MPF_PZOZ Preparation for broker's exams

Faculty of Economics and Administration
Autumn 2016
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. Peter Mokrička, Ph.D. (seminar tutor)
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
Supplier department: Department of Finance – Faculty of Economics and Administration
Timetable
Mon 12:50–14:30 P312
  • Timetable of Seminar Groups:
MPF_PZOZ/02: Mon 11:05–12:45 P201, P. Mokrička
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 48 student(s).
Current registration and enrolment status: enrolled: 0/48, only registered: 0/48, only registered with preference (fields directly associated with the programme): 0/48
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
    required literature
  • 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. 2., aktualiz. vyd. Praha: Wolters Kluwer Česká republika, 2011, 789 s. ISBN 9788073576479. info
  • JÍLEK, Josef. Finanční a komoditní deriváty v praxi. 2. uprav. vyd. Praha: Grada, 2010, 630 s. ISBN 9788024736969. info
  • SEDLÁČEK, Jaroslav. Finanční analýza podniku. 2., aktualiz. vyd. Brno: Computer Press, 2011, v, 152. ISBN 9788025133866. 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
  • BUDÍK, Josef. Finanční investování. 1. vyd. Praha: Vysoká škola finanční a správní, 2011, 195 s. ISBN 9788074080470. info
  • ŠTÝBR, David. Začínáme investovat a obchodovat na kapitálových trzích. 1. vyd. Praha: Grada Publishing, 2011, 156 s. ISBN 9788024736488. URL info
  • PAVLÁT, Vladislav and Antonín KUBÍČEK. Regulace a dohled nad finančními trhy. 2. přeprac. vyd. Praha: Vysoká škola finanční a správní, 2010, 226 s. ISBN 9788074080364. info
  • CASEY, Jean-Pierre and Karel LANNOO. The MiFID revolution. 1st ed. Cambridge: Cambridge University Press, 2009, xii, 228. ISBN 9780521518635. info
  • SIEGEL, Jeremy J. Investice do akcií : běh na dlouhou trať. Translated by Radomír Čížek. První vydání. Praha: Grada Publishing, 2011, 295 stran. ISBN 9788024738604. 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
  • Forex - jak zbohatnout a nekrást : obchodování na měnových trzích. 1. vyd. Praha: Grada Publishing, 2011, 185 s. ISBN 9788024737393. URL 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. - completing assigned questionnaires. 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.
Credit evaluation note: k = 1,00.
Information about innovation of course.
This course has been innovated under the project "Inovace studia ekonomických disciplín v souladu s požadavky znalostní ekonomiky (CZ.1.07/2.2.00/28.0227)" which is cofinanced by the European Social Fond and the national budget of the Czech Republic.

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The course is also listed under the following terms Autumn 2009, Autumn 2010, Autumn 2011, Autumn 2012, Autumn 2013, Autumn 2014, Autumn 2015, Autumn 2017, Autumn 2018, Autumn 2019, Autumn 2020, Autumn 2021, Autumn 2022, Autumn 2023, Autumn 2024.
  • Enrolment Statistics (Autumn 2016, recent)
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