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BANKING
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BANKING
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Academic year 2021/2022
- Course ID
- SEM0063
- Teaching staff
- Alberto Eichholzer (Lecturer)
Giorgio Spriano (Lecturer)
Luca Martina (Lecturer) - Degree course
- Finance
Insurance and Statistics - Year
- 1st year
- Teaching period
- Second semester
- Type
- Distinctive
- Credits/Recognition
- 9
- Course disciplinary sector (SSD)
- SECS-P/11 - economia degli intermediari finanziari
- Delivery
- Formal authority
- Language
- English
- Attendance
- Optional
- Type of examination
- Written
- Prerequisites
- Non vi sono prerequisiti formali.
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Sommario del corso
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Course objectives
Commercial Banking: to provide the students with general understanding of banking activities, products, markets, rules and basic principles of business, planning and risk managementInvestment Banking: to provide the students with general understanding of infrastructure financing, market practices, analytical tools and basic principles of legal and regulatory framework
Private Banking: to provide the students with the basic of the private banking business dynamics and a picture of the main features of the sector and its new regulatory framework
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Results of learning outcomes
Commercial Banking: students should acquire an understanding of the main banking activities and how they contribute to the asset-liabilities and profit and loss of the bank, together with the first elements of planning and risk managementInvestment Banking: students should acquire the basic elements of infrastructural financing and related markets
Private Banking part students should acquire knowledge of the private banking business dynamics and have a clear picture of the geographic main features of the sector. The new regulatory framework and the role of the private banker will be emphasized and are required to be learned and understood.
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Course delivery
The course is based on 63/72 hours, divided into 3 modules of 21/24 hours each: Commercial Banking, Investment Banking and Private Banking. Lesson frequency is recommended- Oggetto:
Learning assessment methods
Every part of the course (Commercial, Corporate, Private) will assign 10/30 of the final vote.For students attending lessons 50%-70% of the total grade (16/30) will be attributed on the basis of group a project and the other 50%-30% through a written exam, that could include both theory and exercises.
For non attendig students there will be a written exam, that could include both theory and exercises.
The exam lasts 2 hours (one hour for attending students).
The maximum grade is 30/30 cum laude (16 points, 30 cum laude).
There are 9-15 questions (with different grades, corresponding to their difficulty).
Students can withdraw until the end of the exam.
During the Covid-19 emergency the learning assessment method will consist in a written exam with video surveillance on Webex. Students are referred to the Moodle page of the course for detailed informations.- Oggetto:
Program
Commercial Banking (G. Spriano)- The economic function and the typical activities of a Bank
- Balance sheet and profit and loss of a Bank
- Basic principles of banking planning and budgeting
- Italian and European banking system: trends and shape in the recent history
- The present regulatory framework
Investment Banking (A. Eichholzer)
- Infrastructure Financing
- Public Private Partnerships
- Project Finance
- Case Studies
Private banking (L. Martina)
- Private Banking: Definition, History, Ranking and Global View on Regional Markets
- Value Proposition/Industry Dynamics/ Introduction to Client Needs, Behaviors and preferences
- The Role of the Private Banker: Behavioral Finance Basics
- Priorities for capturing the new generation of clients/The Advisory Processes
- The Advisory Model
- Main Asset Classes Basics
- Strategy implementation, Asset Protection
Suggested readings and bibliography
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- All the course materials will be provided on the website
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Class schedule
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Note
The methods of teaching activity could change in according to the limitation imposed by the current health crisis. In any case the e-learning mode is guaranteed throughout the academic year.Le modalità di svolgimento dell'attività didattica potranno subire variazioni in base alle limitazioni imposte dalla crisi sanitaria in corso. In ogni caso è assicurata la modalità a distanza per tutto l'anno accademico.- Oggetto: