B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2021
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Žaneta Boučková, Ph.D. (seminar tutor)
Ing. Josef Budík, CSc. (seminar tutor) - Guaranteed by
- Ing. Žaneta Boučková, Ph.D.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Learning outcomes
- Student will be able to:
- identify and summarize important features of banking systems;
- characterize bank products designed for individual client segments;
- assess the advantages and disadvantages of products offered on the financial markets for financing the business;
- to characterize the situation suitable for the use of insurance products; - Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2020
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Žaneta Boučková, Ph.D. (seminar tutor)
Ing. Josef Budík, CSc. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cRKV: each even Thursday 15:45–16:29 KV205, each even Thursday 16:30–17:15 KV205, J. Budík
B_BaPo/cR1PH: each even Tuesday 17:30–18:14 E024, each even Tuesday 18:15–19:00 E024, Ž. Boučková
B_BaPo/cR2PH: each even Tuesday 15:45–16:29 E024, each even Tuesday 16:30–17:15 E024, Ž. Boučková
B_BaPo/pRKV: each even Thursday 12:15–12:59 KV205, each even Thursday 13:00–13:45 KV205, each even Thursday 14:00–14:44 KV205, each even Thursday 14:45–15:30 KV205, J. Budík
B_BaPo/pRPH: Wed 14:00–14:44 E306, Wed 14:45–15:30 E306, Ž. Boučková
B_BaPo/vRMO: Fri 2. 10. 14:00–15:30 M27, 15:45–17:15 M27, Sat 31. 10. 9:45–11:15 M27, 11:30–13:00 M27, J. Budík
B_BaPo/vRPH: Sat 17. 10. 9:45–11:15 E224, 11:30–13:00 E224, Sat 14. 11. 9:45–11:15 E224, 11:30–13:00 E224, Ž. Boučková - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Learning outcomes
- Student will be able to:
- identify and summarize important features of banking systems;
- characterize bank products designed for individual client segments;
- assess the advantages and disadvantages of products offered on the financial markets for financing the business;
- to characterize the situation suitable for the use of insurance products; - Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2019
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Žaneta Boučková, Ph.D. (seminar tutor)
Ing. Josef Budík, CSc. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cRKV: each odd Thursday 14:00–14:44 KV205, each odd Thursday 14:45–15:30 KV205, J. Budík
B_BaPo/cR1PH: each even Tuesday 17:30–18:14 E123, each even Tuesday 18:15–19:00 E123, except Tue 29. 10. ; and Tue 29. 10. 17:30–19:00 E004, Ž. Boučková, J. Budík
B_BaPo/cR2PH: each odd Tuesday 17:30–18:14 E123, each odd Tuesday 18:15–19:00 E123, Ž. Boučková, J. Budík
B_BaPo/pRKV: each odd Thursday 10:30–11:14 KV205, each odd Thursday 11:15–12:00 KV205, each odd Thursday 12:15–12:59 KV205, each odd Thursday 13:00–13:45 KV205, J. Budík
B_BaPo/pRPH: Tue 15:45–16:29 E123, Tue 16:30–17:15 E123, except Tue 29. 10. ; and Tue 29. 10. 15:45–17:15 E004, Ž. Boučková, J. Budík
B_BaPo/vRMO: Sat 5. 10. 10:15–11:45 M17, 12:00–13:30 M17, Sat 19. 10. 10:15–11:45 M17, 12:00–13:30 M17, J. Budík
B_BaPo/vRPH: Fri 18. 10. 14:00–15:30 E224, 15:45–17:15 E224, 17:30–19:00 E224, Fri 15. 11. 14:00–15:30 E224, Ž. Boučková, J. Budík - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Learning outcomes
