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Course Name |
Individual Pension System and Life Insurances
|
Code
|
Semester
|
Theory
(hour/week) |
Application/Lab
(hour/week) |
Local Credits
|
ECTS
|
BNK 206
|
Fall/Spring
|
3
|
0
|
3
|
4
|
Prerequisites |
None
|
|||||
Course Language |
Turkish
|
|||||
Course Type |
Elective
|
|||||
Course Level |
Short Cycle
|
|||||
Mode of Delivery | - | |||||
Teaching Methods and Techniques of the Course | DiscussionQ&ALecture / Presentation | |||||
National Occupation Classification | - | |||||
Course Coordinator | ||||||
Course Lecturer(s) | ||||||
Assistant(s) | - |
Course Objectives | The aim of this course is to provide the basic comparative and applicable knowledge about the facts, historical bacgrounds and the sector practices of individual pension sytem, life insurances and private pension funds. |
Learning Outcomes |
The students who succeeded in this course;
|
Course Description | Content of this course covers the types, futures, historical development and industry applications of life insurances and private pension funds. |
|
Core Courses | |
Major Area Courses |
X
|
|
Supportive Courses | ||
Media and Management Skills Courses | ||
Transferable Skill Courses |
Week | Subjects | Related Preparation | Learning Outcome |
1 | Structure and Development of the Social Security System | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter:1 | |
2 | Structure and Development of the Social Security System | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter:2 | |
3 | Life Insurance: Conceptual Framework and Historical Development | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter: 3 | |
4 | Types and Functions of Life Insurance Policies | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0 Chapter:4 | |
5 | Life Insurance Regulations | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter: 5 | |
6 | Life Insurance Practices in Turkey | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0 Chapter: 6 | |
7 | Life Insurance Products and Pricing | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter: 7 | |
8 | Midterm | ||
9 | Life Insurance Products and Pricing | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter:8 | |
10 | Individual Retirement System | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0 Chapter:9 | |
11 | Individual Retirement System Investment Funds | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter:9 | |
12 | Individual Retirement Practices in Turkey | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter: 10 | |
13 | Legal Regulations of the Individual Retirement System | Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter:11 | |
14 | Legal Regulations of the Individual Retirement System | -Karabay M. E., Akpınar Ö., Çelikdemir N.Ç., Tezergil S., Özcan H., Demirbilek İ. (2012). Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Anadolu Üniversitesi Yayınları. E-ISBN:978-975-06-2791-0. Chapter:11 | |
15 | Student Presentations | ||
16 | Final Exam |
Course Notes/Textbooks |
|
Suggested Readings/Materials |
|
Semester Activities | Number | Weigthing |
Participation |
1
|
10
|
Laboratory / Application | ||
Field Work | ||
Quizzes / Studio Critiques |
2
|
10
|
Portfolio | ||
Homework / Assignments |
-
|
-
|
Presentation / Jury |
1
|
15
|
Project | ||
Seminar / Workshop | ||
Oral Exams | ||
Midterm |
1
|
25
|
Final Exam |
1
|
40
|
Total |
Weighting of Semester Activities on the Final Grade |
4
|
60
|
Weighting of End-of-Semester Activities on the Final Grade |
1
|
40
|
Total |
Semester Activities | Number | Duration (Hours) | Workload |
---|---|---|---|
Theoretical Course Hours (Including exam week: 16 x total hours) |
16
|
3
|
48
|
Laboratory / Application Hours (Including exam week: '.16.' x total hours) |
16
|
0
|
|
Study Hours Out of Class |
14
|
1
|
14
|
Field Work |
0
|
||
Quizzes / Studio Critiques |
2
|
8
|
16
|
Portfolio |
0
|
||
Homework / Assignments |
-
|
-
|
0
|
Presentation / Jury |
1
|
10
|
10
|
Project |
0
|
||
Seminar / Workshop |
0
|
||
Oral Exam |
0
|
||
Midterms |
1
|
14
|
14
|
Final Exam |
1
|
18
|
18
|
Total |
120
|
#
|
PC Sub | Program Competencies/Outcomes |
* Contribution Level
|
||||
1
|
2
|
3
|
4
|
5
|
|||
1 |
To be able to develop themselves in the subjects of obtaining the financial resources necessary for the activities of individuals and enterprises under the most favorable conditions and examining the use of the accumulated funds. |
-
|
-
|
-
|
-
|
-
|
|
2 |
To be able to discuss the role, importance and functions of the institutions providing banking and insurance services in the economic system |
-
|
X
|
-
|
-
|
-
|
|
3 |
To be able to evaluate the organizational structure, business processes, and service portfolios of banks, insurance companies, and other financial institutions operating in the sector. |
-
|
-
|
-
|
-
|
-
|
|
4 |
To be able to develop skills in identifying, measuring, and assessing financial and operational risks, and to acquire fundamental knowledge to understand and apply insurance products against these risks. |
-
|
-
|
-
|
X
|
-
|
|
5 |
To be able to recognize financial products offered in the banking and insurance sector, and to gain skills in effective marketing and sales, as well as managing long-term customer relationships. |
-
|
X
|
-
|
-
|
-
|
|
6 |
To be able to possess basic legal knowledge and closely monitor legislative changes relevant to the field. |
-
|
-
|
-
|
-
|
-
|
|
7 |
To be able to possess basic knowledge of accounting and analyze financial statements to evaluate the financial status of businesses. |
-
|
-
|
-
|
-
|
-
|
|
8 |
To be able to follow technological innovations in the financial sector and acquire knowledge about the role of blockchain and artificial intelligence applications in the industry. |
-
|
-
|
-
|
-
|
-
|
|
9 |
To be able to make decisions based on the principles of professional ethics, accountability and responsibility |
-
|
-
|
-
|
-
|
-
|
|
10 |
To be able to follow international financial markets and global economic indicators by using English at least at the A2 level of the "European Language Portfolio" |
-
|
-
|
-
|
-
|
-
|
|
11 |
To be able to analyze and interpret banking and insurance data, and to develop data-driven strategies for financial decision-making. |
-
|
-
|
-
|
-
|
-
|
|
12 |
To be able to acquire knowledge about the components of national and international systems and the implementation of sector policies. |
-
|
X
|
-
|
-
|
-
|
|
13 |
To be able to direct his/her education to a further level of education |
-
|
-
|
-
|
-
|
-
|
*1 Lowest, 2 Low, 3 Average, 4 High, 5 Highest
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