient frontier, and the Sharpe ratio, and apply them to rank three sample portfolios
Identify the main risk types (mercado, crédito, liquidez, operativo) and match each to a mitigation tool
Your checkpoint
A portfolio analytics sheet computing return, volatility, and Sharpe ratio for three sample portfolios and recommending one with justification.
Teoría de portafolio y administración de riesgos & Planeación financiera y asesoría al cliente
Build a client risk-profile questionnaire and translate the output into an asset-allocation recommendation
Construct a model portfolio for three investor profiles (conservador, moderado, agresivo) with target weights and rationale
Explain the components of a financial plan (objetivos, horizonte, liquidez, seguro, retiro) and sequence them for a sample client
Calculate a client's required savings rate for a stated retirement goal and test sensitivity to return assumptions
Describe the disclosure and suitability obligations owed to a client before recommending a product
Your checkpoint
A complete client case file: risk profile, allocation, and a retirement savings projection with a sensitivity table.
Ética y conducta profesional & Marco regulatorio del mercado de valores mexicano
Apply the code of conduct principles (conflictos de interés, confidencialidad, integridad de mercado) to five written ethical scenarios
Distinguish permissible from prohibited conduct in client communications, fees, and order handling
Revisit regulatory obligations on disclosure and suitability and connect them to ethical duties
Identify the correct escalation path for a suspected ethical breach
Your checkpoint
Written responses to five ethical scenarios, each citing the governing principle and the required action.
Marco regulatorio del mercado de valores mexicano & Análisis del entorno económico y de mercados & Instrumentos de renta fija & Instrumentos de renta variable & Instrumentos derivados & Sociedades de inversión y fondos & Teoría de portafolio y administración de riesgos & Planeación financiera y asesoría al cliente & Ética y conducta profesional
Consolidate all nine domains into a one-page summary sheet per domain
Complete a full-length timed practice exam under test conditions
Review every missed item and tag it to a domain and a root cause (concept gap, misread, calculation error)
Re-drill the two weakest domains with targeted exercises until error rate is under 20%
Your checkpoint
A timed mock exam score with a written error-analysis log and a prioritized final-week review list.
Milestones
Week 2: Score at least 80% on a self-made 20-question fixed-income quiz covering pricing, duration, and instrument classification.
Week 4: Explain aloud, without notes, how a Banxico rate change flows into bond prices and equity valuations, and correctly solve four option payoff problems.
Week 6: Produce a complete client case file that a reviewer confirms is internally consistent: risk profile matches allocation, and the savings projection math checks out.
Week 8: Achieve at least 75% on the full-length timed mock exam with no domain below 60%, and submit the error-analysis log.