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Banking and Capital Markets

Type of study Follow-up Master
Language of instruction Czech
Code 154-0304/08
Abbreviation BaKT
Course title Banking and Capital Markets
Credits 4
Coordinating department Department of Finance
Course coordinator prof. Ing. Tomáš Tichý, Ph.D.

Subject syllabus

1. Financial system - its characteristics, the role and classification of financial markets.
2. Banking system – structure and classification, new trends and risks in banking, contemporary situation in the banking sector in the Czech Republic and in selected countries.
3. Central banks - the role, basic functions and key principles of central banking.
4. Banks and their role - banking system and economy, bank risks, bank evaluation, licensing and approval in the EU.
5. Bank liabilities of commercial banks – characteristics of deposit services (types of demand and savings deposits) and non-deposit liabilities. Regulation and insurance of deposit services.
6. Credit services of commercial banks - characteristics of credit products. Lending policy, creditworthiness and bank loans.
7. Off-balance sheet services of commercial banks - characteristics of non-deposit and non-loan products. Trusteeship.
8. Payment systems - the role of payment systems in the economy, their characteristics and classification. Cash payment.
9. Role and classification of financial instruments in capital markets - role, importance and types of securities, stocks, classification of stocks, stock yield and risk.
10. Bonds, classification of bonds, bond yield and risk, importance of rating.
11. Financial derivatives and innovatios – definition and classification of financial derivatives, forwards, futures, options, structured instruments, securitization.
12. Fundamental analysis - global and industry analysis, company analysis, intrinsic value calculation.
13. Technical analysis, psychological analysis - principles of technical analysis, graphic methods and indicators, psychological analysis, principles of behavioral finance.
14. Asset management - professional portfolio management, management process, passive and active strategies, portfolio performance.
15. Capital markets subjects, stock exchanges - main participants in capital markets, stock exchange definition, types of stock exchange trading, security prospectus.
16. Collective investment - importance of collective investment, classification of funds, long-term investing, pension funds, regular investing.
17. Global financial markets - global financial centers, their characteristics and importance, gobalization and current trends.
18. Supervision and regulation in financial markets, role and goals of supervision and regulation in financial markets, institutional structure of supervision and regulation.

Literature

BRANDL, M. 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.
KANTNEROVÁ, L. Základy bankovnictví: teorie a praxe. Praha: C.H. Beck, 2016. ISBN 978-80-7400-595-4.
REJNUŠ, O. Finanční trhy: učebnice s programem na generování cvičných testů. Praha: Grada, 2016, dotisk 2022. ISBN 978-80-247-5871-8.

Advised literature

CASU, B., GIARDONE, C., MOLYNEUX, P. Introduction to Banking. 3rd ed. Harlow: Pearson, 2022. ISBN 978-1-292-24033-6 .
CHOUDHRY, M. The Principles of Banking. 2nd ed. Singapore: Wiley, 2023. ISBN 978-1119755647.
VESELÁ, J. Investování na kapitálových trzích. 3. vyd. Praha: Wolters Kluwer Česká republika, 2019. ISBN 978-80-7598-212-4.