154-0337/01 – Financial Markets II. A (FTIIA)

Gurantor department	Department of Finance	Credits	4
Subject guarantor	prof. Ing. Tomáš Tichý, Ph.D.	Subject version guarantor	Ing. Kateřina Kořená, Ph.D.
Study level	undergraduate or graduate	Requirement	Compulsory
Year	1	Semester	winter
		Study language	Czech
Year of introduction	2005/2006	Year of cancellation	2018/2019
Intended for the faculties	EKF	Intended for study types	Follow-up Master

Instruction secured by
Login	Name	Tuitor	Teacher giving lectures
KOR21	Ing. Kateřina Kořená, Ph.D.
NOV33	Ing. Martina Novotná, Ph.D.
TIC02	prof. Ing. Tomáš Tichý, Ph.D.

Extent of instruction for forms of study
Form of study	Way of compl.	Extent
Full-time	Credit and Examination	3+1

Subject aims expressed by acquired skills and competences

The aim of this course is to extend basic knowledge of financial markets. At the end of the course students should be able to: - understand stock analyses and to compare these analyses, - learn to elaborate fundamental analysis, - grasp derivative instruments, - understand asset managemet and a role of a portfoliomanager, - understand basic principles and necessity of ethical behaviour in financial markets, - define financial markets regulation, - evaluate situation in global financial markets and in the Czech financial market including investment possibilities in these markets.

Teaching methods

Lectures
Tutorials
Project work

Summary

The aim of this course is to extend students' knowledge of financial markets. Completion of this course will enable students to understand stock analyses and practically apply a fundamental analysis, to understand financial derivative instruments, to understand portfolio management and the role of portfolio manager, grasp the basic principles and need for ethical behaviour in financial markets, define regulation of financial markets, and assess the current financial markets in the world and the Czech Republic including the possibility of investing in these markets. Exercises are focused on deepening the knowledge of lectures using illustrative examples and application of acquired knowledge, especially in the field of fundamental analysis and option strategies.

Compulsory literature:

GREENWALD, B. C. a kol. Hodnotové investování: od Grahama po Buffetta a ještě dál. Tetčice: Impossible, 2022. ISBN 978-80-87673-36-2. REILLY, F. K., K. C. BROWN a S. J. LEEDS. Investment analysis and portfolio management. 11th ed. Boston: Cengage, 2019. ISBN 978-1-305-26299-7. REJNUŠ, Oldřich. Finanční trhy: učebnice s programem na generování cvičných testů. Praha: Grada Publishing, 2016, dotisk 2022. ISBN 978-80-247-5871-8.

Recommended literature:

HULL, John. Options, futures, and other derivatives. 11th ed.. Harlow, England: Pearson, 2022. ISBN 978-1-292-41065-4. MADURA, Jeff. Financial markets and institutions. 13th ed. Mason: South-Western Cengage Learning, 2021. ISBN 978-0357130797. REILLY, F. K., K. C. BROWN a S. J. LEEDS. Investment analysis and portfolio management. 11th ed. Boston: Cengage, 2019. ISBN 978-1-305-26299-7.

Way of continuous check of knowledge in the course of semester

E-learning

Other requirements

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Prerequisities

Subject has no prerequisities.

Co-requisities

Subject has no co-requisities.

Subject syllabus:

Fundamental analysis I.-II. Technical analysis Financial market indicators Psychological analysis Portfolio theory Active and passive portfolio management Investment certificates Derivatives Option strategies Czech capital market Regulation of the Czech capital market Global financial markets Contemporary situation in the global financial markets

Conditions for subject completion

Full-time form (validity from: 1960/1961 Summer semester, validity until: 2018/2019 Summer semester)

Task name	Type of task	Max. number of points (act. for subtasks)	Min. number of points	Max. počet pokusů
Exercises evaluation and Examination	Credit and Examination	100 (100)	51	3
Exercises evaluation	Credit	35 (35)	0	3
Other task type	Other task type	35	0	3
Examination	Examination	65 (65)	0	3
Written examination	Written examination	20	0	3
Oral	Oral examination	45	0	2

Mandatory attendence participation:

Show history

Conditions for subject completion and attendance at the exercises within ISP:

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Occurrence in study plans

Academic year	Programme	Branch/spec.	Spec.	Form	Study language	Tut. centre	Year	Type of duty
2010/2011	(N6202) Economic Policy and Administration	(6202T010) Finance	(00) Finance	P	Czech	Ostrava	1	Compulsory	study plan
2009/2010	(N6202) Economic Policy and Administration	(6202T010) Finance	(00) Finance	P	Czech	Ostrava	1	Compulsory	study plan
2008/2009	(N6202) Economic Policy and Administration	(6202T010) Finance	(00) Finance	P	Czech	Ostrava	1	Compulsory	study plan
2007/2008	(N6202) Economic Policy and Administration	(6202T010) Finance	(00) Finance	P	Czech	Ostrava	1	Compulsory	study plan
2006/2007	(N6202) Economic Policy and Administration	(6202T010) Finance	(00) Finance	P	Czech	Ostrava	1	Compulsory	study plan
2005/2006	(N6202) Economic Policy and Administration	(6202T010) Finance	(00) Finance	P	Czech	Ostrava	1	Compulsory	study plan

Occurrence in special blocks

Block name	Academic year	Form of study	Study language	Year	W	S	Type of block	Block owner

Assessment of instruction

2010/2011 Summer

2009/2010 Summer