Financial Planning and Investment


The aim of this module is to acquaint listeners with the theory, principles and practical procedures of long-term financial management as they are applied in the conditions of investment and financing of enterprises in the Czech Republic. Students will become acquainted with basic determinants that affect the value of money over time, methods of evaluating investment projects and other important areas of investment decision-making.

Recommended literature

  • Bodie Z., Kane A., Marcus A.J.: Investments. 11th Ed., McGraw-Hill, New York, 2018. ISBN: 978-1-259-27717-7
  • Pagdin, I., Hardy, M.: Investment and Portfolio Management: A Practical Introduction. KoganPage, London, 2018, 602 p. ISBN: 978-0-7494-80059
  • Monk, A., Sharma, R., Sinclair, D.L.: Reframing Finance: New Models of LongTerm Investment Management. Stanford Univ. Press, 2017, 216 p. ISBN: 978- 1-5036-01789
  • Chandra, P.: Investment Analysis and Portfolio Management. 5th Ed., McGraw-Hill, 2017. ISBN: 978-93-85965-57-9
  • Nývltová, R., Marinič, P.: Finanční řízení podniku – Moderní metody a trendy. Grada Publishing, Praha, 2010

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