Investment Academy I (XNKVb667)

Course topics: 1. Introduction, financial market - what does money mean to me? Functions of money, basic overview of the financial market, interactive survey. 2. Financial market actors and instruments. 3. Financial planning - why to plan? 4 pillars of financial planning, SMART methodology. 4. Money = your employees, 8th wonder of the world. 5. Securities - history, development in Slovakia, importance of securities, types of securities, options, advantages, disadvantages, taxation. 6. Shares, bonds, investment triangle, shares and funds. 7. Strategy - what is strategy? Basic principles of investment strategy, strategic asset allocation and time horizon. 8. Diversification - its importance, stabilization phase in investing. 9. Retirement vs. annuity - why address it now? Demographics, pension system in SK. 10. Annuity, calculation of annuity, proper setting up of pension pillars. 11. Psychology of money - money and emotions, why we don\'t act rationally, behavioral economics, emotional stress and market timing. 12. The psychology of money - freedom, wealth is what you can\'t see, the you & me syndrome, hedonic treadmill.

Information sheet

Supervisors and educators:
Mgr. Michal Babjak - Zabezpečuje, Zodpovedný za elearning, Cvičiaci, Skúšajúci, Kogarant
Jarmila Hercegová - Zodpovedný za elearning
prof. PhDr. JUDr. Tomáš Gábriš, PhD. - Zabezpečuje, Hlavný garant
Mgr. Ján Kutan - Cvičiaci, Skúšajúci, Kogarant, Zodpovedný za elearning
Katarína Cviková - Zodpovedný za elearning
JUDr. Ingrid Lanczová, PhD. - Kogarant
Ing. Jana Koprlová, PhD. - Kogarant, Schvaľujúci zápis

Code: XNKVb667

Period: ZS

Credits: 3