Financial Institutions Strategy (курсовий проект)

Major: Finance, Banking and Insurance
Code of subject: 7.072.01.M.036
Credits: 3.00
Department: Finance
Lecturer: PhD, associate professor Horyslavets Pavlo
Semester: 2 семестр
Mode of study: денна
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, 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).
Assessment methods and criteria: - implementation of the course project (60 points). - protection of the course project (40 points).
Recommended books: 1. Naumenkova S.V. Rynok finansovykh posluh: Navch. posibnyk / S.V. Naumenkova, V.I. Mishchenko. – K.: Znannia, 2018. – 532 s. 2. Khoma I.B. Rynok finansovykh posluh: Navch. posibnyk / I.B. Khoma, I.V. Alieksieiev, L.S. Trevoho, N.I. Andrushko // 2-he vydannia. – Lviv: Vydavnytstvo Natsionalnoho universytetu «Lvivska politekhnika», 2012. – 248 s. 3. Naumenkova S.V. Systema rehuliuvannia rynkiv finansovykh posluh zarubizhnykh krain: Navch. posibnyk / S.V. Naumenkova, V.I. Mishchenko. – K.: TsND NBU, UBS NBU. - 2018. -170 s. 4. Khoma I.B. Ryzyky bankivskoho ta strakhovoho sehmentiv na rynku finansovykh posluh Ukrainy / I.B. Khoma, P.A. Horyslavets, A.Iu. Roskina // Naukovyi Visnyk Uzhhorodskoho natsionalnoho universytetu. – Seriia: Mizhnarodni ekonomichni vidnosyny ta svitove hospodarstvo. – Vypusk 30. – 2020. – Vydavnychyi dim «Helvetyka». - S. 204-208. 5. Bankivskyi menedzhment: Pidruchnyk / Za red. O. A. Kyrychenka, V.I. Mishchenka. — K.: Znannia, 2005. 6. Bondarchuk M.K., Aliekssiev I.V., Kloba L.H. BANKIVSKA SYSTEMA: Navchalnyi posibnyk. — Lviv: Liha-Pres, 2017,- 246 s. 7. Vovchak O.D., Buchko I.Ie. Upravlinnia bankivskymy ryzykamy : navch. posibnyk. – Lviv, LTEU, 2017. – 358 s. 8. Klapkiv Yu.M. Rynok strakhovykh posluh: kontseptualni zasady, tekhnichni innovatsii ta perspektyvy rozvytku: monohrafiia. Ternopil: TNEU, 2020. 568 s. 9. Konkurentospromozhnist strakhovoho rynku Ukrainy v umovakh aktyvizatsii hlobalizatsiinykh protsesiv: kolektyvna monohrafiia [tekst] / za materialamy prats naukovoi hrupy i naukovoiu redaktsiieiu d-ra ekon. nauk, prof. L. V. Shirinian. – K.: Vydavnytstvo Lira-K, 2020. – 404 s. 10. Vnukova N. M. Prudentsiinyi nahliad u sferi strakhuvannia : monohrafiia / N. M. Vnukova, O. V. Korvat, N. S. Opeshko. – Kh. : KhNEU im. S. Kuznetsia, 2016. – 260 s. (Ukr. mov.) 11. Sokyrynska I. H. Zhuravlova T.O., Abernikhina I.H. Strakhovyi menedzhment. Navchalnyi posibnyk./.I.H.Sokyrynska, T.O.Zhuravlova, I.H.Abernikhina –Dnipropetrovsk: Porohy, 2016. - s. 12. Strakhovyi menedzhment: pidruchnyk / [Osadets S.S., Murashko O.V., Furman V.M., Baranov A.L., Baranova O.V., Zalietov O.M., Nechyporenko V.I. ]; za red. d-ra ekonom. nauk, prof. S.S. Osadtsia. - K.: KNEU, 2011. – 333. 13. Suprun A.A., Suprun N.V. Strakhovyi menedzhment. Navch. posib. / A.A. Suprun, N.V. Suprun. – Lviv: Mahnoliia, 2010. – 300 c. 14. Kozmenko, O. V. Reitynhuvannia strakhovykh kompanii i rozrakhunok strakhovykh taryfiv na bazi vykorystannia ekonomiko-matematychnykh metodiv [Tekst]: monohrafiia / O. V. Kozmenko. – Sumy: DVNZ “UABS NBU”, 2008. – 95 s. 15. Stratehichne upravlinnia strakhovoiu kompaniieiu : [kol. monohr.] /V. M. Furman, O. F. Filoniuk, M. P. Nikolenko ta in. ; nauk red ta ker. kol. avt. d-r ekon. nauk V. M. Furman. – K. : KNEU, 2008. – 440 s.