Course outline and sessions plan mfs sem 3-2014
Download as DOCX, PDF1 like366 views
This document outlines the course content and schedule for a Management of Financial Services course. The course aims to enable students to understand the Indian financial system and the various financial services available. It is divided into 6 modules covering topics such as the financial system components, banking services, non-banking financial services, specialized financial services, and regulatory aspects. The course will be delivered through classroom sessions, case discussions, exercises and student presentations. Students will be evaluated internally through quizzes, assignments, tests and participation, and externally through a university examination. The learning outcome is for students to have a clear understanding of the Indian financial system and various financial services.
Course outline and sessions plan mfs sem 3-2014
- 1. MBA/PGDM- Sem3-MB831.1-MFS-Faculty Facilitator- Ms.Sheetal Thomas Page 1 of 11 CHAROTAR UNIVERSITY OF SCIENCE AND TECHNOLOGY (CHARUSAT) FACULTY OF MANAGEMENT STUDIES (FMS) INDUKAKA IPCOWALA INSTITUTE OF MANAGEMENT (I2IM) MB831.1: MANAGEMENT OF FINANCIAL SERVICES (MFS) YEAR 2, SEMESTER 3 COURSE OUTLINE AND SCHEDULE OF SESSIONS I. Number of Credits: 4 II. Course Objective To enable the students to understand the working of Indian Financial System as a whole. To provide detailed insight into the range of various financial services available and their role, importance and functioning. III. Course Outline Module No. Title/Topic Classroom Contact Sessions 1 Indian Financial System & Components Financial system Financial instruments Financial markets Financial institutions 06 2 Banking Services Indian Banking system Banking products and Services Aspects of Bank Management Risk Management in Banking Asset – Liability in Banking Management of NPA Technology and CRM in Banking Contemporary issues in Indian banking 09 3 Fund Bases Financial Services NBFC Development Financial Institutes Hire purchase and Consumer Finance Lease Finance Bills Discounting Factoring and forfeiting Housing Finance Infrastructure Finance Insurance Credit rating Depository and Custodian 17
- 2. MBA/PGDM- Sem3-MB831.1-MFS-Faculty Facilitator- Ms.Sheetal Thomas Page 2 of 11 Stock Broking and PMS Financial Advisory Services 4 Specialized Financial Services Merchant Banking Investment Banking Microfinance Securitization Venture capital Trade Finance 13 5 Regulatory aspect of financial system Institutional Framework Legal framework 05 6 Contemporary issues Discussion of contemporary issues Discussion of cases Students’ presentations 10 Total 60 IV. Pedagogy Classroom contact sessions ... About 32 Sessions Case discussion ... About 12 Sessions Management Exercises/Simulation/Games ... About 08 Sessions Feedback … About 02 Sessions V. Internal Evaluation The students’ performance in the course will be evaluated on a continuous basis through the following components: Sl. No. Component Number Marks per incidence Total Marks Percentage of total internal evaluation 1 Quizzes 03 10 30 10 2 Case analysis and Presentation 02 45 90 30 3 Assignments 01 60 60 20 4 Internal Tests 02 45 90 30 5 Attendance and Class Participation 30 10 Total 300 100 The total marks will be divided by 10 and declared as Institute-level evaluation marks for the course. The Institute-level evaluation will constitute 30% of the total marks for the course. VI. External Evaluation
- 3. MBA/PGDM- Sem3-MB831.1-MFS-Faculty Facilitator- Ms.Sheetal Thomas Page 3 of 11 The University examination will be for 3 hours and will be based on a written paper carrying 70 marks. There will be at least one major case (integrated) covering different modules of the course. VII. Learning Outcome At the end of the course, the student should have developed: A clear understanding of the Indian financial system as a whole and its functioning. He / she will also be able to understand various services offered in the financial system and its role, usefulness and interrelation with other components of the system. A keen desire for reading news of economic and financial changes/developments on a regular basis, and engaging in discussion and critical evaluation of such developments. VIII. Reference Material Students are requested to refer the latest addition of the following books. 1. Financial Services and System – By Dr. S. Gurusamy , Thomson Publication. 2. Indian Financial System – By Bharti Pathak, Pearson Education. 3. Indian Financial System – By H.R.Machhiraju ,Vikas Publishing 4. Management of banking and financial Services – Padmalatha Suresh and Justin Paul, Pearson education 5. Financial Service – By NaliniPurvaTripathy – Prentice-Hall of India 6. Financial Services – By M.Y.Khan – Tata McGraw Hill publication 7. Financial Services and System – By K. Sasidharan and Alex Mathews, Tata McGraw Hill 8. Merchant Banking – By H.R. Machiraju, Mew Age International Publishers. 9. Merchant Banking and Financial Services – By MadhuVij and Swati Dhawan, Tata – McGraw Hill. 10. Financial Services – ThummuluriSiddaiah, Pearson education Apart from the above mentioned books, students are also requested to regularly read the business daily, watch the business channels and refer to the important and useful web sites.
