Financial Management

Major: Finance, Banking and Insurance
Code of subject: 7.072.00.O.004
Credits: 6.00
Department: Finance
Lecturer: PhD, professor Partyn H.O. http://wiki.lp/edu/ua/wiki/Партин_Галина_Остапівна
Semester: 1 семестр
Mode of study: денна
Мета вивчення дисципліни: Students acquire conceptual knowledge of the theory and analytical, communicative, organizational skills of financial management at the enterprise, in particular, the organization of the financial management support system, management of financial relationships with business partners, solving complex specialized problems regarding the formation and use of financial resources in the process of operational and investment activities enterprises, including of an innovative nature, research on ways to improve financial activity and justification of financial strategy and tactics, taking into account the peculiarities of the financial state of the enterprise on the market and the influence of financial risk factors, as well as to form appropriate practical skills in the use of methods and tools of financial management and conducting research.
Завдання: The study of an educational discipline involves the formation of competencies in students of education: integral competence: The ability to solve complex tasks and problems in professional activity or in the process of learning in the field of finance, banking and insurance, including of an innovative nature, which involves the application of theories and methods of financial management, conducting research and is characterized by the uncertainty of co general competencies: - ЗК1. Ability to abstract thinking, analysis and synthesis. - ЗК2. Ability to communicate in a foreign language. - ЗК3. Ability to conduct research at an appropriate level. - ЗК8. Ability to work in an international context.nditions and requirements for professional and research activities. professional competences: - СК1. The ability to use the fundamental patterns of development of finance, banking and insurance in combination with research and management tools to carry out professional and scientific activities. - СК3. Ability to apply managerial skills in finance, banking and insurance. - СК7. Ability to search, use and interpret information necessary for solving professional and scientific tasks in the field of finance, banking and insurance. - СК8. Ability to apply innovative approaches in the field of finance, banking and insurance. - СК10. Ability to perform scientific research in the field of finance, banking and insurance, taking into account the tasks and existing limitations. - СК11. Ability to analyze financial and tax policy at the micro- and macro-level and justify directions for their improvement. - СК12. The ability to adapt and implement international standards and regulations in the practical activities of corporations in terms of managing assets, capital, investments, financial results, financial risks. Professional competences of a professional direction "Corporate finance: - СКС-1. The ability of scientific research and modeling of budgeting and taxation processes in corporations, their anti-crisis financial management and financial controlling, relationship with financial intermediaries, management of investment and contractual activities in corporations, using professional knowledge of finance, banking and insurance.
Learning outcomes: As a result of studying the academic discipline, the student must be able to demonstrate the following learning outcomes: to know: the essence, purpose and functions of financial management, components of the financial mechanism; informational and organizational support for financial management; methods of estimating the value of money over time and their use in financial calculations; modern methods and tools of financial management of assets, capital, profit. investments, cash flows, financial risks and research of their effectiveness; methods of financial analysis and planning; the content of the main mechanisms of anti-crisis financial management of the enterprise in case of the threat of bankruptcy: be able to: use the theory and methods of financial management to solve complex tasks and problems in professional and research activities, in particular, organize a financial management system; apply methods and tools of financial management to manage the formation, distribution and use of financial resources and research them efficiency; identify, pose and solve problems taking into account available resources; ensure effective management of cash flows, income, expenses and financial results, investments, assets, capital of the enterprise; to develop multivariate approaches to the regulation of financial risks; set goals, direct efforts to priority areas of work, form a financial strategy and financial plans of the enterprise, taking into account the uncertainty of the development of operating conditions; assess the financial condition of the enterprise; organize anti-crisis financial management; work in a team and form an effective communication strategy.
