Course detail

Financial investments

FP-IfinKAcad. year: 2023/2024

The course enables acquirement of theoretical knowledge and practical skills with respect to all spheres of activities on a financial market. The course deals with the individual types of existing financial institutions and financial instruments as well as with the most important types of financial transactions carried out on financial markets. The course provides students also with the fundamentals of financial mathematics.

Language of instruction

Czech

Number of ECTS credits

5

Mode of study

Not applicable.

Entry knowledge

The course is a follow-up to the knowledge of theory of market economy, monetary theory, and ways of pursuing of expansive and restrictive monetary and fiscal policy in an open economy, basic activities of banking system institutions.

Rules for evaluation and completion of the course

Completion of the subject:
Credit is awarded on the basis of successful completion of prescribed written tests, the content of which is the mathematics discussed in the exercises. The tests consist of five examples, of which for each correctly calculated example the student can get a maximum of 5 points. The student can get a maximum of 25 points from the test, while the minimum number of points for which credit can be awarded is 35 points. The first two tests are part of the exercise, the credit test then allows you to complete the required number of points. Credit is a condition of admission of a student to the oral exam. In the final evaluation of the course, the results of the credit test are taken into account by 30%, the results of the oral exam by 70%.

Completion of the course for students with individual study:
The conditions are the same, only credit is awarded only on the basis of a credit test, which contains 10 examples, of which for each correctly calculated example the student can get a maximum of 5 points.

Completion of the course in distance form:
The conditions for granting the credit are the same as for students with individual study. The exam will take the form of a test that will contain 20 multiple-choice questions, some of which may be correct. For each correct answer the student will receive a point, for each incorrect answer the point will be deducted. Unchecked answers will not be evaluated. The condition for successful passing of the exam is the achievement of at least 70% of possible points (evaluation by classification level E). Upon reaching 75% of the possible points, it will be graded D; when 80% of the possible points are reached by grade C; when 85% of the possible points are reached by grade B and when 90% of the possible points are reached by grade A.

The control of participation is fully in teacher’s competence. Active participation in lessons, control of knowledge in seminars.

Aims

The main objective of the course is to teach students how to understand ding financial system as the integral part of an economic system as well as its role, substance and importance of its functioning. Students will learn how to actively participate in standard types of financial operations with individual types of financial investment tools, from the corporate financial transactions point of view as well as from the personal finances management point of view. Also dealt with are the fundamentals of financial mathematics necessary for financial practice.
Students will acquire theoretical and practical knowledge and skills from all spheres connected with functioning of a financial market. They will understand the significance of the financial market for the economy of every state and will have a grasp of the function and mission of each institution and subject operating on the financial market. They will learn to differentiate financial tools and to use them in practice. Students will also learn how to plan and carry out basic financial operations using existing investment instruments in the corporate practice as well as for personal finances management.

Study aids

Not applicable.

Prerequisites and corequisites

Not applicable.

Basic literature

Meluzín, T. Finanční trhy-cvičení. Brno: CERM, 2005. 1. vyd. ISBN 80-214-3048-6.
Mishkin, Frederic S. The economics of money, banking, and financial markets. Twelfth edition. Harlow, England: Pearson Education, 2019. 738 stran. ISBN 978-1-292-26885-9.
REJNUŠ, Oldřich. Finanční trhy: učebnice s programem na generování cvičných testů. První vydání. Praha: Grada Publishing, a.s., 2016. 380 stran. ISBN 978-80-247-5871-8.
ŠOBA,O., ŠIRŮČEK, M.: Finanční matematika v praxi. 2., aktualizované a rozšířené vydání, Grada, Praha, 2017. ISBN 978-80-271-0250-1.

Recommended reading

Giddy, Ian H. Global financial markets. Lexington: D.C. Heath, ©1994. xix, 583 s. ISBN 0-669-24605-0.
Jílek, Josef. Deriváty, hedžové fondy, offshorové společnosti. 1. vyd. Praha: Grada, 2006. 260 s. Finanční trhy a instituce. Finance. ISBN 80-247-1826-X.
Jílek, Josef. Finanční a komoditní deriváty. 1. vyd. Praha: Grada, 2002. 624 s. ISBN 80-247-0342-4.
Kislingerová, Eva a Hnilica, Jiří. Finanční analýza: krok za krokem. 2. vyd. Praha: C.H. Beck, 2008. xiii, 135 s. C.H. Beck pro praxi. ISBN 978-80-7179-713-5.
Rejnuš, Oldřich. Finanční trhy. 4., aktualiz. a rozš. vyd. Praha: Grada, 2014. 760 s. Partners. ISBN 978-80-247-3671-6.
Rose, Peter S. a Marquis, Milton H. Money and capital markets: financial institutions and instruments in a global marketplace. 10th ed. Boston: McGrawHill, 2009. xxxviii, 767, [33] s. The McGraw-Hill/Irwin series in finance, insurance, and real estate. McGraw-Hill International Edition. ISBN 978-0-07-126881-3.
Valach, Josef a kol. Investiční rozhodování a dlouhodobé financování. 3., přeprac. a rozš. vyd. Praha: Ekopress, 2010. 513 s. ISBN 978-80-86929-71-2.

Classification of course in study plans

  • Programme MGR-IM-KS Master's 1 year of study, winter semester, compulsory-optional

Type of course unit

 

Guided consultation in combined form of studies

16 hod., optionally

Teacher / Lecturer