Home/ Majors directory/Finance, Banking and Insurance/Financeofdiversified Enterprises
Financeofdiversified Enterprises
Major: Finance, Banking and Insurance
Code of subject: 6.072.00.O.033
Credits: 7.00
Department: Finance
Lecturer: Ph.D., Kurylo Oksana Bohdanivna
Semester: 5 семестр
Mode of study: денна
Завдання: The study of an educational discipline involves the formation of competencies in students of education:
professional competences:
SK07. Ability to compile and analyze financial statements.
SK08. Ability to perform control functions in the field of finance, banking and insurance.
SK10. Ability to determine, justify and take responsibility for professional decisions.
SK12. The ability to analyze the financial condition of corporations and determine effective directions for the development of financial and economic activity and the growth of financial potential.
SK13. Ability to establish effective financial relations and long-term cooperation with consumers, financial intermediaries, investors, financial and credit institutions, insurance companies, using regulatory documents based on contract law.
SK16. The ability to find out cause-and-effect relationships, analyze external and internal information for the formation of financial plans, development of elements of product, price, sales, credit, tax, investment policy of business entities, including financial institutions.
Learning outcomes: Know and understand the theoretical foundations and principles of financial science, the peculiarities of the functioning of financial systems.
Know the mechanism of functioning of state finances, including budget and tax systems, finances of business entities, household finances, financial markets, banking system and insurance.
Possess a methodical toolkit for diagnosing the state of financial systems (state finances, including budget and tax systems, finances of economic entities, household finances, financial markets, banking system and insurance).
Apply the acquired theoretical knowledge to solve practical problems and meaningfully interpret the obtained results.
Investigate economic phenomena and processes in the financial sphere and evaluate their impact on the financial potential of corporations, choosing for this the optimal economic and mathematical methods and models and information systems and technologies.
Apply methods of analyzing financial resources and cash flows of corporations in the process of implementing financial strategies, assess the level of tax burden and the efficiency of their activities
Required prior and related subjects: Previous:
• business Economics,
• finance, money and credit;
• theory of taxation.
Accompanying:
• banking;
• investment;
• digitization in finance
Summary of the subject: The discipline "Finance of diversified enterprises" involves the study of the essence and functions of the finances of enterprises, their role and place in the country's financial system, types of financial resources and sources of their formation, the structure of the financial mechanism at the macro level, the essence and forms of monetary settlements by economic entities, the composition of income and cash receipts and the order of formation and distribution of profit of diversified enterprises, sources of financing of fixed assets and working capital, taxation and crediting of activities, basics of financial planning, assessment of financial condition and anti-crisis management at the enterprise.
Опис: Basics of enterprise finance, their diversification and peculiarities of functioning. System of cash settlements of diversified enterprises. Inflow of cash and diversification of cash flows. Formation and distribution of profit. Taxation of enterprises. Enterprise lending. Financial support for the formation and use of the company's fixed assets. Working capital and their organization at the enterprise. Assessment of the financial condition of the enterprise. Financial planning at the enterprise. Financial rehabilitation and bankruptcy of enterprises.
Assessment methods and criteria: written reports on laboratory work, oral survey, control work (30%)
• final control (70%, control event, exam): written and oral form (70%)
Критерії оцінювання результатів навчання: The current monitoring of the results of students' knowledge of the discipline "Finance of Enterprises" is carried out in the following forms: oral survey, written survey, control papers.
Oral survey in the process of students' work in small groups at lectures, laboratory and practical classes, performance of test tasks on the topics of the course in the National Academy of Sciences.
The final control of students' knowledge is implemented by passing an exam in the discipline (written and oral components).
Порядок та критерії виставляння балів та оцінок: Evaluation of the results of all forms of control is provided on a 100-point scale. The criteria for evaluating the results of the current work (tasks performed in practical, results of independent work of students) is carried out as a % of the number of points allocated to the task, with rounding to a whole number:
0% - task not completed;
40% - tasks are partially completed and contain significant methodological or calculation errors;
60% - the task is completed completely or on time, but contains significant errors in calculations or methodology;
80% - the task was completed in full and on time, but contains some minor shortcomings (dimensions, conclusions, design, etc.);
100% - the task was completed on time, correctly and without comments.
Recommended books: 1. Enterprise finance. Textbook / O.B. Kurylo, L.P. Bondarenko, O.Y. Vivchar, O.M. Chubka - Kyiv: "Condor" Publishing House, 2020. — 340 p.
2. Finances of enterprises in schemes and tables: training. manual ? Chernivtsi
: Chernivtsi. national University named after Yu. Fedkovicha, 2021. - 111 p.
3. Enterprise finance: a study guide / [N. S. Sytnyk, S. D. Smolinska, I. F. Yasinovska]; in general ed. N. S. Sytnyk. - Lviv: LNU named after Ivan Franko, 2020. - 402 p.
4. Finance of enterprises: education. manual / S. O. Nikola. – Odessa: Odessa. national University named after I. I. Mechnikova, 2020. - 206 p.
5. Enterprise finance: education. manual / edited by G. Ya. Anilovska, I. B. Vysotska. Lviv: LvDUVS, 2018 -. 440 p
6. Enterprise finance: education. manual/ V.I. Aranchiy., V.D. Chumak, L.V. Brazhnik - 2nd extension. and additional – Poltava: RV PDAA, 2018. – 350 p.
7. Kovtunenko K. V., Sapozhnikov R. M. The strategy of diversification of enterprises in the strategic management system. Innovative economy: theoretical and practical aspects. Vol. 2: monograph. Kherson, 2017. P. 378-391.
