Financial Projections

Major: Finance, Banking and Insurance
Code of subject: 7.072.01.E.018
Credits: 6.00
Department: Finance
Lecturer: Assoc. Prof.Lyvdar Marta, PhD
Semester: 2 семестр
Mode of study: денна
Мета вивчення дисципліни: The discipline is aimed at forming a system of theoretical and practical knowledge of the methodology and organization of financial design on the basis of Ukrainian legislation, taking into account domestic and scientific research, mastering students' strategy and tactics of financial support for project activities, finding optimal financial and investment solutions, familiarizing themselves with the role of international financial institutions in project financing and mastering methods of attracting financial resources through international markets; forming
Завдання: The study of the discipline involves the formation and development of students' integral competence - the ability to solve complex specialized problems and practical problems, including innovative ones, during professional activities in the field of finance, banking, insurance and the stock market or in the process of studying, which involves the application of theories and methods of financial management and is characterized by complexity and uncertainty of conditions and the formation of such competencies: general: - ability to abstract thinking, analysis and synthesis. professional: -Ability to evaluate the effectiveness of scientific, analytical and methodological tools to substantiate management decisions in the field of finance, banking and insurance. -Ability to process technical specifications for the design of information systems in the field of finance, banking and insurance. -ability to adapt and implement international standards and regulations in the practical activities of corporations in terms of asset management, capital, investments, financial results, financial risks. - ability to research and model the processes of budgeting and taxation in corporations, their anti-crisis financial management and financial control, interrelationships with financial intermediaries, management of investment and contractual activities in corporations, using professional knowledge of finance, banking and insurance.
Learning outcomes: - Carry out adaptation and modification of existing scientific approaches and methods to specific situations of professional activity; - Recover, process, systematize and analyze information necessary for solving professional and scientific tasks in the field of finance, banking and insurance; - Carry out diagnostics and modeling of financial activities of economic entities; - Assess the degree of complexity of tasks when planning activities and processing their results; - Choose methods of adaptation and directions for using international standards and regulations in the practical activities of a professional in the field of finance; - Use tools and technologies of modern management in the management of financial and non-financial institutions (financial controlling, budgeting, tax monitoring, rehabilitation, optimization of business processes); - To carry out general, financial, tax, operational due diligence within the framework of the activities of financial and non-financial corporations; - Use information systems of state financial bodies and corporate information systems, electronic systems for transferring bank information, interbank and other payment systems; - Choose and apply economic - mathematical methods and models and determine the advantages of their practical application in the activities of financial and non-financial corporations; - Conceptual knowledge acquired in the process of training and professional activity, including certain knowledge of modern achievements; - Solving complex, unpredictable tasks and problems in specialized areas of professional activity and/or training, which involves the collection and interpretation of information (data), the selection of methods and tools, the use of innovative approaches; - Responsibility for the professional development of individuals and/or groups of individuals.
Required prior and related subjects: Financial management Financial services market Research methodology in finance
Summary of the subject: The discipline is aimed at the formation of students of higher education assimilation of methods, methods, mechanisms and tools of financial resources for financing various projects from various possible sources, as well as mastering the strategy and tactics of financial support of financial planning.
Опис: Topic 1: The concept, essence and organization of financial projecting Topic 2. Pre-investment research of the project Topic 3. Measures and tools for financial projection risk management Topic 4. Evaluation of the effectiveness of investment projects in the financial design system Topic 5. Design and estimate documentation and project expertise Topic 6. Sources of project financing Topic 7. Features of the organization of various forms and types of project financing Topic 8. Banks in financial design Topic 9. Financial design with the participation of international financial institutions Topic 10. Features of financial projecting with EU funds
Assessment methods and criteria: Current control: testing; oral selective survey, evaluation of individual research assignments, presentations at seminars; evaluation of group work. Examination control: assessment of the exam (written and oral components). Written component: tasks of the 1st and 2nd level - tests; tasks of the 3rd level - tasks.
Критерії оцінювання результатів навчання: Current control (CC) - 40 points, of which: testing on topics in the VNS - 5 points; performance and defense of an individual research task - 20 points; oral questioning, work in small groups - 15 points. Examination control (EC) - 60 points, of which: written component - 45 points, oral component - 15 points. Total points for the discipline - 100 points.
Порядок та критерії виставляння балів та оцінок: 100-88 points - ("excellent") is assigned for a high level of knowledge (some inaccuracies are allowed) of the educational material of the component contained in the main and additional recommended literature sources, the ability to analyze the phenomena studied in their interconnection and development, clearly, concisely, logically, consistently answer the questions posed, the ability to apply theoretical provisions in solving practical problems; 87-71 points - ("good") is assigned 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 in solving practical problems; 70 - 50 points - ("satisfactory") is assigned for poor knowledge of the educational material of the component, inaccurate or poorly reasoned answers, with a violation of the sequence of presentation, for poor application of theoretical provisions in solving practical problems; 49-26 points - ("not certified" with the possibility of retaking the semester control) is assigned for ignorance of a significant part of the educational material of the component, significant errors in answering questions, inability to apply theoretical provisions in solving practical problems; 25-00.
Recommended books: 1.Alieksieiev I., Mazur A., Alieksieiev V. Estimation of the investment capacity of Ukrainians for studying in Europe // Industry 4.0 : International scientific journal. – Scientific Technical Union of Mechanical Engineering, Bulgaria, 2019. – Vol. 4 (2019), Issue 5. – P. 268–272. Retrieved from https://stumejournals.com/journals/i4/2019/5/268 (Google Scholar). 2. Bondarchuk M.(2022) Theoretical and practical aspects of modern scientific research: kolektyvna monohrafiia / M. Bondarchuk, O. Vivchar, M. Lyvdar, S. V. Paranchuk, O. P. Voloshyn, I. S. Skoropad, O. S. Chervinska. – Sherman Oaks: GS Publishing Services, р. 257 3. Lyvdar M. Elaboration of technology for implementing organizational solutions on innovative clusters development /О. Farat, M. Lyvdar // Baltic Journal of Economic Studies. – 2019. – Vol. 5, No. 3. – P. 207–212. (Web of Science). 4.Lyvdar M.V, Fedevych L.S., Papirnyk S.Ie.(2021) Mizhnarodna trudova mihratsiia yak element mizhnarodnoi ekonomichnoi intehratsii. / M.V. Lyvdar, L.S. Fedevych, S.Ie. Papirnyk //Naukovo-vyrobnychyi zhurnal «Biznes-navihator».Vypusk1 (62), S.114-119 ( fakhove vydannia, NMBD Index Copernicus; Google Scholar; Crossref)DOI: https://doi.org/10.32847/business-navigator.62-19 5. Heorhiadi N., Stasevych S., Lytvyn I., Danko T., Lyvdar M., Peredalo K., Lema H., Leschuk H., Rozmarina A. Analysis of the factors affecting the information support of enterprise management entities // Education excellence and innovation management: A 2025 Vision to sustain economic development during global challenges : proceedings of the 35th International business information management association conference (IBIMA), 1–2 April 2020 Seville, Spain. – 2020. – C. 1777–1784. 6. Zagurska-Antoniuk, V. (2020), “Terrorism and international security in the context of globalization of the modern world”, Investytsiyi: praktyka ta dosvid, vol. 17-18, pp. 116–123. 7. Yasinovska I., Sheremeta O. Management of investment risks in the system of project financing. Innovative Economics: Research and Production Journal. Ternopil. 2019. № 5-6 [80]. р. 164–168.
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