- 4. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 4 of 11 SESSIONS PLAN MB831.1: MANAGEMENT OF FINANCIAL SERVICES (MFS) YEAR 2, SEMESTER 3 Session No. Day/ Date Time Module No. Topic of discussion/ Activity Objectives Graduate Attributes Expected Effort outside the classroom (hours) Resources Additional Reading Before session After sessio n 1 - Introduction to the course content To discuss the course content at length. To introduce students to the modules they would learn. To link the subject to their area of employment Ability to understand, assimilate, general awareness 01 01 Discussions lead by faculty facilitator. Websites you should be regular visitors to: http://www.se bi.gov.in www.imf.org in.reuters.com /finance/market s http://www.ib ef.org/industry/ financial- services- india.aspx /www.financial express.com/se ction/markets/ Expectatio ns from career 2 1 Indian Financial System & components Financial system, Financial Introduction To introduce relationship between savings and investment. To describe the constituents of financial system. To develop a bird’s eye view of global financial services. Functional/ Foundation al skills 01 01 RM-1, ch-1; RM-3, ch-1; RM-10, ch- 1 Financial Services and Markets by Dr. PunithavathyPan dian, Ch-1. Union Budget Highlights for Discussion – Article for Analytical skills Ability to
- 5. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 5 of 11 To discuss effects of Union Budget 2015-16 on financial services sector. understand, assimilate, general awareness discussion 3 Financial markets To introduce Primary, Secondary, Equity Debt and Forex Market. Functional/ Foundation al skills 01 01 RM-4, ch-1; RM-3, ch- 13,14,15,16 Corporate Bond Markets in India: A study and policy recommendatio ns- Article for discussion Financial Services and Markets by Dr. PunithavathyPan dian, Ch-17, 18. Analytical skills Ability to understand, assimilate, general awareness 4 Indian instruments To introduce Money Market Instruments and Capital Market Instruments, To describe equity linked securities, To highlight short- term securities. Consulting Skills 01 01 RM-10, ch- 3 RM-1, ch-1; RM-3, ch-1; RM- 2, ch- 4,5,6,7 Financial Markets and Institutions by Anthony Saunders and Marcia Millon Cornett, Ch-1 5 Financial institutions To highlight the importance of financial institutions. Implement ation Skills 01 01 RM-10,ch-1 Activity:Poster Competition on Indian Financial System 6 Quiz-1 and Review of Module 1 03 -- 7 2 Banking Services- Indian Banking system To understand the working of Indian banking system Functional/ Foundation al skills 01 02 Introduction to Banking by G. Vijayragava nIyengar, ch-1; Principles
- 6. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 6 of 11 of Banking Managemen t by Neelam C Gulati, ch-1,2,3 8 Banking products and Services To analyze different products and services offered by Banks Functional/ Foundation al skills 01 01 Principles of Banking Managemen t by Neelam C Gulati, ch-13 Activity:Discus sion on the big question:What would you do with a lump sum of money? Analytical skills Innovation 9 Aspects of Bank Management To analyze the performance of banks with different factors that affect the operations of banks To provide an overall understanding on the nature of risk associated with financialservice companies Strategic thinking skills 02 02 Notes will be provided 10 Risk Management in Banking Result orientation 02 02 Notes will be providedBusiness instinct 11 Asset – Liability in Banking Implement ation Skills 01 02 Bank Financial Management- IIBF, Unit-6 12 Management of NPA Needs for a hands on approach 01 01 Introduction to Banking by G. Vijayragava nIyengar, ch-10; Principles of Banking Managemen t by Neelam C Gulati, ch-12 13 Technology and CRM in Banking Learning and adaptability 02 01 Principles of Banking Managemen t by Neelam C Gulati,
