N_PH_FPL1 Financial Planning

NEWTON University
summer 2023
Extent and Intensity
1/1. 4 credit(s). Type of Completion: graded credit.
Teacher(s)
Mgr. Pavla Wernerová (lecturer)
Mgr. Pavla Wernerová (seminar tutor)
Mgr. Pavla Wernerová (alternate examiner)
Guaranteed by
Ing. Roman Brauner, Ph.D.
Centre for Economics – NEWTON University
Course Enrolment Limitations
The course is offered to students of any study field.
Course objectives
The aim of the course is to familiarize students with personal finances. In the introductory part, the subject is devoted to the basic aspects of personal and family finances and personal and family goals and their planning, the next focus is on loans, savings and investments, but also on risk and hedging against it. Finally, the subject deals with the issue of overdue debt and ways of solving overdue claims and execution. 
Syllabus
  • 1) Introduction to personal finance
  • 2) Financial plan-household budget
  • 3) Investing and saving
  • 4) Loans and credits
  • 5) Risk and hedging against it
  • 6) Foreclosures and personal bankruptcies
Literature
  • SMRČKA, Luboš. Osobní a rodinné finance. Praha: Professional publishing, 2011. 257 s. ISBN 978-80-86946-41-2.
  • TYL, Tomáš; SYROVÝ, Petr. Osobní finance: řízení financí pro každého. Praha: Grada, 2014.
  • SYROVÝ, Petr. Jak si spořit na důchod. Praha: Grada, 2012. 160 s. ISBN 978-80-247-4479-7.
  • SYROVÝ, Petr. Investování pro začátečníky. Praha: Grada Publishing, 2022. 144 s. ISBN 978-80-271-3458-8.
Assessment methods
The course will end with a written exam 
Language of instruction
Czech
Further comments (probably available only in Czech)
Information on the extent and intensity of the course: Kombinované 0/10 hodin za semestr.

  • Enrolment Statistics (recent)
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