Corporation and Financial Infrustructure
Major: Finance, Banking and Insurance
Code of subject: 6.072.01.E.048
Lecturer: Roman Zhelizniak, PhD
Semester: 7 семестр
Mode of study: денна
Завдання: The study of an educational discipline involves the formation of competencies in students of education: special (professional): - 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.
Learning outcomes: PR02. Know and understand the theoretical foundations and principles of financial science, the peculiarities of the functioning of financial systems. 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. PR14. Be able to think abstractly, apply analysis and synthesis to identify the key characteristics of financial systems, as well as the peculiarities of the behavior of their subjects. PR26. To design and develop financial relations with counterparties on the basis of compliance with the principles of corporate social responsibility, using the existing financial infrastructure. PR29. Analyze the conditions and rules for the sale of financial products and the provision of financial services, taking into account the procedures of electronic public procurement, conduct activities related to the conclusion of contracts, using the methods of banking and insurance marketing. PR30. Diagnose the state of operational and investment activities of financial corporations and assess the prospects and risks of cooperation with them, carry out financial monitoring procedures.
Required prior and related subjects: Investment Finances of foreign corporations
Summary of the subject: The discipline is aimed at forming students' system of knowledge about the financial infrastructure, the history of its formation and development in Ukraine, the structure and features of its functioning, regulatory and legal regulation, features of the development of financial institutions, attributes of the issue and circulation of financial instruments.
Опис: Topic 1. Financial infrastructure: essence, functions and role in the economy. The essence of financial infrastructure. Classification of financial infrastructure participants. Functions of financial infrastructure. Subjects of financial infrastructure. Models of financial infrastructure. Topic 2. Regulation of the activities of corporations and financial infrastructure. Purpose and tasks of financial infrastructure regulation. Models of financial infrastructure regulation. State regulation of financial infrastructure. Methods of state regulation of financial infrastructure. Self-regulatory organizations. Topic 3. Organization of activities on the credit market. The essence of the credit market. Subjects of the credit market. Topic 4. Organization of activity on the foreign exchange market. The essence of the currency market. Currency values. Currency quotation. Participants of currency markets. Licensing of currency operations. Currency control. Topic 5. Organization of the stock market. The essence and structure of the stock market. Stock market. Exchange deals. Quotation of securities. OTC market. Topic 6. Brokerage, dealer activity and activity of other financial institutions. Brokers in financial infrastructure. Dealers in financial infrastructure. Activities of underwriters. Pawn shops in the financial infrastructure. Activities of non-state pension funds. Activities of financial companies. Hedgers and speculators. Joint investment institutions as the main type of institutional investors on the stock market.
Assessment methods and criteria: - current control (40 points) - final (examination) control (60 points)
Критерії оцінювання результатів навчання: Current control: 1. Practical classes, work in small groups, performance of individual scientific and research tasks (30 points), Work in the VLE (10 points) Final control: Completion of the exam (written and oral components) Written component (50 points): - Level 1 tasks - tests; - Tasks of the 2nd level - difficult tests; - The task of the 3rd level is to solve problems. Oral component (10 points) The oral component of the exam is conducted on the MS Teams platform with full video recording.
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. Дука А.П. Теорія та практика інвестиційної діяльності. Інвестування: Навч. посіб. – К.: Каравела, 2017. – 424с. 2. Цінні папери : практикум : навч. посіб. / В.Д. Базилевич, В.М. Шелудько, Н.В. Ковтун та ін. ; за ред. В.Д. Базилевича . — К. : Знання, 2013. – 791 с. 3. Шелудько В.М. Фінансовий менеджмент: Підручник. – К.: Знання, 2006. – 439с.
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