N_PH_FPL_k Financial Planning

NEWTON University
summer 2025
Extent and Intensity
0/10. 4 credit(s). Type of Completion: graded credit.
Teacher(s)
Mgr. Pavla Wernerová (seminar tutor)
Guaranteed by
Ing. Roman Brauner, Ph.D., MBA, LL.M.
Centre for Economics – NEWTON University
Timetable of Seminar Groups
N_PH_FPL_k/01: Sun 6. 4. 13:00–16:10 Zoom.Praha1, Sun 27. 4. 13:00–17:50 PH Učebna 12, P. Wernerová
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, 2016. ISBN 978-80-271-0092-7.
Assessment methods
The course will end with a written exam 
Language of instruction
Czech
  • Enrolment Statistics (recent)
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