BPF_FIIN The Financial Investment

Faculty of Economics and Administration
Spring 2010
Extent and Intensity
2/2. 8 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Dagmar Vágnerová Linnertová, Ph.D. (lecturer)
Ing. Dagmar Vágnerová Linnertová, Ph.D. (seminar tutor)
Guaranteed by
Ing. Dagmar Vágnerová Linnertová, Ph.D.
Department of Finance – Faculty of Economics and Administration
Contact Person: Mgr. Jana Nesvadbová
Timetable
Mon 9:20–11:00 P303
  • Timetable of Seminar Groups:
BPF_FIIN/01: Wed 18:00–19:35 S308, D. Vágnerová Linnertová
BPF_FIIN/02: Wed 16:20–17:55 S308, D. Vágnerová Linnertová
Prerequisites
(! PFFINVA The Financial Investment )&&(! PFFINV Financial Investment )
The course is intended for all students.
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 56 student(s).
Current registration and enrolment status: enrolled: 0/56, only registered: 0/56, only registered with preference (fields directly associated with the programme): 0/56
fields of study / plans the course is directly associated with
Course objectives
A student will be able to define and determine particular characteristics of an individual financial instrument of financial asset. A student will be oriented in financial offers of particular banks or investment companies. Gained knowledge can be implicated in the portfolio theory by a student. Student will be able to compare and calculate investment yields form a particular investment action and determine an individual investment decision based on the elements – risk, revenue and liquidity.
Syllabus
  • Outline

  • 1. Investment strategies

  • 2. Investment strategies: advantages, risks, current and future trends

  • 3. Active vs. passive investments

  • 4. Index products

  • 5. Background of guaranteed products

  • 6. Structured bonds

  • 7. Portfolio management

  • 8. Individual investment strategy

  • 9. Modern Portfolio Theory

  • 10. Theoretical Background of Diversification

  • 11. Modern Portfolio Theory: application

  • 12. Financial Investment Tendencies

Literature
  • MISHKIN, Frederic S. The economics of money, banking and financial markets. 7th ed. Boston: Addison-Wesley, 2004, xxxix, 679. ISBN 0-321-12235-6. info
  • MISHKIN, Frederic S. and Stanley G. EAKINS. Financial markets and institutions. 4th ed. Boston: Addison-Wesley, 2003, xxxv, 697. ISBN 0-321-11637-2. info
  • MUSÍLEK, Petr. Trhy cenných papírů. Vyd. 1. Praha: Ekopress, 2002, 459 s. ISBN 8086119556. info
  • MUSÍLEK, Petr. Finanční trhy a investiční bankovnictví. Praha: ETC Publishing, 1999, 852 s. ISBN 80-86006-78-6. info
  • MUSÍLEK, Petr. Finanční trhy : instrumenty, instituce a management. 2. vyd. Praha: Vysoká škola ekonomická v Praze, 1996, 418 s. ISBN 8070797266. info
  • BENEŠ, Václav and Petr MUSÍLEK. Burzy a burzovní obchody. Illustrated by Jiří Slíva. Vyd. 1. Praha: Informatorium, 1991, 229 s. ISBN 80-85427-00-1. info
Teaching methods
The course is dividend in individual lectures. In seminars there is prepared and deliver the case study that combines knowledge gained in lectures with individual studying of a student. There are prepared analysis of a financial market development in a determined time period or calculated fundamental indicators for comparison financial situation. Actual financial date, from e.g. Patria or Stock Exchanges, are necessary.
Assessment methods
The course is concluded by the written examination (15 questions in the form of a multiple choice and 4 questions in the forma of essay) and short oral discussion. Total score from written examination is 50 points; total score from oral discussion is 10 points. Total score is 60 points and at least 36 points is necessary for successful finishing of this course. Student must elaborate and deliver a case study.
Language of instruction
English
Further comments (probably available only in Czech)
Study Materials
The course is taught annually.
Information on the per-term frequency of the course: spring semester.
General note: Nezapisují si studenti, kteří absolvovali předmět PFFINVA.
Listed among pre-requisites of other courses
  • Enrolment Statistics (recent)
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