FINPFIC Investment and Financial Counselling

Obchodně podnikatelská fakulta v Karviné
léto 2009
Rozsah
1/2/0. 3 kr. Ukončení: zk.
Vyučující
RNDr. Jarmila Šlechtová (přednášející)
Garance
RNDr. Jarmila Šlechtová
Katedra financí a účetnictví – Obchodně podnikatelská fakulta v Karviné
Omezení zápisu do předmětu
Předmět je otevřen studentům libovolného oboru.
Cíle předmětu
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.
Osnova
  • 1. Financial planning
    2. Life reserves
    3. Financial mathematics
    4. Bank products
    5. Pension supplementary insurance
    6. Insurance
    7. Stocks, declared shares funds
    8. Buildings saving
    9. Fundamentals of the generation portfolio in the finance investments
    10. Macroeconomics and real investment
    11. Financial consultant
    12. Financial settlement in Czech Republic in view of the private finance
    13. Finance ability
Literatura
    povinná literatura
  • SAUNDERS, A., CORNETT, M.M. Financial Markets and Institutions.Financial Markets and Institutions. A Modern Perspective. Boston etc.: McGraw-Hill Irwin, 2001. ISBN 0-07-234892-5. info
  • MADURA, J. Financial Markets and Institutions. Saint Paul etc.: West Publishing Company, 1992. ISBN 0-314-87735-5. info
    doporučená literatura
  • EAKINS, S.G. Finance. Investments, Institutions, and Management. Boston etc.: Addison Wesley, 2002. ISBN 0-201-72166-X. info
  • SAUNDERS, A., CORNETT, M.M. Financial Markets and Institutions. A Modern Perspective. Boston etc.: McGraw-Hill Irwin, 2001. ISBN 0-07-234892-5. info
  • HOWELLS, P., BAIN, K. The Economics of Money, Banking and Finance. A European TextThe Economics of Money, Banking and Finance. Addison Wesley Longman, 1998. ISBN 0582-27800-7. info
  • FABOZZI, F.J., MODIGLIANI, F., FERRI M.G. Foundations of Financial Markets and Institutions. Englewood Cliffs, NJ., Prentice-Hall, 1994. ISBN 0-13-328980-X. info
  • KOHN, M. Money, Banking and Financial Markets. 2. vyd. Chicago etc.: The Dryden Press, 1991. ISBN 0-03-033334-2. info
Vyučovací jazyk
Angličtina
Informace učitele
Compulsory attendance at seminars 50 %.
Project for financial balance, 2x seminar discussions, defence of the own project, final exam (written)
Další komentáře
Předmět je dovoleno ukončit i mimo zkouškové období.
Předmět je zařazen také v obdobích léto 2008, léto 2010, léto 2011, léto 2012, léto 2013, léto 2014.