Analysis of Financial Intermediaries Activity

Major: Finance, Banking and Insurance
Code of subject: 6.072.11.E.063
Credits: 6.00
Lecturer: PhD, associate professor Horyslavets Pavlo
Semester: 7 семестр
Mode of study: денна
Learning outcomes: • knowledges: features of assets, capital, income, expenses, cash flows of insurance companies, joint investment institutions, credit unions, non-state pension funds, pawnshops, leasing companies; order of formation of the price for services; risk management systems in non-bank financial institutions; principles of investment policy; methods of solvency assessment; state regulation and supervision of activities of non-bank financial institutions, management and marketing features in non-bank financial institutions. • skills: forecast and plan financial performance of non-bank financial institutions; to perform the analysis of financial condition; analyze relevant segments of the financial market; optimize investment portfolios of institutional investors.
Required prior and related subjects: • prerequisites: investment, insurance, banking system. • co-requisites: financial monitoring, financial market, financial statistics.
Summary of the subject: Assets and capital of non-bank financial institutions. Income and expenses of non-bank financial institutions. Cash flows of non-bank financial institutions. Procedure for formation of the price for services of non-bank financial institutions. Risk Management Systems in Non-Bank Financial Institutions. Investment Policy of Non-Bank Financial Institutions. Methods for assessing solvency and government regulation and supervision of non-bank financial institutions. Features of management and marketing in non-bank financial institutions.
Assessment methods and criteria: - Current control (thematic control, individual control) (40 points). - Final control (60 points).
Recommended books: 1) Страховий менеджмент: підручник / [Осадець С.С., Мурашко О.В., Фурман В.М., Баранов А.Л., Баранова О.В., Залєтов О.М., Нечипоренко В.І.]; за ред. д-ра економ. наук, проф. С. С. Осадця. - К.: КНЕУ, 2011. – 333. 2) Унинець-Ходаківська В.П., Костюкевич О.І., Лятамбор О.А. Ринок фінансових послуг: теорія і практика. Вид. 2-ге, доп. і перероб: Навчальний посібник. – К.: Центр учбової літератури, 2009. – 392 с. 3) Шелудько В.М. Фінансовий ринок: підручник / В.М. Шелудько; Київ. Нац. Ун-т ім. Т. Шевченка. – 3-тє вид., стер. – К.: Знання, 2015. – 535 с. 4) Школьник І.О. Фінансовий ринок України: сучасний стан і стратегія розвитку: монографія / І.О. Школьник. Суми: ВВП «Мрія 1» ТОВ, УАБС НБУ, 2008. – 348 с. 5) Прямухіна Н.В. Ринок фінансових послуг: Навч. посіб. – К.: Кондор-Видавництво, 2013. – 304 с. 6) Ринок фінансових послуг: навч. посіб. / С.В. Науменкова, С.В. Міщенко. – К.: Знання, 2010. – 532 с.