Social and Entrepreneurial Skills of a Financial Professional 2600-ZRdz1USPF

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_U01: Use the theory of the discipline of economics and finance as well as complementary disciplines (management and quality sciences, legal sciences) to recognize, diagnose, and solve problems related to financial decisions in investment advisory and capital markets.
K_U02: Ability to properly interpret complex social processes and phenomena and their impact on organizational functioning.
K_K01: Readiness to critically evaluate and approach complex situations and phenomena related to the functioning of organizations.
K_K04: Thinking and acting in an entrepreneurial manner on a national and global scale.
K_K05: Adhering to, enforcing, and developing professional ethical standards and enhancing professional achievements.

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%)

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.