- Student will be able to:
- identify and summarize important features of banking systems;
- characterize bank products designed for individual client segments;
- assess the advantages and disadvantages of products offered on the financial markets for financing the business;
- to characterize the situation suitable for the use of insurance products; - Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2018
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Žaneta Boučková, Ph.D. (seminar tutor)
Ing. Josef Budík, CSc. (seminar tutor)
Ing. Vladimír Ezr, CSc. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cR1PH: each odd Wednesday 12:15–12:59 E227, each odd Wednesday 13:00–13:45 E227, Ž. Boučková, J. Budík
B_BaPo/cR2PH: each even Wednesday 12:15–12:59 E225, each even Wednesday 13:00–13:45 E225, Ž. Boučková, J. Budík
B_BaPo/pRPH: Wed 10:30–11:14 E230, Wed 11:15–12:00 E230, Ž. Boučková, J. Budík
B_BaPo/vRMO: Fri 5. 10. 14:00–15:30 M25, 15:45–17:15 M25, Fri 19. 10. 14:00–15:30 M25, 15:45–17:15 M25, V. Ezr
B_BaPo/vRPH: Fri 19. 10. 17:30–19:00 E127, 19:15–20:45 E127, Fri 2. 11. 14:00–15:30 E224, 15:45–17:15 E224, Ž. Boučková, J. Budík - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Learning outcomes
- Student will be able to:
- identify and summarize important features of banking systems;
- characterize bank products designed for individual client segments;
- assess the advantages and disadvantages of products offered on the financial markets for financing the business;
- to characterize the situation suitable for the use of insurance products; - Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2017
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Václav Křivohlávek, CSc. (seminar tutor)
Ing. Josef Budík, CSc. (seminar tutor)
Ing. Vladimír Ezr, CSc. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cR1PH: each odd Wednesday 10:30–11:14 E127, each odd Wednesday 11:15–12:00 E127, J. Budík, V. Křivohlávek
B_BaPo/cR2PPPH: each odd Tuesday 12:15–12:59 E227, each odd Tuesday 13:00–13:45 E227, J. Budík, V. Křivohlávek
B_BaPo/konKV: Fri 13. 10. 17:30–19:00 KV201, Sat 11. 11. 14:00–15:30 KV213, 15:45–17:15 KV213, V. Ezr
B_BaPo/pRPPPH: Wed 12:15–12:59 E222, Wed 13:00–13:45 E222, except Wed 1. 11. ; and Wed 1. 11. 12:15–13:45 E004, J. Budík, V. Křivohlávek
B_BaPo/vRPPPH: Sat 7. 10. 14:00–15:30 E122, 15:45–17:15 E122, Sat 4. 11. 14:00–15:30 E127, 15:45–17:15 E127, V. Ezr - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationSummer 2017
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Josef Budík, CSc. (seminar tutor)
Ing. Vladimír Ezr, CSc. (seminar tutor)
Dr. Milan Hradec (seminar tutor)
Ing. Václav Křivohlávek, CSc. (seminar tutor)
doc. JUDr. Ing. Otakar Schlossberger, Ph.D. (seminar tutor)
Ing. Jaroslav Tichý, Ph.D. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/KV_prestup: Sat 18. 2. 9:30–11:00 KV204, 11:15–13:00 KV204, Sat 18. 3. 14:00–15:30 KV204, O. Schlossberger
B_BaPo/PH_KV_prestup: Fri 31. 3. 14:00–15:30 E123, 15:45–17:15 E123, Fri 21. 4. 14:00–15:30 E223, O. Schlossberger - Prerequisites
- There are no prerequisites for this course.
- Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2016
- Extent and Intensity
- 2/1/0. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Josef Budík, CSc. (seminar tutor)
Ing. Miroslav Červenka (seminar tutor)
Ing. Vladimír Ezr, CSc. (seminar tutor)
Dr. Milan Hradec (seminar tutor)
Ing. Václav Křivohlávek, CSc. (seminar tutor)
doc. JUDr. Ing. Otakar Schlossberger, Ph.D. (seminar tutor)
Ing. Jaroslav Tichý, Ph.D. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cRMO: each odd Wednesday 10:30–11:14 M15, each odd Wednesday 11:15–12:00 M15, V. Ezr
B_BaPo/cR1PH: each even Wednesday 17:30–18:14 E306, each even Wednesday 18:15–19:00 E306, except Wed 2. 11. ; and Wed 2. 11. 17:30–19:00 E129, J. Budík, M. Hradec
B_BaPo/cR2PH: each odd Wednesday 17:30–18:14 E306, each odd Wednesday 18:15–19:00 E306, J. Budík, M. Hradec
B_BaPo/cR3PH: each odd Wednesday 14:00–14:44 E129, each odd Wednesday 14:45–15:30 E129, J. Budík, M. Hradec
B_BaPo/pRMO: each odd Wednesday 12:15–12:59 M15, each odd Wednesday 13:00–13:45 M15, each odd Wednesday 14:00–14:44 M15, each odd Wednesday 14:45–15:30 M15, V. Ezr
B_BaPo/pRPH: Wed 15:45–16:29 E306, Wed 16:30–17:15 E306, except Wed 2. 11. ; and Wed 2. 11. 15:45–17:15 E230, J. Budík, M. Hradec
B_BaPo/uRPH: Tue 25. 10. 15:45–17:15 E123, 17:30–19:00 E123, Tue 8. 11. 15:45–17:15 E123, 17:30–19:00 E123, J. Budík, V. Křivohlávek
B_BaPo/vKV: Fri 4. 11. 14:00–15:30 KV310, 15:45–17:15 KV310, Fri 18. 11. 15:45–17:15 KV211, 17:30–19:00 KV211, J. Budík
B_BaPo/vRMO: Fri 9. 12. 17:30–19:00 M22, 19:15–20:45 M22, Fri 16. 12. 15:45–17:15 M22, 17:30–19:00 M22, J. Tichý
B_BaPo/vRPH: Sat 12. 11. 14:00–15:30 E124, 15:45–17:15 E124, Fri 9. 12. 14:00–15:30 E124, 15:45–17:15 E124, J. Budík, V. Křivohlávek - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2015
- Extent and Intensity
- 2/1. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Josef Budík, CSc. (seminar tutor)
Ing. Vladimír Ezr, CSc. (seminar tutor)
Dr. Milan Hradec (seminar tutor)
Ing. Václav Křivohlávek, CSc. (seminar tutor)
Ing. Jaroslav Tichý, Ph.D. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cRMO: each even Tuesday 14:00–14:44 M17, each even Tuesday 14:45–15:30 M17, V. Ezr
B_BaPo/cR1PH: each odd Thursday 15:45–16:29 E306, each odd Thursday 16:30–17:15 E306, except Thu 5. 11. ; and Thu 5. 11. 17:30–19:00 E230, J. Budík, M. Hradec
B_BaPo/cR2PH: each even Thursday 15:45–16:29 E306, each even Thursday 16:30–17:15 E306, J. Budík, M. Hradec
B_BaPo/cR3PH: each even Thursday 17:30–18:14 E306, each even Thursday 18:15–19:00 E306, J. Budík, M. Hradec
B_BaPo/pRMO: each even Tuesday 10:30–11:14 M17, each even Tuesday 11:15–12:00 M17, each even Tuesday 12:15–12:59 M17, each even Tuesday 13:00–13:45 M17, V. Ezr
B_BaPo/pRPH: Thu 14:00–14:44 E306, Thu 14:45–15:30 E306, except Thu 5. 11. ; and Thu 5. 11. 15:45–17:15 E230, J. Budík, M. Hradec
B_BaPo/uRPH: Tue 20. 10. 14:00–15:30 E227, 15:45–17:15 E227, Tue 10. 11. 15:45–17:15 E227, 17:30–19:00 E227, J. Budík, V. Křivohlávek
B_BaPo/vRKL: Fri 13. 11. 13:45–15:15 K312, 15:30–17:00 K312, Fri 27. 11. 13:45–15:15 K312, 15:30–17:00 K312, V. Ezr
B_BaPo/vRMO: Fri 30. 10. 15:30–17:00 M14, 17:15–18:45 M14, Fri 13. 11. 17:15–18:45 M14, Fri 27. 11. 15:30–17:00 M14, J. Tichý
B_BaPo/vRPH: Fri 13. 11. 15:30–17:00 E127, 17:15–18:45 E127, Fri 27. 11. 15:30–17:00 E124, 17:15–18:45 E124, J. Budík, V. Křivohlávek - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2014
- Extent and Intensity
- 2/1. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Josef Budík, CSc. (seminar tutor)
Ing. Vladimír Ezr, CSc. (seminar tutor)