Required prior and related subjects: - prerequisites: - co-requisites: financial services market
Summary of the subject: Studying the theoretical and applied foundations of financial management, determining the components of the system of its organizational and information support, methodological tools for assessing the value of money over time, the cost of equity and debt capital, assessing the effectiveness of investment projects and the level of financial risks, analyzing the financial condition and assessing the probability of bankruptcy of an enterprise, methods formation of financial plans and budgets. Elucidation of methods and mechanisms of management of profit, assets, capital, investments, financial risks of the enterprise and features of anti-crisis financial management.
Опис: Theoretical and organizational foundations of financial management. Financial management support system. Management of cash flows of the enterprise. Determination of the time value of money and its use in financial calculations. Enterprise profit management. Asset management. The cost and optimization of the capital structure. Investment management. Analysis of financial reports. Intra-company forecasting and planning at the enterprise. Financial risk management. Anti-crisis financial management of the enterprise.
Assessment methods and criteria: Oral survey and testing of education seekers (students) in lectures and practical classes, speeches during the discussion of problematic tasks, correctness of practical tasks, assessment of activity during work in small groups, participation in discussions, assessment of the correctness of calculations and the validity of conclusions based on the results of research during implementation laboratory work, calculation and graphic work, control work, the ability to present the results of research in an argumentative manner during the defense of completed work in the presence of other students. Completion of test tasks on the topics of the course at the National Academy of Sciences. Written work and oral component on the exam. 2. Final control: Examination (written and oral component) Written component: Tasks of the 1st level - tests; Tasks of the 2nd level - tests; The task of the 3rd level is to solve.
Критерії оцінювання результатів навчання: Continuous control - 40 points, including: - testing for topics - 8 points; -sleep experience, vikonannya practical tasks, effective communication in small groups - 7 points; - vikonannya i zahist rozrahunkovo-graphic work - 10 points; - vikonannya and zahist of laboratory work (3 * 5 points) - 15 points. Examination control - 60 points, including: - letter component - 47 points; - usna component - 13points.
Порядок та критерії виставляння балів та оцінок: In the process of training, the applicant must score from 26 to 40 points based on the results of the current control. Mandatory types of current control work include: 1. Testing at the National Academy of Sciences on the topics of the academic discipline, which is evaluated at a maximum of 8 points. 2. Performance of practical tasks, answers to an oral survey. The student can get a maximum of 0.5 points in the lesson. In general, it is estimated at 7 points. 3. Completion of calculation and graphic work is evaluated in 10 points, of which 5 points are for the content and design of the task and a maximum of 5 points for the ability to present research results in a reasoned manner. 4. Performance and defense of laboratory work (3 laboratory works) is assessed for 5 points for each laboratory work (3 points for content and design and 2 points for the ability to present the results of research in an argumentative manner). Total 15 points. Separately, with additional points (from 5 to 10 points), the recipient is encouraged to research work - participation in competitions for research works, publication of scientific theses and articles. A student who has not completed all mandatory types of work on time (before the beginning of the examination session) or has not scored 26 points from the current control is not admitted to the examination. The candidate can get a maximum of 60 points on the exam. The exam consists of a written and an oral component. The written component is an examination ticket, which consists of tasks of three levels, evaluated on a separate scale: Level 1 – tests - 23 tests*1 point = 23 points; Level 2 – tests – 8 tests*1.5 points = 12 points; Level 3 - problems - 2 problems of 5 and 7 points each = 12 points. During oral communication with the teacher, the applicant can receive from 0 to 13 points for answering the examiner's questions.
