BKF_ZOZK Preparations for Professional Qualifications - Capital Markets

Faculty of Economics and Administration
Spring 2024
Extent and Intensity
0/0/0. 6 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Gabriela Oškrdalová, Ph.D. (lecturer)
Guaranteed by
Ing. Gabriela Oškrdalová, Ph.D.
Department of Finance – Faculty of Economics and Administration
Contact Person: Iva Havlíčková
Supplier department: Department of Finance – Faculty of Economics and Administration
Timetable
Sat 24. 2. 8:00–11:50 P302b, Sat 16. 3. 12:00–15:50 S310, Fri 3. 5. 12:00–15:50 S310
Prerequisites (in Czech)
FORMA(K)
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
The course of Preparations for Professional Qualifications - Capital Markets prepares students to pass a broker's exam and become a broker in the area of investing in investment instruments. Students will get acquainted with principles of the financial market, regulation of the capital market, foreign capital markets, investment instruments, operations in stock market and after-hours dealing, principles of trading in the financial market, organization of activities of a broker, collective investment, investment strategies and portfolio theory, financial analysis of a company and derivatives.
Learning outcomes
At the end of the course students will be able to: - successfully complete a professional qualification for capital markets (broker's exam); - describe principles and functioning of financial markets; - characterize investment, investment instruments, portfolio and investment strategies; - define regulation of the capital market; - characterize investment services and their regulation; - clarify the issue of international capital markets; - explain principles of trading in financial markets; - describe collective investment; - clarify financial analysis of a firm; - explain organization of a company and specific activities of a securities trader; - characterize derivatives.
Syllabus
  • 1) Principles and functioning of financial markets, theory of finance 2) Regulation of capital markets 3) Selected issues of foreign capital markets 4) Investment instruments 5) Operations in stock market and ex-pit operations 6) Principles of trading on financial markets 7) Company organization and specific activities of a broker, rules of dealing with customers, risk management 8) Collective investments 9) Investments, investment strategies and portfolio 10) Financial analysis of a company 11) Derivatives - basic concepts; fixed term transactions (forward, futures, swaps) 12) Option and option strategies, structured products
Literature
    required literature
  • Česká národní banka: Systém pro správu zkouškových otázek : Nově publikované zkouškové sady (PDF) : ZPKT : SPOT_OTAZKY_ZPKT_Zkouška_II_20230810.pdf, https://apl.cnb.cz/spt/r/spot/spot/home
  • ÚZ 1337 Cenné papíry, Kapitálový trh, Investiční společnosti a fondy. Sagit, 2019. 656 s. ISBN 978-80-7488-371-2
  • REJNUŠ, Oldřich. Finanční trhy (Financial markets). 4., aktual. a rozšířené. Praha: Grada Publishing, 2014, 768 pp. Profesionál, 3593. ISBN 978-80-247-3671-6. info
  • OŠKRDALOVÁ, Gabriela, Peter MOKRIČKA, Petr ČERVINEK, Miroslava ŠIKULOVÁ, Martin SVOBODA, Alois KONEČNÝ, Eva KUTOVÁ, Ivana VALOVÁ and Dagmar LINNERTOVÁ. Zkoušky odborné způsobilosti na kapitálových trzích : 1830 otázek pro makléře, investory a poradce (Broker's exams: 1830 questions for brokers, investors and advisers). 2. vyd. Brno: Edika, 2012, 464 pp. ISBN 978-80-266-0107-4. info
  • VESELÁ, Jitka. Investování na kapitálových trzích. 3. vydání. Praha: Wolters Kluwer, 2019, 950 stran. ISBN 9788075982124. info
  • MADURA, Jeff. Financial markets and institutions. 12th edition. Boston: Cengage, 2018, xxxiii, 76. ISBN 9781337099745. info
    recommended literature
  • JÍLEK, Josef. Finanční trhy a investování. 1. vyd. Praha: Grada, 2009, 648 s. ISBN 9788024716534. info
  • MUSÍLEK, Petr. Trhy cenných papírů. 2., aktualiz a rozš. vyd. Praha: Ekopress, 2011, 520 s. ISBN 9788086929705. info
  • REJNUŠ, Oldřich. Finanční trhy : učebnice s programem na generování cvičných testů. První vydání. Praha: Grada Publishing, 2016, 380 stran. ISBN 9788024758718. URL info
  • JÍLEK, Josef. Finanční a komoditní deriváty v praxi. 2. uprav. vyd. Praha: Grada, 2010, 630 s. ISBN 9788024736969. info
Teaching methods
Tutorials (lectures)
Assessment methods
The course takes the form of lectures. Students are allowed to take the test after: - the seminar work has been written, handed over and marked with PASSED by a tutor. The course is completed with an written exam. Any copying, recording or leaking tests, use of unauthorized tools, aids and communication devices, or other disruptions of objectivity of exams (credit tests) will be considered non-compliance with the conditions for course completion as well as a severe violation of the study rules. Consequently, the teacher will finish the exam (credit test) by awarding grade "F" in the Information System, and the Dean will initiate disciplinary proceedings that may result in study termination.
Language of instruction
Czech
Further comments (probably available only in Czech)
Study Materials
The course is taught annually.
Information on the extent and intensity of the course: tutorial 12 hodin.
The course is also listed under the following terms Spring 2023, Spring 2025.
  • Enrolment Statistics (Spring 2024, recent)
  • Permalink: https://is.muni.cz/course/econ/spring2024/BKF_ZOZK