Dr. Milan Hradec (seminar tutor)
Ing. Václav Křivohlávek, CSc. (seminar tutor)
doc. JUDr. Ing. Otakar Schlossberger, Ph.D. (seminar tutor)
Ing. Jaroslav Tichý, Ph.D. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cRMO: Wed 12:15–12:59 M25, V. Ezr
B_BaPo/cR1PH: each odd Thursday 14:00–14:44 E122, each odd Thursday 14:45–15:30 E122, J. Budík, M. Hradec
B_BaPo/cR2PH: each even Wednesday 14:00–14:44 E128, each even Wednesday 14:45–15:30 E128, J. Budík, M. Hradec
B_BaPo/cR3PH: each odd Thursday 17:30–18:14 E126, each odd Thursday 18:15–19:00 E126, J. Budík, M. Hradec
B_BaPo/pRMO: Wed 10:30–11:14 M25, Wed 11:15–12:00 M25, V. Ezr
B_BaPo/pRPH: Wed 15:45–16:29 E007KC, Wed 16:30–17:15 E007KC, J. Budík, M. Hradec
B_BaPo/uRKL: Tue 14. 10. 14:00–15:30 K206, 15:45–17:15 K206, Tue 18. 11. 14:00–15:30 K206, 15:45–17:15 K206, O. Schlossberger
B_BaPo/uRPH: Tue 7. 10. 17:30–19:00 E127, Tue 21. 10. 17:30–19:00 E127, Tue 4. 11. 17:30–19:00 E127, Tue 18. 11. 17:30–19:00 E127, J. Budík, V. Křivohlávek
B_BaPo/vRMO: Fri 31. 10. 15:30–17:00 M15, 17:15–18:45 M15, Fri 14. 11. 15:30–17:00 M15, 17:15–18:45 M15, J. Tichý
B_BaPo/vRPH: Fri 7. 11. 13:45–15:15 E024, 15:30–17:00 E024, Fri 21. 11. 13:45–15:15 E024, 15:30–17:00 E024, J. Budík, V. Křivohlávek - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- For credit: attendance and compulsory seminars (75 %)and consultations within the specified range (50 %), eventually. treatment of materials by the tutor. The examination will take place in the form of a written test of knowledge content in the lectures and usually addition in the form of oralin exam.
- 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: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2013
- Extent and Intensity
- 2/1. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Dr. Milan Hradec (lecturer)
Ing. Josef Budík, CSc. (seminar tutor)
doc. JUDr. Ing. Otakar Schlossberger, Ph.D. (seminar tutor)
Ing. Jaroslav Tichý, Ph.D. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cRMO: each odd Thursday 14:00–14:44 M22, each odd Thursday 14:45–15:30 M22, J. Tichý
B_BaPo/cR1PH: each odd Wednesday 10:30–11:14 E122, each odd Wednesday 11:15–12:00 E122, J. Budík
B_BaPo/cR2PH: each even Wednesday 14:00–14:44 E122, each even Wednesday 14:45–15:30 E122, J. Budík
B_BaPo/cR3PH: each odd Wednesday 8:45–9:29 E122, each odd Wednesday 9:30–10:15 E122, J. Budík
B_BaPo/pRMO: Thu 15:45–16:29 M22, Thu 16:30–17:15 M22, J. Tichý
B_BaPo/pRPH: Wed 12:15–12:59 E230, Wed 13:00–13:45 E230, J. Budík
B_BaPo/sRKL: Wed 9. 10. 14:00–15:30 K311, 15:45–17:15 K311, Wed 23. 10. 14:00–15:30 K311, 15:45–17:15 K311, O. Schlossberger
B_BaPo/sRPH: Wed 23. 10. 17:30–19:00 E224, Wed 6. 11. 14:00–15:30 E224, Wed 27. 11. 17:30–19:00 E224, Wed 4. 12. 14:00–15:30 E224, J. Budík
B_BaPo/vRMO: Sat 12. 10. 8:00–9:30 M14, 9:45–11:15 M14, Sat 26. 10. 8:00–9:30 M14, 9:45–11:15 M14, J. Tichý
B_BaPo/vRPH: Sat 5. 10. 9:45–11:15 E126, 11:30–13:00 E126, Sat 2. 11. 14:00–15:30 E225, Fri 13. 12. 15:30–17:00 E225, J. Budík - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- Majtánová, A.- Daňhel, J.- Ducháčková, E.- Kafková, E. Pojišťovnictví - Teorie a praxe. Ekopress, 2006. ISBN 80-86929-19-1
- recommended literature
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- Revenda, Zbyněk a kol. Peněžní ekonomie a bankovnictví. Praha : Management Press, 2012. ISBN 978-80-7261-240-6
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- The test will take place in the form of a written test of knowledge in the scope of the content of lectures s ~ usually by adding an oral exam.
