FINE306M Investment Counselling

School of Business Administration in Karvina
Winter 2009
Extent and Intensity
0/0. 5 credit(s). Type of Completion: z (credit).
Guaranteed by
RNDr. Jarmila Šlechtová
Department of Finance and Accounting – School of Business Administration in Karvina
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
Course objectives
The goal of the course is to acquaint with the financial produces for household, their mission, advantages and disadvantage. Part of the object is also identification fundamental capital purposes for household and to utilize at production capital portfolio household. Listener with to thrown together with the fundamentals of a leading the business talking by the financial adviser with the clients inclusive the solving of a fundamental objection arose at lead business-talk.
Syllabus (in Czech)
  • 1. Základní investiční příležitosti
    2. Finanční analýza klienta
    3. Obchodní rozhovor
    4. Základy práce finančního poradce
Literature
    required literature
  • STEIGAUF, S. Fondy. Jak vydělávat pomocí fondů. Praha: GRADA Publishing, 2003. ISBN 80-247-0247-9. info
  • KIYOSAKI, RT., LECHTER, SL. Bohatý táta radí, jak investovat. Praha: PRAGMA, 2002. ISBN 80-7205-889-4. info
  • KOHOUT, P. Investiční strategie pro třetí tisíciletí. Praha: GRADA Publishing, 2001. ISBN 80-247-0074-3. info
    recommended literature
  • SYROVÝ, P., NOVOTNÝ, M. Osobní a rodinné finance. Praha: GRADA Publishing, 2003. ISBN 80-247-0478-1. info
  • KIYOSAKI, RT., LECHTER, SL. Bohatý táta, chudý táta. Praha: PRAGMA, 2001. ISBN 80-7205-822-3. info
  • KIYOSAKI, RT., LECHTER, SL. Cashflow kvadrant. Praha: PRAGMA, 2001. ISBN 80-7205-853-3. info
  • STANLEY, TJ., DANKO, WD. Váš soused je milionář. Praha: Pragma, 1999. ISBN 80-7205-643-3. info
  • STOWERS, JE. Jak dosáhnout finanční nezávislosti. Praha: GRADA Publishing, 1996. ISBN 80-7169-337-5. info
Language of instruction
Czech
Further comments (probably available only in Czech)
The course can also be completed outside the examination period.
Information on the extent and intensity of the course: Přednáška 3 HOD/SEM.
The course is also listed under the following terms Winter 2007, Winter 2008, Winter 2010.
  • Enrolment Statistics (Winter 2009, recent)
  • Permalink: https://is.slu.cz/course/opf/winter2009/FINE306M