MKF_SPSB Special Seminar B

Faculty of Economics and Administration
Spring 2010
Extent and Intensity
0/0. 3 credit(s). Type of Completion: k (colloquium).
Teacher(s)
prof. Ing. Viktória Čejková, Ph.D. (lecturer)
Ing. Jan Krajíček, Ph.D. (seminar tutor)
Ing. Svatopluk Nečas, Ph.D. (seminar tutor)
Ing. Dalibor Pánek, Ph.D. (seminar tutor)
Ing. František Řezáč, Ph.D. (seminar tutor)
Guaranteed by
Ing. Svatopluk Nečas, Ph.D.
Department of Finance – Faculty of Economics and Administration
Contact Person: Iva Havlíčková
Timetable
Sat 13. 3. 8:30–11:50 S309, Sun 21. 3. 8:30–11:50 S309, Sat 10. 4. 8:30–11:50 S309
Prerequisites (in Czech)
(! KFSPSA Special Seminar A )&&(! KFSPSC Special Seminar C )
Předpokladem pro zápis tohoto předmětu je absolvování všech předmětů předepsaných pro specializaci Bankovnictví a pojišťovnictví.
Course Enrolment Limitations
The course is only offered to the students of the study fields the course is directly associated with.
fields of study / plans the course is directly associated with
Course objectives
Main objectives can be summarized as follows:
- to extend knowledge of banking and insurance industry;
- to teach how to use this knowledge in business environment more globally (special emphasis put on combining theory and practice);
- to analyze particular problems of banking and insurance industry;
- to develop creative approach to solution proposal;
- to evaluate feedback logically.
Syllabus
  • Content plan and thematic focus of tutorials:
  • 1. Introductory seminar, organization of tutorials, terms of assessment and completion of the subject, seminar project (POT) submission.
  • 2. Block: Banking I. (Banking system, regulation, structure, types; Central bank, objectives, functions, tools, European System of Central Banks; Monetary policy transmission mechanism.)
  • 3. Block: Banking II. (Grounds for regulation and supervision of banks; Rules of prudent business activities of banks; Interbank system of payments in the Czech Republic and the European Union.)
  • 4. Block: Banking III. (eBanking, products and further development; Specialized banking, reasons for its existence, specialized banks.)
  • 5. Block: Banking IV. (Loans granted by commercial banks, types, risks, the creditworthiness of borrowers, credit securing; Passive bank trades, types of deposit products, bank bonds issue, interbank market trades.)
  • 6. Block: Banking V. (Alternative forms of financing, factoring, forfaiting, venture capital, leasing; Investment banking, term, integration into the banking system, types of operations; Bank as a business entity, balance, liquidity, stability, solvency, costs and revenues.)
  • 7. Block: Banking VI. (Bank accounting, methodology, regulation, chart of accounts, basic terms; Bank accounting specifics, financial statements of banks; Off-balance sheet operations of commercial banks, bookkeeping, risks, impact on profitability, types of bank guarantees.)
  • 8. Block: Insurance Industry I. (Definition of insurance, its importance and position in the economy and and functioning principles. Classification of insurance, classification criteria and examples. Characteristics of the selected insurance product; Definition of the insurance relationship, its content, participants, their rights and duties. Characteristics and content of insurance terms, their structure and importance; Characteristics of insurance and reinsurance business in the area of the Czech Republic’s insurance industry (according to the Act on Insurance); Characteristics of intermediaries’ activities in the insurance of the Czech Republic (according to the Act on Insurance Intermediaries and Insurance Claims Adjusters.)
  • 9. Block: Insurance Industry II. (Characteristics of the insurance industry in the Czech Republic, its structure and subjects. Characteristics of associations in the insurance industry, their importance, mission and main objectives. International institutions in the insurance industry; Characteristics of tasks and activities of insurance industry supervision and its competence according to the Act on the Insurance Industry in the Czech Republic; Insurance market definition, its segmentation, basic indicators of its level and application in conditions of the Czech Republic, including trends introduction.)
  • 10. Block: Insurance Industry III. (Reinsurance definition, its principles, functions and classification possibilities; Proportional and non-proportional reinsurance – definition, methods, advantages and disadvantages, liability types; Legal nature of the reinsurance (in general context as well as in the Czech Republic), reinsurance treaty and its clause.)
  • 11. Block: Insurance Industry IV. (Definition risk in terms of the insurance industry, risks classification, relationship between insurance and risk, risks insurability criteria; Methodology of risk management in the commercial insurance company, means of financial risks coverage – its advantages and disadvantages, the importance and content of Solvency II.)
  • 12. Block: Insurance Industry V. (Characteristics of the commercial insurance company as a business entity and its tasks. Organizational structure of the commercial insurance company, the role of the economic section and its principal activities; The importance of the commercial insurance company’s capital. The minimum amount of capital needed in particular class of insurance according to the Act on the Insurance Industry.)
  • 13. Block: Insurance Industry VI. (Management of commercial insurance company, costs and revenues structure, financial statements; The principle of creation and use of technical provisions for life and non-life insurance, financial placement principles, its limits and structure.)