- Language of instruction
- Czech
- Further comments (probably available only in Czech)
- The course can also be completed outside the examination period.
General note: Bb2.
Information on the extent and intensity of the course: 8 hodin KS/semestr.
B_BaPo Banking and Insurance
University of Finance and AdministrationWinter 2012
- Extent and Intensity
- 2/1. 6 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- Ing. Josef Budík, CSc. (seminar tutor)
doc. JUDr. Ing. Otakar Schlossberger, Ph.D. (seminar tutor) - Guaranteed by
- Ing. Josef Budík, CSc.
Department of Finance – Departments – University of Finance and Administration
Contact Person: Lenka Pokorná - Timetable of Seminar Groups
- B_BaPo/cRMO: each even Wednesday 14:00–14:44 M24, each even Wednesday 14:45–15:30 M24, O. Schlossberger
B_BaPo/cR1PH: each odd Thursday 8:45–9:29 E128, each odd Thursday 9:30–10:15 E128, J. Budík
B_BaPo/cR2PH: each even Thursday 14:00–14:44 E128, each even Thursday 14:45–15:30 E128, J. Budík
B_BaPo/cR3PH: each even Thursday 15:45–16:29 E128, each even Thursday 16:30–17:15 E128, J. Budík
B_BaPo/cR4PH: each odd Thursday 10:30–11:14 E128, each odd Thursday 11:15–12:00 E128, J. Budík
B_BaPo/pRMO: each even Wednesday 10:30–11:14 M24, each even Wednesday 11:15–12:00 M24, each even Wednesday 12:15–12:59 M24, each even Wednesday 13:00–13:45 M24, O. Schlossberger
B_BaPo/pRPH: Thu 12:15–12:59 E004, Thu 13:00–13:45 E004, J. Budík
B_BaPo/uRKL: Tue 9. 10. 14:00–15:30 K206, Tue 30. 10. 14:00–15:30 K206, 15:45–17:15 K206, O. Schlossberger
B_BaPo/uRPH: Tue 9. 10. 17:30–19:00 E122, Tue 16. 10. 17:30–19:00 E122, Tue 23. 10. 15:45–17:15 E122, O. Schlossberger
B_BaPo/vRMO: Sat 3. 11. 11:30–13:00 M26, 14:00–15:30 M26, Sat 8. 12. 11:30–13:00 M26, O. Schlossberger
B_BaPo/vRPH: Sat 24. 11. 9:45–11:15 E126, 11:30–13:00 E126, Fri 7. 12. 17:15–18:45 E126, O. Schlossberger - Course Enrolment Limitations
- The course is offered to students of any study field.
- Course objectives
- The aim of the course is to familiarize students with basic knowledge of banking and insurance generally and the Czech Republic. At the end of this course the student will be able to understand and explain the workings of the financial and banking system, the position and role of the central bank, organization and payment tools, features and status of banks, basic banking products, alternative corporate financing and investment banking foundations. Principles of Insurance.
