MPF_PZOZ Preparation for broker's exams

Faculty of Economics and Administration
Autumn 2009
Extent and Intensity
2/2. 6 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Gabriela Oškrdalová, Ph.D. (lecturer)
doc. Ing. Martin Svoboda, Ph.D. (lecturer)
Ing. Gabriela Oškrdalová, Ph.D. (seminar tutor)
Guaranteed by
Ing. Gabriela Oškrdalová, Ph.D.
Department of Finance – Faculty of Economics and Administration
Contact Person: Iva Havlíčková
Timetable
Wed 11:05–12:45 P403
  • Timetable of Seminar Groups:
MPF_PZOZ/1: Tue 14:35–16:15 VT203, G. Oškrdalová
MPF_PZOZ/2: Tue 12:50–14:30 VT105, G. Oškrdalová
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 of Preparation for Broker's Exam 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. At the end of the course students will be able to: - successfully complete a broker's exam; - describe principles and functioning of financial markets; - characterize investment, investment instruments, portfolio and investment strategies; - define regulation of the capital market; - 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 I - basic concepts; fixed term transactions (forward, futures, swaps) 12) Derivatives II - Option and option strategies 13) Derivatives III - Structured Products
Literature
  • OŠKRDALOVÁ, Gabriela. Zkoušky odborné způsobilosti na kapitálových trzích. Vyd. 1. Brno: Computer Press, 2009, 496 s. ISBN 9788025121641. info
  • VESELÁ, Jitka. Investování na kapitálových trzích. Vyd. 1. Praha: ASPI, 2007, 703 s. ISBN 9788073572976. info
  • VESELÁ, Jitka. Burzy a burzovní obchody : výchozí texty ke studiu. Vyd. 1. Praha: Oeconomica, 2005, 190 s. ISBN 8024509393. info
  • SEDLÁČEK, Jaroslav. Účetnictví pro manažery. Praha: GRADA Publishing, a.s., 2005, 226 pp. ISBN 80-247-1195-8. info
  • MUSÍLEK, Petr. Trhy cenných papírů. Vyd. 1. Praha: Ekopress, 2002, 459 s. ISBN 8086119556. info
  • DVOŘÁK, Petr. Finanční deriváty. Vyd. 3. Praha: Vysoká škola ekonomická v Praze, 1998, 237 s. ISBN 8070796332. info
  • VALACH, Josef. Finanční řízení podniku. 2. aktualizované a rozší. Praha: Ekopress, 1998, 324 s. ISBN 8086119211. info
  • JÍLEK, Josef. Finanční trhy. Vyd. 1. Praha: Grada, 1997, 527 s. ISBN 8071694533. 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
Assessment methods
The in-term tests in seminars will be taken in weeks 7 and 12 of the semester. Students are allowed to take the exam (written) after the following requirements have been met: - scoring at least 60% in each in-term test. In a case of misconduct (e.g. use of forbidden study aids, copying, leaking test instructions to other students), the teacher may interrupt the exam and enter a mark F in the IS to the respective student according to the seriousness/gravity of his/her behaviour/acting/misconduct.
Language of instruction
Czech
Further comments (probably available only in Czech)
The course is taught annually.
General note: nezapisují si studenti, kteří absolvovali předmět PFPMZ.
Credit evaluation note: k = 1,00.
The course is also listed under the following terms Autumn 2010, Autumn 2011, Autumn 2012, Autumn 2013, Autumn 2014, Autumn 2015, Autumn 2016, Autumn 2017, Autumn 2018, Autumn 2019, Autumn 2020, Autumn 2021, Autumn 2022, Autumn 2023, Autumn 2024.
  • Enrolment Statistics (Autumn 2009, recent)
  • Permalink: https://is.muni.cz/course/econ/autumn2009/MPF_PZOZ