Plan de negocios para creación de una empresa de consultoría financiera.
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Date
2023-06
Authors
Basto Castellanos, Oscar Enrique
Guarín Castro, Leydys Vanessa
Sánchez Rojas, Judy Smith
Advisors
Silva Giraldo, Cesar Augusto
Santamaria, Diana Catalina
Editors
Journal Title
Journal ISSN
Volume Title
Publisher
Corporación Universitaria Minuto de Dios - Uniminuto
Type
Thesis
Rights
Atribución-NoComercial-SinDerivadas 2.5 Colombia
Abstract
De acuerdo a estudios realizado respecto a la educación financiera, se ha evidenciado que Colombia es uno de los países con más bajo promedio debido a la falta de conocimiento de las personas a la hora de tomar decisiones solidas financieramente que no solo impactan en la vida y bienestar de cada individuo, sino que impactan fuertemente a una nación, en razón a este antecedente se propuso la creación de un plan de negocio de consultoría financiera, la cual se enfocará en la procesos financieros que más afecta las finanzas a las personas a través de los siguientes servicios:
• Inversión
• Endeudamiento
• Presupuesto de gastos
• Gestión Empresarial
Studies carried out in financial education, showed that Colombia is one of the countries with the lowest average due to the lack of financial knowledge when making financial decisions that not only impact the life and well-being of each individual, but also a nation, based on this background, the creation of a financial consulting business plan was proposed. It will focus on the following processes: investment, indebtedness, expense budget y business management. For this, a market study was carried out, then the infrastructure needs, and technical needs were described, in which the technology and systems necessary for the business were detailed. Finally, a financial plan was made to evaluate its viability.
Studies carried out in financial education, showed that Colombia is one of the countries with the lowest average due to the lack of financial knowledge when making financial decisions that not only impact the life and well-being of each individual, but also a nation, based on this background, the creation of a financial consulting business plan was proposed. It will focus on the following processes: investment, indebtedness, expense budget y business management. For this, a market study was carried out, then the infrastructure needs, and technical needs were described, in which the technology and systems necessary for the business were detailed. Finally, a financial plan was made to evaluate its viability.
Description
Keywords
Educación financiera, Decisiones, Consultoría, Estudio de Mercados, Financial education, Decisions, Consulting, Market research