154-0043/01 – Principles of Capital Markets (.)

Gurantor departmentDepartment of FinanceCredits4
Subject guarantorprof. Ing. Jiří Polách, CSc.Subject version guarantorprof. Ing. Jiří Polách, CSc.
Study levelundergraduate or graduateRequirementChoice-compulsory
Year4Semestersummer
Study languageCzech
Year of introduction2000/2001Year of cancellation2007/2008
Intended for the facultiesEKFIntended for study typesMaster
Instruction secured by
LoginNameTuitorTeacher giving lectures
KOR21 Ing. Kateřina Kořená, Ph.D.
POL20 prof. Ing. Jiří Polách, CSc.
POL02 Ing. Petr Polák, Ph.D.
Extent of instruction for forms of study
Form of studyWay of compl.Extent
Full-time Credit and Examination 2+0

Subject aims expressed by acquired skills and competences

.

Teaching methods

Summary

The aim of the course is to get students acquainted with the capital market and its functions and principles. The course is divided into 2 main parts: financial markets and financial institutions.

Compulsory literature:

Fabozzi, F.J., Modigliani, F., Ferri, M.G.: Foundations of Financial Markets and Institutions. New Jersey: Prentice-Hall, 1994. ISBN 0-130328980-X. Madura, J.: Financial Markets and Institutions. Second Edition. St.Paul: West Publishing Company, 1992. ISBN 0-314-87735-5. Sharpe, W. F., Alexander, G. J.: Investice. Victoria Publishing, Praha 1994

Recommended literature:

Way of continuous check of knowledge in the course of semester

E-learning

Další požadavky na studenta

Prerequisities

Subject has no prerequisities.

Co-requisities

Subject has no co-requisities.

Subject syllabus:

1. Charakteristika finančních trhů, finanční systém, očekávané trendy vývoje finančního systému. Finanční trh. 2. Subjekty finančního trhu, investoři, zprostředkovatelé, subjekty kolektivního investování, organizátoři trhu s CP, ostatní subjekty. 3. Historie burzovnictví, jednotlivé typy burz, Burza cenných papírů Praha, RM- Systém, Středisko cenných papírů. 4. Cenné papíry, druhy cenných papírů, forma a podoba CP, převoditelnost a obchodovatelnost CP. Dluhopisy, akcie, základní výpočty s dluhopisy a akciemi, hlavní zásady při investování do dluhopisů a akcií. Dividendová politika. 5. Finanční investování, základní skupiny investic, jednotlivé fáze investičního procesu, vztah výnos, riziko, likvidita. 6. Kolektivní investování, investiční společnost, investiční fond, podílový fond, druhy fondů, investiční politika fondů. Alternativní způsoby investování. 7. Právní základna kapitálového trhu, příslušné zákony o cenných papírech, zdaňování CP, právo a kapitálové trhy. 8. Zdroje investičních informací, informační systémy. Rating, světové ratingové agentury, rating v ČR 9. Indikátory kapitálového trhu. 10.Akciové analýzy, fundamentální analýza, technická analýza, psychologická analýza, srovnání jednotlivých druhů analýz a jejich užití. 11.Deriváty cenných papírů, význam derivátů CP, trh s deriváty v České republice. 12.Teorie portfolia, volba optimálního portfolia, model CAPM, faktory alfa a beta, využití teorie portfolia. 13.Finanční trhy ve světě, výhody a nevýhody mezinárodního investování, příčiny krizí na finančních trzích, globalizace finančních trhů. 14.Finanční trh v ČR, historie ČKT, ochrana a regulace kapitálového trhu, úloha Komise pro cenné papíry, perspektivy vývoje KT v ČR.

Conditions for subject completion

Full-time form (validity from: 1960/1961 Summer semester)
Task nameType of taskMax. number of points
(act. for subtasks)
Min. number of points
Exercises evaluation and Examination Credit and Examination 100 (145) 51
        Examination Examination 100  0
        Exercises evaluation Credit 45  0
Mandatory attendence parzicipation:

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2004/2005 (M6202) Economic Policy and Administration (6210T004) European Integration (01) European Integration P Czech Ostrava 3 Choice-compulsory study plan
2004/2005 (M6208) Business and Management (6208T011) Economics and Law in Business P Czech Ostrava 4 Choice-compulsory study plan
2004/2005 (M6208) Business and Management (6208T062) Marketing and Business (01) Marketing and Business P Czech Ostrava 3 Choice-compulsory study plan
2004/2005 (M6209) Systems Engineering and Informatics (6209T025) System Engineering and Informatics P Czech Ostrava 4 Choice-compulsory study plan
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2003/2004 (M6208) Business and Management (6208T011) Economics and Law in Business P Czech Ostrava 4 Choice-compulsory study plan
2003/2004 (M6208) Business and Management (6208T062) Marketing and Business (01) Marketing and Business P Czech Ostrava 3 Choice-compulsory study plan
2003/2004 (M6209) Systems Engineering and Informatics (6209T025) System Engineering and Informatics P Czech Ostrava 4 Choice-compulsory study plan
2002/2003 (M6202) Economic Policy and Administration (6202T027) National Economy P Czech Ostrava 3 Choice-compulsory study plan
2002/2003 (M6208) Business and Management (6208T011) Economics and Law in Business P Czech Ostrava 4 Choice-compulsory study plan
2002/2003 (M6208) Business and Management (6208T062) Marketing and Business (01) Marketing and Business P Czech Ostrava 3 Choice-compulsory study plan
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2001/2002 (M6208) Business and Management (6208T011) Economics and Law in Business P Czech Ostrava 4 Choice-compulsory study plan
2001/2002 (M6208) Business and Management (6208T062) Marketing and Business (01) Marketing and Business P Czech Ostrava 3 Choice-compulsory study plan
2001/2002 (M6209) Systems Engineering and Informatics (6209T025) System Engineering and Informatics P Czech Ostrava 4 Choice-compulsory study plan
2000/2001 (M6202) Economic Policy and Administration (6202T027) National Economy P Czech Ostrava 4 Choice-compulsory study plan
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2000/2001 (M6208) Business and Management (6208T037) Management (02) Management P Czech Ostrava 4 Choice-compulsory study plan
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