154-0504/01 – Banking and Capital Markets (BCM)

Gurantor department	Department of Finance	Credits	3
Subject guarantor	prof. Ing. Tomáš Tichý, Ph.D.	Subject version guarantor	Ing. Kateřina Kořená, Ph.D.
Study level	undergraduate or graduate	Requirement	Choice-compulsory
Year	2	Semester	winter
		Study language	English
Year of introduction	2014/2015	Year of cancellation	2021/2022
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.
NOV329	Ing. Josef Novotný, Ph.D.

Extent of instruction for forms of study
Form of study	Way of compl.	Extent
Full-time	Credit	3+0

Subject aims expressed by acquired skills and competences

The course is focused on achieving the main knowledge of financial markets. It is divided into two parts – the first part introduces banking system, while the second part introduces principles of functioning of money and capital markets.

Teaching methods

Lectures

Summary

The aim of the course is to introduce the role and importance of financial markets. Students will learn to understand banking system's, money and capital market's principles and functioning. After passing the course, students should be able to understand central and commercial banking, to distinguish particular banking products, to compare financial intermediaries, to master various types of securities, to learn investment principles including collective investment, to evaluate the situation at the Czech financial market and in global financial markets.

Compulsory literature:

BODIE, Zvi, Alex KANE and Alan J. MARCUS. Investments. 12th ed. New York: McGraw Hill, 2021. ISBN 978-1-260-57115-8. CASU, Barbara, Claudia GIARDONE and Philip MOLYNEUX. Introduction to Banking. 3rd ed. Harlow: Pearson, 2022. ISBN 978-1-292-24033-6. MADURA, Jeff. Financial markets and institutions. 13th ed. Mason: South-Western Cengage Learning, 2021. ISBN 978-0357130797.

Recommended literature:

CHOUDHRY, Moorad. The Principles of Banking. 2nd ed. Singapore: Wiley, 2023. ISBN 978-1119755647. LAOPODIS, Nikiforos. Understanding investments: theories and strategies. 2nd ed. London: Routledge, Taylor & Francis Group, 2021. ISBN 978-1000074741. REILLY, Frank K., Keith C. BROWN and Sanford. J. LEEDS. Investment analysis and portfolio management. 11th ed. Boston: Cengage, 2019. ISBN 978-1305262997.

Way of continuous check of knowledge in the course of semester

E-learning

Other requirements

No other requirements.

Prerequisities

Subject has no prerequisities.

Co-requisities

Subject has no co-requisities.

Subject syllabus:

Financial system, its functions. Financial markets. •Banking system – the types of the banking systems in the world. Particular systems in the EU, US, and Czech Republic. •Regulation of banking industry. Central banking. •Bank financial statements. The balance sheet of a commercial bank. •Credit services of commercial banks. Characteristics of credit products. Lending policy and procedure. •Payment systems. The role of payment system in the economy. Cross-currency payments. •Money payment instrument. Electronic payments. Direct banking, e-banking. New trends in banking. •Capital market instruments. Money market instruments. •Fundamental analysis, technical analysis, psychological analysis. •Financial market subjects. Stock exchanges, BCPP, RM-S, Central depository. OTC market. •Primary issue of securities. Advantages and disadvantages of IPO. IPO process. Prospectus. •Financial investment, types of investments. Investment process, its phases. •Investment management. •Derivative markets, financial engineering, structured products. •Czech financial market, regulation of the Czech financial market. •Global financial markets. Contemporary situation in the financial markets.

Conditions for subject completion

Full-time form (validity from: 2014/2015 Winter semester, validity until: 2021/2022 Summer semester)

Task name	Type of task	Max. number of points (act. for subtasks)	Min. number of points	Max. počet pokusů
Exercises evaluation	Credit	85	85	2

Mandatory attendence participation:

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

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Occurrence in study plans

Academic year	Programme	Branch/spec.	Form	Study language	Tut. centre	Year	Type of duty
2020/2021	(N6208) Economics and Management	(6208T062) Marketing and Business	P	English	Ostrava	2	Choice-compulsory	study plan
2019/2020	(N6208) Economics and Management	(6208T062) Marketing and Business	P	English	Ostrava	2	Choice-compulsory	study plan
2018/2019	(N6208) Economics and Management	(6208T062) Marketing and Business	P	English	Ostrava	2	Choice-compulsory	study plan
2017/2018	(N6208) Economics and Management	(6208T062) Marketing and Business	P	English	Ostrava	2	Choice-compulsory	study plan
2016/2017	(N6208) Economics and Management	(6208T062) Marketing and Business	P	English	Ostrava	2	Choice-compulsory	study plan
2015/2016	(N6208) Economics and Management	(6208T062) Marketing and Business	P	English	Ostrava	2	Choice-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

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