Course: Management of Private Finance in Practise

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Course title Management of Private Finance in Practise
Course code KEM/RPFP
Organizational form of instruction Lecture + Lesson
Level of course not specified
Year of study not specified
Semester Winter and summer
Number of ECTS credits 3
Language of instruction Czech
Status of course unspecified
Form of instruction Face-to-face
Work placements This is not an internship
Recommended optional programme components None
  • Gangur Mikuláš, Doc. RNDr. Ph.D.
  • Dlouhý Zdeněk, Ing. DiS.
Course content
- Introduction to private finances. - Introduction to insurance - insurance of protection of assets, insurance of properties and households. - Protection of responsibility, insurance of responsibility in civil life, insurance of responsibility of owning of a property. - Insurance of an accident, responsibility for damage cause, insurance of a lawyers protection. - The concept of protection of earnings. Accident and life insurance. - The concept of housing finance, mortgage and savings for reconstruction. - Introduction to creation of financial reserves, the concept of financial security, banking and savings accounts, term deposits. - The concept of pensions, employee benefits. - Introduction to investing, shares funds. - Alternative investment options, ETF, trading with instruments, credit for trading with instruments (financial leverage). - Reserve, lesson of a guest.

Learning activities and teaching methods
Lecture supplemented with a discussion, Multimedia supported teaching, Students' self-study, Lecture with visual aids, Practicum
  • Preparation for comprehensive test (10-40) - 40 hours per semester
  • Contact hours - 39 hours per semester
professional knowledge
Students are supposed to have base knowledge of a financial market and a position of finance, banking and insurance sector in an economy. Furthermore it is assumed the base knowledge of simple and compound accounting and of a tax system in the Czech republic.
learning outcomes
Students is able to: - Manage private finances in praxes and will be able to compose their own financial strategy properly. - Analyze financial products offers focused on private clients. - Understand differences between individual-saving products in terms of liquidity, risk and returns and taxes aspects. - Recognise most common insurance contracts. - Use the knowledge to finance their own housing.
teaching methods
Lecture with visual aids
Lecture supplemented with a discussion
Multimedia supported teaching
Students' self-study
assessment methods
Recommended literature
  • Ducháčková, Eva. Principy pojištění a pojišťovnictví. 2., aktual. vyd. Praha : Ekopress, 2005. ISBN 80-86119-92-0.
  • Dvořák, Petr. Bankovnictví pro bankéře a klienty. 3., přeprac. a rozš. vyd. Praha : Linde, 2005. ISBN 80-7201-515-X.
  • Kiyosaki, Robert T.; Lechter, Sharon L. Bohatý táta, chudý táta. Praha : Pragma, 2001. ISBN 80-7205-822-3.
  • RADOVÁ, J., DVOŘÁK, P. Finanční matematika pro každého. Praha : Grada, 1993. ISBN 80-85623-27-7.
  • Šenkýřová, Bohuslava. Bankovnictví II. 2., aktualiz. vyd, v Bankovní akademii vyd. poprvé. Praha : Bankovní akademie, 1998. ISBN 80-238-9685-7.
  • Šenkýřová, Bohuslava. Bankovnictví I. 3., aktualiz. vyd, v Bankovní akademii vyd. poprvé. Praha : Bankovní akademie, 2002. ISBN 80-238-9271-1.

Study plans that include the course
Faculty Study plan (Version) Branch of study Category Recommended year of study Recommended semester