• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Course%20 Plan%20management%20of%20financial%20services[1]
 

Course%20 Plan%20management%20of%20financial%20services[1]

on

  • 810 views

it may help lecturer for making course plan for the above subjects

it may help lecturer for making course plan for the above subjects

Statistics

Views

Total Views
810
Views on SlideShare
810
Embed Views
0

Actions

Likes
0
Downloads
4
Comments
0

0 Embeds 0

No embeds

Accessibility

Upload Details

Uploaded via as Microsoft Word

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Course%20 Plan%20management%20of%20financial%20services[1] Course%20 Plan%20management%20of%20financial%20services[1] Presentation Transcript

    • Year :2009-2010 Gyan Ganga Institute of Technology & COURSE PLAN Management Sem: Odd Khajuri Khurd, Raisen Road, Bhopal Management of Financial Services Name of Faculty : Lokesh Payasi Programme : MBA (Batch 09-11) Third Semester ______________________________________________________________________________
    • Course Description and Overall Goal Management of Financial Services provides students with the knowledge of different financial services in India as well as in other nation. This paper prepares students for responsible positions within the personal, commercial, trust, or administrative functions of financial institutions or for positions in the sales, underwriting, or claims departments of insurance companies or agencies.The objective of this paper is to acquaint the students about major financial services and institutions Learning Objectives On successful completion of this course students will be able to: • To understand the benefits of Financial Services • To Understand the Indian Financial • System and its Evolution over the years. • To View the Functioning of Regulatory, Promotional Institutions, Banks and other Financial Intermediaries and of the Functioning of Financial Markets • .
    • • To Business and the need of Regulation to the Financial Service Industry. • To understanding the regulatory environment in which mutual funds operate; specifically, the nature, type of mutual funds, financial analysis of varying product lines, differences in product attributes and taxation implications. • To understand the wide range of common retail financial products and services offered by financial institutions • To understand the detailed review of those primary and supplemental deposit, credit and special products and services available to individuals and businesses through the financial institutions. • To understand the organizational, managerial and technological systems used by the banks in the business of meeting clients' financial needs. • Inculcate advanced skills for handling emerging areas of financial services This course provides students with the insight into the services, pricing, techniques, goals and objectives, management styles, internal problems and risks of financial institutions, and the markets in which they operate. The course accomplishes this insight by (i) profiling the financial, operating, and organizational characteristics of each type of financial institution, and (ii) examining the services offered by these firms to the public.
    • Learning Methodology The class will consist of a combination of case discussions, class discussions, student’s presentations and lectures. Student’s preparation of assigned material and involvement in class discussion is essential for the success of the course and class participation will count towards the final grade. Generally a student centered learning methodology will be used. The specific activities will involve: • Class discussion on the theoretical aspects of the subject and related the concept in real life situations • Solving numerical questions • Daily quiz on the topic covered in the last session. Method of Evaluation Item of Evaluation Group / Individual Evaluation Marks Class Participation/ case study Individual 5 Assignments (1) Individual 5 Surprise Tests / quiz Individual 10 Attendance 1 negative marks for each session missed
    • Text Books 1. Bhalla, V.K. Management of Financial Services, Anmol, New Delhi, 2001, referred as VKB 2. Gordan, E and K. Natarajan Financial Market and Services, Himalaya Publishing House, 1997,referred as GN 3. L M Bhole and Jitendra Mahakud Financial Institutions and Markets 5th Edition of McGraw-Hill referred as BM 4. R.M.Srivastava and Divya Nigam Management of Indian Financial Institutions Himalaya Publishing House 8th Revised Edition 2008 referred as SN. Class Participation Students are expected to attend all classes regularly. A student’s absence does not relieve him or her of meeting all course requirements. We are engaged in a learning community, one where we strive for an open exchange of ideas. Each of us has responsibility in the exchange. Individual contributions will be assessed by the instructor and appropriate score will be taken towards internal assessment. Student’s Preparation Students are required to prepare well before attending the classes. You should read the cases mentioned in the course outline and / or cases announced before the session. You should read at least one of the text books mentioned in the prior readings section of the course outline.
