PFFINV Financial Investment

Faculty of Economics and Administration
Spring 2009
Extent and Intensity
2/2/0. 5 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Gabriela Oškrdalová, Ph.D. (lecturer)
Ing. Miroslava Šikulová (seminar tutor)
Ing. Dagmar Vágnerová Linnertová, Ph.D. (seminar tutor)
Guaranteed by
doc. Ing. Martin Svoboda, Ph.D.
Department of Finance – Faculty of Economics and Administration
Contact Person: Iva Havlíčková
Timetable
Tue 12:50–14:30 P312
  • Timetable of Seminar Groups:
PFFINV/1: Tue 14:35–16:15 S308, D. Vágnerová Linnertová
PFFINV/2: Tue 16:20–17:55 P201, M. Šikulová
PFFINV/3: Tue 18:00–19:35 S308, M. Šikulová
Prerequisites (in Czech)
Předmět Finanční investování vychází ze základních znalostí finančních trhů.
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 76 student(s).
Current registration and enrolment status: enrolled: 0/76, only registered: 0/76, only registered with preference (fields directly associated with the programme): 0/76
fields of study / plans the course is directly associated with
there are 11 fields of study the course is directly associated with, display
Course objectives
The course Financial Investment is follow-up to the course Financial Markets, which was taught in bachelor's degree programme. The course is divided into thirteen relatively independent lecture blocks. Attention is focused on understanding the basics of financial investment, an explanation of the nature of the various financial products and individual investment strategies. The final parts of the course are devoted to current trends in financial markets.
At the end of the course students should be able to:
- specify traditional investment strategies doomed to failure;
- describe the advantages and drawbacks of financial products;
- define the current trends in investment;
- compare active and passive investment;
- characterize individual passive investment products;
- describe individual investment strategies;
- define the basics of the modern portfolio theory;
- summarize basic principles of diversification.
Syllabus
  • 1. Investment strategies: doomed to failure;
  • 2. Investment strategies: advantages, drawbacks, current and future trends;
  • 3. Active vs. passive investment: advantages and disadvantages;
  • 4. Index products;
  • 5. Theoretical assumptions of guaranteed products;
  • 6. Structured bonds;
  • 7. Practical application of new knowledge in creation and management of investment portfolio;
  • 8. Individual allocation investment strategies: life-cycle phases;
  • 9. Investment strategies;
  • 10. Modern portfolio theory: practical application;
  • 11. Theoretical aspects of diversification;
  • 12. Modern portfolio theory: practical application II;
  • 13. Financial investment trends
Literature
  • SVOBODA, Martin. Indexové investice (Index Investments). 1.Vydání. Brno: Dimension, 2001, 274 pp. ISBN 80-238-7634-1. info
  • SVOBODA, Martin. Jak investovat aneb anatomie burzovních lží. 3rd ed. Brno: Computer Press, 2006, 198 pp. ISBN 80-251-0527-X. info
  • SYROVÝ, Petr. Investování pro začátečníky. 1. vyd. Praha: Grada, 2005, 105 s. ISBN 8024713667. info
  • GLADIŠ, Daniel. Naučte se investovat. 1. vyd. Praha: Grada, 2004, 155 s. ISBN 8024707098. 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 course is completed by an exam consisting of a written test (a maximum: 40 points, min. 25) and oral exam (maximum 10 points). Admission to the exam is subject to submitting and presenting a case study which will be assessed by points (minimum 35 points out of maximum 50 points). The points gained will be a part of the final grade (50%).
If a student commits a prohibited act, such as using various forbidden tools (e.g. cheatsheets), cribbing, taking out any part of the test or any other form of cheating, the teacher is allowed to interrupt the test and to grade the student with F, FF or even FFF, according to the seriousness of the offence. The described procedure applies to all the activities that are included in the final evaluation of the course (semester paper).
Language of instruction
Czech
Further Comments
Study Materials
The course is taught annually.
The course is also listed under the following terms Spring 2004, Spring 2005, Spring 2006, Spring 2007, Spring 2008.
  • Enrolment Statistics (recent)
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