Ateneo - UPO

The course focuses on the contractual features of the main typologies of
financial products and services. The emphasis of the course is both on
the theoretical understanding of key concepts and on computational
issues related to the different financial instruments.

Teaching material provided by the lecturer.

1.Knowledge and understanding: the basic knowledge necessary to
understand structure and goals of the financial system 2. Applying
knowledge and understanding: the ability to understand the technical
and contractual features of financial products and services. 3. Making
judgements: the ability of choosing the right instruments to satisfy.financial needs and to judge its risks. 4. Communication skills: the ability
to use an appropriate technical language. 5. Learning skills: the ability of
analyzing characteristics and risks of financial instruments and services
for personal or professional financial needs and recognize changes in the
financial systems.

None

Face-to-face lectures. The partecipation is compulsory. 1. knowledge and
understanding: face-to-face lectures 2. applying knowledge and
understanding: face-to-face lectures and examples 3. making
judgements: face-to-face lessons 4. communication skills: a short financial literacy video prepared by students 5. learning skills: with a final written exam

The teaching material is available in the Course page at
https://eco.dir.uniupo.it/

Final written exam with open questions and multiple-choice questions.

- Course Introduction: teaching goals, contents, teaching methods - The
financial system: pillars, actors, and functions - The financial instruments:
technical and contractual features; risk-return profiles - Checking
accounts, repurchase agreements and other bank liability contracts -
Payment instruments: from banking currency to virtual currency - Short
and medium-long term lending facilities. - Government and corporate
bonds: valuation, yield and rating - Mutual funds and principles of asset
management strategies - Motor insurances and pension funds

KNOWLEDGE
To be aware of the major pillars of the financial system (regulation,
financial instruments, intermediaries and markets), their functions and
operations
COMPETENCES
- To be able to select the financial tools best suited to meet a given
financial need.
- To be able to identify the financial institution or segment of capital
markets to get access to achieve a given financial goal
TRANSVERSAL SKILLS
- To know the technical terminology used by practitioners in the financial
sector
- To be able to read, comprehend and comment technical material from
books, financial journals or other source.