- 7. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 7 of 11 ch-5 14 Contemporary issues in Indian banking Receptivity to learning 04 02 WHERE ARE WE HEADED? PERSPECTIVES ON POTENTIAL OUTPUT World Economic Outlook, April 2015 15 Case Discussion & Presentation by groups/ Submission of case analysis- 1 16 Review of Module 2 17 3 Fund Bases Financial Services- NBFC To discuss the features of the RBI directions to NBFCs Functional/ Foundationa l skills . 02 02 RM- 2, ch- 16; RM -6, ch-1 RM-3, ch-7; 18 Development Financial Institutes To analyze the role of Development Banks Analytical Skills 01 01 RM- 2, ch- 15 19 Hire purchase and Consumer Finance To understand the concepts and distinguishing features of leasing and hire purchase. Exposure to Practice 01 01 RM- 6, ch-5 RM-1, ch- 15, 14; 20 Lease Finance To explain different types of leasing; To understand standard clauses in a lease agreement; and To take a lease or buy decision. Ability to understand, assimilate, general awareness 01 01 RM- 6, ch-4 RM-1, ch- 18; RM-10, ch- 18 Financial Services and Markets by Dr. PunithavathyPa ndian, Ch-2. 21 Bills Discounting To understand about bills discounting. Consulting skills 01 01 RM- 6, ch-7 22 Factoring and forfeiting To understand the nuances of factoring and forfeiting. Consulting skills 01 01 RM -2, ch- 14 RM- 6, ch-6 RM-1, ch- 17; RM-10, ch- 23 Financial Services and Markets by Dr. PunithavathyPa ndian, Ch-3. 23 Housing To understand the Consulting 02 02 RM- 6, ch-
- 8. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 8 of 11 Finance nature and significance of housing finance; To understand the distinguishing features of home loans; To describe the role of National Housing Bank. skills 8; RM-1, ch-32; RM- 10, ch-22 24 Infrastructure Finance To understand the existence of infrastructure finance institutions and its funtions. Learning and adaptability 01 02 RM-1, ch- 31; 25 Activity: The Big Question- Marketing Financial Services To introduce the basics of marketing, particularly the concepts of market information and marketing management. To explain the particular challenges of applying marketing concepts to financial services. To highlight the special challenges of marketing financial services for the poor. Functional/ Foundationa l skills 04 04 Article to be provided by Faculty Member As the number of jobs are for financial services marketing. This topic would enhance students understanding Analytical Skills 26 Exposure to Practice Showing conviction 27 Quiz-2/ Review of Module 3 28 Internal Examination -1 29 Feedback of InternalExamination-1 30 3 Insurance To understand the insurance market, Functional/ Foundationa l skills 02 03 RM- 2, ch- 13,18; RM- 6, ch- 9,16; RM-1, Financial Markets and Institutions by Anthony31 Credit rating To understand the Functional/ 02 02
- 9. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 9 of 11 meaning, scope, benefits and limitations of credit rating. To explain the credit rating process. To know about the profile of credit rating agencies in India and their rating symbols. Foundationa l skills ch-16, 12; RM-10, ch- 14,12 Saunders and Marcia Millon Cornett, Ch-14 Financial Services and Markets by Dr. PunithavathyPa ndian, Ch-6,9. 