General Information
Academic subject / Banks and insurance companies
Degree course / University of Bari Aldo Moro
Curriculum / LM Financial Markets and Institutions
ECTS credits / 8
Compulsory attendance / No
Language / Italian
Subject teacher / Name Surname / Mail address / SSD
Mariantonietta Intonti / / SECS-P/11
ECTS credits details
Basic teaching activities / 56
Class schedule
Period / I semester
Year / 2016-2017 – First year
Type of class / Lectures - workshops
Time management
Hours / 56
Hours of lectures / 40
Tutorials and lab / 16
Academic calendar
Class begins / September 19, 2016
Class ends / December 16, 2016 (max.)
Expected learning outcomes (according to Dublin Descriptors) (it is recommended that they are congruent with the learning outcomes contained in A4a, A4b, A4c tables of the SUA-CdS) / Knowledge and understanding: the course aims to provide the tools to know and understand the technical issues related to the functioning of the banks and insurance companies, through a careful analysis of the activities and the overall governance of these institutions.
Applying knowledge and understanding: students will gain the ability to apply theoretical concepts to concrete situations, through the use of case studies and practical examples.
Making informed judgements and choices: independent judgment will be encouraged through the use of the skills acquired in the analysis of specific cases and in the reflection on the events contingent, realized through specialized press and research papers.
Communicating knowledge and understanding: the student will have to acquire skills of communication and exposure with appropriate technical language.
Capacities to continue learning:the course will enable students to acquire and develop the ability to learn, by indicating an appropriate method of study to be used to address topics.
Contents / The course is divided in two parts, the first devoted to banks, the second to insurance companies. Within the first module, the course aims to deepen the following issues:
  • business, organization and governance of banks;
  • instruments of credit intermediation and securities in the banks activity;
  • financial statement and capital requirements;
  • social responsibility in banks and ethical finance.
Within the module dedicated to insurance companies, the course will explore the following topics:
  • management and regulation of insurance companies;
  • Insurance contracts: characteristics and distribution;
  • financial statement of insurance companies and capital requirements;
  • pension funds and supplementary pension.

Course program
Bibliography /
  • Banfi et al., Economia e gestione della banca, McGraw-Hill, 2010.
  • Porzio et al., Economia delle imprese assicurative, McGraw-Hill, 2011 (chap. 3, 4, 5, 6, 7, 8, 11, 12, 13).
  • Teaching materials on ethical finance (to ask to the teacher).

Teaching methods / Lectures and workshops
Assessment methods (indicate at least the type written, oral, other) / Oral presentation and mid-term exams (eventual, for attending students)
Evaluation criteria (Explain for each expected learning outcome what a student has to know, or is able to do, and how many levels of achievement there are. / It is expected that the student:
  • knows the technical issues related to the the financial system and its components,
  • can apply theoretical concepts to concrete situations
  • can setout the concepts in a clear and appropriate technical language,
can apply an appropriate method of study.
Further information