ESF:MPF_FIIN Financial Investment - Course Information

MPF_FIIN Financial Investment

Extent and Intensity

2/2. 6 credit(s). Type of Completion: zk (examination).

Teacher(s)

Ing. Bc. Jana Hvozdenská, Ph.D. (lecturer)
Ing. Gabriela Oškrdalová, Ph.D. (lecturer)
prof. Ing. Oldřich Rejnuš, CSc. (lecturer)
doc. Ing. Martin Svoboda, Ph.D. (lecturer)
Ing. Bc. Jana Hvozdenská, Ph.D. (seminar tutor)
Ing. Barbora Buchtová, Ph.D. (assistant)

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

Tue 11:05–12:45 P304

• Timetable of Seminar Groups:

MPF_FIIN/01: Thu 12:50–14:30 S310, J. Hvozdenská
MPF_FIIN/02: Thu 11:05–12:45 S309, J. Hvozdenská
MPF_FIIN/03: Wed 16:20–17:55 S311
MPF_FIIN/04: Thu 14:35–16:15 S310, J. Hvozdenská

Prerequisites (in Czech)

(! PFFINV Financial Investment ) && (! PFFINVA The Financial Investment ) && (! BPF_FIIN The Financial Investment )&& (! MPF_AFII Financial investments )

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 72 student(s).
Current registration and enrolment status: enrolled: 0/72, only registered: 0/72, only registered with preference (fields directly associated with the programme): 0/72

fields of study / plans the course is directly associated with

• Finance (programme ESF, M-FU)
• Finance (programme ESF, N-FU)
• Finance Mathematics (programme PřF, N-MA)

Course objectives

At the end of the course students should be able to:
- 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;
- characterize investing in stocks, bonds, currencies, financial derivatives, real assets, collective investment and alternative investment;
- define the basics of the modern portfolio theory;
- summarize basic principles of diversification.

Syllabus

• 1. Investment and investment strategies;
• 2. Active and passive investment;
• 3. Passive investment products I;
• 4. Passive investment products II;
• 5. Investing in stocks;
• 6. Investing in bonds;
• 7. Investing in currencies;
• 8. Investing in financial derivatives;
• 9. Investing in real assets;
• 10. Investing in collective investment funds;
• 11. Alternative investments;
• 12. Intoduction to the portfolio theory, portfolio diversification;
• 13. Financial investment in the Czech Republic and in the world.

Literature

required literature
• JÍLEK, Josef. Akciové trhy a investování. 1. vyd. Praha: Grada, 2009, 656 s. ISBN 9788024729633. info
• GLADIŠ, Daniel. Naučte se investovat. 1. vyd. Praha: Grada, 2004, 155 s. ISBN 8024707098. info
• KOHOUT, Pavel. Investiční strategie pro třetí tisíciletí. 6. přeprac. vyd. Praha: Grada, 2010, 292 s. ISBN 9788024733159. info
• VESELÁ, Jitka. Investování na kapitálových trzích. 2., aktualiz. vyd. Praha: Wolters Kluwer Česká republika, 2011, 789 s. ISBN 9788073576479. info
• REJNUŠ, Oldřich. Finanční trhy (Financial Markets). Třetí rozšířené. Ostrava: Key Publishing, 2011, 690 pp. Ekonomie. ISBN 978-80-7418-128-3. info

recommended literature
• SYROVÝ, Petr. Investování pro začátečníky. 1. vyd. Praha: Grada, 2005, 105 s. ISBN 8024713667. 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
• JÍLEK, Josef. Finanční trhy a investování. 1. vyd. Praha: Grada, 2009, 648 s. ISBN 9788024716534. 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
• ARNOLD, Glen. Jak vybírat podhodnocené akcie a vydělat na jejich růstu. Vyd. 1. Brno: Computer Press, 2011, 366 s. ISBN 9788025127681. info
• KOCH, Richard and Leo GOUGH. Jak vybírat nejvýkonnější akcie : 10 osvědčených investičních strategií. Vyd. 1. Brno: Computer Press, 2011, 222 s. ISBN 9788025130872. info
• ŠAFAŘÍK, Pavel. Praktický průvodce denním obchodováním. [Praha]: P. Šafařík, 2011, 143 s. ISBN 9788026000938. info
• JÍLEK, Josef. Finanční a komoditní deriváty v praxi. 2. uprav. vyd. Praha: Grada, 2010, 630 s. ISBN 9788024736969. info
• Forex - jak zbohatnout a nekrást : obchodování na měnových trzích. 1. vyd. Praha: Grada Publishing, 2011, 185 s. ISBN 9788024737393. URL info

Teaching methods

lectures, seminars - processing and presentation of a seminar project, class discussion

Assessment methods

The course is completed by a written exam. A submission and presentation of a seminar project will be assessed either passed or failed.
Requirements for admission to the test:
- the seminar project assessed "passed". - completing assigned questionnaires.

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.
General note: nezapisují si studenti, kteří absolvovali předmět PFFINV nebo PFFINVA nebo BPF_FIIN nebo MPF_FIIA nebo MPF_AFII.
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.

Listed among pre-requisites of other courses

• MPF_ACP1 The Security Analysis
  (!MPF_ASAN)&& !NOWANY(MPF_ASAN,MPF_FIIN)  
• MPF_AFII Financial investments
  (!BPF_FIIN) && (!MPF_FIIN)  

• Enrolment Statistics (Autumn 2013, recent)
  
• Permalink: https://is.muni.cz/course/econ/autumn2013/MPF_FIIN