OPF:FIUBPFPO Financial Counselling - Course Information

FIUBPFPO Financial Counselling

Extent and Intensity

1/2/0. 5 credit(s). Type of Completion: z (credit).

Teacher(s)

doc. Ing. Pavla Klepková Vodová, Ph.D. (lecturer)
doc. Ing. Iveta Palečková, Ph.D. (lecturer)
Ing. Jana Šimáková, Ph.D. (lecturer)
doc. Ing. Pavla Klepková Vodová, Ph.D. (seminar tutor)
doc. Ing. Iveta Palečková, Ph.D. (seminar tutor)
Ing. Jana Šimáková, Ph.D. (seminar tutor)

Guaranteed by

doc. Ing. Pavla Klepková Vodová, 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 also offered to the students of the fields other than those the course is directly associated with.

fields of study / plans the course is directly associated with

• Banking (programme OPF, B_HOSPOL)
• Business Economics in Trade and Services (programme OPF, B_EKOMAN, specialization Corporate Finance)

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
• KIYOSAKI, R.T. Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money--That the Poor and Middle Class Do Not! info
• KIYOSAKI, R.T. The Business of the 21st Century. ISBN 978-8183222600. info
• KIYOSAKI, R.T. Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom. Scottsdale, 2011. ISBN 978-1612680057. info
• KOHOUT, P. Investiční strategie pro třetí tisíciletí. Praha: GRADA Publishing, 2010. ISBN 978-80-247-3315-9. info
• SYROVÝ, P. Investování pro začátečníky. GRADA Publishing, 2010. ISBN 978-80-247-3486-6. info
• RADOVÁ, J., DVOŘÁK, P., MÁLEK, J. Finanční matematika pro každého. Praha : GRADA Publishing, 2009. ISBN 978-80-247-3291-6. info
• SYROVÝ, P., NOVOTNÝ M. Osobní a rodinné finance. Praha: GRADA Publishing, 2004. ISBN 80-247-1098-6. info
• KENNEDY, D., KIYOSAKI, R.T., SUTTON, G. Real Estate Loopholes: Secrets of Successful Real Estate Investing. New York, 2003. ISBN 978-0446691352. info
• KIYOSAKI, R.T., LECHTER, S.L. Rich Dad's Cashflow Quadrant: Rich Dad's Guide to Financial Freedom. Brendwood, 2000. ISBN 978-0446677479. info

recommended literature
• FILIP, M. Osobní a rodinné bohatství : kam s penězi. Praha: C.H.Beck, 2006. ISBN 80-7179-416-3. info
• SYROVÝ, P. Financování vlastního bydlení. Praha: GRADA Publishing, 2005. ISBN 80-247-1097-8. info
• GLADIŠ, D. Naučte se investovat. Praha: GRADA Publishing, 2005. ISBN 80-247-1205-9. info
• STEIGAUF, S. Fondy. Jak vydělávat pomocí fondů. Praha: GRADA Publishing, 2003. ISBN 80-247-0247-9. info
• BELSKY, H., GILOVICH, T. Proč chytří lidé dělají hloupé chyby když jde o peníze. Praha: Práh,, 2003. ISBN 80-7252-073-2. info
• KAFKOVÁ, KOLEKTIV AUTORŮ ČAP. Životní pojištění,. Praha GRADA, 2002. ISBN 80-247-0146-4. 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

Activity	Difficulty [h]
Ostatní studijní zátěž	76
Přednáška	13
Seminář	26
Zápočet	30
Summary	145

• Enrolment Statistics (Summer 2019, recent)
  
• Permalink: https://is.slu.cz/course/opf/summer2019/FIUBPFPO