Financial Markets Analysis

Major: Finance, Banking and Insurance
Code of subject: 7.072.00.M.012
Credits: 5.00
Department: Finance
Lecturer: senior lecturer Serheiev Oleh
Semester: 2 семестр
Mode of study: денна
Мета вивчення дисципліни: The purpose of teaching the discipline "Analysis of financial markets" is to provide knowledge on the history of the formation of financial markets, the organization and functioning of the stock market, methods of trading shares, metals, cryptocurrencies, etc. Within the framework of the discipline, future specialists must gain knowledge about the risks that exist in the financial markets, learn the basics of trading, and master the methods of technical and fundamental analysis.
Завдання: The study of the academic discipline involves the formation and development of the competence of the students of education: integral: The ability to solve complex tasks and problems in professional activities or in the process of learning in the field of finance, investments, trading, cryptocurrencies, 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 conditions and requirements for professional and research activities. The study of an educational discipline involves the formation of competencies in students of education: professional (special): 1. The ability to evaluate the effectiveness of scientific, analytical and methodical tools for justifying management decisions in the field of the stock market, trading, cryptocurrencies. 2. Ability to use and improve information systems in the field of investment and trading. 3. The ability to use knowledge in the practical activities of corporations in terms of managing assets, capital, investments, financial results, financial risks. 4. Ability to develop strategies for making managerial decisions in the field of finance, stock market, cryptocurrency market.
Learning outcomes: - Use the fundamental laws of financial markets for professional activities. - To adapt and modify existing approaches and methods to specific situations of professional activity. - Apply management skills in the field of investment in financial markets. - Present the results of their own research, in particular, through the preparation of scientific publications and speeches at scientific events. - Choose methods of adaptation and directions of use of international standards and norms in the practical activities of a professional in the field of finance. - Choose and apply theoretical and applied methods and models of crisis management in the field of financial markets.
Required prior and related subjects: Financial services market. Portfolio management.
Summary of the subject: The discipline "Analysis of financial markets" studies the basics of the functioning of the stock market, trading in shares, metals, indices, cryptocurrencies; techniques and methods of forecasting asset price changes; technical analysis tools; fundamental analysis tools; tools for minimizing risks when investing; risk management strategy in financial markets.
Опис: History of financial markets. Stock Market. Risks in trading. Technical analysis. Figures and indicators. Technical analysis tools. Fundamentals of fundamental analysis. Practical conclusions.
Assessment methods and criteria: Current control: - Test survey; - Oral survey in laboratory classes; - Performance of laboratory works and their protection; - Execution of individual tasks and their protection; - Work on cases, at workshops; - Work in small groups; Final control: according to the results of the current control.
Критерії оцінювання результатів навчання: 1. Thematic control of the level of knowledge during the semester (testing in the VNS) - 20 points 2. Execution and defense of the final task (individual research task / tests) - 80 points
Порядок та критерії виставляння балів та оцінок: 100–88 points – (“excellent”) is awarded for a high level of knowledge (some inaccuracies are allowed) of the educational material of the component contained in the main and additional recommended literary sources, the ability to analyze the phenomena being studied in their interrelationship and development, clearly, succinctly, logically, consistently answer the questions, the ability to apply theoretical provisions when solving practical problems; 87–71 points – (“good”) is awarded for a generally correct understanding of the educational material of the component, including calculations, reasoned answers to the questions posed, which, however, contain certain (insignificant) shortcomings, for the ability to apply theoretical provisions when solving practical tasks; 70 – 50 points – (“satisfactory”) awarded for weak knowledge of the component’s educational material, inaccurate or poorly reasoned answers, with a violation of the sequence of presentation, for weak application of theoretical provisions when solving practical problems; 49-26 points - ("not certified" with the possibility of retaking the semester control) is awarded for ignorance of a significant part of the educational material of the component, significant errors in answering questions, inability to apply theoretical provisions when solving practical problems; 25-00 points - ("unsatisfactory" with mandatory re-study) is awarded for ignorance of a significant part of the educational material of the component, significant errors in answering questions, inability to navigate when solving practical problems, ignorance of the main fundamental provisions.
Recommended books: 1. Акелис, Стивен Б. Технический анализ от А до Я: полный набор инструментов торговли ... от абсолютного индекса ширины до японских свечей = Technical Analysis from A to Z : covers every trading tool ... from the absolute breadth index to the zig zag [пер. с англ. : М. Волкова, А. Лебедев]. Москва: Диаграмма, 2000. 363 с. 2. Мероник А. Золотий грааль криптовалютного трейдингу. - Чернівці: Книги - ХХІ, 2020. - 176 с. 3. Арістова А. М. Економічний аналіз діяльності фінансових посередників: навч. посіб. К.: Київ. нац. торг-екон ун-т, 2009. 331. 4. Сохацька О., Роговська-Іщук І., Вінницький С. Фундаментальний та технічний аналіз цін товарних та фінансових ринків. К.: Кондор, 2012. 305 с.
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