crediting with grade

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1 FACULTY OF COMPUTER SCIENCE AND MANAGEMENT Zał. nr 4 do ZW 64/01 SUBJECT CARD Name in English: Commercial Insurance Name in Polish: Ubezpieczenia gospodarcze Main field of study (if applicable): Management Specialization (if applicable): Financial Engineering Level and form of studies: 1 st level, full-time Kind of subject: facultative Subject code: FBZ113 Group of courses: NO of organized classes in University (ZZU) of total student workload (CNPS) Form of crediting Lecture Ćlass Laboratory Project Seminar crediting with grade crediting with grade For group of courses mark (X) final course Number of ECTS points 1 1 including number of ECTS points for practical (P) classes including number of ECTS points for direct teacher-student contact (BK) classes PREREQUISITES RELATING TO KNOWLEDGE, SKILLS AND OTHER COMPETENCES 1. The fundamental knowledge of finance and accounting in enterprises.. The fundamental knowledge of business law. 3. The knowledge of probability and statistics theory. \ SUBJECT OBJECTIVES C1. Gaining by the student basic knowledge on insurance issues and a role of insurance in financial market systems. C. Recognition by the student some issues, relating to importance of financial decisions and activities in insurance firm. C3. Ability to formulate an evaluation of financial safety (solvency) and effectiveness of insurance activities based on financial analysis of insurers and on risk evaluation. C4. Gaining by the student extended knowledge on modelling methods and risk with financial analysis in insurance and reinsurance activities. C5. Forming skills of insurance premium calculations, making financial analysis and setting safety conditions (solvency) in insurance business. 1

2 SUBJECT EDUCATIONAL EFFECTS Relating to knowledge: PEK_W01 Student has a structured knowledge on commercial insurance sector, functioning supervisory systems in insurance sector, and financial and accounting systems in insurance. Relating to skills: PEK_U01 Student is able to use some extended methodologies and tools of economic and financial analysis, to manage information sources and to link analytical techniques in different areas of financial systems in enterprise. PEK_U0 Student is able to identify risk in decision making processes in different areas of enterprise. He/she is able to apply methods of insurance risk measuring, analysing and evaluating. Relating to social competences: PEK_K01 Student is conscious of a demand and necessity for individual independent, critical evaluation of own professional knowledge and skills level on organisation and management and on interdisciplinary dimension as well. Student is expected to be prepared for individual searching for knowledge domains to explore and to improve. He/she is able to inspire and organise process of other people learning. Student is presenting a courage in transferring and defending own theses and opinions. Student is expected to be prepared for convincing and negotiating to reach common goals. PROGRAMME CONTENT Form of classes lecture Lec1 Fundamentals of insurance law and insurance organisation system principles in Poland and in other countries. Lec Insurance supervisory systems. Insurance integration in EU. Lec3 Insurance risk analysis and evaluation. Methods of insurance premium calculations. Methods and forms of reinsurance. Lec4 Insurance firm management. Principles of financial and accounting system in insurance. Insurance accounting. Assets and liabilities structure. Balance. Lec5 Locations and financial investments in insurance. Technical and insurance reserves. Financial effect of insurance activities. Financial evaluation of insurance company. Dynamic financial Lec6 analysis in insurer s solvency estimation. Rating systems for insurance. Monitoring and auditing in insurance. Lec7 Insurance value forming and management. Lec8 Lecture assessment of knowledge and skills (test) Form of classes class Ćl1 Insurance risk analysis and evaluation. Methods of insurance premium calculations. Ćl Methods and forms of reinsurance. Reinsurance activity evaluation. Ćl3 Triggering events recording for insurance accounting system. Ćl4 Assets and liabilities structure. Balance. Locations and financial investments in insurance. Ćl5 Technical and insurance reserves. Operational accounting in insurance. Financial effect of insurance activities.

3 Ćl6 Financial analysis and evaluation of insurance company. Dynamic financial analysis in insurer s solvency estimation. Rating systems for insurance. Ćl7 Insurance value analysis for insurance company. Ćl8 Class knowledge and skills assessment colloquium La1 Form of classes - laboratory Pr1 Form of classes - project Se1 Form of classes - seminar TEACHING TOOLS USED N1. Informative lecture N. Problematic lecture discussions and comparisons N3. Multimedia presentation N4. Task and exercise solving from list N5. Discussion, case study EVALUATION OF SUBJECT EDUCATIONAL EFFECTS ACHIEVEMENT Evaluation (F forming (during semester), P concluding (at semester end) Educational effect number Way of evaluating educational effect achievement P PEK_W01 Knowledge assessment in a test form P PEK_U01 Skills assessment in a colloquium form. Written work in an essay form and multimedia presentation state of the art and case studies. P PEK_U0 Skills assessment in a colloquium form. Written work in an essay form and multimedia presentation state of the art and case studies. PRIMARY AND SECONDARY LITERATURE PRIMARY LITERATURE: [1] Jedynak P., Ubezpieczenia gospodarcze. Wybrane elementy teorii i praktyki, Wyd. Księgarnia akademicka, Kraków 003. [] Metodologia analizy finansowej zakładów ubezpieczeń, Biuletyn PUNU, 001 (patrz strona KNF). [3] Michalski T., Twardowska K., Tylutki B., Matematyka w ubezpieczeniach., Jak to wszystko policzyć?, Placet Warszawa 005. [4] Monkiewicz J. (red.), Podstawy ubezpieczeń, tom III - przedsiębiorstwo, Poltext Warszawa 003. [5] Pietroń R., Ubezpieczenia gospodarcze, e-materiał dla studentów PWr., Wrocław 01. [6] Pietroń R., Commercial insurance, e-material for PWr. students, Wrocław 014. [7] Rejda G.E., Principles of Risk Management and Insurance, Addisson Wesley, Boston-,

4 [8] Sangowski T. (red.), Finansowe narzędzia zarządzania zakładem ubezpieczeń, Poltext Warszawa 005. [9] Stępień M., Jonas K., Szkarłat A., Rachunkowość zakładów ubezpieczeń. Zbiór zadań, Wyd AE Kraków 004. [10] Śliwiński A., Ryzyko ubezpieczeniowe. Taryfy - budowa i optymalizacja, Wyd. Poltext Warszawa, 00. SECONDARY LITERATURE: [1] Jaworski W., Rating ubezpieczeniowy, Wyd. AE Poznań 00. [] Kuchlewska M. (red.), Szkice o ubezpieczeniach, Zeszyt 75, Wyd. AE Poznań 006. [3] Sułkowska W. (red.), Ubezpieczenia, Wyd. AE Kraków 007. [4] Wieteska S., (red.), Ubezpieczenia, Wyd. UMCS Lublin 006. [5] Czasopisma ubezpieczeniowe: Asekuracja & Re (miesięcznik); Prawo. Ubezpieczenia. Reasekuracja. Branżowy Serwis Informacyjny; Prawo Asekuracyjne (kwartalnik); PUR Prawo Ubezpieczenia Reasekuracja (miesięcznik); Wiadomości Ubezpieczeniowe (miesięcznik). SUBJECT SUPERVISOR (NAME AND SURNAME, ADDRESS) Roman Pietroń, roman.pietron@pwr.wroc.pl 4

5 MATRIX OF CORRELATION BETWEEN EDUCATIONAL EFFECTS FOR SUBJECT Comercial Insurance (Ubezpieczenia gospodarcze) AND EDUCATIONAL EFFECTS FOR MAIN FIELD OF STUDY Management AND SPECIALIZATION Enterprise Management Subject educational effect PEK_W01 (knowledge) Correlation between subject educational effect and educational effects defined for main field of study Management and specialization S_ZP_W01 S_ZP_W05 S_ZP_W07 S_ZP_W08 Subject objectives*** C1, C, C3, C4,C5 Programme content*** Lec1,Lec,Lec3, Lec4,Lec5,Lec6, Lec7,Cl1,Cl, Teaching tool number*** N1, N, N3, PEK_U01 (skills) S_ZP_U04 C3,C4,C5 Lec5,Lec6,Lec7, N1, N, N3, PEK_U0 S_ZP_U06 C3,C4,C5 Lec3,Cl1,Cl N1, N, N3, PEK_K01 (competences) KZIP_ZARZ_K01 KZIP_ZARZ_K08 C1, C C3,C4,C5 Lec1,Lec,Lec3, Lec4,Lec5,Lec6, Lec7,Cl1,Cl, N1, N, N3, ** - enter symbols for main-field-of-study/specialization educational effects *** - from table above