Financial Institutions

Code:

2MiF27

Acronym:

FI

Keywords
Classification	Keyword
OFICIAL	Management Studies

Instance: 2024/2025 - 1S

Active?	Yes
Responsible unit:	Management
Course/CS Responsible:	Master in Finance

Cycles of Study/Courses

Acronym	No. of Students	Study Plan	Curricular Years	Credits UCN	Credits ECTS	Contact hours	Total Time
ME	1	Official Syllabus after 2021-2022	2	-	3	21	81
MIF	35	Official Syllabus after 2020-2021	2	-	3	21	81

Teaching language

English

Objectives

This course is essentially applied. The program is divided into seven sessions, of two parts each. Along the program, a systematic explanation will be provided of the role of different financial institutions, on the major areas of their management issues and of the answers given by the nost recent academic studies, as well as the best management practices in the financial sector.

The program is focused on the areas of risk management of financial institutions, their value creation processes, their specific roles within the financial system in which they operate, the specific nature of their management, and on their management constraints arising from the fact that they are firms subject to supervisions and regulation.

Learning outcomes and competences

The program aims at providing the students the capability to understand the object and the functions of financial institutions and at training them to apply effectively their knowledge in Financial Markets, Theory of Finance and Corporate Finance to grasp an adequate understanding of the main management issues posed to financial institutions.

Working method

Presencial

Pre-requirements (prior knowledge) and co-requirements (common knowledge)

To attend this discipline, it recommended that Students possess a solid background in Theory of Finance and Financial Markets.

Program

1. Financial System and Financial Institutions Overview

2. Banking and the Management of Financial Institutions [Commercial Banks]

3. Risk & Risk Management in Financial Institutions [Commercial Banks]

4. Securitization, Shadow Banking and New Trends

5. Financial Institutions Regulation and Supervision

6. Investment Banking

7. Collective Investment Schemes [Mutual Funds]

Mandatory literature

Mishkin, Frederick S.; Financial markets and institutions. ISBN: 978-0-273-75444-2
Bessis, Joêl; Risk management in banking. ISBN: 978-0-470-01913-9

Comments from the literature

Main Reference:

Mishkin, F. & Eakins, S., Financial Markets & Institutions, Person International Edition.

 

Aditional References:

Bessis, Joel, Risk Management in Banking, Willey.

 

Special References Indicated for Special Topics

Teaching methods and learning activities

The program tuition follows an applied approach. There is a concern to analyze the reality of financial institutions, namely banks and insurance companies, as well as other financial companies, addressing real world cases and problems in order to lay down the basic management principles of these institutions, which is sought to be as integrated as possible and distributed by its basic areas. 

Evaluation Type

Evaluation with final exam

Assessment Components

Designation	Weight (%)
Teste	70,00
Trabalho escrito	30,00
Total:	100,00

Amount of time allocated to each course unit

Designation	Time (hours)
Frequência das aulas	21,00
Estudo autónomo	45,00
Trabalho escrito	15,00
Total:	81,00

Eligibility for exams

Continuous assessment implies the attendance of at least 75% of the classes.
All students are admited to exam.

Calculation formula of final grade

For those opting for distributed assessment the classification is equal to 70% of the test classification plus 30% of the assignment classification.

For those who choose to take only the exam the final classification is equal to the classification of the exam.

Classification improvement

Only by exam.