545-0217/01 – Management of Private Finance (MOF)

Gurantor department	Department of Economics and Control Systems	Credits	5
Subject guarantor	doc. Ing. Michal Vaněk, Ph.D.	Subject version guarantor	doc. Ing. Michal Vaněk, Ph.D.
Study level	undergraduate or graduate	Requirement	Choice-compulsory
Year	3	Semester	summer
		Study language	Czech
Year of introduction	2008/2009	Year of cancellation	2014/2015
Intended for the faculties	HGF	Intended for study types	Bachelor

Instruction secured by
Login	Name	Tuitor	Teacher giving lectures
MAG68	Ing. Jana Magnusková, Ph.D.
VAN74	doc. Ing. Michal Vaněk, Ph.D.

Extent of instruction for forms of study
Form of study	Way of compl.	Extent
Full-time	Credit and Examination	2+2
Part-time	Credit and Examination	6+6

Subject aims expressed by acquired skills and competences

Students study to manage finances of family. Student obtain to ability to explain problems with taxis and to characterize bank and nonbank products.

Teaching methods

Lectures
Tutorials
Project work

Summary

People’s economic decision making is an integral part of existing within contemporary society structures. The Course informs on processes concerning students’ own finances. As such the Course has been structured in two parts. The first part takes into account related taxation arrangements (income tax, property tax, VAT, consumption tax, social and health insurance payments). The second part focuses on investment options as offered by banks and financial institutions (standard bank products; building and loan association savings; supplementary pension insurance benefits; life insurance; shares funds; share investments and non-traditional investments – works of art, wine, gold, etc.).

Compulsory literature:

FABOZZI, Frank J. The Handbook of Financial Instruments. New Jersey : John Wiley & Sons, 2002. 847 p. ISBN 0-471-22092-2.

Recommended literature:

ROSENBAUM, Joshua; PEARL Joshua. Investment Banking. New Jersey : John Wiley & Sons, 2013. 419 p. ISBN 978-1-118-65621-1.

Way of continuous check of knowledge in the course of semester

Seminar works checks provide for regular feedback on the progress of knowledge during the current term.

E-learning

Other requirements

There are no additional requirement for students.

Prerequisities

Subject has no prerequisities.

Co-requisities

Subject has no co-requisities.

Subject syllabus:

1st Cash in everyday life 2nd Social and health insurance 3rd Income taxes 4th Property taxes 5th Other taxes 6th Options for investing their disposable income persons 7th Bank deposit products 8th Building Savings 9th Investing in mutual funds 10th Life Insurance 11th Pension insurance 12th Consumer loans and leases 13th Mortgage Loans 14th Investing in specialty products

Conditions for subject completion

Full-time form (validity from: 1960/1961 Summer semester, validity until: 2011/2012 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	33 (33)	0	3
Project	Project	15	0	3
Written exam	Written test	12	0	3
Other task type	Other task type	6	0	3
Examination	Examination	67 (67)	0	3
Written examination	Written examination	32	0	3
Oral	Oral examination	35	0	3

Mandatory attendence participation:

Show history

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

Show history

Occurrence in study plans

Academic year	Programme	Branch/spec.	Form	Study language	Tut. centre	Year	Type of duty
2011/2012	(B2102) Mineral Raw Materials	(3902R006) Automation and Computers in Raw Material Industry	P	Czech	Ostrava	3	Choice-compulsory	study plan
2010/2011	(B2102) Mineral Raw Materials	(3902R006) Automation and Computers in Raw Material Industry	P	Czech	Ostrava	3	Choice-compulsory	study plan
2009/2010	(B2102) Mineral Raw Materials	(3902R006) Automation and Computers in Raw Material Industry	P	Czech	Ostrava	3	Choice-compulsory	study plan
2008/2009	(B2102) Mineral Raw Materials	(3902R006) Automation and Computers in Raw Material Industry	P	Czech	Ostrava	3	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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