    • Total Time Duration The course is scheduled for 38 sessions of 50 minutes each. COURSE OUTLINE Session 1,2 Topic: Introduction to Financial System and Services Implemented Objective To understand the concept, importance, scope of Financial System salient features, scope and problems, Prior Reading VKB Ch-1 Pg.1-13, Ch-2 Pg.24-45 Learning Methodology Open discussion Additional Reading BM Ch-4 Pg69-71 and 128-133 GN Ch-1st Pg 3-13, Session 3 Topic: Role of financial Institution in financial markets Implemented Objective To study the different types of financial institution in financial market and their role in the financial industry Prior Reading VKB-Ch-14 Pg 398 Learning Methodology Discussion and classroom teaching Additional Practice SN Ch-1,2, BM Ch-1 Pg 3-7 Session 4,5 Topic: Financial Markets Implemented
    • Objective To understand different financial markets and its working style and its and different financial foreign markets Prior Reading VKB Ch.-23 Pg.659-670 Learning Methodology Discussion, quiz and classroom teaching Additional Practice BM Ch-1 Pg 7-9 SN Ch. 3 Pg. 51-60, GN Ch.2,3,4 Pg.31-60 & 74-92 &102-129+ Session 6 Topic: Regulatory Framework for Financial Services Implemented Objective To understand the basics behind the rules and regulations and also the regulatory and theoretical framework of financial services, it include knowledge about IRDA and RBI and also SEBI. Prior Reading VKB Ch.2 47-49 Learning Methodology Discussion and classroom problem solving Additional Practice BM Ch.-4 Pg. 94-116, GN Ch-1 Pg.24-30 Session 7 Topic: Presentations Implemented Objective Presentation for the first unit will be their. Each group will have 8 people and then they will give presentation on the financial system in India with the example of one service and one institution. Prior Reading Learning Methodology Additional Practice After completing this session first three objective of the course plan will be achieved.
    • Session 8 Topic: venture capital financing Implemented Objective To understand the concept of venture capital and its financing Prior Reading GN Ch.12 Pg.292-311 Learning Methodology Discussion and presentation on subsidiary books Additional Practice Session 9 Topic: Management of Risk in Financial Services Implemented Objective To study the measuring and managing various risks and exposure Prior Reading GN Ch.8 Pg.217-220 & 240-244 Learning Methodology Discussion and classroom problem solving Additional Practice Session 10 Topic: Stock Exchange Operations Implemented Objective To understand the concept of stock exchange and markets like SENSEX and NIFTY, how they work and how secondary market works. Prior Reading VKB Ch.15 Pg.431-460 Learning Methodology Oral Quiz and classroom problem solving Additional Practice BM Ch.23 Pg.714-736, SN Ch.3 Pg.51-63, GN Ch.4 Pg.102-155 Session 11 Topic: Mutual Fund Implemented
    • Objective To understand the Types of Mutual Funds. Mutual Funds in India- Developing, Launching and Marketing of Schemes. Prior Reading VKB Ch.6 Pg.145 & 2000 Learning Methodology Quiz and classroom problem solving Additional Practice SN Ch.32 Pg.562-580, GN Ch.13 Pg.312-325 Session 12 Topic: Mutual Fund Implemented Objective To understand the scheme of Computation and Relevance of NAV. Offshore Mutual Funds and Money Market Mutual funds. And also • Regulation of Mutual Funds. • Techniques of Investment Analysis Prior Reading GN Ch.8 Pg.327-347 0 Learning Methodology Oral Quiz and classroom problem solving Additional Practice BM Ch.12 Pg.456-473 SN Ch.32 Pg.562-580 Session 13,14 Topic: Merchant Banking Services & Merchant Bankers Implemented
    • Objective After completion of this session student swill understand the MERCHANT BANKING and also • Nature and Functions of Merchant Banking. • Regulation of Merchant Banking. • Present State of Merchant Banking in India. • Concept of merchant bankers Prior Reading . VKB Ch.9 Pg.228-251 & 259-271 Learning Methodology Oral Quiz and classroom problem solving Additional Practice SN Ch.2 Pg.25-50 GN Ch.9 Pg217-244 Session 15 Topic: Presentations Implemented Objective Presentation for the 2nd unit. Each group will have 8 students each.4 group will give presentation on any Mutual fund and other 4 will on venture capital (topic will be decided by the lottery) Prior Reading Learning Methodology Additional Practice 4th and 5th objective will be covered after completing this session.
    • Session 16,17 Topic: Issue shares Implemented Objective To understand the concept of primary market and the regulatory framework for right issue and initial issue of shares. Prior Reading VKB Ch. Pg.454-475 Learning Methodology Oral Quiz and classroom problem solving Additional Practice BM Ch.23 Pg.736-757 & 771, GN Ch.3 Pg.74-95 Session 18 Topic: Managing of issue bonds Implemented Objective To understand the types of bonds and how it is different with other financial products like shares and mutual fund Prior Reading BM Ch.24 Pg.813 Learning Methodology Oral Quiz and classroom problem solving Additional Practice Session 19 Topic: Fixed Deposits Implemented Objective To understand the concept of fixed deposit, why FD is so famous with investors and not with speculator. Prior Reading BM Ch.3 Pg.64 SN Ch.14 Pg.254-260 Learning Methodology Oral Quiz and classroom problem solving Additional Practice Session 20 Topic: Mobilizing of Fixed Deposits Implemented
    • Objective To understand the different FD scheme for different segment and also Mobilizing the FD Prior Reading Notes will be provided by the lecturer Learning Methodology Classroom teaching and numerical solving Additional Practice Session 21,22 Topic: Inter-Corporate Loans Implemented Objective To understand the meaning, advantages, limitations and types of Loans, it also covers the individual loan and corporate loan. Prior Reading GN Ch.15 Pg.378-394 Learning Methodology Class room teaching and solving numerical Problems Additional Practice SN Ch.17 Session 23,24 Topic: merger/amalgamation and acquisition/takeover Implemented
