Students should be familiar with the concepts learnt in the following courses: Financial markets and institutions.

1. Introduction to banking prudential regulation: Basel III

2. Introduction to insurance prudential regulation: Solvency II

3. Liabilities management and funding strategies: deposits, certificates of deposits, bonds, notes.

4. Loan characteristics and credit policy: screening, monitoring and loan portfolio management.

5. The insurance process

6. The policyholder protection

Rose-Hudgins, Bank Management & financial services , 9nd Ed., 2012, MC-GRAW Hill: IRWIN, only chapter 1, chapter 2, chapter 7, ( only 7.2 e 7.3); chapter 10, (only 10.2, 10.3; 10.4; 10.5) available on moodle platform.

Andenas M et al. (ed.), Solvency II: a Dynamic Challenge for the Insurance Market, 2017, Il Mulino, only chapter III, IV and VI.

Written or oral examination