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:through assignments 5. learning skills: with a final written exam

The teaching material is available in the Course page at https://eco.dir.uniupo.it/. Students with physical disabilities, Learning Disabilities or Special Education Needs can request specific services and tools via the Staff Sviluppo e Coordinamento Carriere e Servizi alle Studentesse e agli Studenti, consulting the University webpage: https://www.uniupo.it/en/services/services-students-physical-or-learning-disabilities Students with disabilities, learning disabilities or special education needs, once they have contacted the University Staff, can refer to the tutor in charge of the course to define the examination modalities, concerning academic aspects.

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 - insurance policies 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.