Financial Products and Services Distribution

Major: Finance, Banking and Insurance
Code of subject: 6.072.03.E.101
Credits: 5.00
Department: Finance
Lecturer: PhD, Associate professor of the Department of Finance, Nataliia Moroz
Semester: 8 семестр
Mode of study: денна
Learning outcomes: Understand the principles, methods and tools of state and market regulation of activities in the field of finance, banking and insurance; use professional argumentation to convey information, ideas, problems and methods of solving them to specialists and non-specialists in the financial sphere of activity; apply the acquired theoretical knowledge to solve practical tasks and meaningfully interpret the obtained results; perform functional duties in the group, offer sound financial solutions; design and develop financial relations with counterparties on the basis of compliance with the principles of corporate social responsibility, using the existing financial infrastructure.
Required prior and related subjects: - prerequisite: banking, financial market, insurance services, digitization in finance, international banking operations; - co-requisites: financial infrastructure, financial monitoring and anti-fraud.
Summary of the subject: Strategies in systems of financial products delivering to the consumer. Types of systems providing financial services to consumers and their characteristics. Financial supermarket as an alternative place to distribute financial products and services. Distribution Policy Channels. Remote maintenance systems. A complex of solutions to the distribution policy of a financial institution. An assessment of the effectiveness of a financial institution's distribution strategy.
Assessment methods and criteria: current control (the tasks of the analytical and search content, the methods of oral control, the frontal questioning, the test questionnaire, the written control and self-control (45 %) final control (examination): written-verbal form (55%)
Recommended books: 1. Virtual learning environment: electronic educational and methodological complex of the course "Distribution of financial products and services". - Access mode: https://vns.lpnu.ua/course/view.php?id=8640. 2. Modern technologies of marketing management: monograph / M.M. Ivanov ... [etc.]. Zaporozhye: Zaporozhye National University, 2020. 183 p. 3. Ivanova L.O. Marketing services: a textbook / L.O. Ivanova, B.B. Semak, O.M. Vovchanska. - Lviv: Lviv University of Trade and Economics Publishing House, 2018. - 508 p. 4. Transformation processes in the national economy under the influence of Fintech-innovations: monograph / P.M. Rubanov. Sumy: Sumy State University, 2020. 451 p. 5. Klapkiv Yu. M. The market of insurance services: conceptual principles, technical innovations and prospects of development: monograph. Ternopil: TNEU, 2020. 568 p. 6. Socio-economic and management concepts: collective monograph. Іnternational Science Group, 2021. 660 p. Boston (USA).