    • Objective To understand the concept of M & A and its debt scruitnising, to understand about rules and regulations and govt. policies about the same Prior Reading VKB Ch.34 Pg.935-975 Learning Methodology Class room teaching and solving numerical Problems Additional Practice BM Ch.9 Pg.350 6th objective will be covered after completing this session. Session 25 Topic: Other Financial services Implemented Objective To study about different financial services which is for corporate as well as individual Prior Reading VKB Ch.22,23 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch. Pg. SN Ch. Pg. GN Ch.8 Pg.217-244 Session 26 Topic: Leasing Implemented
    • Objective To understanding the concept of Leasing its Concepts, Classification & Accounting. And also its Legal & Tax Aspects, its Financial Evaluation. Prior Reading VKB Ch.26 Pg.724-745 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch.13 Pg.504-504 GN Ch.11 Pg.272-280 & 289-291 Session 27,28 Topic: Hire Purchase Implemented Objective To develop an understanding about Hire Purchase its Conceptual Framework, Legal Aspects & Taxation. It’s also cover Features, Accounting & Reporting, Financial Evaluation of hire purchase. Prior Reading GN Ch.10 Pg.264-271 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch.13 Pg.501-503 Session 29 Topic: Housing Finance Implemented
    • Objective To understand the concept of Housing finance its Directions, Prudential Norms To understand the Housing Finance Schemes. Prior Reading VKB Ch.27 Pg..752-775 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch.13 Pg.505-508 SN Ch.34 Pg.618-628 Session 30,31 Topic: Credit Rating Implemented Objective To understand the concepts, Meaning, Benefits, Types of credit rating, different credit rating institutions and its operations. To learn about the objective and functions of some credit rating agency Prior Reading VKB Ch.17 Pg.493-530 Learning Methodology Classroom discussion Additional Practice BM Ch.13 Pg.519-521 GN Ch.17 Pg.422-435 Session 32 Topic: Credit Cards Implemented Objective To understand the Concepts, Significance, Types of Credit Cards in India and its history. Prior Reading VKB Ch.11 Pg.304-324 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch.3 Pg.309 GN Ch.18 Pg.438-450
    • Session 33 Topic: Presentations Implemented Objective Presentation for the 3rd unit. Each group will have 8 students each.4 group will give presentation on Hire Purchase and leasing and other 4 will on Credit Rating and Credit Card (topic will be decided by the lottery) Prior Reading Learning Methodology Additional Practice 7th objective will be covered after completing this session. Session 34 Topic: Banking and Insurance Implemented Objective To understand the meaning of insurance and its operation and its tax benefit by 80c and 80d Prior Reading VKB Ch.21 Pg.612-640 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch.10,11 Pg.359-427 SN Ch.30,31 Pg.532-555
    • Session 35,36 Topic: Venture Capital Implemented Objective To understand the concept of venture capital and Mode of Financing Prior Reading VKB Ch.25 Pg.702-720 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch.13 Pg.515-521 GN Ch.12 Pg.292-311 Session 37 Topic: Factoring and Forfeiting Implemented Objective To understand the Meaning, Characteristics, and Types of Factoring. To understand the difference between Factoring and Forfeiting Prior Reading GN Ch.14 Pg.356-377 Learning Methodology Oral quiz and classroom problem solving Additional Practice BM Ch.13 Pg.518 Session 38 Topic: Bill Discounting Implemented Objective To understand how Bill Discounting works in big industry and also how industry get benefit by it. Prior Reading GN Ch.14 Pg.348-356 Learning Methodology Oral quiz and classroom problem solving Additional Practice
    • Session 39 Topic: Presentations Implemented Objective Presentation for the 5th unit. Each group will have 8 students each.3 group will give presentation on Factoring and Bill, other 3 will on Banking and Insurance and other 2 will be on Bill Discounting (topic will be decided by the lottery) Prior Reading Learning Methodology Additional Practice 8th and 9th Objective will be achieved after this session and all objective will be covered after the lecture. Session 41 Doubt Clearing Session Implemented Objective For the Unit 1,2 Prior Reading Learning Methodology Additional Practice Session 42 Doubt Clearing Session Implemented Objective For the Unit 3,4 Prior Reading Learning Methodology Additional Practice
    • Session 43 Doubt Clearing Session Implemented Objective For the Unit 5 Prior Reading Learning Methodology Additional Practice Surprise Tests Two sessions have been earmarked for surprise tests, the scores of which will go towards the overall internal marking. Students are advised to prepare on a day-to-day basis, as no notice will be given for these tests. Strategy Analysis In the semester, four-group presentations will be happened. Assignments The assignment submission dates will be 14th, 19th, 22nd, 24th, and 26th Nov 09 Students would come to know about the two assignments in advance.
    • Delayed submissions will not be accepted and students failing to submit assignment in time will not qualify to get allocated marks in the internals assessment. WISH YOU ALL THE BEST