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Personal Finance

Personal Finance
154-0352/01
čeština Personal Finance
154-0352/02
čeština Personal Finance
154-0352/03
čeština

Summary

The course is focused on achieving basic knowledge of personal and family finance and financial literacy. The aim of this course is to get students acquainted with using of the appropriate financial products and understanding the work of financial advisor. The students will be able to compare particular financial products,to define the work of financial advisor and be familiar with basic principles of his/her work and to create own personal investment portfolio.

Literature

SYROVÝ, Petr a Tomáš TYL. Osobní finance. 4. vyd. Praha: Grada, 2021. 248 s. ISBN 978-80-271-3123-5.
VESELÁ, Jitka. Investování na kapitálových trzích. 3. vyd. Praha: Wolters Kluwer ČR, 2019. 952 s. ISBN 978-80-7598-212-4.
KAPOOR, J. R., L. R. DLABAY and R. J. HUGHES. Personal Finance. 14th ed. McGraw-Hill/Irwin, 2023. 880 p. ISBN 978-1-259-09490-3 .

Doporučená literatura

CHAMBERS, Donald R., Mark Jonathan Paul ANSON, Keith H. BLACK and Hossein KAZEMI. Alternative Investments: CAIA level I. 3rd ed. Hoboken: Wiley, 2015. 935 p. ISBN 978-1-119-00336-6 .
GLADIŠ, Daniel. Naučte se investovat. 2. vyd. Praha: Grada, 2022. 156 s. ISBN 978-80-247-1205-5 .
KALÁTOVÁ, Veronika. Finanční zralost. Praha: Plot, 2021. 256 s. ISBN 978-80-7428-370-3.
PECK, Sarah. Investment Ethics. 1st ed. USA: Wiley 2011. 304 p. ISBN 978-0-470-43453-6.


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Language of instruction čeština, čeština, čeština
Code 154-0352
Abbreviation PF
Course title Personal Finance
Coordinating department Department of Finance
Course coordinator Ing. Kateřina Kořená, Ph.D.