N_FI Financial Investments

University of Finance and Administration
Winter 2021
Extent and Intensity
2/2/0. 6 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Jana Kotěšovcová, Ph.D. (seminar tutor)
Guaranteed by
doc. RNDr. Petr Budinský, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná
Timetable of Seminar Groups
N_FI/cFPH: each odd Thursday 15:45–16:29 S24, each odd Thursday 16:30–17:15 S24, each odd Thursday 17:30–18:14 S24, each odd Thursday 18:15–19:00 S24, J. Kotěšovcová
N_FI/pFPH: Thu 14:00–14:44 S24, Thu 14:45–15:30 S24, J. Kotěšovcová
Prerequisites
There are no prerequisites for this course.
Course Enrolment Limitations
The course is offered to students of any study field.
Course objectives
The subject Financial investments complement the complex knowledge of finance and financial services. At the end of this course the student will be able to understand and explain the process of financial investment, both by actors-investors, and object-investment tools, market-regulated, unregulated, national and international, as well as common-factors influencing investors' decisions, analysis of investment tools-basis financial investment and portfolio-choice and critical element of financial investing. The combination of lectures and seminars   consequential allow students to also get some basic skills that they can use in their future work classification.
Learning outcomes
Student will be able to: - Find examples of investment project risks;
- elaborate reasoned and reasoned thinking on the search for support of investment and other development projects with investment instruments
- to process reasoned and reasoned thinking on the search for support for development projects from public finances, including grants;
- Explain and model the selected stock analyzes;
- to obtain and evaluate information from financial markets
Syllabus
  • 1) The financial investment as one of the basic characteristics of financial markets, its essence and basic tasks;
  • 2) Segments of financial investment and their basic specifics;
  • 3) Basic financial investment entities, their specifics and status in processes and relationships realized in the markets with investment instruments;
  • 4) Real market infrastructure and its importance for the design and conduct of financial investment;
  • 5) Regulated markets and their characteristics affecting financial investment, trading at various market system, systematic internalisation;
  • 6) Investment instruments and their specifics and the specifics of investing in various investment instruments;
  • 7) Analysis of investment instruments - the basis of financial investing, fundamental analysis of stocks;
  • 8) Technical analysis of stocks and its current form and trends, psychological analysis;
  • 9) Fundamental Analysis, its implementation on share and commodity markets;
  • 10) Specifics of derivatives markets, price derivatives, revenues from derivatives,
  • 11) Portfolio and its selection (a crucial element of financial investing), investment process and its stages;
  • 12) Financial investments in after-crisis conditions,influence of non-economical events on the markets
Literature
    required literature
  • Hartman Ondřej. Začínáme na burze: Jak uspět při obchodování na finančních trzích, nakladatelství BizBooks, 2018
  • Rejnuš Oldřich. Finanční trhy, 5. vydání. Grada Publishing, Praha: 2016
  • Splítek Mikuláš. Stát se investorem, Jak ovládnout tvůrčí magii akciového trhu, 1. vydání. Jan Melvil Publishing, 2020. ISBN 978-80-7555-107-8
  • Gladiš Daniel. Akciové investice, Grada Publishing, Praha: 2021
  • Syrový Petr. Investování pro začátečníky, 3. zcela přepracované vydání, Grada Publishing, Praha: 2016.
    recommended literature
  • Rejnuš, Oldřich. Cenné papíry a burzy. 2. přepracované vydání. Brno: Akademické nakladatelství CERM, s.r.o, 2013
  • Šenkýřová, Bohuslava a kol. Bankovnictví, první vydání. Praha: EUPRESS, 2010. ISBN 978-80-7408-029-6
  • Graham, Benjamin. Inteligentní investor. Praha:Grada, 2008. ISBN 80-247-1792-1
  • Gladiš Daniel. Naučte se investovat, 2. rozšířené vydání. Grada Publishing, Praha: 2006
Teaching methods
Lectures and seminars with the acceptance of implemented innovations and changes in the study area. Presentation and defence of group seminar work. Teaching takes the form of lectures and seminars in the full-time study and directed group consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in the full-time study is 75%, in the controlled group consultations in combined form of study 50%. Students who fail to meet the mandatory level of participation may be given during the semester additional study obligations (to the extent that will demonstrate academic achievement and acquired competencies necessary for successful completion of course).
Assessment methods
Credit will be given for a well-prepared and presented semester thesis and active discussion during lectures. The final ordinary live examination - the possibility of imposing the written test.
Language of instruction
Czech
Further comments (probably available only in Czech)
The course can also be completed outside the examination period.
Information on the extent and intensity of the course: 16 hodin KS/semestr.
The course is also listed under the following terms Winter 2007, Winter 2008, Winter 2009, Winter 2010, Winter 2011, summer 2012, Winter 2012, Winter 2013, Winter 2014, Winter 2015, Winter 2016, Winter 2017, Winter 2018, Winter 2019, Winter 2020, Winter 2022, Winter 2023, Winter 2024.
  • Enrolment Statistics (Winter 2021, recent)
  • Permalink: https://is.vsfs.cz/course/vsfs/winter2021/N_FI