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Bankovnictví a kapitálové trhy

Typ studia navazující magisterské
Jazyk výuky angličtina
Kód 154-0504/01
Zkratka BCM
Název předmětu česky Bankovnictví a kapitálové trhy
Název předmětu anglicky Banking and Capital Markets
Kreditů 3
Garantující katedra Katedra financí
Garant předmětu Ing. Kateřina Kořená, Ph.D.

Osnova předmětu

•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.
•Derivatives markets, financial engineering, structured products.
•Czech financial market, regulation of the Czech financial market.
•Global financial markets. Contemporary situation in the financial markets.

Povinná literatura

BAKER, H. Kent; FILBECK, Greg and KIYMAZ, Halil. Equity markets, valuation, and analysis. Hoboken, New Jersey: Wiley, 2020. ISBN 978-1-119-63292-4 . Dostupné z: https://research.ebsco.com/c/yoie6s/search/details/swltqs4fpf?limiters=None&q=Equity%20markets%2C%20valuation%2C%20and%20analysis.
BRANDL, Michael W. Money, banking, financial markets & institutions. 2nd ed. Boston, MA: Cengage, 2021. ISBN 9781337904827 . Dostupné z: http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=2639330.
CASU, Barbara, Claudia GIARDONE and Philip MOLYNEUX. Introduction to Banking. 3rd ed. Harlow: Pearson, 2022. ISBN 978-1-292-24033-6 .

Doporučená literatura

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.