Social and Entrepreneurial Skills of a Financial Professional 2600-PBz1USPF
The course program is divided into five modules:
Module 1. Self-awareness and Relationship Building
The module covers topics related to the functioning of an individual in social relationships and groups. Students learn the importance of psychological safety, develop active listening skills, and recognize their own reactions and functioning patterns under pressure. The reference points are professional situations requiring collaboration, information exchange, and understanding the perspectives of others.
Module 2. Thinking and Acting Under Uncertainty
This module focuses on methods for analyzing problems and taking action under conditions of incomplete information. It includes developing critical and creative thinking, identifying assumptions and limitations, generating solutions, and making decisions. An important element is developing an entrepreneurial attitude understood as initiative, identifying opportunities, and taking responsibility for action.
Module 3. Cooperation and Diversity
The module addresses functioning in teams and situations with differing needs, opinions, and modes of operation. Students develop skills in giving and receiving feedback, expressing their own stance, setting boundaries, and constructively confronting viewpoints. They also learn team roles, the significance of diversity, and the basic mechanisms and phases of the group process.
Module 4. Communication and Social Influence
This module focuses on communicating information and expert knowledge tailored to the audience, as well as utilizing communication to build understanding and exert influence.
Module 5. Integration of Competencies and Practical Application
The final module serves to integrate competencies developed throughout the course and apply them in professional situations. Students execute a team project involving an interview with a practitioner working in the finance sector and an analysis of the importance of social and entrepreneurial skills in their work. The project forms the basis for reflection on one's own functioning in a team and the significance of the developed competencies in future professional practice.
Course coordinators
Type of course
Learning outcomes
K_W01: In-depth knowledge of research methodology and terminology in the discipline of economics and finance as well as complementary disciplines (management and quality sciences, legal sciences).
K_W02: In-depth knowledge of principles, procedures, and practices regarding investments and data analysis.
K_W03: In-depth knowledge of economic theories and models concerning the functioning of organizations and the overall economy, particularly areas related to financial investments and data analysis.
K_W05: Complex technological, social, political, legal, economic, and ecological processes and phenomena, including fundamental dilemmas of modern civilization and their impact on financial decisions in organizations, the functioning of the entire economy, and organizations regarding information system development.
K_W06: Principles of industrial property protection and copyright law.
K_W08: Principles of creating and developing various forms of entrepreneurship nationally and globally.
K_U05: Proposing solutions to tasks embedded in unpredictable conditions.
K_U06: Independently and in teams preparing analyses, diagnoses, and reports concerning complex and non-standard problems related to investments and data analysis in organizations, communicatively presenting them to diverse audiences, and conducting debate, including in English, using advanced IT and communication tools.
K_U08: Planning, organizing, and directing teamwork, as well as collaborating in teams and taking a leading role in team activities.
K_U09: Developing the capacity for self-learning, enhancing acquired qualifications, and supporting others in this regard.
K_K01: Readiness to critically evaluate and approach complex situations and phenomena related to the functioning of organizations.
K_K02: Recognizing the importance and value of scientific knowledge in the context of solving complex problems regarding investments and data analysis in an organization, as well as seeking expert advice in this process.
K_K03: Initiating activities that benefit the community, society, or environment, as well as initiating actions for the common good.
K_K04: Thinking and acting in an entrepreneurial manner on a national and global scale.
Assessment criteria
A formal necessary condition for passing the course is attendance in class.
Additional passing criteria (graded):
- Completion of the task described in the assignment given on the first day of class (40%)
- Homework assignments and active class participation (60%)
Bibliography
Primary Literature:
- Belbin, M. (2008). Twoja rola w zespole. GWP.
- Fijewska-Król, M., Fijewski, P. (2013). Asertywność menedżera. Polskie Wydawnictwo Ekonomiczne.
- Fijewska-Król, M. (2023). Stanowczo łagodnie bez lęku dziś. Bookolika.
- Edmondson, A. (2025). Bezpieczeństwo psychologiczne w zespole. MT Biznes.
- Klincewicz, K. (red.) (2016). Zarządzanie, organizacje i organizowanie – przegląd perspektyw teoretycznych. Warszawa: Wydawnictwo Naukowe Wydziału Zarządzania Uniwersytetu Warszawskiego, http://timo.wz.uw.edu.pl/zoo [chapter 26]
Supplementary Literature:
- Bion, W. (2015). Doświadczenia w grupach i inne prace. Oficyna Ingenium.
- Coyle, D. (2025). Kod kultury. Wydawnictwo Kompania Mediowa.
- Illouz, E. (2010). Uczucia w dobie kapitalizmu. Oficyna Naukowa.
- Nitsun, M. (2015). Antygrupa. Siły destrukcyjne w grupie oraz ich twórczy potencjał. Laboratorium Psychoedukacji & Pracownia Humani.
- Livermore, D. (2025). Leading global teams effectively. Harvard Business Review (May-June).
- McKay, M., Davis, M., Fanning, P. (2021). Sztuka skutecznego porozumiewania się. Gdańskie Wydawnictwo Psychologiczne.