OPF:FIUBAPOF Principles of Finance - Course Information
FIUBAPOF Principles of Finance
School of Business Administration in KarvinaWinter 2022
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Irena Szarowská, Ph.D., MPA (lecturer)
Mgr. Tetiana Konieva, Ph.D. (assistant) - Guaranteed by
- prof. Ing. Daniel Stavárek, Ph.D.
Department of Finance and Accounting – School of Business Administration in Karvina
Contact Person: Ing. Irena Szarowská, Ph.D., MPA - Timetable
- Tue 8:05–9:40 A412
- Timetable of Seminar Groups:
- Prerequisites
- FAKULTA(OPF) && TYP_STUDIA(B) && FORMA(P)
The completion of the course does not require any conditions and the course can be enrolled independently of other courses - Course Enrolment Limitations
- The course is only offered to the students of the study fields the course is directly associated with.
The capacity limit for the course is 24 student(s).
Current registration and enrolment status: enrolled: 0/24, only registered: 0/24 - fields of study / plans the course is directly associated with
- Banking (programme OPF, B_HOSPOL)
- Banking, Finance, Insurance (programme OPF, B_BPP)
- Economics and Management (programme OPF, B_EME)
- Course objectives
- The goal of the course is to explain basic principles of finance and features of financial system. The course is an introductory course for all economic majors. It covers topics as a conception of money and functions of money, a position and role of financial institutions, financial instruments, and financial markets in a financial system.
- Syllabus
- 1. Financial system
Financial system as a complex of financial instruments, financial markets and financial intermediaries. Functions of financial system. Transition of savings into investments. Lenders and borrowers. Types of financial systems. M-system, B-system. Cross-country comparison. The financial system and the real economy. Financial system regulation. Information asymmetry.
2. Money
Concepts of money, role of money in economy, functions of money. Types of money. Evaluation of money. Banks and money. Monetary base, money supply, monetary aggregates. Money multiplier. Process of money multiplication. Deposit multiplier. Money market and effect of money on economy. Theory of money and main differencies in theories of money.
3. Monetary policy
Definition of monetary policy, its aims. Development and changes in monetary policy strategy. Implementation of monetary policy. Transmission mechanism of monetary policy. Instruments of monetary policy. Types of monetary policy. Expansive and restrictive monetary policy. Central bank and its independence. Principles of inflation targeting.
4. Interest rates
Basics of interest rates. Interest and interest rate. Real and nominal interest rates. Fisher effect. Determinants of interest rates. Term structure of interest rates, normal and inverted yield curve, effect of inflation. Risk and interest rate structure. Interest rates in banking practice. Interest rates of central bank. Interest rates of commercial banks. Time value of money. Present and future value of cash flows.
5. Securities
Financial instruments, importance of securities. Materialized and dematerialized securities. Money market instruments. Capital market instruments. The basics of equity and debt securities. Shares, types of shares, operations involving shares. Holder rights, returns and risk stemming from shares' ownership. Bonds, types of bonds, operations involving bonds. Returns and risk stemming from bonds' ownership. Treasury bills, commercial papers, bills of exchange. Yield of securities. Bonds and shares evaluation.
6. Financial markets
Classification of financial markets. Description of primary and secondary market, equity market, bond market, money and capital markets, stock exchanges and OTC markets. Financial market participants. Risk, performance, development and efficiency of financial markets. Trading in financial market. Derivatives. Market capitalization, index. Auctions.
7. Financial institutions
Definition of financial institutions. Classification of financial institutions. Description of depository and non-depository institutions. Banks and their position among other financial institutions. Saving banks, building societies, saving unions and mutual banks. Insurance companies. Collective investment, mutual funds, investment companies, investment funds, investment banks. Pension funds.
- 1. Financial system
- Literature
- required literature
- MADURA, J., 2017. Financial Markets and Institutions. 12th ed. Boston: Cengage Learning. ISBN 9781337099745.
- MISHKIN, F., 2019. The Economics of Money, Banking, and Financial Markets, Global Edition. London: Pearson Education Limited. ISBN 9781292268859.
- recommended literature
- VINEY, C. a P. PHILLIPS, 2015. Financial Institutions, Instruments & Markets. 8th ed. Sydney: McGraw-Hill Australia. ISBN 9781743079959.
- CECCHETTI, S. a K. L. SCHOENHOLTZ, 2016. Money, Banking and Financial Markets. 5th ed. Boston.: McGraw-Hill. ISBN 9781259746741
- MISHKIN, F. S. a G. EAKINS, 2018. Financial Markets and Institutions. Global Edition, 9/E. Harlow: Pearson. ISBN 9781292215006
- Teaching methods
- Lectures Seminar classes Readings Class discussions Skills demonstration
- Assessment methods
- Ongoing activities: 40% (2 tests 30%, written assignment 10%) written final exam: 60%
- Language of instruction
- English
- Further Comments
- The course is taught each semester.
- Enrolment Statistics (Winter 2022, recent)
- Permalink: https://is.slu.cz/course/opf/zima2022/FIUBAPOF