1. Financial investment, investment process. Financial planning, typical family financial targets.
2. Family finance, household balance sheet and cash-flow, household savings. Household budget, importance of nest egg and insurance.
3. Financial mathematics, time value of money, basic household situation application.
4. Insurance products, life and disability insurance, non-life insurance, correct insurance, most frequent insurance mistakes.
5. Pension system, pension funds. Pension system reform. Advantages and disadvantages of investing in pension funds.
6. Securities – bonds, shares, mutual fund shares. Household portfolio of securities.Short-term and long-term investing.
7. Collective investment, investing in mutual funds as a part of household portfolio.
8. Types of funds, active and passive investment strategies. DCA method.
9. Bank products, deposit accounts, credit products, mortgage loans, consumer lending, credit cards, building loans.
10. Household portfolio of securities in the Czech Republic, indebtedness of the Czech households, comparison with other foreign countries. Principles of financial portfolio creation, good and bad debt, diversification, regular investing.
11. Alternative investments - yield, risk, liquidity. Investing in tangible assets (real properties, commodities, collections).
12. Investment psychology, value of money, relation to the own property, analysis of the investor behaviour, psychological analysis in financial markets.
13. Role of financial advisor, work with client, ethical use of information, ethics in financial markets.
14. Selected examples of non-ethical financial advisory and investing.
2. Family finance, household balance sheet and cash-flow, household savings. Household budget, importance of nest egg and insurance.
3. Financial mathematics, time value of money, basic household situation application.
4. Insurance products, life and disability insurance, non-life insurance, correct insurance, most frequent insurance mistakes.
5. Pension system, pension funds. Pension system reform. Advantages and disadvantages of investing in pension funds.
6. Securities – bonds, shares, mutual fund shares. Household portfolio of securities.Short-term and long-term investing.
7. Collective investment, investing in mutual funds as a part of household portfolio.
8. Types of funds, active and passive investment strategies. DCA method.
9. Bank products, deposit accounts, credit products, mortgage loans, consumer lending, credit cards, building loans.
10. Household portfolio of securities in the Czech Republic, indebtedness of the Czech households, comparison with other foreign countries. Principles of financial portfolio creation, good and bad debt, diversification, regular investing.
11. Alternative investments - yield, risk, liquidity. Investing in tangible assets (real properties, commodities, collections).
12. Investment psychology, value of money, relation to the own property, analysis of the investor behaviour, psychological analysis in financial markets.
13. Role of financial advisor, work with client, ethical use of information, ethics in financial markets.
14. Selected examples of non-ethical financial advisory and investing.