Course syllabus SFP - Personal and Family Finance (FBE - WS 2013/2014)

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Course code: SFP
Course title in language of instruction: Osobní a rodinné finance
Course title in Czech: Personal and Family Finance
Course title in English: Personal and Family Finance
Mode of completion and number of credits: Fulfillment of requirements (2 credits), Exam (4 credits)
(1 ECTS credit = 28 hours of workload)
Mode of delivery/Timetabled classes: full-time, 1/2 (hours of lectures per week / hours of seminars per week)
part-time, 0/0 (lectures per period / seminars per period)
Language of instruction: Czech
Level of course: bachelor
Semester: WS 2013/2014
Name of lecturer: Ing. Michal Oppl (instructor, lecturer)
Ing. Martin Širůček, Ph.D. (examiner, tutor)
Ing. Oldřich Šoba, Ph.D. (examiner, instructor, lecturer, supervisor, tutor)
Prerequisites: Financial Markets
Aims of the course:
Student will be able to create personal and family financial plan. Student will be able to use financial products (investment products, banking products, insurance products) in life planning and for for financing of life needs (life risks, investments, financing of living, financial planning of pension etc.).
Course contents:
1.Analysis of the current situation, collecting of relevant personal data and determining aims and expectations (allowance 0/3)
2.Processing of financial balance, client's financial situation determining and client's relationship to the risk (allowance 0/3)
3.Options of house (living) financing (allowance 0/3)
4.Risk management, capital protection (allowance 0/3)
5.Investment management, effective performance of financial capital (allowance 0/3)
6.Strategy of long-term planning, annuity (allowance 0/3)
7.Financial Independence - simulation game; the influence of taxation on creating financial solutions (allowance 0/3)
8.Realization and presentation of financial planning concept (solution) (allowance 0/3)
Learning outcomes and competences:
Generic competences:
-Ability to organize and plan ahead
-Resolve to succeed
-Skilled at utilizing and processing information
-Spirit of enterprise

Specific competences:
-Ability to creation of personal financial plan
-Ability to identification of risks in financial planning
-Ability to transformation of life needs into financial plan and finding of solution
-Ability to work with financial products
-Knowledge of steps of personal financial plan creation

Type of course unit: optional
Year of study: Not applicable - the subject could be chosen at anytime during the course of the programme.
Work placement: There is no compulsory work placement in the course unit.
Recommended study modules: -
Learning activities and study load (hours of study load):
Type of teaching methodDaily attendanceCombined form
Direct teaching
     practice28 h0 h
     consultation0 h8 h
     preparation for exam14 h14 h
     preparation for regular assessment14 h34 h
     elaboration and execution of projects28 h28 h
Total84 h84 h
Assessment methods:
Exam: creating of personal or family financial plan (case study) and defence against experts of the practice. Quality and presentation of the plan will influence the final grade of the course.
Recommended reading:
TypeAuthorTitlePublished inPublisherYearISBN
RQŠÍDLO, D.Život jako riziko, aneb, Zásady pojišťování životních rizikPrahaAladin agency :2010978-80-904345-1-6
RQKOHOUT, P.Investiční strategie pro třetí tisíciletíPrahaGrada2010978-80-247-3315-9
RQSYROVÝ, P. -- TYL, T.Osobní finance: řízení financí pro každéhoPrahaGrada2011978-80-247-3813-0
RESMRČKA, L.Osobní a rodinné finance: (svět rodinných financí - jak spořit a rozmnožovat majetek)PrahaProfessional Publishing2007978-80-86946-41-2
RESMRČKA, L.Rodinný rozpočet a společnost spotřeby: (staronový pohled na osobní finance a bohatství)PrahaProfessional Publishing2008978-80-86946-78-8
REGITMAN, L.J. – JOEHNK, M. D. Personal Financial Planning. 2007. South-Western College Pub, 11. vyd. 552 s. ISBN-13: 978-0324422863


Last modification made by Ing. Marcel Ševela, Ph.D. on 12/10/2013.

Type of output: