Course detail

Basic Elements of Financing

FP-ZFAcad. year: 2019/2020

Financial market structure, institutions and tools. Money market – banking, banking products. The capital market – basic rules of financial investments, investment tools (types of securities and ways of capital market analysis), capital market institutions. Stock exchance. Insurance. Public finance (public revenues and expenditures, state budget, public debt).

Learning outcomes of the course unit

After completion of the course, student is able:
- to define financial market position, importance and function in the economic system;
- to utilize services provided by commercial banks ;
- to describe the importance of capital market, its tools (securities) and institutions from the view of financing and investment;
- to characterize insurance market, its participants, tools;
- to define public finance functions and tools.

Prerequisites

Not required.

Co-requisites

Not applicable.

Recommended optional programme components

Not applicable.

Recommended or required reading

MAREK, P. a kol. Studijní průvodce financemi podniku. Praha: Ekopress, 2006. 624 s. ISBN 80-86119-37-8. (CS)
KISLINGEROVÁ, E. a kol. Manažerské finance. 2. přeprac. a rozš. vyd. Praha: C. H. Beck, 2007. 745 s. ISBN 978-80-7179-903-0. (CS)
FOTR, J. Podnikatelský záměr a investiční rozhodování. 2. přepr. a dopl. vyd. Praha: Grada Publishing, 2005. 356 s. (CS)
KORÁB, V. a REŽŇÁKOVÁ, M. a PETERKA, J. Podnikatelský plán. Brno: Computer Press, 2007. 216 s. ISBN 978-80-251-1605-0. (CS)
SRPOVÁ, J., ŘEHOŘ, V. a kol. Základy podnikání. Teoretické poznatky, příklady a zkušenosti českých podnikatelů. Praha: Grada Publishing. 2010. (CS)
NÝVLTOVÁ, R., MARINIČ, P. Finanční řízení podniku. Moderní metody a trendy. Praha: Grada, 2010. 204 s. ISBN 978-80-247-3158-2. (CS)
BROOKS, R. M. Financial management: Core concepts. 3rd ed. Boston: Pearson, 2016. 619 p. ISBN 978-0-133-86669-8 (EN)

Planned learning activities and teaching methods

The course contains lectures that explain principles, decisions problems and methodology of the discipline, and exercises that promote the practical knowledge of the subject presented in the lectures.

Assesment methods and criteria linked to learning outcomes

CREDIT REQUIREMENTS: At least 50 % successful passing of test. Students have the possibility to use one regular and one resit test. Presentation of the essay. Voluntary homework. Participation in seminars (one absence during the semester is tolerated).

WAY OF EXAMINATIONS: The written exam is oriented to verify theoretical and practical knowledge. The questions are formulated in the form of open and closed questions. The test is required 50% success rate.

RULES OF THE CLASSIFICATION: according to rules of study Examination of Brno University of Technology

Language of instruction

Czech

Work placements

Not applicable.

Course curriculum

Economic system and the financial market. Banking system and products. Capital market. Investment instruments. Stocks bonds, financial derivates. Risk, return and liquidity of investment instruments. Theory of portfolio.
Collective investment institutions. Pension funds. Insurance. Public finance.

Aims

The objective of the course is to make students familiar with financial market area. From this view:
- to define financial market position, importance and function in the economic system;
- to characterize money market institutions (central bank, commercial banks) and services provided;
- to introduce the meaning of capital market and to present its tools (securities) and institutions;
- to characterize insurance market, its participants, tools;
- to define public finance functions and tools.

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

Attendance at lectures is not compulsory, but is recommended. Attendance at seminars is required and checked by the tutor. Lessons are composed on the basis of weekly schedules. Way of substituting missed lessons is fully in competence of a teacher.

Classification of course in study plans

  • Programme IT-BC-3 Bachelor's

    branch BIT , 2. year of study, summer semester, 4 credits, optional

  • Programme BIT Bachelor's, 2. year of study, summer semester, 4 credits, optional

  • Programme BAK-MIn Bachelor's

    branch BAK-MIn , 2. year of study, summer semester, 4 credits, compulsory

Type of course unit

 

Lecture

26 hours, optionally

Teacher / Lecturer

seminars

13 hours, compulsory

Teacher / Lecturer