General informations
Basics in Financial Markets and Intermediaries
Venue: Pordenone – residential format
Dates: First/Second/Third week of July (TBD)
Mode: The course is offered in a blended format, starting with online preparatory materials (readings and introductory videos) and continuing onsite in Pordenone.
Target: 36 students (divided into 4 rotating groups of 9 – The group division is designed to facilitate the use of Bloomberg Terminals and ensure a better learning experience for each student)
Language: lectures will be held in English
Level: Introductory
Purpose of this workplan
This document outlines the tentative structure of the course and highlights the opportunities for Across partners to contribute in co-designing the course as well as in participating as faculty members or guest lecturers. Partners interested in teaching or leading sessions are invited to indicate their availability and areas of expertise.
Course overview
This intensive course offers students a practical and theoretical introduction to financial markets and intermediaries, with a strong European perspective. The programme is structured to combine:
- Morning lectures on banking, insurance, and capital markets.
- Afternoon interactive sessions, where students rotate among four hands-on activities:
- Bloomberg Lab
- Guided bibliographic research
- Analysis of banking supervision and regulation (EU)
- Analysis of insurance supervision and regulation (EU)
The week culminates in group presentations, where students compare financial systems across Across countries, followed by a cultural study tour.
Opportunities for Teaching Contribution
Across Alliance partners are welcome to contribute to the following areas:
Morning Lectures
You can propose a lecture or co-teaching activity in one of the following topics:
- EU Banking Sector (Tuesday)
- EU Insurance Sector (Wednesday)
- EU Financial Markets (Thursday)
- Comparative analysis of financial systems in Across countries (Friday)
Note: Friday’s session especially encourages short contributions (10–15 minutes) from partners, presenting insights on their respective national systems.
Afternoon Rotating Activities
Faculty members can lead or co-facilitate one of the four rotating activities:
- Bloomberg Terminal Sessions (Guidance will be provided; prior experience with Bloomberg preferred)
- Bibliographic Research in Finance (Focus on academic/professional databases and methodological skills)
- Banking Supervision and Regulation in the EU (Discussion based on ECB, EBA frameworks, or national examples)
- Insurance Supervision and Regulation in the EU (Coverage of EIOPA and national frameworks)
Online Preparatory Materials
You may also contribute by preparing:
- A short introductory video (max 10 mins) on your topic (this is the only form of online contribution)
- A reading list (up to 3 suggested resources)
- A quiz or reflective activity (optional)
Note: All teaching sessions are otherwise held live in class at the Pordenone venue.
Programme structure
| Day | Morning session | Afternoon session |
| Monday | Tools & Methods: Bloomberg (3h), Bibliographic research (2h) | Start of group rotations |
| Tuesday | The Banking Sector – Focus on EU | Group rotations continue |
| Wednesday | The Insurance Sector – Focus on EU | Group rotations continue |
| Thursday | Financial Markets – Focus on EU | Group rotations continue |
| Friday | Comparative overview – ACROSS countries | Group presentations and joint discussion |
| Saturday | Cultural Study Tour | |
Learning objectives
At the end of the course, participants will be able to:
- Understand the structure and role of banks, insurance companies, and financial markets in the EU.
- Use Bloomberg Terminal to retrieve, manage, and analyse financial data.
- Strengthen bibliographic research skills with academic and professional sources.
- Recognise the importance of supervision and regulation in financial systems.
- Compare the functioning of financial markets across Across partner countries.
- Work effectively in teams and communicate results through group presentations.
How to contribute
Please indicate your interest to contribute, either by sending students or by teaching, by sending an email to the Course Director (stefano.miani@uniud.it) no later than January 31, 2026.
The list of participating students should then be provided by March 1, 2026, indicating:
- Name and institution
- Area(s) of expertise
- Preferred session(s)
- Mode of participation (on-site / online)
- Any specific topics you would like to cover
Course leadership – University of Udine
Dr. Giulio Velliscig – Assistant Professor of Tools for Financial Informatics, University of Udine
Prof. Stefano Miani – Course Director, Full Professor of Financial Intermediaries, University of Udine
Prof. Enrico Geretto – Full Professor of Financial Intermediaries, University of Udine
Prof. Federico Beltrame – Associate Professor of Corporate Finance, University of Udine
Prof. Giancarlo Lauto – Associate Professor of Business Organization, University of Udine
Prof. Enrica Bolognesi – Associate Professor of Financial Markets, University of Udine
Dr. Egidio Palmieri – Assistant Professor of Financial Intermediaries and Financial Markets, University of Udine