Recommended books: 1. Аранчій В.І. Фінансовий менеджмент: навч. посібник. /В.І. Аранчій , О.О. Томілін, Л.О. Дорогань-Писаренко. РВВ ПДАУ, 2021. - 300 с. 2. Партин Г.О. – Фінансовий менеджмент: підручник. / Г.О. Партин, Н.Є. Селюченко. - Львів: Видавництво Львівської політехніки, 2018. – 388 с. 3. Фінансовий менеджмент: Підручник. / В.М. Шелудько; Київ. нац. ун-т ім. Т. Шевченка. 2-ге вид., стер. — К.: Знання, 2013. — 375 с. 4. Школьник І. О. Фінансовий менеджмент : навч. посіб. / І. О. Школьник. –К. : Ліра-К, 2015.–301 с. Методичне забезпечення 1. Робоча програма навчальної дисципліни «Фінансовий менеджмент». 2. Конспекти лекцій та їх презентації з дисципліни. 3.Тестові завдання за кожною темою. 4. Таблиці складних відсотків. 5. Питання до екзамену, екзаменаційні білети. 6. Методичні рекомендації для проведення практичних та семінарських занять з дисципліни “Фінансовий менеджмент” для студентів другого (магістерського) рівня вищої освіти за спеціальністю 072 «Фінанси, банківська справа та страхування» денної та заочної форм навчання / Уклад. Г.О.Партин, О.О. Бонецький, Р.І. Задерецька, О.В. Дідух - Львів: Видавництво Національного університету “Львівська політехніка”, 2020. - 61 с. 7. Фінансовий менеджмент: Методичні рекомендації до виконання лабораторних робіт з дисципліни “Фінансовий менеджмент” для студентів денної і заочної форм навчання другого (магістерського) рівня вищої освіти спеціальності 072 «Фінанси, банківська справа та страхування» / Укл.: Партин Г.О., Дідух О.В – Львів: Видавництво Національного університету “Львівська політехніка”, 2021. – 26 с. 8. Методичні рекомендації до виконання контрольних робіт №1 та №2 з дисципліни “Фінансовий менеджмент” для студентів другого (магістерського) рівня вищої освіти спеціальності 072 «Фінанси, банківська справа та страхування» заочної форми навчання / Уклад. Г.О. Партин, О.В. Дідух, О.Б. Курило - Львів: Видавництво Національного університету “Львівська політехніка”, 2021. – 26 с. 9. Методичні рекомендації до виконання розрахунково-графічної роботи з дисципліни “Фінансовий менеджмент” для студентів другого (магістерського) рівня вищої освіти спеціальності 072 «Фінанси, банківська справа та страхування» денної форми навчання / Уклад. Г.О. Партин, О.В. Дідух - Львів: Видавництво Національного університету “Львівська політехніка”, 2021. - 18с. 10. Методичні рекомендації до виконання самостійної роботи з дисципліни “Фінансовий менеджмент” для студентів другого (магістерського) рівня вищої освіти спеціальності 072 «Фінанси, банківська справа та страхування» / Укл.: Партин Г.О., Селюченко Н.Є. – Львів: Видавництво Національного університету “Львівська політехніка”, 2021. – 20 с. 11. Віртуальне навчальне середовище Фінансового менеджменту. – Режим доступу: http://vns.lp.edu.ua/course/view.php?id=7322 та http://vns.lp.edu.ua/course/view.php?id=14513 Інформаційні ресурси 1. Господарський кодекс України від 16.01.2003 р. №436-ІV [Електронний ресурс]. — Режим доступу: http://zakon.rada.gov.ua. 2. Офіційний веб-сайт Національної бібліотеки України імені В. І. Вернадського. – Режим доступу : http://www.nbuv.gov.ua 3. Офіційний веб-сайт Міністерства фінансів України. – Режим доступу : http://www.minfin.gov.ua . 4. Офіційний веб - сайт Державного комітету статистики України- Режим доступу: www.ukrstat. gov.ua . 5. Офіційний веб - сайт Агентства з розвитку інфраструктури фондового ринку України" [Електронний ресурс]. – Режим доступу: http://smida.gov.ua. 6. Офіційний веб-сайт Верховної Ради України. [Електронний ресурс]. Режим доступу. http://portal.rada.gov.ua 7. Офіційний веб-сайт Національної бібліотеки України імені В. І. Вернадського. – Режим доступу : http://www.nbuv.gov.ua 8. Реалізація промислової продукції https://index.minfin.com.ua/ua/economy/trade/prod/
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