Print syllabus(in Polish) Private banking
General data
| Course ID: | WP-PRZ-mon-pbank |
| Erasmus code / ISCED: | (unknown) / (unknown) |
| Course title: | (unknown) |
| Name in Polish: | Private banking |
| Organizational unit: | Faculty of Law and Administration |
| Course groups: | |
| ECTS credit allocation (and other scores): |
(not available)
|
| Language: | English |
| Subject level: | elementary |
| Learning outcome code/codes: | PR_W02 PR_W04 PR_W05 PR_W06 PR_U01 PR_U02 PR_U03 PR_U05 PR_U06 PR_U07 PR_U09 PR_U11 |
| Short description: |
The monograph aims to familiarize students with the specifics of the private banking service, as well as legal problems that may occur during its provision. |
| Full description: |
1. Private banking - characteristics. 2. Services provided as part of private banking. 3. History of private banking in Poland and in the world. 4. Legal basis for the provision of private banking services by banks. 5. Relationship connecting the client with the adviser delegated to his service; adviser's responsibility. 6. Irregularities during the provision of private banking services. 7. Identifying legal loopholes in the Polish legal system regarding the provision of private banking services and an attempt to formulate de lege ferenda postulates. |
| Bibliography: |
1. Materiały przekazywane przez prowadzącego zajęcia. Brak podręcznika wiodącego. 2. Akty prawne: Ustawa z dnia 29 sierpnia 1997 r. Prawo bankowe (tekst jedn. Dz. U. 2018, poz. 2187 ze zm.) Ustawa z dnia 23 kwietnia 1964 r. Kodeks cywilny (tekst jedn. Dz. U. 2019, poz. 1145 ze zm.) Ustawa z dnia 6 czerwca 1997 r. Kodeks karny (tekst jedn. Dz. U. 2019, poz.1950 ze zm.) Ustawa z dnia 29 lipca 2005 r. o obrocie instrumentami finansowymi (tekst jedn. Dz. U. 2018, poz. 2286 ze zm.) 3. Literatura uzupełniająca: L. Dziawgo, Private banking. Istota - Koncepcja - Funkcjonowanie, Toruń 2005 |
| Efekty kształcenia i opis ECTS: |
EK1 presents the characteristic features of the private banking service, as well as its history EK2 characterizes the services provided under private banking EK3 indicates the legal basis for the provision of private banking services by banks EK4 describes the specific relationship between the client and the adviser delegated to support him EK5 presents irregularities occurring during the provision of private banking services EK6 identifies legal gaps in the Polish legal system regarding the provision of private banking services EK7 uses theoretical knowledge in the field of public and private law to describe and analyze the facts of specific situations and indicate the resolution of the problem EK8 participates in discussions on specific problems arising in connection with the provision of private banking services |
| Assessment methods and assessment criteria: |
Teaching methods for achieving learning outcomes EK1-EK8 are problem lecture, seminar lecture, discussion, case study, brainstorming. Methods for verifying learning outcomes EK1-EK8 are class activity, observation of behavior, continuous assessment, written assignment or final presentation. EK1 presents the characteristic features of the private banking service, as well as its history At grade 2 (ndst) he can not indicate the features and present the history of the private banking service The assessment of 3 (dst) indicates several features of private banking and the basic elements of the history of this service The grade 4 (db) correctly indicates most of the features of the private banking service, as well as its history A rating of 5 (very good) indicates all the features of the private banking service, as well as presents their mutual relations and presents a very good history of the development of this service EK2 characterizes the services provided under private banking On grade 2 (ndst) he cannot characterize any private banking service On the grade 3 (dst) it sufficiently presents several private banking services On the grade 4 (db) correctly presents the majority of private banking services On the grade 5 (very good) it correctly presents all private banking services EK3 indicates the legal basis for the provision of private banking services by banks At grade 2 (ndst) it cannot indicate any legal basis for the provision of private banking services by banks On grade 3 (dst) it sufficiently presents several legal bases for the provision of private banking services by banks On the grade 4 (db) correctly presents most of the legal basis for the provision of private banking services by banks On the grade 5 (very good) correctly presents all the legal basis for the provision of private banking services by banks EK4 describes the specific relationship between the client and the adviser delegated to support him On grade 2 (ndst) he cannot describe the relationship between the client and the adviser delegated to his service On the grade 3 (dst) it sufficiently describes the relationship between the client and the adviser delegated to his service On the grade 4 (db) correctly and to a good degree describes the relationship between the client and the adviser delegated to his service The 5 (very good) grade gives a good and very good description of the relationship between the client and the advisor delegated to support him, and is able to indicate the risks that may appear in such a shaped relationship EK5 presents irregularities occurring during the provision of private banking services At grade 2 (ndst) it cannot indicate any irregularity occurring during the provision of the private banking service On grade 3 (dst) it sufficiently presents several irregularities occurring during the provision of the private banking service On the grade 4 (db) correctly presents the majority of irregularities occurring during the provision of the private banking service and attempts to identify the tools used to overcome them The 5 (very good) grade correctly presents the irregularities occurring during the provision of the private banking service and identifies the tools used to eliminate them EK6 identifies legal gaps in the Polish legal system regarding the provision of private banking services At grade 2 (ndst) he cannot indicate any legal gap in the Polish legal system regarding the provision of the private banking service For grade 3 (dst) it sufficiently presents several legal loopholes in the Polish legal system regarding the provision of the private banking service On grade 4 (db) it correctly presents most of the legal loopholes in the Polish legal system regarding the provision of the private banking service and attempts to identify mechanisms to solve the problem in a good way The 5 (very good) grade correctly presents the legal loopholes in the Polish legal system regarding the provision of the private banking service and attempts to identify mechanisms to solve the problem to a very good degree EK7 uses theoretical knowledge in the field of public and private law to describe and analyze the facts of specific situations and indicate the solution to the problem On grade 2 (ndst) is not able to use theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the resolution of the problem On grade 3 (dst) it sufficiently uses theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the resolution of the problem On grade 4 (db), it uses the theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the solution of the problem For grade 5 (very good), it uses the theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the solution of the problem to a very good degree EK8 takes part in the discussion on specific problems arising in connection with the provision of private banking services On grade 2 (ndst) he does not participate in the discussion regarding specific problems arising in connection with the provision of the private banking service On the assessment 3 (dst) takes part in the discussion on specific problems arising in connection with the provision of the private banking service by submitting individual comments On grade 4 (db) participates in the discussion on specific problems arising in connection with the provision of private banking services by formulating several sentence statements On grade 5 (very good), it actively participates in the discussion on specific problems arising in connection with the provision of private banking services using arguments in the field of public and private law |
Copyright by Cardinal Stefan Wyszynski University in Warsaw.