  • Tutorials are organised in four three-hour blocs, according to topics in this way:
  • 1. Topics No. 1 - 4
  • 2. Topics No. 5 - 7
  • 3. Topics No. 8 – 10
  • 4. Topics No. 11 – 13
Literature
  • časopis Ekonom – od roku 2007
  • webové stránky komerčních pojišťoven
  • Zákon o pojistné smlouvě (v platném znění)
  • Zákon o pojišťovnictví (v platném znění)
  • DVOŘÁK, P.: Komerční bankovnictví pro bankéře a klienty. Vyd. 1.,Praha: Linde, 1999. 475 s. ISBN 80–7201–141–3
  • časopis Euro – od roku 2007
  • Pojistný obzor z let 2005 – 2010
  • Zákon o pojištění odpovědnosti za škodu způsobenou provozem vozidla (v platném znění)
  • www.ckp.cz (webová stránka České kanceláře pojistitelů)
  • www.cap.cz (webová stránka České asociace pojišťoven)
  • Pojistné rozpravy z let 1991 – 2010
  • Výroční zprávy České asociace pojišťoven – od roku 2005
  • Zákon o pojišťovacích zprostředkovatelích a samostatných likvidátorech pojistných událostí (v platném znění)
  • REJNUŠ, Oldřich. Finanční trhy. Vyd. 1. Ostrava: Key Publishing, 2008, 559 s. ISBN 9788087071878. info
  • NEČAS, Svatopluk. Základy zajištění. Vyd. 1. Brno: Masarykova univerzita, 2007, 100 s. ISBN 9788021042667. info
  • POLOUČEK, Stanislav. Bankovnictví. Vyd. 1. Praha: C.H. Beck, 2006, xvii, 716. ISBN 8071794627. info
  • ČEJKOVÁ, Viktória and Svatopluk NEČAS. Pojišťovnictví. Brno: Masarykova univerzita, 2006, 129 s. ISBN 8021039906. info
  • KRAJÍČEK, Jan. Marketing v peněžnictví. 1. vyd. Brno: Masarykova univerzita, 2005, 132 s. ISBN 8021036591. info
  • REVENDA, Zbyněk. Peněžní ekonomie a bankovnictví. 4. vyd. Praha: Management Press, 2005, 627 s. ISBN 9788072611324. info
  • DAŇHEL, Jaroslav. Pojistná teorie. Vyd. 1. Praha: Professional Publishing, 2005, 332 s. ISBN 8086419843. info
  • DUCHÁČKOVÁ, Eva. Principy pojištění a pojišťovnictví. 2. aktualiz. vyd. Praha: Ekopress, 2005, 178 s. ISBN 8086119920. info
  • PETRJÁNOŠOVÁ, Božena. Účetnictví bank. 1. vyd. Brno: Masarykova univerzita, 2005, 144 s. ISBN 8021036486. info
  • 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
  • ČEJKOVÁ, Viktória, Svatopluk NEČAS and František ŘEZÁČ. Pojistná ekonomika. 1. vyd. Brno: Masarykova univerzita, 2003, 145 s. ISBN 802103288X. info
  • REVENDA, Zbyněk. Centrální bankovnictví. 2. rozš. vyd. Praha: Management Press, 2001, 782 s. ISBN 80-7261-051-1. info
  • Marketing management. Edited by Philip Kotler. 10. rozšířené vyd. Praha: Grada, 2001, 719 s. ISBN 8024700166. info
  • VERWILST, Herman. The future of retail banking in Europe: the fortis view. Brussels: The Joint office of the World Savings Banks Institute, 2001, 15 s. info
  • JÍLEK, Josef. Finanční rizika. 1. vyd. Praha: Grada, 2000, 635 s. ISBN 8071695793. info
  • SOKOLOVSKÝ, Zbyněk. Vitální banky. 1. vyd. [Praha]: Bankovní institut, 1999, 374 s. ISBN 80-7265-024-6. info
  • ZIEGLER, Kamil. Finanční řízení bank. 1. vyd. Praha: Bankovní institut, 1997, 341 s. ISBN 80-902243-1-8. info
  • SŮVOVÁ, Helena. Specializované bankovnictví. 1. vyd. Praha: Bankovní institut, 1997, 398 s. +. ISBN 80-902243-2-6. info
  • PAYNE, Adrian. Marketing služeb. Vyd. 1. Praha: Grada, 1996, 247 s. ISBN 807169276X. info
  • VOSTATEK, Jaroslav. Sociální a soukromé pojištění. Vyd. 1. Praha: CODEX Bohemia, 1996, 601 s. ISBN 80-85963-21-3. info
Teaching methods
tutorials (discussion to course topics)
Assessment methods
Processing, submission (in written and electronic form) and PowerPoint presentation of a seminar project (POT) of assigned topic will be assessed either passed or failed. Requirements for admission to the colloquium: - the seminar project (POT) assessed "passed". The course finishes with an oral colloquium. If a student commits a prohibited act, such as using various forbidden tools (e.g. cheatsheets) or any other form of cheating, the teacher is allowed to grade the student with N according to the seriousness of the offence.
Language of instruction
Czech
Further comments (probably available only in Czech)
Study Materials
The course is taught annually.
General note: nezapisují si studenti, kteří absolvovali předmět KFSPSA a KFSPSC.
Credit evaluation note: k = 1,00.
The course is also listed under the following terms Spring 2011, Spring 2012, Spring 2013, Spring 2014, Spring 2015, Spring 2016, Spring 2017, Spring 2018, Spring 2019, Spring 2020, Spring 2021, Spring 2022, Spring 2023.
  • Enrolment Statistics (Spring 2010, recent)
  • Permalink: https://is.muni.cz/course/econ/spring2010/MKF_SPSB