Research into Financial Institutions Strategies (курсовий проект)

Major: Finance, Banking and Insurance
Code of subject: 7.072.03.E.037
Credits: 3.00
Department: Finance
Lecturer: PhD, associate professor Horyslavets Pavlo
Semester: 2 семестр
Mode of study: денна
Мета вивчення дисципліни: The purpose of the course project is the students' performance of tasks related to the development of elements of the strategy of financial institutions, based on the theoretical knowledge obtained during the training process of evaluating the activities of financial institutions.
Завдання: Ability to conduct research at the appropriate level, formulate new hypotheses and scientific tasks in the field of finance, banking, and insurance; Ability to make informed decisions; Ability to use the fundamental laws of the development of finance, banking, and insurance in combination with research and management tools to carry out professional and scientific activities; Ability to evaluate the effectiveness of scientific, analytical, and methodical tools for justifying management decisions in the field of finance, banking, and insurance; Ability to apply interdisciplinary approaches when solving complex tasks and problems in the field of finance, banking and insurance; Ability to apply innovative approaches in the field of finance, banking, and insurance; Ability to reasonably select and effectively use innovative tools and modern insurance management technologies to solve the tasks of the financier's professional activity with software tools; Ability to form a portfolio investment strategy based on fundamental and technical analysis, to apply methodological tools to the formation, evaluation, optimization, and monitoring of an investment portfolio.
Learning outcomes: Use the fundamental laws of finance, banking and insurance in combination with research and management tools for professional and scientific activities. Know at the level of the latest achievements the basic concepts and methodologies of scientific knowledge in the field of finance, banking and insurance. It is accessible and reasoned to present the results of research orally and in writing, to participate in professional discussions. Be able to apply and manage innovative approaches in the field of finance, banking and insurance. Justify the choice of management decisions in the field of finance, banking and insurance and evaluate their effectiveness taking into account the objectives, existing restrictions, legal and ethical aspects. Carry out general, financial, tax, operational due diligence within the activities of financial and non-financial corporations. Choose and apply economic and mathematical methods and models and determine the benefits of their application in the activities of financial and non-financial corporations.
Required prior and related subjects: - prerequisite: financial services market, insurance management. - co-requisites: financial innovations, banking management, portfolio management, modeling of activities in the insurance market.
Summary of the subject: Strategic analysis: analysis of the external environment, analysis of the strengths and weaknesses of the financial institution, the formation of strategic alternatives to the company's activities on the market; analysis of financial condition; development of elements of the strategy of the financial institution in the market (for individual tasks).
Опис: Implementation of the course project in accordance with the requirements: Section 1. Analysis of the main indicators of the financial institution. Chapter 2. Development of strategy elements
Assessment methods and criteria: - implementation of the course project (60 points). - protection of the course project (40 points).
Критерії оцінювання результатів навчання: Current and settlement control. Knowledge assessment methods: checking sections of the course project, oral survey, presentation and defense of the course project.
Порядок та критерії виставляння балів та оцінок: - implementation of a course project (60 points). - defense of the course project (40 points).
Recommended books: 1. Batrak O. STRATEGIES OF DEVELOPMENT OF THE FINANCIAL SECTOR AND FINANCIAL INDUSTRY IN UKRAINE ON AN INNOVATIVE BASIS. Mijnarodnyi naukovyi jurnal “Internauka”. Seria “Economichni nauky”. No. 9(53), 2021. P. 106-113 [in Ukrainian]. 2. Bondarenko L.P., Moroz N.V., Lashchyk I.I. (2019). Functional features of blockchain technology application in the financial sector. Investytsii: praktyka ta dosvid, 3, 21–25. [in Ukrainian]. 3. Rodchenko S. ESSENCE AND CLASSIFICATION OF FINANCIAL STRATEGIES OF BANKING INSTITUTIONS. 4. NSSMC (2020). Strategy of NSSMC. URL:https://www.nssmc.gov.ua/about-us/strategy/ 5. National Bank of Ukraine (2020). Strategy for the development of the financial sector of Ukraine until 2025 [Stratehiia rozvytku finansovoho sektoru Ukrainy do 2025 roku]. Retrieved from: https://bank.gov.ua/admin_up loads/article/Strategy_FS_2025.pdf?v=4 [in Ukrainian]. 15. National Bank of Ukraine (2020). Strategy for the d 6. National Bank of Ukraine (2020). Strategy for the development of financial technologies in Ukraine until 2025 (sustainable development of innovations, cash less and financial literacy) [Stratehiia rozvytku fintekhu v Ukraini do 2025 roku (stalyi rozvytok innovatsii, keshles ta finhramotnist)]. Retrieved from: https://bank.gov.ua/ua/file/down load?file=Strategy_finteh2025.pdf [in Ukrainian]. 7. Yatsenko M.S., Bondarenko A.O. (2019). Current issues of development of the financial services sector with the use of modern financial technologies. Derzhava ta rehiony. Seriia: Ekonomika ta pidpryiemnytstvo, 2, 25–30. [in Ukrainian].
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