Strategic Analysis in Financial Business

Major: Finance, Banking and Insurance
Code of subject: 7.072.01.E.022
Credits: 6.00
Department: Finance
Lecturer: Bondarenko Lidiia, PhD, Associate Professor of Finance Department
Semester: 3 семестр
Mode of study: денна
Мета вивчення дисципліни: The aim of the discipline is to master theoretical, methodological and practical skills of conducting research and research in financial business.
Завдання: 1. The ability to identify, pose and solve problems. 2. The ability to generate new ideas (creativity). 3. The ability to use the fundamental patterns of development of finance, banking and insurance in combination with research and management tools to carry out processional and scientific activities. 4. The ability to use theoretical and methodical tools for diagnostics and modeling of financial activities of economic entities. 5. The ability to evaluate the effectiveness of scientific, analytical and methodical tools for justifying management decisions in the field of finance, banking and insurance. 6. The ability to apply interdisciplinary approaches to solving complex tasks and problems in the field of finance, banking and insurance. 7. The ability to develop technical tasks for the design of systems in the field of finance, banking and insurance. 8. The ability to analyze financial and tax policy at the micro and macro level and justify directions for their improvement. 9. 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. 10. The ability to develop strategies for making strategic decisions in the field of finance, banking and insurance based on the principles of liberal arts and science education. 11. 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: 1. Adapt and modify existing scientific approaches and methods to specific situations of professional activity. 2. Accessible and reasonable present the results of research orally and in writing, to participate in professional discussions. 3. Apply management skills in the field of finance, banking and insurance. 4. Carry out diagnostics and modeling of financial activities of economic entities. 5. Apply in-depth knowledge in the field of financial, banking and insurance management for decision making. 6. To substantiate the choice of management decision options in the field of finance, banking and insurance and to evaluate their effectiveness taking into account the goals, existing restrictions, legislative and ethical aspects. 7. To substantiate the relevance of research, the possibility of achieving the goals taking into account the available resources, to make hypotheses, to argue conclusions based on research results. 8. To carry out general, financial, tax, operational due diligence within the framework of the activities of financial and non-financial corporations. 9. Use the information systems of state financial bodies and corporate information systems, electronic systems for transferring banking information, interbank and other payment systems. 10. Be able to form strategies for socio and economic development and budgets of territorial communities, analyze their implementation, ensure a system of control, attraction of investment resources, in particular through municipal borrowing. 1. Develop bank strategies on financial markets, design banking products and services, manage banking risks taking into account the requirements of the European banker's certificate. 12. Apply promising scientific directions of financial operations management in the international movement of capital and make strategic decisions of financial market participants in complex, unpredictable conditions.
Required prior and related subjects: previous: insurance management.
Summary of the subject: The study of the discipline involves in-depth assimilation of knowledge by students regarding strategic analysis of business entities (corporations), diagnosis of existing problems, and implementation of recommendations for improving management in financial business.
Опис: The concept and essence of strategic analysis. Methods of strategic evaluation in financial business. Strategic evaluation systems in financial business. Choice of standards for strategic analysis. Strategic analysis of financial indicators. Strategic investment analysis. Strategic analysis of capital. Analysis of financial strategies. Analysis of operational strategies. Strategic analysis of the business environment.
Assessment methods and criteria: current control (methods of oral control, solving practical cases, test questionnaires, written control, independent work) (40%) final control (control measure - exam): written and oral form (60%)
Критерії оцінювання результатів навчання: Work in practical classes (40 points): implementation of individual and group projects, solving tasks and case problems, discussions and discussions of acute issues on the topic.
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. Дикань В.Л., Зубенко В.О., Маковоз О.В., Токмакова І.В., Шраменко О.В. Стратегічне управління: навч. посібник. К.: «Центр учбової літератури», 2019. 272 с. 2. Стратегічний аналіз: навч. посіб. для студ. вищ. навч. закл./ О. В. Пилипенко; За заг. ред. М. І. Коваля. — К.: ДП “Вид. дім “Персонал”, 2018. — 350 с. — Бібліогр.: с. 347 — 350. 3. Чебанова Н.В., Ревуцька Л.Є. Стратегічний аналіз: Навч. посібник. – Харків: УкрДУЗТ, 2016. – 294 с. 4. Фаріон І. Д. Стратегічний аналіз: Навчальний посібник для студентів і аспірантів. – Тернопіль: ТНЕУ, 2009. – 635 с. 5. Ящишин І.В. Стратегічні засади реалізації цілей сталого розвитку підприємствами в Україні / І.В. Ящишин // Ефективна економіка. – 2021. - №12. URL: http://www.economy.nayka.com.ua/?op=1&z=9722. Колісник ГМ. Концептуальні аспекти організації обліково-аналітичного забезпечення стратегічного управління витратами підприємства / Г.М. Колісник, Р.С. Шулла, В.В. Лувкулич // Економічний простір. - 2022. - №177. URL: http://prostir.pdaba.dp.ua/index.php/journal/article/view/1055.
Уніфікований додаток: Lviv Polytechnic National University ensures the realization of the right of persons with disabilities to obtain higher education. Inclusive educational services are provided by the Service of accessibility to learning opportunities “Without restrictions”, the purpose of which is to provide permanent individual support for the educational process of students with disabilities and chronic diseases. An important tool for the implementation of the inclusive educational policy at the University is the Program for improving the qualifications of scientific and pedagogical workers and educational and support staff in the field of social inclusion and inclusive education. Contact at the address: Karpinskyi str., 2/4, 1st Edu Build., room 112 E-mail: nolimits@lpnu.ua Websites: https://lpnu.ua/nolimitshttps://lpnu.ua/integration
Академічна доброчесність: The policy regarding the academic integrity of the participants of the educational process is formed on the basis of compliance with the principles of academic integrity, taking into account the norms “Regulations on Academic Integrity at Lviv Polytechnic National University” (approved by the academic council of the University on June 20, 2017, protocol No. 35).