- Syllabus
- Contents of lectures: Lecture 1 Financial system and its operation. Characteristics of the financial system and its functions. The structure of the financial system. Financial market and its segments. Money, capital and credit market. Organizations operating in the financial system. Banks as a significant part of the financial system. Lecture 2 to 3: The banking system and its operation. Banks and their main function of financial intermediation, emissions of non-cash money, making cashless payments .. The status and role of banks in the financial system, the banking system. Two-level banking system: the central bank and banks. Types of banks .. Characteristics of the banking system in CR. Universal and specialized banks. Savings and loan associations. Contemporary forms of implementation of the banking business in the Czech Republic and their characteristics (e-banking, home-banking, etc.) Lecture 4: The Central Bank Position of central bank in the banking system. The central bank functions, issuing, executive body of monetary policy, the bank of banks, state banks function, the function manager reserves. Tools Central Bank applied in the operation. The role of the central bank in payments and the foreign exchange market. The relative independence of the central bank. Banking regulation and supervision. Basic facts about Central Bank Czech National Bank. Lecture 5 to 6: Organization and Tools payments. Characteristics of payments and its forms. Cash and cashless payments. Correspondent banks and correspondent accounts. Bank transfers and their breakdown. Cheques, their elements and types. Credit cards, their elements, types and benefits of their use. Documentary credit and documentary collection types, process, use, advantages and disadvantages. Lecture 7 to 8: Banking products. Concept. Classification of bank products. Deposit and loan products. Building savings. Bank bonds. Mortgage bonds. Bank Drafts. Deposit insurance, its function and meaning. The structure of bank credit products. The credit agreement. Basic characteristics of particular types of commercial and consumer loans. Surety and its forms. Lecture 9 to 10 Alternative financing businesses Characteristics of alternative forms of financing and its significance. Factoring the nature and importance of financing. True and false faktoring. Forfaiting characteristics and importance for financing. Financial forfaiting. Project financing and its use for financing. Venture capital characteristics and the use of financing. Financing through the capital market issuance activity. Possibilities and conditions of use in the Czech Republic and abroad.Basics of Investment Banking Characteristics of investment banking and investment transactions význam.Základní types of banks. Tools investment securities and their significance. Bank's services to investors in the securities. Bank's services to issuers of securities. Obligations of banks when conducting investment transactions. Lecture 11 and 12:Principles of insurance
- Literature
- required literature
- ŠENKÝŘOVÁ, Bohuslava a Vladimír ČECHÁK a Vladislav PAVLÁT a Hana HLAVÍNOVÁ a Zuzana PETERSKÁ. Bankovnictví. Praha: Vysoká škola finanční a správní, 2010. 256 s. EUPRESS. ISBN 978-80-7408-029-6.
- - BUDÍK, Josef. Finanční investování. 1. vydání. Praha : Vysoká škola finanční a správní, o.p.s., 2011. 196 s. Edice EUPRES. ISBN 978-80-7408-047-0
- recommended literature
- Revenda, Z. Peněžní ekonomie a bankovnictví. 3.vydání. Praha : Management Press, 2000.
- ČÁST B: BANKOVNÍ PRODUKTY, subkapitoly 11.1 až 11.6 z publikace: „Komerční bankovnictví pro bankéře a klienty“, autor: Ing.Petr Dvořák, LINDE, 2005;
- not specified
- Bokranz R., Hildebrant B., Wehling J.: Organizace bankovního provozu, HZ Praha, 1997
- Teaching methods
- Teaching takes the form lectures and seminars for full-time studies and managed consultations in the combined form of study. Minimum mandatory attendance at seminars / workshops in full-time studies is 75%, the controlled group consultations in combined form 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
- The test will take place in the form of a written test of knowledge in the scope of the content of lectures s ~ usually by adding an oral exam.
- Language of instruction
- Czech
- Further comments (probably available only in Czech)
- The course can also be completed outside the examination period.
General note: Bb2.
Information on the extent and intensity of the course: 6 hodin KS/semestr.
- Enrolment Statistics (recent)