Information Package

Program of Insurance and Risk Management

TBF373

PRIVATE PENSION SYSTEMS

Course Code
TBF373
Semester
-
Theory+Practice
3 + 0
ECTS
5
Course TypeElective Course
Course LevelBachelor's Degree
Year of Study-
Semester-
ECTS5
Name of Lecturer(s) -
Learning Outcomes

At the end of this course, the students;

  1. Define private pension funds and explain their history and functioning.
  2. Explain the benefits that private pension funds provide to individuals.
  3. Discuss why individuals should have private pension funds.
  4. Explain the role and importance of private pension funds in the national economy.
Mode of DeliveryFace to face
PrerequisitesNo
Recommended Optional Programme ComponentsNone
Course DescriptionThis course delves into the fundamental concepts of retirement, encompassing both private pensions and social security retirement. The course will also delve into the historical evolution of individual pension systems, focusing on the fundamental concepts, institutions involved, the legal framework, pension companies, pension funds, and pension plans.
Course Contents
WEEK TOPICS
1st Week Introduction
2nd Week Definition and fundamental characteristics of the social security system
3rd Week Definition and fundamental characteristics of the social security system
4th Week Historical development of social security
5th Week Objectives of social security
6th Week Complementary organizations in social security
7th Week Private insurances, private pension funds
8th Week Midterm exam
9th Week Conceptual framework of private pension funds
10th Week Historical development of private pension funds
11th Week Operation of private pension funds
12th Week Types of private pension funds
13th Week Key features of private pension funds
14th Week Importance and benefits of private pension funds
Recommended or Required ReadingErgenekon, Ç. (1998). Özel emeklilik fonları: Şili örneğinden alınacak dersler. İstanbul Menkul Kıymetler Borsası.

Özbolat, M. (2004). Türkiye'de hayat sigortaları ve bireysel emeklilik sistemi. Detay Yayıncılık, Ankara.

Uyar, H. İ. (2012). Bireysel emeklilik sistemi. Detay Yayıncılık, Ankara.
Planned Learning Activities and Teaching Methods
  • Lecture
  • Questions/Answers
Assessment Methods and Criteria
Quantity Percentage (%)
Mid-term 1 40
Assignment 1 10
Total(%) 50
Contribution of In-term Studies to Overall Grade(%) 50
Contribution of Final Examination to Overall Grade(%) 50
Total(%) 100
ECTS Allocated Based on Student Workload
Activities Quantity Duration (Hour) Total Workload (Hour)
Midterm exam 1 1 1
Preparation for Quiz
Individual or group work 14 3 42
Preparation for Final exam 1 30 30
Course hours 13 3 39
Preparation for Midterm exam 1 20 20
Laboratory (including preparation)
Final exam 1 1 1
Homework 1 10 10
Total Work Load143
Total Work Load / 30 (h)4.76
ECTS Credit of the Course5
Language of InstructionTurkish
Work Placement(s)No
LO1 LO2 LO3 LO4
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K7
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