32 Depository and Custodian To explain the concept of depositories; To discuss the importance of depository; To elucidate the functioning of depositories Functional/ Foundationa l skills 02 03 RM-2, ch-8; RM-10, ch- 10 33 Stock Broking and PMS To understand the working of stock broking and PMS. Functional/ Foundationa l skills 01 02 Notes will be provided 34 Financial Advisory Services To understand the functions of Financial Advisory Services Functional/ Foundationa l skills 01 02 Notes will be provided 35 4 Specialized Financial Services - Merchant Banking To understand functions of Merchant Banking. Functional/ Foundationa l skills 01 01 RM-3, ch- 10; RM-1, ch- 21; RM-10, ch-7 Financial Services and Markets by Dr. PunithavathyPa ndian, Ch-10. 36 Investment Banking To understand functions of Investment Banking. Functional/ Foundationa l skills 01 01 RM-3, ch-9; 37 Microfinance To understand the role of microfinance in development. Functional/ Foundationa l skills 01 02 Financial Services for the world’s poor- Article Microfinance Perspectives and Operations Published by Indian Institute
- 10. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 10 of 11 would be provided. of Banking & Finance. Ch- 1,2,4,5,7,9 38 Hand in Hand, India. Case Discussion/ Presentation~ Case Analysis-2 to be submitted on _________ Presentation and communicat ion skills 04 02 Case will be provided 39 Securitization To understand the meaning of asset securitization; To describe various benefits of securitization; To appreciate the different instruments of securitization Analytical skills 02 02 RM-1, ch- 25; RM-10, ch- 16 Financial Services and Markets by Dr. PunithavathyPan dian, Ch-4. Strategic Thinking skills 40 Global Financial Crisis and the future of Securitization Case Discussion/ Presentation Presentation and communicat ion skills 04 03 Case will be provided 41 01 01 42 Venture capital To explain modus operandi of Venture Capital Funds, i.e. Stages of financing Modes of financing Exit routes Consulting skills 01 01 RM- 6, ch- 10; RM-1, ch-28,30; RM-10, ch- 15 Entrepreneu rial Behavior 43 Trade Finance To understand about trade finance and its usage. 01 01 Notes will be provided 44 Quiz-3/ Review of Module4 45 5 Regulatory aspect of financial system To provide a general framework of the regulations governing the financial services industry; 02 02 RM- 2, ch- 19 Reading Material would be provided. 46 Institutional Framework 01 01
- 11. MBA/PGDM- Sem3-MB831.1-MFS-FacultyFacilitator- Ms.Sheetal Thomas Page 11 of 11 47 Legal framework To explain different types of regulation; and To explain regulations that are in force for the banking, insurance and other financial services. 01 01 48 Internal Examination -2 49 Feedback of InternalExamination-2 50 6 Changing Profile of Indian Banking Innovation and Technology Critically review the latest trends in banking services, innovation and technology in Banking. Examine the impact of technology on the branch network. Describe hardware/ software developments in banking. Describe about the news of crises in financial sectors. Analytical skills 02 02 Banking Theory and Practice by KC ShekarandL ekshmyShe kar ch13 Exposure to practice Implement ation skills Interperson al and team building skills 51 Assignment -1on News in Banking ~ A study report of the topic chosen for presentation. Presentation based on discussion on contemporary issues 4 students in each group. 52 Presentation based on discussion on contemporary issues 4 students in each group. 53 Presentation based on discussion on contemporary issues 4 students in each group. 54 Presentation based on discussion on contemporary issues 4 students in each group. 55 Presentation based on discussion on contemporary issues 4 students in each group. 56 Review Module 1 57 Review Module 2 58 Review Module 3 59 Review Module 4 60 Review Module 5 12 sessions lost due to public holidays, internal examinations will be conducted as per session availability, the same will be informed in advance.