Format: 72 in-person hours in Porto (Friday 9:00 am–6:00 pm, Saturday 9:00 am–1:00 pm, fortnightly).
Total Estimated Workload: 160 hours.
Proposed Credits: 9 ECTS.
Study Plan
| Part | Module | Session | Faculty | Hours |
|---|---|---|---|---|
| Part I The Company as a Source of Value Creation |
Module 1 | The Strategic Lens of Finance | João Pinto | 12h |
| Module 2 | Financing Growth, Preserving Control | António Ramalho | 12h | |
| Part II The Architecture of Capital |
Module 3 | The Family Office and the Wealth Mandate | Ana Salomé | 12h |
| Module 4 | Markets, Alternatives and the Future of Capital | Gonçalo Faria | 12h | |
| Part III The Steward of Capital |
Module 5 | Judgement, Risk and the Ethics of Capital | Alberto Castro, Sofia Salgado, Helena Gonçalves | 12h |
| Module 6 | The Financial Mandate of Legacy | Ana Salomé and João Pinto | 12h | |
| TOTAL | 72h |
Teaching Components
| Component | Description | Hours |
|---|---|---|
| In-person Sessions | Six modules: interactive classes, case studies, simulations, peer dialogue | 72 |
| Pre-readings and Reflections | Curated readings, briefing notes and short reflections | 24 |
| Live Financial Challenge | Ongoing project linking modules to a real dilemma | 30 |
| Capstone Project (Financial Mandate) | Final synthesis presentation + short written articulation | 20 |
| Individual Study and Integration | Personal consolidation and review | 14 |
| Total Estimated | 160 |
ECTS Accreditation Proposal
- Academic Classification: Advanced Executive Programme (non-degree), aligned with ECTS standards.
- Proposed Equivalence: 9 ECTS, based on a total workload of 160 hours and summative assessment.
- Certification Options:
- Certificate of Completion (no formal assessment).
- Certificate with Evaluation (ECTS Track) — requires successful submission of the Capstone Project (Financial Mandate): short written brief + board-style presentation
- Assessment (ECTS Track):
- Formative: participation in sessions, simulations, Live Challenge milestones.
- Summative: Capstone evaluated for analytical depth, strategic coherence, and reflective rigor.
