Course detail

Banking and Insurance Systems

ÚSI-1EABPAcad. year: 2017/2018

Banking and Insurance systems.

Language of instruction

Czech

Number of ECTS credits

2

Mode of study

Not applicable.

Guarantor

Ing. Libuše Barilová

Department

Institute of Forensic Engineering (ÚSI)

Learning outcomes of the course unit

Knowledge of frequently used terms and products of banking and insurance and preparation for their usage in praxis.

Prerequisites

Not requested.

Co-requisites

Not applicable.

Planned learning activities and teaching methods

Teaching is carried out through lectures that consist of interpretations of basic principles, methodology of given discipline, problems and their exemplary solutions.

Assesment methods and criteria linked to learning outcomes

Two mandatory tests, the first one after banking part and the second after the insurance part. Classification is assigned as a summary of both tests.

Course curriculum

1. Introduction to bank business (financing, bank determination, bank supervision, Czech banking system).
2. Identification of clients, financial investment tools - deposit business.
3. Payment system (cash and noncash, electronic banking, payments abroad).
4. Documentary payments (bill of credit, collection of money), assurance of rate risks.
5. Credit business, guarantee exhibited by bank (types, apply for loan, apply for warranty); credit analysis, assurance of loans and risks.
6. Leasing, factoring, forfeiting.
7. Connected legal rules (No. 363/1999 Col., about Insurance; No. 38/2004 Col., about Insurance Agents; No. 37/2007 Col. about Insurance Contract).
8. Insurance theory, forms of insurance (persons, property, responsibility, travel insurance).
9. Insurance of responsibility for damage (mandatory for vehicles) and accident insurance (voluntary).
10. Insurance of real estate, insurance of movable assets.
11. Insurance of transported load.
12. Insurance of business risks.
13. Liquidation of insurance event.

Work placements

Not applicable.

Aims

Improvement of understanding the meaning of the terms, connections and products from banking and insurance in praxis.

Specification of controlled education, way of implementation and compensation for absences

Not applicable.

Recommended optional programme components

Not applicable.

Prerequisites and corequisites

Not applicable.

Basic literature

KALABIS, Z. Bankovní služby v praxi. 1. vyd. Brno: Computer press, a.s., 2005. ISBN 80-251-0882-1
BUŠTA, P., PŘIKRYL, V. Pojištění odpovědnosti z provozu vozidla v otázkách a odpovědích. Praha: Mobil Data, 2001
BOHMAN, L., DRYJOVÁ, L., WAWERKOVÁ, M. Zákon o pojistné smlouvě - komentář. 1. vyd. Praha: LINDE, 2004. 384 s. ISBN 80-7201-504-4
ČEJKOVÁ,V., NEČAS, S. Pojišťovnictví. 2., přepracované vyd. Brno : MU Brno, 2006. ISBN 80-210-3990-6

Recommended reading

DVOŘÁK, P. Bankovní pro bankéře a klienty. 3. vyd. Praha: Linde, a. s., 2005. ISBN 80-7201-515-X
Zákon č. 21/1992 Sb., o bankách, v aktuálním znění
ZEMAN, V., MELUZÍN, T.: Bankovnictví pro studijní obor realitní inženýrství, Brno: CERM, 2009. ISBN 978-80-214-4040-1
DUCHÁČKOVÁ, E.: Principy pojištění a pojišťovnictví. Ekopress, 2. vyd. 2005.
HRADEC, M.: Pojištění odpovědnosti za škodu v likvidační praxi. 1. vyd. Praha: VŠFS, 2001
HRADEC, M,. DEUTSCHMANN, K.: Likvidace pojistných událostí silničních vozidel. 1. vyd. Praha:
MAJTÁNOVÁ, A. DAŇHEL, J., DUCHÁČKOVÁ, E., KAFKOVÁ, E.: Pojišťovnictví - Teorie a praxe. Ekopress, 2006, 1.vyd., ISBN 80-86929-19-1
Zákon č. 363/1999 Sb., o pojišťovnictví, v platném znění
Zákon č. 37/2004 Sb., o pojistné smlouvě
Zákon č. 168/1999 Sb., o pojištění odpovědnosti za škodu způsobenou provozem vozidla, v platném znění

Classification of course in study plans

  • Programme MSoI Master's

    branch EID , 1. year of study, winter semester, compulsory

Type of course unit

 

Lecture

26 hours, optionally

Teacher / Lecturer

Ing. Libuše Barilová
Ing. Jiří Duchaň