FIUBPFPN Financial Counselling

School of Business Administration in Karvina
Summer 2019
Extent and Intensity
1/2/0. 5 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Jana Šimáková, Ph.D. (lecturer)
Ing. Jana Šimáková, Ph.D. (seminar tutor)
Guaranteed by
Ing. Jana Šimáková, Ph.D.
Department of Finance and Accounting – School of Business Administration in Karvina
Contact Person: Ing. Irena Szarowská, Ph.D., MPA
Prerequisites
None
Course Enrolment Limitations
The course is offered to students of any study field.
Course objectives
The aim of this course is to familiarize students with the financial products, their advantages and disadvantages. The course is an introduction to the basic investment opportunities for households and their use in the production of investment portfolio households. Students will learn the principles of financial advisor interview with the client including solution of the main the objections arising in the conduct of business conversation.
Syllabus
  • 1. Financial planning
    2. Life reserves
    3. Financial mathematics
    4. Bank products
    5. Pensions
    6. Insurance
    7. Securities, mutual funds
    8. Building savings
    9. Policy-making portfolio investments
    10. Macroeconomics and real investment
    11. Financial advisor
    12. Financial institutions in terms of personal finances in the Czech Republic
    13. Financial intelligence
Literature
    required literature
  • ŠIMÁKOVÁ, J. Finanční poradenství. Karviná: SU OPF. (k dispozici na univerzitním po, 2018. info
  • SYROVÝ, P. Investování pro začátečníky. 3. vyd. Praha: Grada Publishing, 2016. ISBN 978-80-271-0092-7. info
  • RADOVÁ, J., P. DVOŘÁK a J. MÁLEK. Finanční matematika pro každého. 8. vyd. Praha: Grada Publishing, 2013. ISBN 978-80-247-4831-3. info
    recommended literature
  • Webový portál České národní banky ? Peníze na útěku. info
  • STAVÁREK, D. Finance. Karviná: SU OPF, 2014. ISBN 978-80-7248-847-6. info
  • KOHOUT, P. Investiční strategie pro třetí tisíciletí. 7. vyd. Praha: Grada Publishing, 2013. ISBN 978-80-247-5064-4. info
  • RŮČKOVÁ, P. a M. ROUBÍČKOVÁ. Finanční management. Praha: Grada Publishing, 2012. ISBN 978-80-247-4047-8. info
  • SYROVÝ, P. Financování vlastního bydlení. Praha: Grada Publishing, 2009. ISBN 978-80-247-2399-4. info
Teaching methods
Skills demonstration
Seminar classes
Assessment methods
Credit
Language of instruction
Czech
Further comments (probably available only in Czech)
The course can also be completed outside the examination period.
Teacher's information
ActivityDifficulty [h]
Ostatní studijní zátěž76
Přednáška13
Seminář26
Zápočet30
Summary145
The course is also listed under the following terms Winter 2019, Summer 2021, Summer 2022, Summer 2023, summer 2024.
  • Enrolment Statistics (Summer 2019, recent)
  • Permalink: https://is.slu.cz/course/opf/summer2019/FIUBPFPN