Course detail

Banking and Insurance

ÚSI-ESBAPAcad. year: 2024/2025

Banking and Insurance systems.

Language of instruction

Czech

Number of ECTS credits

2

Mode of study

Not applicable.

Guarantor

Ing. Jan Krajíček, Ph.D.

Department

Institute of Forensic Engineering (ÚSI)

Entry knowledge

Not required

Rules for evaluation and completion of the course

Two compulsory written tests – one for the banking section and the second for the insurance part. The resultant classification is the sum of the results of both tests.
Monitored tuition via seminars, with a minimum attendance of 60 per cent.

Aims

To improve and deepen students’ understanding of the meaning of terms, relationships and banking and insurance products in conjunction with real-world practice.
Knowledge of terms and products frequently used in banking and insurance, as well as preparation for their use in practice.

Study aids

Not applicable.

Prerequisites and corequisites

Not applicable.

Basic literature

DUCHÁČKOVÁ, E. Pojištění a pojišťovnictví. Praha: Ekopress, 2015. ISBN 9788087865255.
KALABIS, Z. Základy bankovnictví. Praha: Albatros Media, 2012. ISBN 978-80-265-0001-8
KRAJÍČEK, J. Bankovnictví, studijní materiál, PDF 2021 (CS)
MEJSTŘÍK, M Bankovnictví v teorii a praxi. Praha: Karolinum, 2014. ISBN 978-80-246-2870-7
POLOUČEK, S. Bankovnictví. Praha: C.H. Beck, 2013. ISBN 9788074004919.

Recommended reading

DUCHÁČKOVÁ, E., DAŇHEL, J. Teorie pojistných trhů. Praha: Profesiional Publishing, 2010. ISBN 9788074310157. (CS)
DVOŘÁK, P. Bankovní pro bankéře a klienty. Praha: Linde, 2005. ISBN 80-7201-515-X
MAJTÁNOVÁ, A. DAŇHEL, J., DUCHÁČKOVÁ, E., KAFKOVÁ, E. Pojišťovnictví - Teorie a praxe. Praha: Ekopress, 2006. ISBN 80-86929-19-1
REVENDA, Z. Peněžní ekonomie a bankovnictví. Praha: Management Press, 2012. ISBN 9788072612406.

Elearning

eLearning: currently opened course

Classification of course in study plans

  • Programme EID_P Master's 2 year of study, winter semester, compulsory
  • Programme REI_P Master's 2 year of study, winter semester, compulsory

Type of course unit

 

Seminar

26 hod., compulsory

Teacher / Lecturer

Ing. Jiří Duchaň
Ing. Jan Krajíček, Ph.D.

Syllabus

1. Introduction to banking (types of financing, definition of a bank, bank supervision, the Czech banking system).
2. Identification of clients, financial investment instruments – deposit transactions.
3. Payments (cash, cashless, electronic banking, foreign payments).
4. Documentary payments (letter of credit, direct debit), payment cards, hedging of exchange rate risks.
5. Credit transactions, guarantees issued by banks (types of loans, loan applications, guarantee applications).
6. Credit analysis, loan and guarantee collateral.
7. Leasing, factoring, forfeiting.
8. Insurance – insurance theory and the related laws, forms of insurance.
9. Insurance of persons – property and liability insurance of citizens, risk and life insurance.
10. Third party liability insurance for motor vehicles, accident insurance for vehicles, transportation insurance.
11. Insurance of business risks.
12. Settlement of claims.

E-learning texts

Výpočet RPSN
Propočet RPSN.xls 1.3 MB

Elearning

eLearning: currently opened course