BKF_ZOZP Preparation for proficiency tests - Pensions

Faculty of Economics and Administration
Autumn 2024
Extent and Intensity
0/0/0. 6 credit(s). Type of Completion: zk (examination).
In-person direct teaching
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 2. 11. 8:00–11:50 P103, Sat 30. 11. 12:00–15:50 P103, Fri 13. 12. 12:00–15:50 P103
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 Preparations for Professional Qualifications - Pensions prepares students for successfully passing the proficiency testing according to Act No. 427/2011 Coll., on supplementary pension savings. Students will become acquainted with the principles and functioning of pension savings and supplementary pension savings, the pension system in the Czech Republic, the role and importance of the financial market, financial market participants, types and characteristics of selected investment instruments, instruments of mutual funds and money market, investment strategies and risks of investment instruments.
Learning outcomes
At the end of the course students should be able to: - successfully pass professional qualification in the area of pensions, - describe the principles of the financial market, including finance theory, - characterize investments, investment strategies and related risks, - define financial market legislation, - describe the principles and functioning of pension savings and supplementary pension savings, including related risks, - clarify investment instruments, their types and characteristics.
Syllabus
  • 1) Financial market - its role and importance, the theory of finance • 2) Financial market structure and participants - issuers, investors, financial intermediaries • 3) Investment instruments - types and characteristics • 4) Shares • 5) Bonds • 6) Derivatives • 7) Other investment instruments - money market instruments and collective investment securities • 8) Investments - fundamentals of investment strategy, investment policy I • 9) Investments - fundamentals of investment strategy, investment policy II • 10) Individual investment instruments risks • 11) Retirement savings – its principles and functioning • 12) Supplementary pension savings – its principles and functioning
Literature
    required literature
  • Zákon č. 427/2011 Sb., o doplňkovém penzijním spoření, v platném znění
  • VESELÁ, Jitka. Investování na kapitálových trzích. 3. vydání. Praha: Wolters Kluwer, 2019, 950 stran. ISBN 9788075982124. info
  • 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
    recommended literature
  • MADURA, Jeff. Financial markets and institutions. 12th edition. Boston: Cengage, 2018, xxxiii, 76. ISBN 9781337099745. info
  • REJNUŠ, Oldřich. Finanční trhy - učebnice s programem na generování cvičných testů (Financial markets-the textbook with the program to generate the training tests). 1. vydání. Praha: Grada, 2016, 380 pp. ISBN 978-80-247-5871-8. info
  • KREBS, Vojtěch. Sociální politika. 6., přepracované a aktuali. Praha: Wolters Kluwer, 2015, 566 stran. ISBN 9788074789212. info
  • LOUŽEK, Marek. Důchodová reforma. Vyd. 1. Praha: Karolinum, 2014, 100 s. ISBN 9788024626123. URL info
  • Zákon o důchodovém pojištění : komentář. Edited by Vladimír Voříšek. 1. vyd. V Praze: C.H. Beck, 2012, xix, 486. ISBN 9788071795766. 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
  • MUSÍLEK, Petr. Trhy cenných papírů. 2., aktualiz a rozš. vyd. Praha: Ekopress, 2011, 520 s. ISBN 9788086929705. info
  • Personal finance. Edited by George S. Callaghan - Ian Fribbance - Martin Higginson. 1st ed. Chichester: Wiley, 2007, x, 461. ISBN 9780470028551. info
Teaching methods
Tutorials (lectures), assignments
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
Study support
https://is.muni.cz/auth/el/econ/podzim2024/BKF_ZOZP/index.qwarp
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 Autumn 2022, Autumn 2023.
  • Enrolment Statistics (recent)
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