FIUBKNFP Financial Counselling

School of Business Administration in Karvina
summer 2024
Extent and Intensity
16/0/0. 6 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Roman Hlawiczka, Ph.D. (lecturer)
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
Timetable
Sat 2. 3. 14:45–17:10 A111, Sat 20. 4. 14:45–17:10 A111
Prerequisites (in Czech)
FAKULTA(OPF) && TYP_STUDIA(B) && FORMA(K)
Course Enrolment Limitations
The course is also offered to the students of the fields other than those the course is directly associated with.
The capacity limit for the course is 35 student(s).
Current registration and enrolment status: enrolled: 17/35, only registered: 0/35
fields of study / plans the course is directly associated with
Syllabus
  • 1. Introduction to financial counselling
  • 2. Financial mathematics
  • 3. Deposit and credit products for retail clients
  • 4. Deposit and credit products for corporate clients
  • 5. Insurance products
  • 6. Investments and portfolio creation
  • 7. Financial independence and freedom
  • 8. Macroeconomic aspects of financial counselling
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
  • ŠOBA, O. a M. ŠIRŮČEK, 2017. Finanční matematika vpraxi. Praha: Grada Publishing. ISBN 978-80-271-0250-1.
    recommended literature
  • CRUCIANI, C., 2017. Investor Decision-Making and the Role of the Financial Advisor. A Behavioural Finance Approach. Cham: Palgrave MacMillan. ISBN 978-3-319-68233-4.
  • NACHER, P., 2015. Konec finančních negramotů vČechách. Praha: Nakladatelství Plot. ISBN 978-80-7248-269-0.
  • TŮMA, A., 2019. Ideální investiční portfolio. Jak dosáhnout investičního zenu. Praha: Grada Publishing. ISBN 978-80-271-0758-2.
Assessment methods
40% ongoing activities, 60% final exam
Language of instruction
Czech
Further comments (probably available only in Czech)
Study Materials
The course can also be completed outside the examination period.
Information on the extent and intensity of the course: Přednáška 16 HOD/SEM.
The course is also listed under the following terms Summer 2023.
  • Enrolment Statistics (recent)
  • Permalink: https://is.slu.cz/course/opf/summer2024/FIUBKNFP