Detail předmětu
Personal Finance
FP-pfPAAk. rok: 2024/2025
The course is focussed on the following areas: personal income, planning and budgeting, savings and investments, debts, personal risk and bankruptcy, law and tax contexts of personal finance.
Jazyk výuky
angličtina
Počet kreditů
5
Garant předmětu
Zajišťuje ústav
Základní literatura
Holmquist, J. Budgeting: How to Make a Budget and Manage Your Money and Personal Finances Like a Pro. CreateSpace Independent Publishing Platform. 2016. ISBN 978-1-530487264. (EN)
Lawless, R.E. The Student's Guide to Financial Literacy. Greenwood. 2010. ISBN 978-0-313-37718-1 (EN)
Ryan, J. Personal Financial Literacy. Cengage. 2012. ISBN 978-0-8400-5829-4 (EN)
Twomey, B. Inside the Currency Market: Mechanics, Valuation and Strategies. Bloomberg Press. 2012. ISBN 978-0-470-95275-7 (EN)
Lawless, R.E. The Student's Guide to Financial Literacy. Greenwood. 2010. ISBN 978-0-313-37718-1 (EN)
Ryan, J. Personal Financial Literacy. Cengage. 2012. ISBN 978-0-8400-5829-4 (EN)
Twomey, B. Inside the Currency Market: Mechanics, Valuation and Strategies. Bloomberg Press. 2012. ISBN 978-0-470-95275-7 (EN)
Doporučená literatura
Aprea, C. et al. International Handbook of Financial Literacy. Springer. 2016. ISBN 978-981-10-0358-5 (EN)
Kaminski, K. Financial Literacy: Introduction to the Mathematics of Interest, Annuities, and Insurance. UPA. 2010. ISBN 978-0-7618-5309-1 (EN)
Smith, A.O. Financial Literacy for Millennials: A Practical Guide to Managing Your Financial Life for Teens, College Students, and Young Adults. Praeger. 2016. ISBN 978-1-440834028. (EN)
Tyson, E. Personal Finance For Dummies. For Dummies. 2012. ISBN 978-1-118117859. (EN)
Kaminski, K. Financial Literacy: Introduction to the Mathematics of Interest, Annuities, and Insurance. UPA. 2010. ISBN 978-0-7618-5309-1 (EN)
Smith, A.O. Financial Literacy for Millennials: A Practical Guide to Managing Your Financial Life for Teens, College Students, and Young Adults. Praeger. 2016. ISBN 978-1-440834028. (EN)
Tyson, E. Personal Finance For Dummies. For Dummies. 2012. ISBN 978-1-118117859. (EN)
Zařazení předmětu ve studijních plánech
- Program BAK-AUAD-A bakalářský 2 ročník, letní semestr, povinně volitelný
Typ (způsob) výuky
Cvičení
13 hod., povinná
Vyučující / Lektor
Osnova
1 General principles of compound interest and its impact in savings
2 Investments: Equities, mutual funds, exchange traded funds, stocks and their profitability
3 Investments: Bonds and their valuation, duration, convexity, immunization
4 Debts: Amortization, annuity, payment plan
5 Currency market: cross currency exchange rates, forward exchange rates
6 Summary of the semester - a wrap up, review of the knowledge/skills enhancing, feedback from students. Test. Credit awarding.
2 Investments: Equities, mutual funds, exchange traded funds, stocks and their profitability
3 Investments: Bonds and their valuation, duration, convexity, immunization
4 Debts: Amortization, annuity, payment plan
5 Currency market: cross currency exchange rates, forward exchange rates
6 Summary of the semester - a wrap up, review of the knowledge/skills enhancing, feedback from students. Test. Credit awarding.