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Principles of Personal Finance

Principles of Personal Finance
154-0454/01
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

KAPOOR, J. R., L. R. DLABAY and R. J. HUGHES. Personal Finance. 14th ed. McGraw-Hill/Irwin, 2023. 880 p. ISBN 978-1264101597 .
MALKIEL, G. Burton. Random Walk Down Wall Street: The Best Investment Guide. Anniversary ed. W. W. Norton & Company, 2023. 432 p. ISBN 978-132405113-8 .
TRESIDER, R. Todd. How Much Money Do I Need to Retire? FinancialMentor.com, 2020. 236 p. 978-193-927306-2.

Advised literature

KIYOSAKI, T. Robert. Rich Dad Poor Dad. Special ed. Plata Publishing, 2022. 336 p. ISBN 978-161268113-9 .
PEARSON, Kris. Investing for Young Adults. Canyon Press, 2022. 143 p. ISBN 978-195759032-5 .
SAUNDERS, A., M. CORNETT and O. ERHEMJAMTS.‎ Financial Markets and Institutions. 8th ed. McGraw-Hill Education, 2021. 832 p. ISBN 978-126556143-7 .


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Language of instruction čeština
Code 154-0454
Abbreviation ZFP
Course title Principles of Personal Finance
Coordinating department Department of Finance
Course coordinator Ing. Kateřina Kořená, Ph.D.