Course detail

Financial services

FEKT-BFSLAcad. year: 2020/2021

The course gives information about the most commnon financial instruments in the field of banking and insurance, focusing on both individual and corporate clients. There will be also mentioned another financial institutions in the Czech Republic, e.g. factoring and leasing companies, unit trusts, building societies. Students will be given basic skills when choosing sources of financing, making investments or selecting a kind of insurance to protect from risk.

Learning outcomes of the course unit

Awareness of the most common banking and insurance products.
The knowledge of unit trusts structure.
The knowledge of basic features of pension funds, building societies, factoring companies and non-banking credit institutions


Interest in the course.


Not applicable.

Recommended optional programme components

Not applicable.

Recommended or required reading

Polidar,V.:Management bank a bankovních obchodů,Grada Publishing,Praha,2005
Kolektiv autorů:Pojišťovnictví - Teorie a praxe,Ekopress,Praha,2006
Kalabis Z. Bankovní služby v praxi, Computer Press,Brno,2005
časopis Ekonom
časopis Profit

Planned learning activities and teaching methods

Teaching methods depend on the type of course unit as specified in the article 7 of BUT Rules for Studies and Examinations - lectures, discussion, analysis of up-to-date financial products.

Assesment methods and criteria linked to learning outcomes

Credit. Written test.

Language of instruction


Work placements

Not applicable.

Course curriculum

1.Banking system of the Czech Republic, structure of bank business.
2.System of bank credits
3.System of instruments of investment
4.Bill of exchange, bond, stock
6.Insurance - basic terms, kinds of insurance service
7.Unit trusts
8.Building societies
9.Non-banking credit institutions, installment purchasing


Students will be given the basic knowledge in the field of raising capital decisions and making investment decisions. They will be also given information about insurance products that can be found in the Czech republic, so that they will be capable of preventing risks.

Specification of controlled education, way of implementation and compensation for absences

Attendance 75%.

Classification of course in study plans

  • Programme AJEI-H Bachelor's

    branch H-AEI , 2. year of study, winter semester, 2 credits, elective
    branch H-AEI , 3. year of study, winter semester, 2 credits, elective

Type of course unit



26 hours, compulsory

Teacher / Lecturer


eLearning: opened course