Inter disciplinary course project Public Finance Analizing (курсовий проект)

Major: Finance, Banking and Insurance
Code of subject: 6.072.02.E.062
Credits: 3.00
Department: Finance
Lecturer: Candidate of Economic Sciences, Docent Chubka O. M.
Semester: 7 семестр
Mode of study: денна
Мета вивчення дисципліни: combination of knowledge on the theory and practice of managing financial resources, acquiring skills in conducting an express analysis of a state enterprise, identifying positive aspects of activity and existing problems, implementing a dividend policy, forming the budget and tax policy of a state enterprise for the last three periods
Завдання: general: ZK02. Ability to apply knowledge in practical situations. ZK06. Ability to conduct research at an appropriate level ZK08. Ability to search, process and analyze information from various sources. ZK12 Ability to work autonomously. special: SK03. Ability to diagnose the state of financial systems (state finances, including budget and tax systems, finances of economic entities, household finances, financial markets, banking system and insurance). SK10. Ability to determine, justify and take responsibility for professional decisions. professional competences of the professional direction "Public Finances": SK14. The ability to analyze the forms and methods of planning state and local budgets, to evaluate the effectiveness of state financial policy, directions of implementation of the budget process and inter-budgetary relations.
Learning outcomes: PR04. 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. PR16. Apply the acquired theoretical knowledge to solve practical problems and meaningfully interpret the obtained results. PR19. Demonstrate the skills of independent work, flexible thinking, openness to new knowledge. PR24. 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. PR27. To analyze the income and expenses of the state and united territorial communities and the state of finances of economic entities in the sphere of public finance.
Required prior and related subjects: - finance - budget system - local finance - financial analysis in public finance
Summary of the subject: Express analysis of the state enterprise (bank). Estimation of dividend policy of a state enterprise (bank). Assessment of budget and tax policy of a state enterprise (bank).
Опис: The tasks of the course project are: - characteristics of the activity of the state enterprise; - assessment of the dynamics and state of liquidity, business activity, financial stability, profitability of the state enterprise, efficiency of use of its property, provision of working capital; - evaluation of the dividend policy of the state enterprise; - assessment of the tax policy of the state enterprise.
Assessment methods and criteria: Oral defense of completed course project. Before the defense, the course project is sent to the teacher for checking or to his e-mail through the communication channel @lpnu.ua. Remote classes are held on the MS Teams platform.
Критерії оцінювання результатів навчання: A - grade "excellent" (88-100 points); • B – grade "good" (80-87 points); • C - grade "good" (71-79 points); • D - grade "satisfactory" (61-70 points); • E - grade "satisfactory" (50-60 points); • F – grade "unsatisfactory" (00-49).
Порядок та критерії виставляння балів та оцінок: Defense of completed course project - 100.
Recommended books: 1. Сокольська Р.Б., Зелікман В.Д., Акімова Т.В. Фінансовий аналіз: навчальний посібник. Дніпропетровськ: НМетАУ, 2015. 92 с. 2. Школьник І.О., Боярко І.М., Дейнека О.В. Фінансовий аналіз : навчальний посібник. К. : «Центр учбової літератури», 2016. 368с. 3. Вівчар О.Й., Курило О. Б., Кащишин В.М. Місцеві фінанси: навчальний посібник. Львів: Видавництво Львівської політехніки, 2014. 260 c. 4. Ярошевич Н.Б. Бюджетна система: Практикум: Навчальний посібник / Н.Б.Ярошевич, І.Ю. Кондрат, А.І.Якимів. – Львів: «Новий світ-2000», 2019. 400с.
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).