MKF_FIIN Financial Investment

Faculty of Economics and Administration
Autumn 2011
Extent and Intensity
0/0. 6 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Gabriela Oškrdalová, Ph.D. (lecturer)
doc. Ing. Martin Svoboda, Ph.D. (lecturer)
Guaranteed by
Ing. Gabriela Oškrdalová, Ph.D.
Department of Finance – Faculty of Economics and Administration
Contact Person: Iva Havlíčková
Prerequisites (in Czech)
! KFFINV Financial Investment
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 course Financial Investment is focused on fundamental principles of investment and investment instruments, their specifics and investing too. Opening part is devoted to investment and investment strategies, active and passive investment and its products. The next parts of the course are focused on investing in stocks, bonds, currencies, financial derivatives and real assets. Then students become familiar with collective investment, alternative investment, introduction to portfolio theory and financial investment in the Czech Republic and in the wordl.
At the end of the course students should be able to:
- describe the advantages and drawbacks of financial products;
- define the current trends in investment;
- compare active and passive investment;
- characterize individual passive investment products;
- describe individual investment strategies;
- characterize investing in stocks, bonds, currencies, financial derivatives, real assets, collective investment and alternative investment;
- define the basics of the modern portfolio theory;
- summarize basic principles of diversification.
Syllabus
  • 1. Investment and investment strategies;
  • 2. Active and passive investment;
  • 3. Passive investment products I;
  • 4. Passive investment products II;
  • 5. Investing in stocks;
  • 6. Investing in bonds;
  • 7. Investing in currencies;
  • 8. Investing in financial derivatives;
  • 9. Investing in real assets;
  • 10. Investing in collective investment funds;
  • 11. Alternative investments;
  • 12. Intoduction to the portfolio theory, portfolio diversification;
  • 13. Financial investment in the Czech Republic and in the world.
Literature
    required literature
  • SVOBODA, Martin. Indexové investice (Index Investments). 1.Vydání. Brno: Dimension, 2001, 274 pp. ISBN 80-238-7634-1. info
  • JÍLEK, Josef. Akciové trhy a investování. 1. vyd. Praha: Grada, 2009, 656 s. ISBN 9788024729633. info
  • VESELÁ, Jitka. Investování na kapitálových trzích. Vyd. 1. Praha: ASPI, 2007, 703 s. ISBN 9788073572976. info
  • JÍLEK, Josef. Finanční a komoditní deriváty. 1. vyd. Praha: Grada, 2002, 624 s. ISBN 8024703424. info
    recommended literature
  • SVOBODA, Martin. Jak investovat aneb anatomie burzovních lží. 3rd ed. Brno: Computer Press, 2006, 198 pp. ISBN 80-251-0527-X. info
  • SYROVÝ, Petr. Investování pro začátečníky. 1. vyd. Praha: Grada, 2005, 105 s. ISBN 8024713667. info
  • GLADIŠ, Daniel. Naučte se investovat. 1. vyd. Praha: Grada, 2004, 155 s. ISBN 8024707098. info
  • SHARPE, William F. and Gordon J. ALEXANDER. Investice. Translated by Zdeněk Šlehofr. 4. vyd. Praha: Victoria Publishing, 1994, 810 s. ISBN 80-85605-47-3. info
  • KOHOUT, Pavel. Investiční strategie pro třetí tisíciletí. 5. přeprac. a rozš. vyd. Praha: Grada, 2008, 287 s. ISBN 9788024725598. info
Teaching methods (in Czech)
Praktická cvičení na počítači v minimálním rozsahu 20 hodin za semestr včetně samostudia v rámci IS MU
Assessment methods
The course has a form of lectures. A submitted semester paper (POT) will be assessed either passed or failed. Requirements for admission to the test are the following: - submission of semester paper (POT) assessed as passed. The course is completed by a written test. If a student commits a prohibited act, such as using various forbidden tools (e.g. cheatsheets), cribbing, taking out any part of the test or any other form of cheating, the teacher is allowed to interrupt the test and to grade the student with F according to the seriousness of the offence. The described procedure applies to all the activities that are included in the final evaluation of the course (semester paper).
Language of instruction
Czech
Further comments (probably available only in Czech)
Study Materials
The course is taught annually.
The course is taught: in blocks.
Note related to how often the course is taught: 12 hodin.
General note: nezapisují si studenti, kteří absolvovali předmět KFFINV.
Credit evaluation note: k = 1,00.
The course is also listed under the following terms Autumn 2009, Autumn 2010, Autumn 2012, Autumn 2013, Autumn 2014, Autumn 2015, Autumn 2016, Autumn 2017, Autumn 2018, Autumn 2019, Autumn 2020, Autumn 2021.
  • Enrolment Statistics (Autumn 2011, recent)
  • Permalink: https://is.muni.cz/course/econ/autumn2011/MKF_FIIN