Financial investment,investment process.Financial planning, typical family financial targets.
Family finance, household balance sheet and cash-flow, household savings. Household budget, importance of nest egg and insurance.
Financial mathematics, time value of money, basic household situation application.
Insurance products, life and disability insurance, non-life insurance, correct insurance, most frequent insurance mistakes.
Pension system, pension funds. Pension system reform. Advantages and disadvantages of investing in pension funds.
Securities – bonds, shares, mutual fund shares. Short-term and long-term investing. Household portfolio of securities.
Collective investment, investing in mutual funds. Open-ended and close-ended funds. Types of funds. Hedge funds. Active and passive investment strategies.
Bank products, deposit accounts, credit products, mortgage loans, consumer lending, credit cards,building loans.
Household savings structure, preferences of saving ways and styles, household debts. Comparison of Czech and foreign household portfolios.
Principles of financial portfolio creation,good and bad debt,diversification, dollar cost averaging.
Financial independence, financial freedom - explanation of the terms, their importance to family finance,cash-flow quadrant.
Alternative investments - yield, risk, liquidity. Investing in tangible assets (real estates, commodities, collectibles).
Inflation, interest rates, exchange rates, their ifluence on family finance.
Investment psychology, value of money, relation to the own property, analysis of the investor behaviour in the financial markets.
Financial institutions, history and development of financial institutions, regulation of financial institutions and financial market from the view of the personal finance. Present-day situation in the Czech financial market and global financial markets.
The role of the financial advisor, the ethical treatment of the client, ethics and information, ethical reporting, ethics in financial markets. Concrete examples of unethical consultancy and investing.
Family finance, household balance sheet and cash-flow, household savings. Household budget, importance of nest egg and insurance.
Financial mathematics, time value of money, basic household situation application.
Insurance products, life and disability insurance, non-life insurance, correct insurance, most frequent insurance mistakes.
Pension system, pension funds. Pension system reform. Advantages and disadvantages of investing in pension funds.
Securities – bonds, shares, mutual fund shares. Short-term and long-term investing. Household portfolio of securities.
Collective investment, investing in mutual funds. Open-ended and close-ended funds. Types of funds. Hedge funds. Active and passive investment strategies.
Bank products, deposit accounts, credit products, mortgage loans, consumer lending, credit cards,building loans.
Household savings structure, preferences of saving ways and styles, household debts. Comparison of Czech and foreign household portfolios.
Principles of financial portfolio creation,good and bad debt,diversification, dollar cost averaging.
Financial independence, financial freedom - explanation of the terms, their importance to family finance,cash-flow quadrant.
Alternative investments - yield, risk, liquidity. Investing in tangible assets (real estates, commodities, collectibles).
Inflation, interest rates, exchange rates, their ifluence on family finance.
Investment psychology, value of money, relation to the own property, analysis of the investor behaviour in the financial markets.
Financial institutions, history and development of financial institutions, regulation of financial institutions and financial market from the view of the personal finance. Present-day situation in the Czech financial market and global financial markets.
The role of the financial advisor, the ethical treatment of the client, ethics and information, ethical reporting, ethics in financial markets. Concrete examples of unethical consultancy and investing.