8. Sharoyan, F. Key stages of development of diversification strategy on international markets //Entrepreneurship and innovations. No. 16. 2021.- P. 20-25.
9. Finances of enterprises of the corporate sector of the economy of Ukraine: a collective monograph / Zymovets V.V., Danylenko A.I., Tereshchenko O.O. etc. ; under the editorship V.V. Zymovets, National Academy of Sciences of Ukraine, State University "Institute of Economics and Forecasting of the National Academy of Sciences of Ukraine". - Electron. data. - K., 2019. - 306 p. – Access mode: http://ief.org.ua/docs/mg/311.pdf ISBN 978-966-02-8988-8
10. Zgurska O. M., Vashchenko O. O., Guzhavina I. V. Conceptual characteristics of the categorical apparatus "diversification of enterprise activity". Economy and the state. 2021. No. 5. P. 22–27.
11. Economic Code of Ukraine dated 16.01.2003 No. 436-IV // Database "Legislation of Ukraine" / Verkhovna Rada of Ukraine [Electronic resource]. – Access mode: http://zakon2.rada.gov.ua/laws/show/436-15.
12. Budget Code of Ukraine dated 07/08/2010 No. 2456-VI // Database "Legislation of Ukraine" / Verkhovna Rada of Ukraine [Electronic resource]. – Access mode: http://zakon3.rada.gov.ua
13. Tax Code of Ukraine dated 02.12.2010 No. 2755-VI // Data base "Legislation of Ukraine" / VR of Ukraine [Electronic resource]. – Access mode: http://zakon5.rada.gov.ua/laws/show/2755-17.
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).
Financeofdiversified Enterprises (курсовий проект)
Major: Finance, Banking and Insurance
Code of subject: 6.072.01.E.046
Credits: 3.00
Department: Finance
Lecturer: Ph.D Kurylo Oksana Bogdanivna
Semester: 5 семестр
Mode of study: денна
Завдання: general:
ZK 02. Ability to apply knowledge in practical situations.
ZK 08. Ability to search, process and analyze information from various sources.
ZK 12 Ability to work autonomously.
special:
SC 07. Ability to prepare and analyze financial statements
SK 10. Ability to determine, justify and take responsibility for professional decisions.
professional competences of the professional direction "Corporate Finance":
SK 12. The ability to analyze the financial condition of corporations and determine effective directions for the development of financial and economic activity and the growth of financial potential.
professional competences of the professional direction "Finance and credit":
SK 16. The ability to find out cause-and-effect relationships, analyze external and internal information for the formation of financial plans, development of elements of product, price, sales, credit, tax, investment policy of business entities, including financial institutions.
Learning outcomes: Form and analyze financial statements and correctly interpret the received information. Apply the acquired theoretical knowledge to solve practical problems and meaningfully interpret the obtained results. Demonstrate the skills of independent work, flexible thinking, openness to new knowledge. Investigate economic phenomena and processes in the financial sphere and evaluate their impact on the financial potential of corporations, choosing for this the optimal economic and mathematical methods and models and information systems and technologies.
Apply methods of analyzing financial resources and cash flows of corporations in the process of implementing financial strategies, assess the level of tax burden and the efficiency of their activities.
Required prior and related subjects: Previous:
• business Economics,
• finance, money and credit;
• theory of taxation.
Accompanying:
• banking;
• investment;
• digitization in finance
Summary of the subject: Coursework should be performed on the basis of a thorough study and generalization of relevant literary sources independently selected by the student. When choosing a literature, reference should be made to normative documents and resolutions of the Verkhovna Rada and the Cabinet of Ministers, educational literature, scientific literature on particular issues of discipline, as well as to scientific and research materials published in the periodical press and specialized, specialized publications. Disclosure of the topic should be of a research nature and should include a comprehensive description of the subject of the study, evaluation of the financial interrelations and the existing financial condition of the research object. The results of the research should be summarized and logical in the form of conclusions and suggestions.
Опис: The topic of the course work is chosen by the student according to the list number in the journal
Assessment methods and criteria: Material design and presentation 45%
Protect course work by student 55%
Критерії оцінювання результатів навчання: The current monitoring of the results of students' knowledge of the discipline "Finance of Enterprises" is carried out in the following forms: oral survey, written survey, control papers.
Oral survey in the process of students' work in small groups at lectures, laboratory and practical classes, performance of test tasks on the topics of the course in the National Academy of Sciences.
The final control of students' knowledge is implemented by passing an exam in the discipline (written and oral components).
Порядок та критерії виставляння балів та оцінок: When assigning a grade for a coursework, you should take into account:
1. "Formation of course work in accordance with the requirements approved by the Department of Finance." (20 points).
2 "Timeliness" (10 points)
3 "Research activity" (20 points)
4 "Compliance with requirements for qualifying works" (30 points)
5. "Protection" (20 points).
Recommended books: When completing coursework, a student can use articles published in recent years in any periodical on economic topics. Among the recommended literary sources:
1. Finances of Ukraine.
2. Actual problems of the economy.
3. Economy of Ukraine.
4. Economic space.
5. Effective economy (electronic edition).
6. Regional economy.
Internet resources
1. National Bank of Ukraine. - access mode: http://www.bank.gov.ua/
2. Ministry of Finance of Ukraine. - access mode: http://www.minfin.gov.ua/
3. Financial portal #1 in Ukraine. – access mode: http://finance.ua/
4. Government portal. - access mode: http://www.kmu.gov.ua/
5. TOP-200 largest companies of Ukraine by the amount of tax payments.: https://rating.zone/top-200-najbilshykh-kompanij-ukrainy-za-sumoiu-splaty-podatkovykh-platezhiv-za-2020-rik/ | RATING. Business in official figures
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).