Course detail

Financial Markets

FP-ftPDAcad. year: 2026/2027

Contents of lectures:
Types of financial transactions
- Direct and indirect funding, the types of financial markets
- Factors integration of financial market segments
- Current trends in the financial system
Financial institutions
- The banking system, banking institutions, banking transactions, bank products
- Other non-banking financial market institutions
The theory of interest rates and their effect in the financial system
Introduction to the theory of financial investments
- The definition of "investment," their distribution and basic characteristics
- Supply and demand in investment financial instruments
- Basic factors of investment strategies for investor
- The interdependence of investment factors
The financial investment tools
Classic Securities
- Business (corporate) shares
- Bonds
- Developments in the financial markets in the different stages of the economic cycle
Stocks and bonds of collective investment
Financial derivatives
- Definition of spot and futures
- Fixed-term contracts, forwards and futures
- Swap contracts
- Option contracts
- Synthetic (composite) financial derivatives
Structured products

The content of the seminars / Fundamentals of Financial Mathematics /
1. Simple interest and discounting
2. Compound Interest
3.Ssaving
4. Pensions
5. Loan Repayment
6. Bonds and Stocks
7. Credit test

Language of instruction

Czech

Number of ECTS credits

6

Assignment to study programme types

Bachelor's

Mode of study

Not applicable.

Guarantor

prof. Ing. Tomáš Meluzín, Ph.D.

Department

Department of Economics (ÚE)

Entry knowledge

The course is a follow-up to the knowledge of theory of market economy, monetary theory, and ways of pursuing of expansive and restrictive monetary and fiscal policy in an open economy, basic activities of banking system institutions.

Rules for evaluation and completion of the course

Credit is awarded on the basis of successful completion of prescribed written test, the content of which is the mathematics discussed in the exercises. The tests consist of ten examples, of which for each correctly calculated example the student can get a maximum of 5 points. The student can get a maximum of 50 points from the test, while the minimum number of points for which credit can be awarded is 35 points. Credit is a condition of admission of a student to the final exam.

Completion of the course for students with individual study:
The conditions are the same.

Completion of the course in distance form:
The conditions for granting the credit are the same as for students with individual study.

The exam Exam for all forms of teaching will take the form of a test that will contain 20 primarily multiple-choice questions, some of which may be correct. Points may be deducted for incorrect answers. Unchecked answers will not be evaluated. The condition for successful passing of the exam is the achievement of at least 50% of possible points. The evaluation is according to the ECTS classification scale.




The control of participation is fully in teacher’s competence. 

Aims

The main objective of the course is to teach students how to understand ding financial system as the integral part of an economic system as well as its role, substance and importance of its functioning. Students will learn how to actively participate in standard types of financial operations with individual types of investment financial tools, from the corporate financial transactions point of view as well as from the personal finances management point of view. Also dealt with are the fundamentals of financial mathematics necessary for financial practice.
Students will acquire theoretical and practical knowledge and skills from all spheres connected with functioning of a financial market. They will understand the significance of the financial market for the economy of every state and will have a grasp of the function and mission of each institution and subject operating on the financial market. They will learn to differentiate financial tools and to use them in practice. Students will also learn how to plan and carry out basic financial operations using existing financial tools in the corporate practice as well as for personal finances management.

Study aids

REJNUŠ, O.: Finanční trhy - Učebnice s programem na generování cvičných testů. 1. vyd. Praha: Grada Publishing, 2016. ISBN 978-80-247-5871-8.

MELUZÍN, T.: Finanční trhy-cvičení. 1. vyd. Brno: Akademické nakladatelství CERM, 2005. 46 s. ISBN 80-214-3048-6.

ŠOBA, O. a M. ŠIRŮČEK. Finanční matematika v praxi. 2., aktual. a rozš. vyd. Praha: Grada Publishing, 2017. ISBN 978-80-271-0250-1.

Prerequisites and corequisites

Not applicable.

Basic literature

Meluzín, T. Finanční trhy-cvičení. Brno: CERM, 2005. 1. vyd. ISBN 80-214-3048-6.
REJNUŠ, Oldřich. Finanční trhy: učebnice s programem na generování cvičných testů. První vydání. Praha: Grada Publishing, a.s., 2016. 380 stran. ISBN 978-80-247-5871-8.

Recommended reading

Cipra, T.: Praktický průvodce finanční a pojistnou matematikou. Praha: HZ, 1995
Polidar,V.: Management bank a bankovních obchodů. Praha, Ekopress, 1999
Rejnuš, Oldřich. Finanční trhy. 4., aktualiz. a rozš. vyd. Praha: Grada, 2014. 760 s. Profesional. ISBN 978-80-247-3671-6.
ŠOBA,O., ŠIRŮČEK, M.: Finanční matematika v praxi. 2., aktualizované a rozšířené vydání, Grada, Praha, 2017. ISBN 978-80-271-0250-1. (CS)

Elearning

eLearning: currently opened course

Classification of course in study plans

  • Programme BAK-EP Bachelor's 2 year of study, winter semester, compulsory, profile core courses
  • Programme BAK-UAD Bachelor's 2 year of study, winter semester, compulsory-optional

Type of course unit

 

Lecture

26 hours, optionally

Teacher / Lecturer

Ing. Roman Ptáček, Ph.D.

Syllabus

Contents of lectures:
Types of financial transactions
- Direct and indirect funding, the types of financial markets
- Factors integration of financial market segments
- Current trends in the financial system
Financial institutions
- The banking system, banking institutions, banking transactions, bank products
- Other non-banking financial market institutions
The theory of interest rates and their effect in the financial system
Introduction to the theory of financial investments
- The definition of "investment," their distribution and basic characteristics
- Supply and demand in investment financial instruments
- Basic factors of investment strategies for investor
- The interdependence of investment factors
The financial investment tools
Classic Securities
- Business (corporate) shares
- Bonds
- Developments in the financial markets in the different stages of the economic cycle
Stocks and bonds of collective investment
Financial derivatives
- Definition of spot and futures
- Fixed-term contracts, forwards and futures
- Swap contracts
- Option contracts
- Synthetic (composite) financial derivatives
Structured products

Exercise

26 hours, optionally

Teacher / Lecturer

Mgr. Jan Malíř
Ing. Roman Ptáček, Ph.D.

Syllabus

The content of the seminars / Fundamentals of Financial Mathematics /
1. Simple interest and discounting
2. Compound Interest
3.Ssaving
4. Pensions
5. Loan Repayment
6. Bonds and Stocks
7. Credit test

Self-study

52 hours, optionally

Teacher / Lecturer

prof. Ing. Tomáš Meluzín, Ph.D.

Individual preparation for an ending of the course

52 hours, optionally

Teacher / Lecturer

prof. Ing. Tomáš Meluzín, Ph.D.

Elearning

eLearning: currently opened course