Information Package / Course Catalogue
Management and Strategy in Financial Institutions
Course Code: EFN524
Course Type: Area Elective
Couse Group: Second Cycle (Master's Degree)
Education Language: Turkish
Work Placement: N/A
Theory: 3
Prt.: 0
Credit: 3
Lab: 0
ECTS: 5
Objectives of the Course

One of the success criteria for financial instutitions is to develop and implement a corporate governance strategy.

Course Content

In this course, main elements of strategic finance and corporate planning with respect to the financial institutions will be covered: theory of strategy development, business strategies, strategic management and corporate governance approaches, project planning, strategic analysis and data resources, and decision making processes.

Name of Lecturer(s)
Learning Outcomes
1.Define main elements of strategic finance and corporate planning with respect to the financial institutions.
2.Analyze theory of strategy development, business strategies, strategic management and corporate governance approaches.
3.Analyze theory of project planning, strategic analysis and data resources, and decision making processes.
4.Analyze theory of project planning, strategic analysis and data resources, and decision making processes.
5.Analyze theory of strategy development, business strategies, strategic management and corporate governance approaches.
Recommended or Required Reading
1.İşletmelerde Yatırım Kararları ve Hedef Pazar Stratejileri, Sefer Gümüş
Weekly Detailed Course Contents
Week 1 - Theoretical
Definiton, role and history of financial markets and institutions
Week 2 - Theoretical
Development of EURO money and capital markets and its importance for Turkish financial system
Week 3 - Theoretical
Turkish financial system: Foundation, history and principles of “Organized and OTC” “Money and Capital markets
Week 4 - Theoretical
Turkish Banking Sector: History, institutions with respect to the licence types, working principles, sectoral performance analysis according to the most recent financial statements, macroeconomic indicators, expectations for 2012
Week 5 - Theoretical
Turkish Banking Sector: Strengths – projections, possible threats, analysis and discussion
Week 6 - Theoretical
Source of financing for institutions in Turkish financial system: Deposits, Commercial Papers, Issuance of bonds, Securitization (Asset backed securities), Syndication loans
Week 7 - Intermediate Exam
Midterm Exam
Week 8 - Theoretical
Fund procurement activities continued: Syndication Loans: Correspondent Banking: International Banking Organizational characteristics; Bank to Bank credit studies; Elements of Change in Finance Sector; Competition; Risks and Risk Management.
Week 9 - Theoretical
Methods of placement in financial institutions: Foreign trade finance
Week 10 - Theoretical
Non-bank Financial Institutions: Leasing, Factoring, Forfaiting, Insurance and Security Firms: Non-bank financial institutions in Turkey and expectations through the regulatory intervention; New products
Week 11 - Theoretical
International Multipurpose Financial Institutions: IBRD, IFC, IBD, EIB, EBRD; Functions and products – Their importance and relationship with Turkey
Week 12 - Theoretical
ECA Institutions and Loans (EXIM BANK systems)
Week 13 - Theoretical
General review; Discussion of current issues
Week 14 - Theoretical
General review; Discussion of current issues
Week 15 - Theoretical
General review; Discussion of current issues
Assessment Methods and Criteria
Type of AssessmentCountPercent
Midterm Examination1%40
Final Examination1%60
Workload Calculation
ActivitiesCountPreparationTimeTotal Work Load (hours)
Lecture - Theory144398
Midterm Examination110111
Final Examination114216
TOTAL WORKLOAD (hours)125
Contribution of Learning Outcomes to Programme Outcomes
PÇ-1
PÇ-2
PÇ-3
PÇ-4
PÇ-5
PÇ-6
PÇ-7
PÇ-8
PÇ-9
OÇ-1
4
5
4
5
4
5
4
5
4
OÇ-2
3
4
5
4
3
5
4
3
4
OÇ-3
4
3
4
3
5
4
3
4
3
OÇ-4
4
3
5
4
3
4
3
4
4
OÇ-5
4
3
4
5
4
3
4
4
3
Adnan Menderes University - Information Package / Course Catalogue
2026